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Future Proof | Wealth Advisors Podcasts

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Future Proof Talks

Future Proof | Wealth Advisors

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Com base numa visão holística de Gestão de Património, a Future Proof é uma plataforma de serviços de investimento orientada para o Aconselhamento Financeiro e Gestão de Risco. Este podcast é apenas para fins informativos. Quer saber mais sobre o mundo dos investimentos? Visite-nos em https://futureproof.pt/.
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Partnering to Create Wealth

New York Private Finance / David Marcus

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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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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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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week's news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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"My Two Cents" makes sense of the financial world with real talk, relatable stories, and practical advice you can actually use. Whether you're a teen just starting out or a young adult ready to take control of your money, this podcast gives you the mindset, tools, and tips to build a financially confident future and build your financial identity. Hear from students, entrepreneurs, and experts as we break down how to make smart money moves, starting today.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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My name is Tim Nash, and I’m on a mission to help a million people put their money where their values are. Over the last 15 years, I’ve helped thousands of people build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There’s a whole amazing world of social finance and cooperative banking that puts people and planet above profit and I ...
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Tune in to hear: What does the Japanese Tea Ceremony, Chanoyu, symbolize beyond the ritualized preparation of tea? Why are rituals so important and how can we incorporate ritual into our modern lives? What did Polish Anthropologist Bronislaw Malinowski discover about the importance of fisherman's rituals in Papua New Guinea? How can rituals ease ne…
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In this episode, Mahima interviews Gio Ahern, an investing partner at Andreessen Horowitz, discussing his journey from high school to a career in investing. They explore the daily life of an investor, essential skills for young investors, and the differences between private equity and venture capital. Gio breaks down complex investment terms and sh…
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Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás analisam como a Alemanha, maior economia e peça central da UE, poderá moldar a Europa na próxima década. A conversa centra-se no contexto industrial, na liderança política, no eixo franco-alemão, na defesa europeia e "zeitenwende" e geopolítica com o triângulo EUA, Rússia …
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Community solar projects are sprouting up all over the country! How do investors get involved? Climate-conscious investors are looking for opportunities to earn a profit and have a positive impact. Some of the best blends of impact and return are in community solar projects. So how do we find these projects? Join Good Investing’s Tim Nash as he bri…
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In this episode of The Liquidity Event, AJ and Shane regroup after a failed recording attempt and dive straight into Thanksgiving chaos, rising ACA premiums, and the political fight over healthcare subsidies. Shane shares his 35% insurance shock while AJ breaks down what subsidy cuts mean for millions of Americans. They also explore the push to pri…
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What if your success isn’t about luck — but math? In this episode, Jack sits down with Kyle Austin Young, author of Success Is a Numbers Game, to break down how probability, intentional planning, and strategic pessimism can radically transform your business, career, and investments. Kyle shares how two back-to-back layoffs pushed him into fractiona…
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In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI's estate planning party at Clover Club, complete with notaries, crystal balls, and millennials confronting wills, pets, and chosen family. They also cover the latest economic confusion including layoffs, tariffs, AI fears, the Shrimp Cocktail Index, and California's proposed bil…
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So you need to break up with your financial advisor. There could be many reasons: their fees are too high. They aren’t listening to you and your needs - and dismiss your values, including sustainability and ethical considerations. Or maybe they keep telling you that ethical investing means worse returns (it doesn’t!). In this episode, Tim sits down…
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Hi Good Investors in the Greater Toronto Area! I'm hosting a live taping episode of the podcast, and we'd love to see you there. Use this link to secure your spot or email [email protected] Community solar projects are sprouting up across the country — creating new opportunities for investors to earn returns while driving positive impact. But h…
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In this episode of The Liquidity Event, AJ and Shane cover everything from shattered mirrors to shattered housing markets. AJ shares an update on her book deadline and upcoming Thanksgiving travel while Shane recounts a chaotic morning involving a Roomba and a broken mirror. The duo unpack the hidden tax pitfalls of S-Corps in New York City, debate…
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In Part 2 of our "Scam-Proof Your Brain" series, we examine three digital scams that disproportionately affect teens: online shopping fraud, imposter scams, and cryptocurrency investment schemes. Mahima explores the phenomenon of perceived financial success in cryptocurrency, highlighting how social media influences investment behaviors and contrib…
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Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction. Whitney reflects on his path from Royce & Associates, where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering …
