Martin Lewis answers your financial questions, offering valuable money-saving tips.
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Financial Consulting Podcasts
AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your ele ...
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Christian Moldenhauer
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Broker Consulting - Finance. Reality. Spolu.
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Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
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Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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Informative insights and conversations with owners, CEOs, M&A dealmakers, and other professionals on lessons learned, tips, current business conditions, and more.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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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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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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If you’re an expert executive considering independent consulting—or already running your own thriving practice—this podcast is for you. The 2x2 Podcast for Independent Consultants goes beyond the usual business advice. We talk to real-life practitioners—strategists, deep thinkers, and multi-hyphenates who thrive on autonomy, intellectual curiosity, and portfolio careers. Whether you're exploring the leap from corporate, navigating a career transition, or scaling from solo consulting to a mic ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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An interview podcast dedicated to the ever-evolving world of RegTech and financial regulations with Know Your Customer's CEO and co-founder Claus Christensen.
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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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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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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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 host David Maher as he interviews professionals, entrepreneurs, & other fascinating people to explore the intersection of money, leadership & faith. In 2012 David founded Right Brain Insights - www.rightbraininsights.com - a consulting company providing fractional CFO services to independently owned industrial, manufacturing & trade service businesses. This podcast is for general information only and does not constitute professional and/ or financial advice. Always seek advice specific ...
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On The Mark Training & Consulting Podcast is an insurance and personal budget podcast that talks about the different risks people encounter on a daily basis. With Patrick & JPs combined experience of 20 years in the insurance industry, they share their experience and expertise for what they’ve seen as the biggest pitfalls with covering yourself and your money.
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Run your own consulting business? This is the podcast for consultants, freelancers and contractors to ensure that you are getting the most out of your business, and to help you avoid expensive mistakes. Hosted by Accountant; Alan Broome, Business Lawyer; Mark Maclean and Financial Adviser; Chris Thompson we talk about everything under the sun related to running your business smoothly.
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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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A show that deconstructs world-class deal makers, digging deep to uncover the philosophies, tools, and tactics entrepreneurs can use to put together the biggest deals of their careers.
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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Your Financial Maven®, hosted by Samantha Mittman Besnoff, CPA, is a podcast where you will be challenged to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent almost 30 ye ...
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Seven Figure Consultant with Jessica Fearnley
Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business
0221
Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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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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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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A weekly podcast on the history, philosophy, and techniques of astrology, hosted by professional astrologer Chris Brennan.
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Advisor Coaching Tips to Regain Momentum in 2025
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In this episode, I discuss why momentum is the real driver of long-term success for financial advisors.Working with thousands of advisors over the years, I’ve seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That’s why I focus on helping advisors recognize when they’ve gone off course and tak…
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Episode 26: Small Business Wisdom From Clarkson’s Farm
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🎙 What do a motorsport legend and a struggling farmer have in common? Turns out, everything. In this episode of Full Throttle Finance™, we’re breaking down Season 4 of Amazon Prime’s Clarkson’s Farm and how Jeremy Clarkson’s journey from Top Gear to tractor gear mirrors the challenges of running a small business. From bureaucratic red tape to commu…
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Ekonomické aktualitky - červen 2025 (Petr Šimčák, Petr Budinský)
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Jak se pohnula ekonomika za poslední kvartál? Jaký před sebou máme výhled v rámci úrokových sazeb, potažmo hypoték? Jak nám pokles trhů zahýbal s investicemi? Nejen to, ale tradiční vhled do investičního, ekonomického a lehce politického světa z úst pánů Petra Šimčáka, investičního ředitele Broker Consulting a Petra Budinského, prorektora Vysoké šk…
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Business cashflow, first job, and Gemma’s bad debt confessions - Q&A
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In this episode of the Australian Finance Podcast, Gemma is joined by a very special guest, money coach, Lexi Smith – to answer your questions. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. And send in your questions via the link below. Resources for this episode – What is a money coach epi…
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The cheapest way to spend abroad, stop paying to pay! And find old pensions worth £10,000s!
