The Holistic Wealth Podcast with Keisha Blair – the weekly podcast that features celebrities, influencers, CEO's, and everyday people. The show will also showcase various experts on the key pillars of holistic wealth such as financial wellness, physical health, emotional wellness, and spiritual health. Hosted by Keisha Blair, Award-winning, bestselling author of Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness and Founder of the Institute on Holistic Wealth ...
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Holistic Wealth Management Podcasts
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Consider Molly Sims and her best friend Emese Gormley your new girlfriends on speed dial for all your pressing beauty and wellness needs. Is Botox a good idea? Should you try that new diet you saw on the Today Show? Molly and Emese have your back. With guests ranging from top health and beauty experts to their industry friends, you’ll get the scoop on the latest trends, which products and procedures to try, and which to run from-- and they just might be doing it all with a drink in hand. Pre ...
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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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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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Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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A podcast made to help financial advisors make the most of their client’s charitable giving.
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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“Your Life Style Is Your Medicine” is a podcast that focuses on how a person's lifestyle can be the key to health and happiness. Routed in the principles of lifestyle medicine, Ed Paget, osteopath, and exercise scientist, interviews area-specific experts on how lifestyle impacts well-being, focusing on purpose, physical activity, nutrition, sleep, and stress, which could lead to a longer, happier life. Edward now runs immersive lifestyle medicine retreats, with the purpose of helping others ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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AntStack is one of the leading full-stack serverless consulting companies aiming at disrupting the cloud computing space by providing holistic solutions to get you up and running with serverless. We specialize in providing services like application development, application modernization, UI engineering, and data engineering & modernization that empower businesses to achieve unmatched efficiency, and cost-effectiveness. Our team of experienced experts brings a wealth of knowledge to the table ...
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Welcome to The Best Practices Show, hosted by Kirk Behrendt, founder of ACT Dental (https://www.actdental.com/) and a leader in dental practice coaching. This podcast is your gateway to discovering the hidden gems and tactics used by the most successful dental practices worldwide. At ACT Dental, we have meticulously curated strategies that have consistently proven effective in elevating dental practices. Our podcast, The Best Practices Show, extends our commitment to sharing this wealth of k ...
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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Welcome Heroes! This is the Hero of the Hour podcast, the show dedicated to helping you learn the concepts, techniques, and pathways to build multi-generational wealth and achieve financial freedom. Hosted by Mark B. Murphy, founder, and CEO of Northeast Private Client Group and author of three books on wealth management, including his latest release, The Ultimate Investment. Mark brings you insightful interviews and conversations with executives and industry leaders to investigate what it m ...
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Welcome to the Less House, More Moola podcast, where we delve into the world of tiny and alternative living and its potential to transform your financial security. I'm your host, Laura Lynch, and together we'll embark on a journey of exploring alternative living arrangements, embracing a minimalistic lifestyle, and ultimately breaking free from societal expectations. Through captivating interviews, invaluable industry resources, and personal insights, this podcast aims to guide you towards a ...
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Path to Financial Clarity is a dynamic, informative, and engaging podcast series created by Mercer Wealth Management to help individuals and families navigate the complexities of personal finance, investing, retirement, and wealth management. Hosted by Mercer WM expert advisors, each episode will provide listeners with practical advice, actionable strategies, and thought leadership on how to achieve financial security and peace of mind at every stage of life. With a holistic approach, Mercer ...
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The DMV (DC, Maryland, Virginia) Business Show takes you inside the world of local business and community leaders in the DMV area. Join our host, Otto Sevilla as he unpacks their story and how they got there. You can expect to hear advice and learn about their journey.
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All things Fitness, Health and Wellness. We discuss broad range of strength topics to gut health, lifestyle management i.e. sleep, stress, and business/ wealth creations with some of the youngest and brightest minds in the fitness industry.
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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A recent mental health study shows that 87% of women do not engage in self-love activities. Traditionally, a woman's role in society was meant to nurture and care for others. But with these conventional expectations, we have to navigate through the struggles of burnout, the constant battle of not feeling good enough, pretty enough, or thin enough – a relentless pursuit of being 'enough.' In the 2020's the narrative around gender roles have changed. Let's challenge and redefine gender roles a ...
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Sink your teeth, and let's hope they are healthy, into the world of modern dentistry, medicine and healthcare in general and join world renowned dental surgeon Dr Miguel Stanley as he shares his views on what's going on out there. He will be talking about all things that he is passionate about in dentistry, regenerative medicine and healthcare. Simply by himself or with colleagues, scientists, doctors and business leaders from around the world, Dr Miguel Stanley will be challenging tradition ...