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Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás falam sobre o que os investidores particulares precisam de saber sobre o mercado imobiliário português em 2025. A conversa centra-se no contexto económico, nos segmentos de investimento, nas dinâmicas demográficas, nas políticas públicas e na rentabilidade. Este episódio f…
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Join Tim for a new chat with Julia Grady, Executive Director of 10C Shared Space, a coworking space in Guelph, Ontario that does so much more. While Julia shares the incredible journey of 10C, from a small rented space to a community-owned landmark, Tim and Julia discuss the importance of community wealth - where a space goes beyond the financial a…
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In this post–Election Week episode of The Liquidity Event, AJ and Shane dive into New York City's new mayor, former rapper Zohran Mamdani, and what his win could mean for taxes, wages, and city life. AJ shares her marathon weekend adventures and Halloween highlights, while Shane talks about biking through Manhattan gridlock, watching Tame Impala, a…
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In Part 1 of our "Scam-Proof Your Brain" series, Mahima examine's fake scholarship and job scams - two of the most common frauds targeting teens. Discover how scammers exploit scarcity and urgency manipulation to bypass critical thinking, and learn why optimism bias makes even smart people vulnerable. This episode references peer-reviewed research …
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In this Halloween-week episode of The Liquidity Event, AJ and Shane gamble their way through Atlantic City stories, poker scandals, and billionaire luck. AJ checks in from self-imposed exile at the Jersey Shore to finish her book (and avoid the casinos), while Shane shares his thoughts on gambling's strange evolution from high stakes to digital dop…
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David Marcus sits down with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Tim has backed some of the world’s most transformative companies including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase, and was an early, vocal advocate of Bitco…
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In this episode, Mahima interviews financial advisor Nicolle Willson, of Team Hewins, who shares her journey and insights into financial planning. They discuss the role of a financial advisor, the importance of early financial habits, and practical money management tips for young adults. The conversation also touches on the future of personal finan…
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In this episode of The Alternative Investor Mastermind, host Jack Krupey sits down with Dave Wolcott, Founder & CEO of Pantheon Investments, to explore what it really takes to build holistic wealth — beyond Wall Street. From oil & gas investing and AI-driven tax strategies to the launch of Pantheon’s Wealth OS platform, Dave reveals how the ultra-w…
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Join Tim for a lively and insightful conversation with Calvin Trottier-Chi and Sonia Vinogradova from the Greenback Revolution initiative. After working on the Green Transition Scoreboard together discussed on this show last spring, the three discuss the true power of the retail investor to create change, whether it’s the Gamestop short squeeze or …
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In this episode of The Liquidity Event, Shane and guest host Ed Z cover everything from Nobel laureates disappearing into the woods to Italy's flat-tax paradise for the ultra-rich. They unpack why more working-class Americans are turning to the stock market, debate whether democratized investing is empowerment or gambling, and answer a listener que…
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This episode explores the financial aspects of wellness, discussing why healthy living can feel expensive and how to make smarter financial choices around food and fitness. Mahima highlights the growth of the wellness economy, factors contributing to high prices, and offers global examples of affordable health solutions. The episode concludes with …
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Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to …
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Join Tim for a lively and insightful conversation with his cousin Michael Sambasivam, senior analyst at Investors for Paris Compliance and a real expert in climate finance. This episode dives into Canada’s climate finance scene with candid talk about green policies in Canada - the good, the challenging, and the surprising. From discussions on Canad…
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In this episode of The Liquidity Event, AJ and Shane cover everything from IPOs making a comeback to Hamburger Helper as a recession indicator. They dive into venture-backed companies finally going public, debate whether Hamburger Helper sales say more about wallets or Ozempic, and unpack why America's biggest companies can't quite explain the upsi…
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Are you a teen / young adult? Heading to college in a few years? Starting a new job? Traveling out of your country for vacation or study abroad program? If you answered yes to any of these - this episode is for you. Learn the basics of health insurance, including key terms like premiums, deductibles, and copays. Explore different health insurance m…
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In this episode of Partnering to Create Wealth, David Marcus speaks with Jacob Gonzalez, co-founder and Head of Debt Capital Markets at Cirrus Capital Partners. Jacob shares his journey from Cornell to investment banking, private equity, and now building Cirrus Capital alongside his partner, Ryan Ridgeway. Together, they’ve carved out a niche worki…
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In this episode of My Two Cents, Mahima speaks with Ishan, a consultant and venture capitalist, about his journey into finance and investing. Ishan shares insights from his experience, myths surrounding quick wealth in investing and practical advice for young entrepreneurs. The conversation highlights the significance of understanding money managem…
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In this episode of The Liquidity Event, AJ and Shane return from the Future Proof Wealth Management Festival with stories of Weezer, Bush, and the perils of leaving conferences too early. They dig into a New York Times article about using ChatGPT to tackle credit card debt, from spreadsheets to selling watermelons, and debate whether AI is democrat…