1:02:05
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With £31 billion in lost or unclaimed pensions in the UK, Martin tells you how to find your old pensions - which could be worth £10,000s! Plus, Martin’s top holiday money need-to-knows to help you stop paying when you spend abroad and get the most bang for your (Vietnamese) dong. And you tell us the worst financial advice you were given by your par…
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Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
37:23
37:23
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Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing. 0:00-5:00 Introduction 5:00-15:00 Perth Property Market O…
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E45 Talking about Eldercare with Amy Friesen, Eldercare Trailblazer Expert
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Part of Understanding our Money is to pay attention to Eldercare. Join me in my latest episode as I am joined by Amy Friesen, Eldercare Trailblazer Expert and Bestselling Author of "BreadCrumbs." Amy is the co-founder of Tea & Toast Company that "takes the overwhelm out of senior living decisions, through bold ideas, fresh strategies, and an ever-g…
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#112 Are You the Leader Your Company Needs? | Live at ISA Sign Expo
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This special episode features AaronClippinger's full presentation from the ISA Sign Expo in Las Vegas: Are You the Leader Your Company Needs?In this high-impact talk, Aaron dives into the evolving role of CEOs andpresidents, what leadership really looks like in the sign industry, and howculture, vision, and accountability separate startups from gro…
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Tactical Models, Trend Following, and the Mindset Shift That Changed My Practice
24:32
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In this episode of The Advisors Fuel Podcast, Adam Koós flips the mic and joins George G on The Aligned Money Show for a candid conversation about managing money, market uncertainty, and the hard lessons that shaped his investing philosophy. He shares the story of how two major crashes nearly drove him out of the industry, and how discovering techn…
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The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
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With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…
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Target-Date Funds: The Good, Bad & Misunderstood
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Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? In this episode, Dennis breaks down the good, the bad, and the misunderstood aspects of target-date funds.…
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The Exit Mindset: When, Why, and How to Plan Your Succession
23:19
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Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…
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Move Up & To The Right with The 2x2 Podcast for Independent Consultants
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Hey—I’m Lauren Wambold Patel, and this is The 2x2 Podcast. If you’re an independent consultant, strategist, or fractional exec who’s serious about building your business—not just picking up gigs—this channel is for you. I’ve built an eight-figure consulting firm from the ground up. No agency model. No corporate safety net. Just the real work of bui…
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Clearing the air: What are managed accounts?
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Who uses managed accounts? What is the difference between IMAs, SMAs and MDAs? What’s behind the meteoric rise of managed accounts? SuitabilityHub founder and managing director Recep Pekker provides an explainer.By Financial Standard
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Midyear Outlook: Getting in Sequence by ClearBridge InvestmentsBy ClearBridge Investments
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Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144
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What if the life you're living was always enough, no kids required, no apologies necessary? In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building commu…
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Porter Collins & Vincent Daniel: What Are We Doing? Learning To Fly!
