Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Financial Management Podcasts

show episodes
 
‘Executive Decisions’ is a CNBC podcast offering a rare window into the minds of top decision-makers. Hosted by seasoned financial journalist Steve Sedgwick, each episode explores the pivotal choices that shape the careers and legacies of influential business leaders and policymakers. Through candid conversations about risk, doubt and conviction, the series reminds us that even the most powerful face uncertainty and trade-offs. The first season of 'Executive Decisions’ will launch on Novembe ...
  continue reading
 
Artwork
 
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
  continue reading
 
Financial Issues is a nationally syndicated wealth management radio and TV program that educates listeners and viewers about the economy, markets, and investments from a biblical perspective.
  continue reading
 
Artwork

1
MoneyMD

Richard Young Associates

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
  continue reading
 
Artwork

1
Ask The Compound

The Compound

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Got money questions? We’ve got answers. Join Ben Carlson, Duncan Hill, and a rotating lineup of financial pros as they break down your biggest questions about investing, markets, and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz. Duncan is a podcast producer and the Director of Creative Media at The Compound. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
  continue reading
 
Artwork

1
The McKinsey Podcast

McKinsey & Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Artwork

1
Macro Voices

Hedge Fund Manager Erik Townsend

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  continue reading
 
Artwork

1
ABA Banking Journal Podcast

American Bankers Association

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Bank executive insights, unique business strategies, regulatory updates from D.C., and fun banking stories—all this and more on the ABA Banking Journal Podcast, brought to you weekly by the American Bankers Association's award-winning podcast team.
  continue reading
 
Artwork
 
this is investing is your weekly dose of realistic, no-hype investing encouragement. Hosted by Vince Scully, each short episode is designed to help you build long-term wealth by focusing on what actually matters: consistency, mindset, and simple strategy over noise and hype. Whether you're new to investing or looking to stay on track, this series will keep you grounded and growing. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

1
Financial Decoder

Charles Schwab

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Artwork
 
Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
  continue reading
 
Artwork

1
Insurance Pro Blog Podcast

TheInsuranceProBlog.com

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
  continue reading
 
Artwork
 
Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Replace The Job You Hate With A Life You Love. This is the podcast for high performers who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve ...
  continue reading
 
Artwork

1
FNO: InsureTech

Alacrity Solutions

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
A podcast that interviews leaders from insuretech and insurance to get up-to-date ideas and perspectives on how technology is disrupting and transforming the industry. We bring stories, trends, and useful insights to our audience from carriers, insuretechs, service providers, and various industry groups. New episodes feature people who are on the forefront of inventing, using, developing, or transforming the insurance world through applied technology. FNO: InsureTech is created and produced ...
  continue reading
 
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
  continue reading
 
Artwork

1
She's On The Money

Victoria Devine

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and —yes—actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt— all witho ...
  continue reading
 
Artwork

1
Henssler Money Talks

Henssler Financial

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
  continue reading
 
As a PhD (in training), you face unique money challenges that stem from your low stipend/salary during your years of graduate school and postdoc training. Listen here for the hard-won financial wisdom of your fellow graduate students, postdocs, and PhDs with Real Jobs. From budgeting and frugality to investing and debt repayment, this podcast is your higher education in personal finance.
  continue reading
 
Artwork

1
NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
  continue reading
 
Artwork

4
FinPod

Corporate Finance Institute

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
  continue reading
 
Artwork

1
Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
  continue reading
 
Artwork

1
Top of the Morning

Mint - HT Smartcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Top of the Morning is a daily podcast hosted by Nelson John, in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast
  continue reading
 
Artwork

1
Inside the Strategy Room

McKinsey & Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
  continue reading
 
Artwork

4
The Other Hand

Jim Power & Chris Johns

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Economics and finance demystified. A recent listener's comment: "I first heard about ChatGPT on your podcast and immediately started using it. I’m 73 and wrote my first program at 16. Having witnessed all developments in computing down the years I think this is the greatest since www. Your pod is informative in many different areas, politics, economics, society changes, housing crisis etc but at times goes beyond that. This episode tying up all this but also the implications of AI with a kno ...
  continue reading
 