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A podcast for the holistic high-performers committed to growth and mastery in every area of life, self, and business. A podcast for you to become deeply aligned with your vision & limitless in your pursuit of it. Every Tuesday, join Speaker, Author & Business Strategist, Taylor Thompson, as she brings you a mix of casual conversations with top high performers, mini masterclasses from industry experts, and, of course, some solo, real talk Tough Love from Taylor. We’ll dive into vision, legacy ...
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"The Premium" is a resource and publication catering to individuals seeking a holistic understanding of finance, health, and insurance matters. It provides a blend of insightful analysis, breaking news, and expert opinions to empower readers in making informed decisions across these critical aspects of life. Insurance Analysis:In the insurance segment, "The Premium" delivers comprehensive coverage of insurance products, regulations, and industry trends. Readers can expect in-depth articles o ...
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The Healthy Wealthy and Wise Podcast honors the work and legacy of Dr. William Choctaw, MD. Additionally, the podcast focuses on personal growth and development by exploring a range of topics related to mental and physical health, personal wealth, leadership, and interpersonal relationships. Each month, it provides listeners with actionable advice, tips, guidance, and information to help them achieve their own personal, professional, and spiritual goals. The producers of the podcast are pass ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Christine Simone: The Too-Often Overlooked Piece of Financial Planning | Holistic Guide to Wealth Management
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As your client's trusted advisor, can you afford not to include it? By Rory Henry CFP®, BFA™ For CPA Trendlines “The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market…
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Pushing into Law? A Seismic Shift for Firms | Accounting Influencers
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AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…
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Balancing US and International Stocks to Diversify Your Investments, Ep #263
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Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might backfire this year, with international markets significantly outpacing American stocks. In this episode, I dive into why diversifying globally isn't just smart investing; it's essential for long-term wealth buildin…
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380 | What Do You Want Out of Life (Part 2)
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What do you really want from life and how do you define the criteria for your next big move? In this solo episode of The Greatness Machine, Darius takes us deeper into his journey of clarity and alignment, sharing how he’s mapping out the values and principles that guide his next chapter. From choosing freedom and connection over energy-draining re…
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John Garrett: Embrace Your And; Transform Firms | Gear Up For Growth
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Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…
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945: The Cybersecurity Checklist Every Dentist Needs – Travis Wentworth
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Most days, we are online. But how often do we think about cybersecurity? In this episode, Kirk Behrendt brings in Travis Wentworth, cybersecurity expert from Intelligence Quest, to share the safeguards to put in place to reduce your risks and protect your patients and practice from common cybersecurity threats. Don't take cybersecurity for granted!…
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This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control
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GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsitehttps://mai.capital/ BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth manage…
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From Cash Bags to Casinos to Audits: Recounting How First Jobs Shape Us | ARC
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“As an auditor, you learn how non‑financial events end up having a financial impact.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The c…
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Embracing Natural Building: A Path to Healthier Homes and Stronger Communities with Sigi Koko
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Click to Send Laura a Text! In this episode of the Less House More Moola Podcast, Sigi Koko shares her journey into natural building, emphasizing the importance of using local materials and creating energy-efficient homes. The conversation explores the shift in public knowledge about natural building, the challenges faced by those wanting to pursue…
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Erica Goode: The $180K, 15-Hour Workweek | Big 4 Transparency
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Ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her "life-first" firm. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On The Big 4 Transparency Podcast, host Dominic Piscopo sat down with Erica Goode, founder of a solo accounting practice that generated over $180,000 in profit in 202…
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944: From Burger King to Dental School: Dr. Louis Kaufman’s Unconventional Path to Success – Dr. Louis Kaufman
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Dentistry is a difficult and demanding profession. But with the right people and the right resources, you can make it rewarding and worthwhile. In this episode, Kirk Behrendt brings in Dr. Louis Kaufman from Smile Source Chicago to share his journey from his time at Burger King to becoming a successful practice owner. To hear about his incredible p…
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379 | Shadé Zahrai | How Reframing Challenges Can Change the Way You Lead and Live
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What if the setbacks in your life were actually the secret fuel for your success? In this episode of The Greatness Machine, Darius sits down with Shadé Zahrai, award-winning leadership strategist, TEDx speaker, and co-founder of Influenceo Global. Shadé shares her journey from law and corporate consulting to entrepreneurship, revealing how resilien…
