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.
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Financial Risk Management Podcasts
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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A weekly podcast featuring the leading thinkers in business and management.
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The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
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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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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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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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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
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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.
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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.
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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
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Welcome to Risk Management: Brick by Brick! Join Jason Reichl on his journey to discover the crucial role technology plays in risk management in the construction sector. Accompanied by industry-leading risk managers, this podcast will deep-dive into the people who are helping to build and maintain the physical world around us.
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The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
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*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. With over 40 million downloads and multiple Webby wins, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with industry greats like Queen Latifah, Barbara Corcoran o ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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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.
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Property Apprentice dives deep into the what's and how's of real estate investing in New Zealand. Each week, we discuss topics relevant to every home buyer and investor.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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Created by Professor Patrick Zoro The podcast aims to capture the latest trends in Data analytics, Asset Management, Blockchain, Risk Management. Patrick Zoro is also the program manager of the Master of Financial Engineering program at Lehigh University https://cbe.lehigh.edu/academics/graduate/master-analytical-finance
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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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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 ...
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Twice-weekly conversations with top executives and thought leaders at the intersection of business, technology, and innovation. Each episode of Technovation explores the technology trends that are transforming business, and the leaders driving digital change inside their organizations. Produced by Metis Strategy and hosted by firm President Peter High, Technovation is the premier podcast for IT and technology professionals with the largest collection of interviews with elite CIOs, CTOs, and ...
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Making complicated financial concepts simple, Lance-o-pedia is hosted by Lance Browning of Income Solutions Wealth Management in Tyler, TX.
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Welcome to TreasuryCast, the podcast series brought to you by Treasury Management International, a well-respected and independent voice in the treasury world. TreasuryCast showcases topical, pragmatic solutions and strategic insights providing valuable material for all practitioners, from experienced treasurers and CFOs to those new to the profession.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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A delicious mix of Insurance and TV
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
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EverydayCPA Show | Business Owners | Self-Employed | Households | Tax | Budgeting | Savings
Kelly Coughlin, CPA, CEO, EverydayCPA
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
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Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Tune in to Construct-ive Conversations, hosted by Brown Edwards CPAs. Gain valuable insights on various trends impacting the construction industry in addition to accounting, tax planning, and financial management to help your business thrive in today's complex landscape.
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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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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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The Forward Thinking podcast, powered by FCCS is to inform and inspire in the areas of leadership, employee engagement, governance, risk management & insurance, training, and strategic talent management. We feature industry experts and thought leaders with forward-thinking interviews and discussions.
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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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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 W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. ...
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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Episode 450: International Funds, Nomads, New Vanguard ETFs and Portfolio Reviews As Of August 29, 2025
30:18
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30:18In this episode we answer emails from a Mysterious Visitor, Pal and Byron. We review our approach to international stock funds and how to improve their diversification, try to help out a Canadian nomad and discuss some new Vanguard funds. And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find…