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What’s the real path forward on climate action? Tim Nash explains why “green growth”—not taxes or bans—is the only pragmatic choice for tackling climate change in today’s political climate. This episode dives into the history, definitions, and surprising economics of green growth, from the legacy of “Limits to Growth” to $20 trillion in global gree…
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François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from …
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In this episode of The Liquidity Event, Shane (aka Delta Juan Enjoyer) joins Ally to unpack Taylor Swift and Travis Kelsey's engagement and why it's a perfect case study in prenups. They explore the promise (and hype) of an AI-powered stethoscope, debate private equity's push into 401(k)s, and tackle a listener question about selling real estate wi…
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In this episode of The Liquidity Event, AJ and Shane dive into how they're using AI in everyday life, from food tracking to coding help, before tackling bigger questions about money, dating, and the future of work. They unpack OpenAI's bold claim that AGI could make money obsolete, break down the latest IRS updates—including changes to Qualified Sm…
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Join Tim in our final video in our Summer of Good series, featuring Suzanne Faiza, Knowledge Lead at Tapestry Community Capital, to discuss the pivotal role of community bonds in sustainable finance and how Tapestry supports organizations considering using them. They dive into Tapestry's four-step process that helps organizations with planning, str…
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In this episode of The Liquidity Event, John guest stars alongside AJ to celebrate and mourn the end of AOL dial-up after 30 years, reminiscing about AIM screen names along the way. They dive into AI's role in everyday life, from fixing your Dyson to shaping the hiring and job application process, and explore creative childcare alternatives (Auntie…
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In this JKAM Investments update, Jack Krupey shares what’s ahead for 2025 — including exciting new investment offerings and our Passive Loss Tax Calculator, designed to help investors maximize their tax efficiency and keep more of what they earn. Whether you’re a seasoned real estate investor or just starting your passive income journey, this updat…
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In this episode of The Liquidity Event, Shane and Kurtis dive into the start of Tax Planning Season at BKFi, unpack Figma's billion-dollar breakup, and discuss when employees can finally sell their shares. They explore why Silicon Valley's free perks are disappearing, what the rise of generally intelligent AI could mean for your work, and how new r…
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Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead. We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the s…
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Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás falam sobre a nova economia Trump, a pressão sobre a Fed e a viragem comercial. A conversa centra-se na forma como as políticas do segundo mandato de Donald Trump estão a remodelar a economia americana, a política monetária e o comércio mundial. Este episódio está foi grav…
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Join Tim in this episode as he sits down with Indwell, who have provided affordable housing across Ontario since 1974, with Nick Van Der Velde, Finance Manager, and Michael Brathwaite, Senior Associate of Impact Investing. They discuss Indwell's innovative approach to providing affordable and supportive housing in communities across Ontario. Learn …
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In this episode, Mahima breaks down compound interest, the time value of money, and why starting early, even with just a little, can lead to big growth. Only 17% of young adults can explain compound interest. That means 83% of our peers are missing out on what could be free money. You're ahead by just listening to this episode. *Disclaimer: This po…
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In the debut episode of 'My Two Cents,' host Mahima sits down with guest Ruiqi He, exploring her unique journey from a successful consulting career to the world of acting. They delve into personal finance lessons learned through Ruiqi's experiences, the importance of mindset in both finance and creative careers, and practical advice for teens pursu…
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Join Tim as he sits down with Faiz Abhuani, founder and director of Brique par Brique, an organization committed to solving affordable housing issues in Quebec. Faiz discusses the inception of the organization, their focus on community-driven solutions, and the innovative use of community bonds. Don’t miss this insightful conversation on addressing…
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In this episode of The Liquidity Event, AJ and Shane reflect on their first-ever company retreat where AJ admits to being a sore loser, break down the surprising connection between Toys R Us and crypto, and explain why you should give your parents a secret code word to avoid AI scams. Plus, the latest on UK tax loopholes, how many streaming apps ar…
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In this episode, I’m joined by Leigh Hoagland, co-founder and former CEO of New York Private Finance and now senior advisor to the firm. Leigh shares the backstory of a borrower we’ll call “Bob”—a food entrepreneur who used a loan from NYPF to buy out a minority partner and retain full control of his company. We explore: Why Bob borrowed personally…
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On this episode of The Liquidity Event, AJ and Shane are finally reunited, and they cover everything from Missouri's wild proposal to eliminate capital gains tax to why the return-to-office push might be hurting women more than expected. Plus, Greece's crumbling infrastructure, sky-high babysitting rates, revoked science grants, and how to track do…
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Welcome back to the Summer of Good series! In this episode we welcome the co-founders of Goparity: Emily Mercy (Managing Director), Blake Bunting (Director of Business Development, and Dealing Representative) and Elliot Warner (Director of Tech, Strategy, and Finance). From their journey from university friends to founders to the impact of their co…
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