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
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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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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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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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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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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A podcast made to help financial advisors make the most of their client’s charitable giving.
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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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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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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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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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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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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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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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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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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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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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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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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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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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“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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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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Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management
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Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams. By Rory Henry CFP®, BFA™ For CPA Trendlines On the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share …
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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing
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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she rel…
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Michael Meihaus: Younger CPAs Won’t Wait for Change—And Firms Can’t Afford to Stall | Gear Up For Growth
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Reform firm structures before outside forces impose changes that erode independence. Gear Up for Growth With Jean Caragher For CPA Trendlines “We don’t change unless we have to, but waiting for a crisis to force transformation is a failure of leadership,” says Michael Meihaus, owner of Meihaus CPA, appearing on Gear Up for Growth, hosted by Jean Ca…
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936: How to Keep Core Values Alive – Heather Crockett
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Establishing core values is the most important thing you will do for your practice. But core values aren’t just words on the wall! In this episode, Kirk Behrendt brings back Heather Crockett, one of ACT’s amazing coaches, to share how to keep your core values alive and prevent them from becoming stale over time. To learn how to make core values the…
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Life and business are shaped by power and influence. They are essential forces that drive decision-making, build connections, and create lasting impact. Understanding how to wield these forces effectively can be the key to unlocking opportunities and driving meaningful change. Today, I am flying solo to talk about the dynamics of power and influenc…
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The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week’s episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in…
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Go PRO: Get full sitewide access with today's best offer
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Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…
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As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met h…
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Emily Paulsen on Mastering Your Brand: A Minimalist Approach to Entrepreneurial Success
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Click to Send Laura a Text! In today's fast-paced digital landscape, building a strong brand can feel like an uphill battle, especially for entrepreneurs transitioning from corporate roles to launching their own ventures. The "Less House More Moola" podcast recently hosted Emily Paulsen, founder of Electric Collab, a psychology-based brand studio, …
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Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip
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The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared. Quick Tax Tip With Art Werner CPE Today In the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. But according to tax authority…
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Tim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency
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“You can’t ask people to act like partners and then treat them like employees.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on …
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375 | Michelle Argyris | The Power of Listening to Your Inner Voice and Following Where It Leads
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What does it take to reinvent yourself while staying true to who you are? In this episode of The Greatness Machine, actress, writer, and entrepreneur Michelle Argyris opens up about her extraordinary path, from the world of acting to launching Windtuition Wellness. She shares how her experiences in the entertainment industry shaped her perspective …
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935: Unapologetically Pursuing Excellence: An Interview With Dr. Pamela Maragliano – Dr. Pamela Maragliano
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Are you unhappy with your practice and feeling stuck? In this episode, Kirk Behrendt brings in Dr. Pamela Maragliano, chief editor of Dental Economics, to inspire you with her journey to pursue excellence with confidence. Stop compromising your values to make others happy! To learn how to build your ideal vision, team, and practice, listen to Episo…
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IFA: The critical role of childhood trauma policies with Trish Gregory
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In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host Keith Ford to explain the importance of childhood trauma policies, how they can help parents through a child’s significant health issues and why more advisers should be keeping them top of mind for their clients. Gregory details the benef…
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The Art of Selling a Business: A Financial Advisor’s Role in Client Transitions with Christine Moriarty, CFP®
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In this insightful episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Christine Moriarty, CFP®, the founder of MoneyPeace and one of Financial Behavior Keynote Group’s exclusive speakers, to the podcast. Christine is renowned for her extensive expertise in personal finance, entrepreneurship, and the intricacies of bu…
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Yoss: From Invoice Reminders to Approvals—QBO Does It All | Quick Tech Talk
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Automate common workflows, ensure accuracy, and free your time for higher-value work. Quick Tech Talk With Steve Yoss CPE Today For years, QuickBooks Online (QBO) has been a go-to accounting platform for small and midsized businesses. Now, its Advanced Edition takes efficiency to a whole new level by introducing robust workflow automation features …
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Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors
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CPAs can help guide four types of client transformation - and break through their own listlessness. The Disruptors With Liz Farr Ron Baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscriptio…
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197 - Building A Legacy with Shirley Diaz of Diaz Vidales
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Join us on The DMV Business Show with Otto Sevilla as we share the journey of Shirley Diaz, Managing Attorney of Diaz Vidales, to dig into her professional and personal journey from Southern California to her thriving law practice in Washington, DC. Shirley shares the stor…
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Dr. Amy Shah on Why You’re So Effing Tired: Fixing Fatigue, Balancing Hormones, and Beating Bloat for Good
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If you’re tired of being tired, this episode is for you. We’re joined by Dr. Amy Shah, double board-certified MD, bestselling author of I’m So Effing Tired, and the go-to expert on hormones, gut health, and energy, to unpack the real reasons behind your fatigue. From hormone imbalances and inflammation to hunger cravings and bloating, Dr. Amy break…
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Life After Caregiving: How to Rebuild Purpose, Identity, and Wealth
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Why Life After Caregiving Matters Life after caregiving is one of the least discussed but most critical transitions in a person’s life. For years, sometimes decades, caregivers pour their time, energy, and finances into supporting a loved one. And when that season ends, many caregivers feel a deep sense of burnout, grief, and purposelessness. In a …
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TGM Classic | Patricia Wallwork | How To Build A Cult Following For Your Brand
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How do you build a devoted following for your brand? This question lies at the heart of every successful business endeavor, and Patricia Wallwork, the award-winning CEO of Milo’s Tea Company, shares compelling insights into exactly how to accomplish this goal. Her leadership has not only allowed the family-owned business to thrive, but also cultiva…
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934: Metric Mondays: An Easier Way to Achieve a 182% Increase in Dental Practice Collections – Dave Monahan
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Uninsured patients are afraid of the dentist. But it’s not the pain they're scared of! They don't have coverage, and they're anxious about the cost. In this episode, Kirk Behrendt brings back Dave Monahan, founder and CEO of Kleer, to share how to remove this barrier and grow your collections by 182%. To learn the easier way to get patients through…
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Making Sense of Life Insurance - Term, Whole or Both?
