The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Financial Services Podcasts
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
227
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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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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
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A series of podcasts which explain to a non-technical audience how "Dark Money" (e.g. money laundering, corruption, bribery, tax evasion) enters the financial system and infects everything it touches.
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Jason and Chael discuss various topics in Canadian financial services. In most episodes, Jason sends Chael a recent media item. Jason and Chael unpack the item in question, to decide what is BS and what is valid.
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That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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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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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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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 the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
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Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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Fintech Insider is your ultimate guide to the world of finance and fintech from 11:FS - the leading independent fintech consultancy, recognised five times with the British Bank Award for Consultancy of the Year. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including Visa, Monzo, Nationwide, JPMorgan Chase, Wise, the Financial Times, and more to discuss breaking news and deep dive into the biggest ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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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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Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune in for expert advice, industry trends, and personal stories that will inspire and inform your jo ...
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principl ...
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EU Finance - The Future of Finance
Financial Stability, Financial Services and Capital Markets Union (DG FISMA)
735
The EU_Finance podcast is created by EU Commission’s Directorate General for Financial Stability, Financial Services and Capital Markets Union. Short episodes are released monthly on topics related to banks, capital markets, insurance, digital or sustainable finance, anti-money laundering, etc.
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We will talk here about everything. Diet, Pets, Fashion, Digital Marketing, Sports, Finance, Casino and so on... More about Diets and losing weight here: https://enginediet.com/
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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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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Welcome to Jackquisitions — your inside look at acquiring a home service business Hosted by Jack Carr, co-host of the Owned and Operated podcast, this channel breaks down real acquisition strategies—LOIs, SBA loans, due diligence, and post-close integration—all through the lens of home service entrepreneurship. If you're looking to grow through acquisition, you're in the right place.
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Identity Architects is the podcast dedicated to spotlighting individuals who have pioneered the way that data and identity can improve the customer experience across media, gaming, financial services, healthcare and more! Visit https://www.infosum.com for more information on InfoSum.
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Thoughts and interviews from the financial advice industry!
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Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the worl ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Down Payment is the podcast for used car dealers and industry professionals that are looking for insights, best practices, and news on the used car industry.
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Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor
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Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strat…
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Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove
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Today's guest is Mary Ann Miller, VP and Fraud Executive Advisor at Prove. Mary Ann brings extensive experience in fraud prevention, identity risk, and digital onboarding across financial services. Mary Ann joins Emerj Senior Editor, Marilie Fouchè, to discuss how financial institutions are applying data and AI to modernize customer onboarding whil…
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How TruStage Ventures built connective tissue between fintechs and credit unions
24:28
24:28
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Welcome to the Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I'm Tearsheet's editor in chief, Zack Miller.For fintechs, cracking the credit union market is notoriously difficult. It's relationship-based, insular, and requires a fundamentally differe…
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11 December 2025 SAfm Market Update: It’s been a great year
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Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign
12:40
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Tune in to discover: The Experiment: Learn about the A/B test that compared a webpage with a financial advisor’s photo to one without, and what this revealed about immediate user trust. The Psychology of Trust: We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts y…
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Retirement planning often gets framed as an all-or-nothing goal, but smart resolutions take a more realistic approach. In this video, we look at retirement through the lens of steady decision-making, manageable goals, and long-term consistency. The discussion focuses on understanding your current situation, making thoughtful adjustments over time, …
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“Looking for the Right Person – Questions You Should Ask Your Advisor,” “Elder Care – Why is this so critical?" and “What is On Your Mind? Answering More of your Questions”