Artwork

1
Veterinary Financial Podcast

Meredith Jones DVM, CSLP®, AFC®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Veterinary Financial Podcast helps veterinarians take control of their finances and build lives they love. Hosted by Dr. Meredith Jones, a veterinarian turned financial planner, the show blends real-world clinical experience with practical financial guidance tailored to the profession. We cover student loans, investing, entrepreneurship, practice management, side gigs, and more. Our goal is to give you clear, actionable advice so your money supports the career and lifestyle you want. Whe ...
  continue reading
 
The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
  continue reading
 
Artwork
 
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.
  continue reading
 
Artwork
 
Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.
  continue reading
 
First Friday Feedback, a monthly podcast hosted by Cannon Financial Institute's Executive Chairman Phil Buchanan, is dedicated to answering the questions posed by listeners of sister podcasts, Monday Morning Mojo and The Cannon Curve.
  continue reading
 
Themis is a specialist financial crime risk management agency. Our goal is to reduce the global impacts of financial crime. Themis helps clients and members identify and manage their specific financial crime risks, through a combination of innovation, insight and intelligence. Bringing you interviews and insight from leading investigative journalists, senior business leaders and changemakers who are at the forefront of tackling financial crime.
  continue reading
 
The Spend Table is where cost and spend intelligence gets served up fresh—and no topic is too spicy to tackle. Join three finance and procurement leaders for respectful debate (not head-nodding) on what really matters when managing software spend. All powered by real data insights.
  continue reading
 
Artwork

201
Complexity Premia

Coolabah Capital Investments

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
  continue reading
 
Loading …
show series
 
This 2025 compilation episode looks back on key takeaways from CGMA credential holders and other experts featured on the FM podcast in the past year. The discussions focus on AI, skills gaps, leadership, and other topics. What you'll learn from this episode: The potential of AI tools and the value of learning them early. Technology's impact on comm…
  continue reading
 
The Executive Focus Series 2025 – Episode 1 🎤Guest: Ian Macoun, Founder and Managing Director at Pinnacle Investment Management GroupHost: Chris TitleyIn this inaugural episode of The Executive Focus Series 2025, Chris Titley sits down with Ian Macoun, the visionary behind Pinnacle Investment Management Group. Ian shares his journey in building one…
  continue reading
 
The Santa Rally skipped town this year, but the January Effect is making waves, especially for small caps. Markets are buzzing after U.S. forces captured Venezuela’s president Maduro, fueling bold oil ambitions despite steep challenges. Plus, trade tensions and tariff twists continue, and younger workers being affected by AI-exposed occupations. Da…
  continue reading
 
We wrap up the year by settling an important score: who takes the crown for the 2025 Super Official Board of Predictions after a year of weekly “market up or down” calls? From there, we look back at the major trends we predicted for 2025 and how they actually played out. Then it’s time to look ahead. The team shares their 2026 predictions—personal …
  continue reading
 
Financial planning doesn't have to start with investing or retirement, and it doesn't require everything to be "under control" first. This is a practical, non-judgmental conversation that explains what financial planning really means, how it differs from budgeting, and where to start when money is tight or debt is part of the picture. You'll be abl…
  continue reading
 
If you’ve ever looked at your debts and thought… I know I need to deal with this, I just don’t know where to start, this episode is for you. This is the next step in our Summer Starter Series, where we’re going back to the foundations that help you get on top of your money, in a way that actually feels manageable. In episode one we got ontop of our…
  continue reading
 
In today's show, Seth Udinski and Sam Case discuss market activity tied to defense spending headlines, recent jobs data, and shifting investor sentiment. The conversation explores why defense stocks moved higher, highlights mixed signals in employment numbers, and considers reasons many Americans remain hesitant to invest. They also discuss common …
  continue reading
 
In this episode, Tracie Thompson, Global Head of Strategic Clients at Cytora, joins FNO: InsureTech to discuss how technology is transforming underwriting while preserving the essential role of human judgment. Drawing on her experience working with global insurers, Tracie explains how Cytora digitizes submission intake and enables underwriters to m…
  continue reading
 
In this episode of AWM Insights, Justin Dyer and Mena Hanna review the highs and lows of the 2025 markets and share their perspectives on navigating market volatility in 2026. Drawing from real-world examples like dramatic market swings and sudden events, they discuss the importance of disciplined investing, resisting the urge to time the market, a…
  continue reading
 
Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it’s important to identify income opportunities that could be resil…
  continue reading
 
On this week’s episode of the AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson discuss what’s powering markets, including the FTSE 100, to record highs [3:00]. They consider what US action in Venezuela might mean for markets, and particularly US oil companies like Chevron and the global oil price [7:15]. They discuss at which secto…
  continue reading
 