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Ep 374: Testamentary trusts and other estate planning strategies
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Read Full Blog Here In this episode, Stuart delves into the practical benefits and strategic importance of including a testamentary trust in your will. He explains how testamentary trusts offer powerful advantages in terms of tax efficiency, asset protection, and long-term flexibility, especially for families with minor children or complex financia…
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Investing Is A Marathon, Not A Sprint. Meet Mark DiGiovanni Founder Marathon Financial Strategies
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Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financi…
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Tailor Hartman: Upwork to “40 Under 40” in Just 3 Years | The Disruptors
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Celerity's founder turned a side-hustle into a fast-growing success. The Disruptors With Liz Farr Tailor Hartman didn’t start Celerity Accounting with a grand plan. The initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. He found his first clients in an unor…
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200 - Creating the Future of Agriculture and Energy with Andrew Rose of Chesapeake Sun
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Join us on The DMV Business Show with Otto Sevilla as we share the journey of Andrew Rose, an agricultural futurist, founder, CEO of Chesapeake Sun, advisor, and speaker. Andrew provides an in-depth look at what it means to be an agricultural futurist, focusing…
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The Truth About Ozempic Face, Filler Mistakes, and Fixing Your Skin
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If you’ve ever stared in the mirror and wondered if your skincare routine is helping or hurting, this one’s for you. From acne that won’t quit to the rise of “Ozempic face,” we’re cutting through the chaos to bring you the truth about what actually works.Molly and Emese sit down with one of NYC’s most in-demand dermatologists, Dr. Kiran Mian (yes, …
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Q&A - Should we buy in Melbourne, development CGT, FHB advice and more
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In this Q&A episode, Campbell Wallace answers a wide range of listener questions from first-home buyers to seasoned investors navigating tax and strategic property decisions. John, a rentvestor with a young family, asks whether buying an investment-grade property in Melbourne now, with plans to use the proceeds to reduce PPOR debt in the future, al…
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This CEO Shared Timeless Advice From Building A $10B ETF Firm... Meet Will Rhind GraniteShares
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Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternativ…
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TGM Classic | Robin Sharma | The Wealth Money Can’t Buy:The 8 Hidden Habits to Live Your Richest Life
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What makes you wealthy? In a world where success often takes center stage, we tend to equate wealth solely with the size of our bank account. But what if true wealth transcends monetary success? What if it encompasses something much deeper and more fulfilling? Robin Sharma, renowned author and leadership expert, challenges us to redefine our unders…
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943: Metric Mondays: Active Patients & Active Hygiene Patients – Miranda Beeson
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Do your patients value and trust what you're providing? There's an easy way for you to find out! In this episode, Kirk Behrendt brings back Miranda Beeson, ACT’s director of education, to share a metric that shows how many patients are truly connected to your practice and what to do if your numbers are dwindling. To learn the low-cost way to boost …
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The Big DEI Split-What Smart Accounting Firms Are Doing | Accounting Influencers
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Accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come. Accounting Influencers With Rob Brown Deloitte’s decision to dismantle its diversity, equity, and inclusion (DEI) program for 173,000 U.S. employees is sending shockwaves through the accounting profession, exposing deep division…
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378 | What Do You Want Out of Life (Part 1)
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What if the key to clarity was just five minutes of stillness? In this solo episode of The Greatness Machine, Darius Mirshahzadeh reflects on purpose, priorities, and the practices that help him gain direction during life transitions. Inspired by a workshop with his friend and spiritual teacher Dandapani, Darius shares a simple but powerful exercis…
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Josh Tyree: Cracking the Code for Successful Merger Integration and Growth | Gear Up For Growth
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Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jea…
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942: Rethinking Retention: Turning Patients into Advocates – Miranda Beeson
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Retaining patients is important — but it’s not enough for long-term success! In this episode, Kirk Behrendt brings back Miranda Beeson, ACT’s director of education, to share a framework and system for rethinking retention and creating loyal patients who advocate for your practice. To learn how to create lasting relationships with the ultimate patie…
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Gen Z Takes the Mic: Networking & Transparency Redefine Accounting Careers | ARC-SLC
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Students push for networking, compensation clarity, and creativity as the path to success in a changing profession. Accounting ARC - Student-Led Conversations With Chayton Farlee Center for Accounting Transformation When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I cloc…
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4ImpactData: 10X Your Advisory. Not Your Headcount.