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574 – Simple Shifts: Ways to Save More and Spend Less
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30:44Looking to save more and spend smarter? This episode is packed with practical, expert-backed tips - from insider grocery hacks and avoiding hidden fees to smarter banking strategies. Learn how simple shifts, like opening a second bank account or using preloaded credit cards, can help you take control of your money and reach your financial goals fas…
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Is China Hoarding 30,000 Tons of Gold? Dominic Frisby on the Secret Bull Market
43:31
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43:31Aug 22, 2025 – What if China has already secretly surpassed the US as the world's largest holder of gold? In this compelling interview, Jim Puplava is joined by author Dominic Frisby to unravel the forces driving gold's explosive bull market...By [email protected] (Financial Sense)
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Gold Futures Hit $3500, Silver Breaks $40: The New Metals War Between US and China
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48:28Aug 29, 2025 – The Hunt Brothers tried to corner the silver market, driving it up to $50/ounce in the late 70s and early 80s. Now, it's the world's two largest economies trying to corner an increasing list of critical commodities. In this important update...By [email protected] (Financial Sense)
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August 29, 2025 - Zach and Chase discuss Chinese tech, inflation, and the markets.By Know Your Risk Radio
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In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets. Topics covered include: United Kingdom: Fiscal deterioration comes into focus as speculation builds over how the Chancellor will address th…
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1872: Ask Farnoosh: When Money Gets Messy: Family, Love, and Work Decisions
22:43
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22:43In this week's Ask Farnoosh episode, we tackle three major financial dilemmas from listeners: Setting Boundaries as a Daughter of Immigrants, Avoiding Financial Dependence on a Partner and Knowing When to Walk Away from a Business. Plus, a behind-the-scenes update on The Montclair Pod, and reflections on launching a new show 10 years after So Money…
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518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan
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19:21Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement calculators and rules of thumb may be leaving you exposed. In this episode, we discuss: Traditional planning gaps The three types of income risk Risk Ca…
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Greylock Partners’ Asheem Chandna on First-Check Investing, Founders, and the Age of AI
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49:31Where is software value heading in the age of AI? In the premiere episode of Technoventure, host Peter High speaks with Asheem Chandna, General Partner at Greylock Partners, one of Silicon Valley’s most storied venture firms. Asheem has led early investments in industry-defining companies such as Palo Alto Networks, AppDynamics, Rubrik, and Abnorma…
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Will NZ Outperform Australia? What This Means for Property Prices
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5:07Send Us A Message! Let us know what you think. Will New Zealand’s economy really outperform Australia over the next few years? And what does this mean for property investors and first-home buyers? In this episode, Paul from Property Apprentice breaks down: Why Westpac expects NZ to outpace Australia economically How OCR cuts and affordability impro…
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Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the US market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they. really? Chris Hart, portfolio manager at Boston Partners, discusses what it takes to invest succ…
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S&P 10,000? Dr. Ed Yardeni’s Bold Roaring 2020s Forecast (Preview)
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2:55Aug 28, 2025 – What if the next decade on Wall Street eclipses even the Roaring 1920s? Dr. Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, speaks with FS Insider to give an update on his bullish case for the S&P 500 soaring to...By [email protected] (Financial Sense)
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Insurance Lessons from the Gig Economy | IJA Aftershow: Kevin Amrhein
19:48
19:48
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19:48This Academy of Insurance Aftershow with George, Patrick, and instructor Kevin Amrhein explores the hidden risks of the gig economy as people rent out homes, cars, boats, and even pools through easy-to-use platforms. They explain why standard policies often fall short, leaving agents to educate clients on liability exposures they may not realize th…
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AUgust 28, 2025 - Zach and Chase discuss Nvidia, American Eagle, and shorting the VIX.By Know Your Risk Radio
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Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
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22:46The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Corporate Finance Explained | Navigating Corporate Finance in Emerging Markets
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12:10Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it's a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corporate finance in emerging markets. We'll equip you with the foresight …
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What is the status of the US dollar against other global currencies? For more information, you may contact Lance at 903-787-8909 or visit Lance's WebsiteBy Lance Browning
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Mark Koziel Q&A: Talent, sense of community, profession opportunities
16:23
16:23