The annual Consumer Electronics Show in Las Vegas offers a showcase for breakthrough AI applications, humanoid robots, advances in mobility, and more. In this special episode of The McKinsey Podcast, we hear from McKinsey leaders on the ground at CES about what they saw and the tools and themes that most resonated with them. Theme music composed, p…
  continue reading
 
Good Morning, I'm Nelson John. Today on Top of the Morning, we dig into the uncomfortable truths behind India's newly approved airlines. One has directors convicted in court. Another is led by a promoter who went from driving a tempo to planning a 30-plane fleet. We also unpack what the rupee hitting 91 means for your portfolio and for families pla…
  continue reading
 
Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management…
  continue reading
 
The discontinuation of penny production in 2025 caused operational challenges for banks when the regional Federal Reserve banks said they would stop accepting pennies for deposit at coin terminals -- accelerating the circulation shortage that's posing challenges for retailers. Today, the Fed reversed that decision, resuming deposits effective Jan. …
  continue reading
 
Should Aussie investors stick close to home or look offshore? In this episode Vince breaks down home bias, franking credits, ASX concentration and how to work out your allocation to Aussie equities. 👉🏾 advantages of investing in Aussie equities 👉🏿 disadvantages of investing locally 👉🏻 criticism of investing in Aussie equities 👉 what to look for whe…
  continue reading
 
If you’ve ever thought you should see a financial advisor, but also wondered if it's a now or later thing… this one’s for you. We’re chatting about that stage so many of us sit in. You want to do the right thing with your money, but you’re not sure whether a financial advisor makes sense for your current situation. We talk through when financial ad…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhP…
  continue reading
 
"Going green" has transitioned from a PR commitment to a core financial strategy. For corporate finance teams, the challenge is no longer whether to invest in sustainability, but how to fund it while delivering long-term financial returns. In this episode of Corporate Finance Explained on FinPod, we move past the buzzwords to explore the specific f…
  continue reading
 
In today's show, Mark Minnella, Seth Udinski, and Sam Case explore developments in the housing market, including institutional home buying, interest rates, construction costs, and zoning pressures affecting affordability. The conversation highlights recent market movements around the Santa rally narrative and introduces perspectives on precious met…
  continue reading
 
Fear of Missing Out — FOMO — doesn’t feel toxic when you’re in it. It feels exciting. Urgent. Smart, even. It whispers things like: “Everyone else is doing this.” “If you don’t act now, you’ll regret it.” “This is how people get ahead.” And that’s why FOMO is so dangerous. Today, we’re not talking about harmless curiosity or normal comparison. We’r…
  continue reading
 
Learn what 2026 might bring for mortgage rates, home prices, and affordability, plus smart steps to buy or refinance. Will mortgage rates drop in 2026, and is it finally a good time to buy a home? How can you get your finances ready to buy or refinance, even if prices still feel out of reach? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgages …
  continue reading
 
CFOs are increasingly helping lead transformations of their companies, which has a range of implications for how they manage their time and stay up to date with technology. Leading transformation has often been viewed as more focused on other members of the C-suite. McKinsey’s research shows the critical role that CFOs have in the success of a tran…
  continue reading
 
On episode 204 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet to discuss the worst time to buy a house, going full Roth, is margin a good idea, when are Roth conversions worth it, traditional vs Roth 401(k) and more. Submit your Ask The Compound questions to ⁠[email protected]⁠!This episode is sponsored by Publ…
  continue reading
 
It's not uncommon for employees of a business to be offered shares in the business they work for. Glen sits down and unpacks a real life case study of an employee who has been offered shares in their business, touching on: 👉🏾 the case study basics 👉🏿 details of the offer made to the employee 👉🏻 why do company's typically offer employee share scheme…
  continue reading
 
In this episode, we unpack how uncertainty, data gaps, and fragmented intelligence are creating new opportunities for financial crime, fraud, and environmental exploitation across global markets. Joining the conversation is Emily Hsu, Financial and Environmental Crime Researcher, who explores how weak governance, limited transparency, and uneven ac…
  continue reading
 
In today's show, Mark Minnella discusses recent market strength amid global developments, including shifts in Venezuela, and explores how these events are being interpreted across financial markets. The conversation highlights how geopolitical actions, media response, and investor sentiment can influence market behavior, while also touching on ener…
  continue reading
 