48:49
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Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they help you determine if you are- Looking for the right person? Questions you Should Ask Your Advisor. Rob Clement will dive into Elder Care. Why is This So Critical? "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering adviso…
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Death of Niche Sites and SEO, Common Mistakes in Site Flipping, YouTube Success, AI and What's Working Today | Ron Stefanski (MU Classic)
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#736 What happens when you spot a tech shift before everyone else? Ron Stefanski did just that! When ChatGPT hit the scene, Ron saw the writing on the wall and quickly sold his entire portfolio of niche websites — dodging the fallout that crushed others in his space. In this episode hosted by Kirsten Tyrrel, Ron shares his journey from corporate ma…
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When Do We Sell Our Investment Properties — Retirement Edition
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As you approach retirement, the question of whether to keep or sell your investment property becomes increasingly important. This episode explores how retirement reshapes your financial priorities, why property can shift from a growth asset to a source of complexity, and the key reasons many retirees choose to sell. From improving cashflow and redu…
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The Crypto Market Structure Has Changed and Rising Tides May No Longer Lift All Boats
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Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Thank you to our sponsor, Mantle. Sign up for their hackathon here! Crypto markets this year failed to live up to expectations, raising questions about the trajectory for next year. The situation is fur…
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Energy Costs for Families and Salary Sacrifice Pensions
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New research suggests there are 6 million children across the UK living in fuel poverty, according to the charity National Energy Action. It defines fuel poverty as when a household has to spend at least 10% of its income to keep their home warm. It says the impact on children of living in a home which parents and carers struggle to keep warm can b…
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Is It Possible to Build an Entire Brand in Just One Week Using AI? Find Out How | Mike Koenigs (MU Classic)
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#735 AI is radically changing how fast entrepreneurs can build authority and personal brands — and this episode is packed with actionable proof! Host Kirsten Tyrrel interviews Mike Koenigs, a serial entrepreneur, digital marketing pioneer, and creator of groundbreaking tools, who joins us to share how he's using AI to collapse the speed of trust, b…
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541: Your 2026 Reset: The Best of the Retire With Purpose Podcast
38:24
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What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: The most common retirement regrets How to generate flexible, reliable income in retirement The Surplus Bucket Strategy and why it can help spending con…
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The budgeting exercise works out surprisingly well for Chael, and we missed a big sponsorship opportunity!By Jason Watt
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From $2.5M to $7M in 12 Months: Landscaping Roll-Up + Irrigation Acquisition Lessons
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In this episode of JackQuisitions, Jack sits down with Ian Smith, partner at South River Capital, to break down what it actually looks like to scale through acquisitions in home services—when the “platform” you thought you bought turns out to be pen, paper, and magnets on a board. Ian shares how his partners bought Terraform Landscaping in 2021 (~$…
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When the market dips and layoffs start making headlines, most folks freak out — but you don't have to. Learn how smart investors stay calm, protect their cash, and keep their financial plans on track no matter what life throws their way. Discover why liquidity is your secret weapon, how to avoid costly cross-border tax mistakes, and how real peace …
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The Chopping Block: Aave Civil War + Flow Hack + Coinbase Super-App - Ep. 993
1:01:12
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Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the Aave DAO civil war: a CoWSwap integration that allegedly routed swap fees to Aave Labs/Avara instead of the DAO, igniting “stealth privatization” claims, a “poison pil…
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How to Turn LinkedIn into a Lead Generating Machine for Your Business | Joe McKay (MU Classic)
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#734 Want to turn LinkedIn into your best business-building tool? In this episode hosted by Brien Gearin, we’re joined by Joe McKay, a LinkedIn expert and ghostwriter who helps online entrepreneurs scale their businesses from scratch using smart content strategies and authentic outreach. Joe shares how he transitioned from a government job in Austr…
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Etiquite Training Will Improve Car Sales! | The Podcast for Used Car Dealers S5 E1
10:40
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Etiquite Training Will Improve Car Sales! | The Podcast for Used Car Dealers S5 E1 Etiquite training will improve your car sales! You can improve trust, shorten sale cycles, and encourage repeat business with proper etiquette. All you need is some easy training to make sure your team is doing more than just being polite! Although that doesn't hurt …
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It’s the final Rule Breaker Investing podcast of 2025, and the year ends as it always does—with your Mailbag. David shares his annual year-forward market call, then works through listener notes that capture the heart of the Foolish journey. We hear from a father investing alongside his seven-year-old son, an investor who audited his own selling his…
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“Update on Health Care for 2025-2026,” “Saving for College and It’s Challenges” and” Planning for the Expected – Rise of the Sinking Fund”