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Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementat…
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Disguised Tax Hikes Are Back on the Table | Quick Tax Tip
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This stealthy tax rule could hit clients starting in 2026. Quick Tax Tip With Art Werner CPE Today Every tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation. Click here for more Art Werner In the newest episo…
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377 | Amy Purdy | How to Rebuild Your Life When Everything Changes Overnight
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How do you keep moving forward when life changes in an instant? Joining us on The Greatness Machine, Amy Purdy shares how she’s faced more than her share of challenges, losing both legs at 19, battling a life-threatening infection, and navigating the emotional aftermath. But instead of letting adversity define her, Amy used it as fuel to dream bigg…
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How Financial Therapy Changes Money Conversations with Erika Wasserman, CFT™
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In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Erika Wasserman, certified financial therapist, keynote speaker, and now the author of the soon-to-be-released "Conversations with Your Financial Therapist." Erika’s reputation for turning taboo money topics into empowering, approachable conversations takes c…
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941: How to Find Fulfillment & Happiness When You Can't – Dr. Kevin Groth
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Are you feeling exhausted, unfulfilled, and unhappy? It doesn't have to stay that way! In this episode, Kirk Behrendt brings back Dr. Kevin Groth, a long-time ACT client, to share his journey from rock-bottom to success and the steps you can take to find fulfillment and happiness. To learn how to reframe adversity and make your life better, listen …
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Beyond the Hype: Timeless Investing Principles
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Welcome to this special episode of the Happiness in Retirement podcast! Today we’re diving into a topic that we haven’t explored in depth before on the podcast: investing. While we often focus on lifestyle tips and financial planning strategies, I believe it’s crucial to discuss our investment philosophies at Del-Sette Capital Management, especiall…
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Episode 222 - A $1,000 Tax Deferred Account
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So, I guess every US citizen born from what 2025 to 2029 would receive a $1,000 tax deferred account from the federal government. Wonder how many people will be born during that period of time?By Brian Quaranta
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Ep 373: Property Management- How to manage the manger and picking a tenant
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Read Full Blog Here In this episode, Stuart tackles a vital topic for every property investor: how to manage your property manager effectively, rather than being managed by them. He explains why great property management is essential for protecting your investment and cash flow, and how unrealistic expectations or poor communication can lead to cos…
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Questian Telka: Transform Fear into Fuel | The Disruptors
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Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm. The Disruptors With Liz Farr Making the shift from employee to entrepreneur isn’t always easy, as Questian Telka, founder of ReQoncile Financials and co-host of the She Counts podcast, discovered. Besides the obvious pieces of getting business licenses and…
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199 - Connecting Filipino Entrepreneurs with Matthew Veland of Philippine-American Chamber of Commerce of Metro Washington D.C.
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Join us on The DMV Business Show with Otto Sevilla as we share the journey of Matthew Veland, President of the Philippine-American Chamber of Commerce of Metro Washington D.C. Matt shares insights into the Chamber’s 31-year history, its mission to uplift and empowe…
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The Cool-Girl’s Guide to Fall: Marci Hirshleifer on Blazers, Denim, Bags & Timeless Investments
38:02
38:02
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This week on Lipstick on the Rim we sit down with fashion insider Marci Hirshleifer, Global Personal Shopping Director and fifth generation force behind Hirschleifers, the legendary family-run boutique known as a true fashion destination. Marci shares her secrets for building the perfect fall wardrobe, the five pieces every woman needs, and the tre…
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Q&A - Which ETFs to use, balancing super tax, fees and returns, parking money in offset and more
29:20
29:20
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In this comprehensive Q&A episode, Stuart answers a wide range of listener questions spanning early retirement, home loan strategy, asset allocation, and superannuation management. Brett, a low-income investor aiming to retire at 45 with $100–120K in passive income, shares his strategy of holding four investment properties and building a trust-base…
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All That Glitters Are Gold ETFs? Meet The $2.5B Money Manager That Invented A Few Gold ETFs
24:13
24:13
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Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, wit…
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George Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management
55:29
55:29
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Trust outlasts spreadsheets. By Rory Henry CFP®, BFA™ For CPA Trendlines Like CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planni…
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940: Metric Mondays: Hygiene Re-Appointment Percentage – Miranda Beeson
18:34
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You will always need new patients. But you also need to keep your current patients active — especially through hygiene! In this episode, Kirk Behrendt brings back Miranda Beeson, ACT’s director of education, to break down why hygiene re-appointment matters and what you can do to improve your numbers. To learn the easiest way to increase revenue wit…
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TGM Classic | Jen Gottlieb | BE SEEN: Find Your Voice. Build Your Brand. Live Your Dream.
1:01:36
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Have you ever felt like you're hiding behind a facade of expectations and perceptions, concealing your true identity? Jen Gottlieb knows that feeling all too well. From being a gym trainer to becoming a powerhouse entrepreneur, she has lived the transformation of shedding societal masks and embracing authenticity. Drawing from her personal experien…
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Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers
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15:34
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Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting Influencers With Rob Brown By 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workpla…
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Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers
37:53
37:53
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By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained …
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Darius Classic | Things Are Never as Good or as Bad as They Seem
17:49
17:49
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When life’s highs feel incredible and the lows feel unbearable, how can we stay grounded and keep perspective? It is easy to get swept away by the extremes of life. When things are going well, everything feels incredible; when they are tough, it can feel like they will never improve. But what if there is a way to find balance, staying steady throug…
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Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth
44:26
44:26
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Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients. Gear Up for Growth With Jean Caragher For CPA Trendlines “Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated m…
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