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16:23“We’re not short on things to do.” Those are the words of Mark Koziel, CPA, CGMA, CEO of the Association of International Certified Professional Accountants and president and CEO of the AICPA. He’s been in that role since the start of the year and travelled all over the world hearing from members. Summer’s end seemed like a good time for a progress…
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Tariffs, Supply Chains, and Inflation: Challenges Ahead for Insurance Claims
1:46
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1:46In this Claims Journal Podcast excerpt with Paul Kottler, U.S. president — global technical service, with Crawford and Company, he discusses the mounting pressures on the insurance claims sector as global events ripple through supply chains. From tariffs and public unrest to ongoing wars and extreme weather, these factors are driving material cost …
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266. Transforming procurement to transform your business
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42:34Procurement can play a crucial role in driving a company's transformation, and leaders are now recognizing its potential to be a strategic enabler of change. In this episode of Inside the Strategy Room, we explore the key findings from our recent McKinsey.com article titled “Aim higher and move faster for successful procurement-led transformation”.…
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The Best of Hedgeye: Daniel Lacalle → Fed Policy Mistake? Market Risk Rising
1:05:26
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1:05:26***This webcast originally aired live on Hedgeye.com on September 7th, 2021*** Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV. They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Ja…
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Apple in China: Financial Times’ Patrick McGee on Tim Cook, Scale, and Risk
53:46
53:46
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53:46Apple’s success in China is more complicated—and consequential—than most realize. In this episode, Peter High speaks with Financial Times journalist and author Patrick McGee, who covered Apple for years and recently published Apple in China: The Capture of the World’s Greatest Company. Patrick’s reporting reveals how Apple became deeply intertwined…
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The changing role of the CMO—and what it means for growth
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23:07Chief marketing officers are vital to strategic decision-making, but increasingly, they’re being left out of the discussions that matter most—to the detriment of both customers and growth. “Kelsey and I are on a singular mission to bring CMOs back,” McKinsey Senior Partner Shelley Stewart III said recently, referring to Senior Partner Kelsey Robins…
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Agentic AI, Brain-Machine Interfaces, and the Race for Superintelligence with Dr. Alan D. Thompson (Preview)
3:28
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3:28Aug 27, 2025 – Step inside a world where AI builds worlds, rewrites language, and merges minds—today, not decades from now. In this fascinating conversation, Dr. Alan D. Thompson, renowned AI analyst, breaks down the race toward...By [email protected] (Financial Sense)
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August 27, 2025 - Zach and Chase discuss Nvidia's earnings, and the power of incentive.By Know Your Risk Radio
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1871: 5 Mistakes That Hurt Mental and Financial Strength
32:55
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32:55Guest Amy Morin is a psychotherapist, mental strength trainer and the host of Mentally Stronger. She joins to share her 5 lifestyle mistakes that keep you from growing mentally stronger — and financially better off. More about Amy: She is an international bestselling author. Her books, including 13 Things Mentally Strong People Don’t Do, have been …
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Episode 449: A Transition, Personal Finance Is Still Finance, And Fun With Mary And Coaching Stuff
37:02
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37:02In this episode we answer emails from Nick, No Name, and Nathan. We discuss transitioning at 70% to FI, the inherent problems with a lot of psychology-based and convenience-based finance media and personal finance that fails to do the finance part first, Mary's amusement with Frank's ego (don't encourage him), and financial coaching. And we get to …
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103: Stay-at-Home Parenting: The Privileges and Financial Risks
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31:09For many families, the decision to become a stay-at-home parent isn’t really a choice, it’s the result of America’s broken childcare system. Daycare costs can swallow an entire paycheck, but leaving the workforce carries hidden financial risks that can last for decades. In this episode, Jess & Brandon explore: How career gaps impact your resume and…
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EP. 106: Navigating State, Federal and Global AI Regulation
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27:49On this episode of The Insuring Cyber Podcast, Claire Davey, senior vice president and head of product innovation and emerging risk at Relm Insurance, and Peter Dugas, executive director at Capco, spoke about the latest news regarding the AI Action Plan in the U.S., what insurers should know about AI regulation both at the state and federal level, …
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#130 Retirement Spending Done Right: What Should Physicians Spend First?
31:38
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31:38You’ve planned, you’ve saved, and finally, you've retired. Now it’s time to spend what you’ve saved and enjoy all the retirement vacations you’ve been planning. Listen in as Nate Reineke and Chelsea Jones dive into when you should start proactive backdoor Roth conversions and what accounts you should withdraw from first. We also break down what app…
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If I Won’t Live to 90, Should I Claim Social Security Early?