48:30
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Join Jim Shoemaker and Shannon Dyson with an Update on Health Care; How Does It Affect You? Gregg Beeber offers insight and suggestions on Saving for College and It’s Challenges. Abby Wilson encourages us with guidance on Planning for the EXPECTED; Rise of the Sinking Fund. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an i…
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Bits + Bips: 2026 Crypto Predictions: BTC & ETH Hit Record Highs, Stablecoins Go Big
1:09:44
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Thank you to our sponsor, Mantle! Mantle is launching the Global Hackathon 2025 to accelerate the future of Real-World Assets. With a $150k prize pool, backing from a $4B treasury, and direct access to Bybit’s 7M+ users, this is the ultimate ecosystem for builders. Sign up here! In this year-end Bits + Bips roundtable, hosts Austin Campbell and Chr…
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"What Do You Really Want?" Leveraging Identity-Driven Business Growth | Cassie Shea
48:16
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#733 What if the biggest thing holding your business back isn’t strategy or execution — but the identity you’re operating from? In this episode, host Brien Gearin sits down with Cassie Shea, founder of The Possibility Investor, to unpack what it really means to iterate with your identity as a business owner. Cassie shares how her journey from runni…
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Charitable Giving: Donating Assets vs Cash
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ Some people think generosity starts and ends with writing a check. But what if what you give matters just as much as how much you give? In this episode, Wade explains the difference between donating cash and donating assets, and why asset-based giving can create powerful tax adva…
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This episode is our version of a year-end wrap. We look back on the biggest themes from 2025, from money and markets to mindset, purpose, and growth, and reflect on what actually mattered most. It’s a highlight reel of the conversations that shaped the year, plus a look ahead at what’s coming next. If you’ve been with us all year (or you’re just ju…
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New Year, Stronger Finances | Episode 190
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Send us a text A new year brings new opportunities, especially when it comes to your finances. In this episode of The Spend Life Well Show, Mark Trice walks through simple, practical steps to help you set better financial goals without the stress or overwhelm. With a focus on wise stewardship and clear planning, Mark breaks big goals into manageabl…
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How much do we really understand about our pay? From frozen tax thresholds to salary sacrifice and minimum wage increases, a number of changes made in the Chancellor's budget might have left you looking a bit more closely at your payslip. So, what do all those figures mean, what is your employer legally obliged to provide and what can you do if you…
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Best of The Long View 2025: Financial Planning and Retirement
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Hi and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we will feature some of our favorite clips from interviews we have done with financial planners, advisors, and retirement researchers over the past year. It’s a counterpart to a previously released “Best…
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Landmark Regulation, ICOs, Downtober & Privacy: 2025 Crypto Year in Review (Part 2) - Ep. 991
1:18:23
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Thank you to our sponsors! Uniswap Mantle 2025 was a year of mixed outcomes for crypto. The industry got landmark stablecoin regulations in the U.S. but with a major limitation. Bitcoin soared to new all-time highs but failed to surge to heights many expected and is set to end the year flat. In this final installment of Unchained's year in review s…
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#277- Wicked Pissah Podcast Hosts Appear on FPA-Live with Ben Lewis
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Wicked Pissah Podcast Hosts Appear on FPA-Live Hosts Kathleen, Mike and Brad appear on FPA-Live with Ben Lewis. They discuss: -Creating and sustaining a podcast for more than 250 episodes -How having multiple hosts can be beneficial -The technology involved in recording and coordinating the podcast Websites: FPA: https://www.financialplanningassoci…
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How to Grow in 2026 Without Losing the Team That Got You Here
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As advisory firms close out a strong year and look ahead to 2026, many leaders are focused on hiring, capacity, and AI-driven efficiency. In this episode of Building the Billion Dollar Business, Ray Sclafani challenges leaders to pause and ask a more important question: How does growth actually feel to the people doing the work? Drawing on research…
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How to Run a Successful Dry Cleaning Business in 2026 | Ian Noble
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#732 What if one of the most overlooked “boring businesses” is actually one of the most scalable — and most AI-resistant — opportunities out there? In this episode, host Brien Gearin sits down with entrepreneur Ian Noble — founder of Run Steady Investments and former dry cleaning operator who spent 14 years growing, scaling, and ultimately selling …
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Are you ready to expand your dealership?| The Podcast for Used Car Dealers S4 E92
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Are you ready to expand your dealership?| The Podcast for Used Car Dealers S4 E92 Everyone thinks they want to expand, but are they ready? We have five questions you need to ask yourself before you consider a second location for your business! Watch this episode for our thoughts on the subject, and then tell us about your ideas in the comments! Don…
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Traditional vs Roth 401(k): Which One's Right for You Now? | EP 52
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Roth or traditional: how do you choose? If you've ever wondered when it's time to shift from a traditional 401(k) to a Roth, you're not alone. In this listener-led episode of Make It Personal, we tackle a smart, real-life question from Nicholle about taxes, timing, and how to plan ahead for retirement without getting stuck in a higher tax bracket d…