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Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and…
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How to Rebuild After Failure — Chris Kristof’s Proven Formula | Right Brain Insights
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In this episode of Right Brain Insights, host David Maher sits down with Chris Kristof, founder of Reventon, to unpack an extraordinary story of resilience, business success, personal struggle, and the power of faith. Chris built Reventon into a fully integrated financial services company responsible for over $3.4 billion in real estate sales, but …
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Avoid Making These 5 Retirement Mistakes - Replay
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“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mi…
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In this Australian Finance Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core an…
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This week on Margin Maximizers, Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact. If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you. Here’s what you’ll hear: 1️⃣ Why Collaboration Beats Isolation How siloed teams …
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Episode 6: Grit, Growth, and Leadership - The UALR Wrestling Story with Coach Neil Erisman
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What does it take to build a Division I athletic program from scratch, especially in a state where it’s never been done? In this episode of The Olympus Wealth Strategies Podcast, we sit down with Coach Neil Erisman, head coach of UALR Wrestling, to talk about the incredible rise of Arkansas’ first and only D1 wrestling team. From recruiting in unch…
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In the last episode Patrick & JP took a look at bad debt and in this weeks episode they go through what good debt is and how you can utilize it to your favor. Slides Our Website Our Instagram Our Youtube Channel For our Funny Videos!By onthemarktandc
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Rails, Roads & Ports: The future of the South African Transport industry: PSG Think Big Series
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Barbara Creecy: Minister of Transport Facilitated by Alishia Seckam: Broadcast and financial journalist. In July 2024 Ms Barbara Creecy was appointed as the Minister of Transport in the new Government of National Unity. Ms Creecy served as the Minister of Forestry, Fisheries and the Environment between 2019 and 2024. In November 2019, Ms Creecy was…
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Confronting the affordable-housing crisis
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The US housing crunch is bad—and it’s getting worse. Wider access to safe, affordable homes is vital to enabling economic mobility for all Americans—and to harnessing what McKinsey Partner JP Julien, a leader of the McKinsey Institute for Economic Mobility, calls a “massive” untapped economic opportunity. On this episode of The McKinsey Podcast, JP…
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In this episode of RegTalks, Claus Christensen, CEO and Co-Founder of Know Your Customer, welcomes Maria Peralta, Director of SMB Acceptance Solutions at Visa. Maria’s journey has taken her from Latin America to Europe and now Singapore, where she leads Visa’s initiatives to integrate millions of micro-merchants and startups into the digital paymen…
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EP889: Loan origination and credit profiling designed to speed approvals
14:56
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Ram Ramdas, Founder & Chief Evangelist, Wonderlend Hubs WonderLend Hubs offers scalable, customisable solutions that adapt to the dynamic needs of modern lenders. It is a no-code, micro-modular solution delivered as a PaaS (Platform-as-a-Service) model. Modular architecture or microservices allows the company to offer ‘Micro plans’, i.e. API bundle…
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380 Jennifer Mulak's "Heroine's Journey"
1:39:31
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It's time for The Feminine Frequency! This month, co-host Jennifer Mulak shares with us her own Heroine's Journey. Jennifer is the founder, alchemist and earth steward behind Cosmic Mother - where she offers a line of botanical skincare, herbal potions, and energy work. She is a healer, a problem solver, an herbalist, flower practitioner and energy…
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Can Artificial Intelligence Give You More Capacity with Adriana Torres
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Welcome to the Artificial Intelligence Podcast with Jonathan Green! In today’s episode, we dive into the concept of capacity within both personal and professional realms with our insightful guest, Adriana Torres. Adriana, a seasoned business coach, shares her expertise on optimizing resources and creating processes for enhanced capacity. Adriana em…
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202: How To Get Your First B2B Consulting Clients
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In this episode of the Seven Figure Consultant Podcast, I’m sharing practical advice for new and aspiring women B2B consultants aiming to reach their first or next $100K in revenue - including a brand new free resource just for you! I talk about the common challenges of defining your expertise, identifying your ideal clients, pricing and marketing,…
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EP888: Broken windows, big breaches: how tiny AML gaps spark major trouble
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Ruchi Tripathi, Vice President - Product Management for AMLOCK, Azentio Financial crime compliance is evolving—and even minor lapses like missed STRs can spark major regulatory fallout. Legacy tech adds to the challenge, creating blind spots in AML frameworks. Ruchi Tripathi, VP – Product Management at Azentio’s AMLOCK, speaks with Puja Sharma on a…
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11 - Alphabetti Spagetti - Are different share classes a good idea for your business?