Action Academy is BACK for 2026! Happy New Year Folks! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 30 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn…
  continue reading
 
Good Morning. I'm Nelson John. India's IT ministry gives X a 72-hour ultimatum over Grok's explicit content. The semaglutide patent war could slash weight-loss drug prices by 90%. A steel cartel bombshell names 56 executives including Sajjan Jindal and TV Narendran. Japanese giants MUFG and Nidec double down on India GCCs. And the finance ministry …
  continue reading
 
In corporate finance, we often focus on balance sheets, cash flow, and NPV. However, there is an "invisible factor" that dictates whether those numbers hold up: Corporate Culture. While it doesn’t have a line item, culture acts as either a precision tool for financial discipline or a toxic liability that destroys enterprise value. In this episode o…
  continue reading
 
If you’ve been saying “I really should start investing" this episode is for you. Because wanting to invest and actually investing are two very different things. And for most of us, it’s not laziness or lack of ambition that keeps us stuck. It’s the quiet spiral of I don’t know enough yet... or I don’t have enough money... or what if I pick the wron…
  continue reading
 
In today's show, Mark Minnella, Seth Udinski, and Sam Case discuss the role of biblical stewardship at the start of a new year, highlighting how faith based investing shapes long term decision making and personal responsibility. The conversation explores recent developments influencing biblically responsible investing, including cultural shifts, po…
  continue reading
 
How does an organization with 100 years of history stay relevant, adaptable, and forward-looking? Bob Sternfels, who runs McKinsey & Company as the Global Managing Partner, has led the company through a wave of recent challenges while trying to plan the road ahead for the consulting industry leader. He explains the balance he's aiming to strike bet…
  continue reading
 
There’s a baby boom happening at Henssler—and it sparked an important conversation exploring how welcoming a child changes your financial life and the critical first steps every new parent should take. From putting the right legal protections in place and reviewing insurance coverage, to understanding new tax benefits and when it makes sense to sta…
  continue reading
 
What causes people—from pro athletes to everyday savers—to burn through money faster than they expect? Ken and Nick Tumolo explore how sudden wealth, inheritances, and lack of planning can lead to costly mistakes. They break down why emotional decisions, tax misunderstandings, and delayed strategy often derail long‑term security, and why treating u…
  continue reading
 
In this episode of Executive Decisions, Steve Sedgwick sits down with Sir Nigel Wilson, chairman of Canary Wharf Group, to explore the curiosity-driven career that took him from a council estate in northeast England to the top of U.K. business. Wilson shares how intellectual curiosity—nurtured by family and teachers—shaped his path from a scholarsh…
  continue reading
 
Good Morning, Welcome to top of The Morning, I'm Nelson John.. The US capture of Venezuelan President Maduro has sent gold past $4,400 an ounce, reinforcing its role as the world's geopolitical hedge. Silver is having an even bigger moment, with ETF inflows tripling in India and returns hitting 137% in 2025. Meanwhile, the SHANTI Bill opens India's…
  continue reading
 
Glen, John and Rachelle unpack the keys to making 2026 the year you achieve your goals. They touch on: 👉 how Rachelle helped her partner achieve his goal of buying a new car 👉🏼 John's fitness goals - how he's using Strava to set and achieve goals 👉🏽 SMART goals - what they are and how Glen adds to it (SMART-YO goals) Check out Glen's sound financia…
  continue reading
 
In today's show, Mark Minnella, with co hosts Seth Udinski and Sam Case, discuss strong year end market performance, rising valuations, and sector trends as the new year begins. The conversation highlights reflections on recent market movements, considers risks tied to overvaluation, and explores themes of stewardship, diversification, and long ter…
  continue reading
 
What if the headlines predicting market turbulence are steering your emotions more than your plan? Ken and Nick Tumolo break down why volatility is inevitable—and why behavior often matters more than forecasts. They share how regular reviews, diversification, and thoughtful risk alignment help retirees avoid reactive decisions, along with client st…
  continue reading
 
If I offered you two choices right now— Option A: You gain $100. Option B: You lose $100. Which one grabs your attention more? Most people say the loss. Not because it’s logical. Not because it’s bigger. But because it hurts more. And that reaction—right there—is not a flaw in your personality or a sign you’re “bad with money.” It’s something deepl…
  continue reading
 
Loading …
Copyright 2026 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play