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15:24Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com If your parents or grandparents passed away young, it’s natural to wonder: Should I grab Social Security as early as possible? It sounds simple, but the truth is far more nuanced. In this episode, Lee unpacks why longevity isn’t j…
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View From The Top: “Lisa Su Is Still Curious About How Things Work”
56:14
56:14
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56:14This week on If/Then, we’re sharing an episode of View From The Top: The Podcast, an audio series featuring leaders from around the world in conversation with MBA students. Recorded live at the CEMEX Auditorium at Stanford Graduate School of Business, episodes feature insights on effective leadership, the values that guide it, and lessons learned a…
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How SDLI Can Provide Flexibility - Replay
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14:36
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14:36High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…
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Tariff Trades & Shark Tales - Guest Appearance on Without Boundaries
26:04
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26:04In this episode (released on 8 July 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a return guest appearance on Russell Investment's Podcast: Without Boundaries, to discuss how he successfully traded the Trump administration's rollout of reciprocal tariffs, their unique blend of technology and people to exploit bond misp…
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That Crazy Aussie Shop - Guest Appearance on Without Boundaries
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17:40In this first episode of Russell Investments (released on 26 June 2025), Chris Joye, founder and CIO of Coolabah Capital Investments, discusses how he built a $15 billion bond shop against the odds, Coolabah’s contrarian approach to trading credit, and his deep ties to rugby in Australia and New Zealand. Don't forget to check out the original podca…
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August 26, 2025 - Zach and Chase discuss potential rate cuts and left tail removal consequences.By Know Your Risk Radio
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Flood Insurance After Show: Insights from Neptune Flood
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10:26In this special aftershow from the Insurance Journal’s Academy of Insurance, George Jack and Patrick Wraight, Director of the Academy of Insurance, speak with Jean-Luc Eckstein, Chief Customer Officer at Neptune Flood. Together, they unpack the highlights of the How To Write Flood Insurance – Free Workshop, exploring the evolving role of agents in …
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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
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55:44The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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#124 - $44 Trillion and the Future of Retirement Investing with Mat Sorensen
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50:52Tait Duryea and Ryan Gibson welcome Mat Sorensen, CEO of Directed IRA, for a powerful discussion on how pilots and high-income professionals can unlock private investment opportunities through retirement accounts. From self-directed IRAs to Solo Ks, Mat explains the mechanics of rolling over old 401(k)s, navigating recent regulatory changes, and ta…
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What's New at CFI | Getting Started with Python
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8:53Are you a finance professional who relies on Excel but is curious about the power of programming? In this episode of FinPod: What's New at CFI, we're joined by subject matter expert Joseph Yeates to discuss his new course, Getting Started with Python. Joseph explains why Python is a must-learn skill for data analysis and how this course provides a …
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ISO 20022: Enhanced Data = Enhanced Risk Management
36:38
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36:38The first episode of Standard Chartered's new podcast series explores how ISO 20022’s richer data formats and standardised messages can improve compliance and risk management in correspondent banking flows. We cover the benefits which makes the process more effective, as well as sanctions screening, fraud detection and AML checks.…
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The Kinds of Humor That Help Leaders Build Trust
30:27
30:27
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30:27Leading an organization is a serious job, but Adam Christing argues that humor is a shortcut to building trust at an organization - and without it, you might be missing out on an important leadership tool. Christing is a comedian, speaker and author and he walks through five main kinds of humor that are most effective at work. It's not about knock-…
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Spouse, Strategy, Security: Social Security Demystified
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11:41
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11:41What’s the smartest way to claim Social Security—especially when you’re married? In this episode, Ken and Nick Tumolo break down the complexities of spousal benefits, timing strategies, and how Social Security fits into a broader retirement income plan. From protecting your spouse to managing taxes and preparing for future uncertainty, they share r…
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Send us a text Roman Bansal is the founder of NanoConda. We discuss growing up in Russia, the joy of reading books, and how NanoConda can help you set up software, API, hardware, and colocation for HFT (high frequency trading) for smaller firms. We also discuss why Dallas, Texas is growing in the quant space as many firms are locating here. NanoCon…
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August 25, 2025 - Chase takes a look at crypto, services surveys, and inflation.By Know Your Risk Radio
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Pathfinder: Sean Neville is Changing How Money Will Work
58:31
58:31
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58:31Join us as Sean Neville, co-founder of Circle & architect of the USDC stablecoin, discusses Catena Labs — building the first regulated, AI-native financial institution for a future where autonomous AI agents directly participate in the economy.By Jo Ann Barefoot
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1870: How to Retire on Social Security Alone
26:13
26:13
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26:13Imagine you arrive at retirement with no savings. Imagine living entirely off of your social security paycheck, which currently averages $1,900 a month. Guest Anne Tergesen is a reporter for The Wall Street Journal and offers insights from the article she co-wrote recently, “Here’s What It’s Like to Retire on Almost Nothing But Social Security.” Th…
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Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 22 August 2025. The topic for this week is: Can I make a tax-deductible contribution to my super if I am a member of the PSS? Luke is joined by Leon of 2CC to talk about this important topic for PSS members, which is costing many members lots of mo…
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