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There are plenty of instawankers preaching the benefits of having different share classes within your business, often referred to as alphabet shares. We talk about when they are a good idea, and when they are likely to cause way more issues than they provide benefits. Any Q's or future topic requests email us at [email protected] Any information give…
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AI Coding Is Here To Stay (Get Ready) with David Hirschfeld
41:45
41:45
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41:45
Ever made a costly mistake in a startup? David Hirschfeld, founder of the 17-year-strong custom software firm Tekyz, turned his "startup scars" into SaaS stardom. He shares the brutal honesty of a past venture hitting a wall and how that forged his unshakeable belief in rigorous client qualification. Discover his 5-minute method to identify serious…
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EP887: Solving cybersecurity? The need for more robust cyber resilience strategies
12:22
12:22
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12:22
Steve Brodie, Chief Revenue Officer, Goldilock Physical network isolation is becoming essential in today’s cybersecurity threat landscape. Software-only solutions are no longer enough. The case for hardware-based protection has been thrown into sharp relief in recent months with high profile cases of cyber attacks that have revealed victim organisa…
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EP886: How FinTechs fail and how we can prevent it
14:06
14:06
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14:06
Elliott Limb, CEO, Cubed Over the past decade, we have seen many FinTechs rise and fall – entering the market to great fanfare only to exit extremely quietly. Why do so many FinTechs fail and what needs to happen in order to reduce the chronic failure rates among FinTech startups. Robin Amlôt of IBS Intelligence speaks to Cubed CEO Elliott Limb who…
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How Melissa Browne rebuilt wealth and confidence after financial setbacks
33:17
33:17
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33:17
In this Australian Finance Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to crea…
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What A Global Financial Crisis Taught Me, With Citi’s Sophia Bantanidis
26:22
26:22
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26:22
We want to hear from you! Email us at [email protected] with a voice memo describing your In Your Ellement moment. We might feature your story in an upcoming episode! *** What do you do when your job drops you into the center of a global financial crisis? That’s where Sophia Bantanidis found herself – helping craft post-crisis banking reform…
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This week we talk about the ins and outs of health and life insurance and see how we can pre-pay today to solves tomorrow's problems. What is Disability and Critical illness insurance, the difference between temp and permanent and how you can’t build a robust financial plan without insurance. If you live in British Columbia, Alberta, Saskatchewan, …
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Venus Retrograde Repetitions in the News Part 3
1:58:17
1:58:17
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1:58:17
In episode 494 I share several Venus retrograde repetitions that have happened in the news recently, and summarize what I learned from closely tracking the Venus retrograde recently.Since Venus finally departed from Aries and completed the extended retrograde period earlier this month I wanted to do one final episode to wrap up some lingering 8-yea…
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Venus and Mars Retrogrades as the Unfolding of a Sequence of Events
3:04:55
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In episode 493 I interview some patrons and students talk about how the recent Venus and Mars retrograde periods went for them, and to demonstrate a principle I discovered about how retrogrades can describe the unfolding of a sequence of events over an extended period of time.One of my unique perspectives on Venus and Mars retrogrades is that they …
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Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
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2025 Financial Advisor Coaching: Integrate Business & Life
20:00
20:00
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20:00
In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice. After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to burnout rather than breakthroughs. That's why I teach…
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Episode 25: Build The Workflow, Win The Race
25:39
25:39
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25:39
🏁 It’s not just the machine that wins races, it’s the systems behind the team. In this episode of Full Throttle Finance™, we’re diving deep into task management systems and why they’re essential for both race teams and small businesses. From missed deadlines to burnout to inconsistent processes, we’ve seen firsthand how a lack of systems can stall …
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EP885: Building behavioural analytics based on mobile devices and web metadata
13:18
13:18
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Michele Tucci, Co-Founder & Chief Strategy Officer, Credolab Credolab is a data analytics platform based on smartphone and web behavioural metadata available to any company with a mobile app and a website. The use of this alternative data acts to bolster risk assessment and credit decisioning in a privacy-safe, predictive way that improves outcomes…
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EP884: Digitisation of payments isn’t solving the problems facing the UK construction industry
10:07
10:07
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Louise Stewart, CEO, ProjectPay Payments are a crucial issue in construction where some 98% of firms in the industry are SMEs. The UK construction sector is struggling with outdated financial models and banking structures but to address these challenges needs more than just the introduction of digital payments. A recent report by platform ProjectPa…
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Council Tax Money Back Special **UPDATED 20/6, after Government consultation launched**
1:11:40
1:11:40
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***This episode was first published on 5th June. It was updated on 20th June to reflect the launch of a government consultation on the administration of Council Tax.*** Martin goes through step by step everything you need to know about Council Tax. He explains: - How to check you are in the right band.- How to challenge your Council Tax band.- The …
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