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Will Your Investments Help You Realize Your Dreams
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Your portfolio shouldn't just make money — it should make a difference. Whether you're planning for retirement, building a legacy, or wondering what to do with an inheritance, it's time to align your investments with your values. Discover how to turn your money into a mission and take control of your financial future with purpose and clarity.…
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford share their highlights from 2025 See the show notes here! Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward Wealth Management from a Biblical Worldview Stewardship Seminars from a Biblical Worldview Learn more at: StewardologyPodcast.com Schedule…
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The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, …
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How Elite Performers Succeed When Pressure Is High and Clarity Is Low | Itamar Marani
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#731 What if the only thing standing between you and your next level of success isn’t strategy — but the way your mind handles pressure, uncertainty, and fear? In this episode, host Kirsten Tyrrel sits down with Itamar Marani — former Israeli special operations and undercover agent turned elite performance coach — to unpack how high achievers unloc…
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In the first of a two part, end of year episode, we explain how we helped with a major BBC investigation into crime on the high street, involving the sale of illicit cigarettes and vapes, modern human slavery, people trafficking, tax evasion, corruption and money laundering. Send us a text Support the show Follow us on LinkedIn at https://www.linke…
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Tax Tools and Operators with Justin Boatman
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One of the most common questions Steven hears from financial advisors is "What software can I use to help with that?". In this week's episode, Steven is joined by Nitrogen's Chief Product Officer, Justin Boatman, to discuss the latest entry into the tax software category: Nitrogen's AI Tax Center. Justin shares the background of why Nitrogen picked…
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Why Most Investors Lose Money: Lessons from Financial Times’ | Jonathan Guthrie | Paisa Vaisa | Anupam Gupta
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In this episode of Paisa Vaisa, host Anupam Gupta welcomes Jonathan Guthrie, a veteran award-winning journalist and the former head of the renowned Lex column at the Financial Times. With a career spanning decades at the heart of London’s financial district, Jonathan shares deep insights from his latest book, The Truth About Investing. The conversa…
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The Grind Showcases Entrepreneurial Reinvention, Cultural Journeys, and the Power of the Hustle
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Eric James hosts "The Grind," a show featuring local entrepreneurs discussing their business journeys and insights. Kevin Neal, a New York native, shares his transition from hip-hop dancing to becoming an AI consultant in Las Vegas, emphasizing the importance of resilience and continuous learning. Leroy Longsworth, originally from Belize, discusses…
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How to Turn Customers into Walking Billboards! l Samantha Irwin (MU Classic)
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#730 Is your business leaking customers without you realizing it? In this episode hosted by Brien Gearin, we chat with Samantha Irwin, founder of Kaizen Coaching and Consulting, about why customer experience is everything — and how failing your team means failing your customers. Samantha shares her journey from middle school teacher to boutique hot…
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320. How to Set Smarter Financial Goals for the New Year
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A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those prio…
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In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understanding how priorities may shift over time. Topics include finances, daily routines, and personal goals, all considered in a realistic and reflective way. Th…
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Resilience Against Tariffs, Future of SEO, AI and 7-Figures with Handkerchiefs. How to Thrive with E-Commerce in 2025! l Steve Chou (MU Classic)
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#729 What if a simple wedding handkerchief could unlock your path to financial freedom? In this episode hosted by Kirsten Tyrrel, Steve Chou, founder of Bumblebee Linens and MyWifeQuitHerJob.com, shares how he turned a niche e-commerce idea into a thriving seven-figure business — allowing his wife to quit her job and stay home with their kids. Stev…
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The Chancellor announced dozens of changes in the Budget that will affect the money in your pocket from wages and energy bills to savings. Many of them won't happen for some time - years in some cases - so we look at the more imminent tax changes. That will include the freezing of tax thresholds that will see higher taxes for many and changes to th…
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2025 Crypto Year in Review, Part 1: Shit Talking Edition - Ep. 990
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Crypto natives entered 2025 with many expectations, but bingo cards likely did not include world leaders launching memecoins. In this first installment of a two part Unchained Special, Ambient Finance founder Doug Colkitt and “Gwart” join to offer a whimsical take on some of the years major happenings as it pertains to crypto. How did an erstwhile …
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540: Freedom After 50: The Quiet Fear Beneath Retirement (and How to Outsmart It)
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If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan Dangers of letting the news cycle shape your outlook Why retirees often search for a "true sage" — and why that search fails The "Yada" reflective fr…
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