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In this episode of the Happiness in Retirement podcast, I delve into the critical topic of life insurance, specifically focusing on the differences between term insurance and whole life insurance. Building on our previous discussion about the four risks to retirement, I emphasize the importance of having adequate life insurance to protect your fami…
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Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip
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Nonprofit employees face a new tax reality on fringe benefits. Quick Tax Tip With Art Werner CPE Today For years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. Businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while…
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The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers
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Firms blame culture and training, yet AI, real estate, and talent pressures tell a different tale. Accounting Influencers With Rob Brown The push to bring accountants back to the office is gaining momentum, echoing trends at corporate giants like JPMorgan, Amazon, and Meta. While firms frame return-to-office (RTO) policies as a way to boost collabo…
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Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers
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Tough client calls, tax planning, and better leadership turned hard knocks into growth. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines When Lang launched Upside CFO, he didn’t set out with a grand blueprint. “If we’re being honest, we started off with simple bookkeeping,” he says. Over time, his firm evolved in…
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The Secret to Stress-Free Investing, Ep #262
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We all have some worries, those everyday anxieties that creep into our lives—money, kids, jobs, and adding more stress to your life in the form of an investment portfolio can seem like too much at times. So this week, I’m sharing how understanding one key financial theory can transform your approach to investing and seriously lower your stress. Thi…
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Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth
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Developing “power skills” like trust and coaching are critical. Gear Up for Growth With Jean Caragher For CPA Trendlines Employee experience is no longer optional; it’s a strategic imperative, says Kassi Rushing, CEO and owner of Kassi Rushing Consulting. Appearing on Gear Up for Growth—hosted by Jean Caragher, president of Capstone Marketing, and …
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933: Improving Quality Control Without the Headache: How AI Can Boost Efficiency – Mike Buckner
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Do you ever wish you had a second set of eyes — without the headache of opinions and emotions? Well, now it’s possible! In this episode, Kirk Behrendt brings back Mike Buckner, executive vice president of revenue at Pearl, to showcase the impact of using AI to provide better care for your patients. To learn how AI will help you detect problems earl…
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EP 46: Private Credit & Pilot Training: Investing Beyond Wall Street | Brandon Marini & Madhavi Jain
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In this episode of Think Outside the Stocks, host Madhavi Jain sits down with Brandon Marini, co-founder and COO of Stratus Financial, to explore an alternative investment class that helps aspiring pilots finance their training while delivering strong, risk-adjusted returns for investors. Brandon shares his journey from Navy veteran and airline pil…
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TGM Classic | Amanda Knox | Fighting For Your Life Against A Trial By Media
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How do you free yourself from the prison of your past? How do you get up after being dragged down? Joining us today to talk about the 2007 murder case that shocked the world, Amanda Knox recalls her wrongful conviction for the death of Meredith Kercher. Fifteen years after the gruesome incident that attracted huge media attention, Amanda gets real …
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Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This
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Employee ownership gave the firm a growth path on its own terms. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, Jeremy Vokt, managing partner at Bland & Associates, discusses the firm’s journey to becoming Nebraska’s first ESOP-owned CPA firm. Vokt shares how Bland evolved from a small 17-person firm …
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Walking Violation: When Showing Your CPA Gets You in Trouble | ARC
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State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation For many CPAs, the three letters after their name are more than a credential—they’re a badge of honor. Yet, a new wave of regulator…
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Book talk: 'Life-Changing Homes' with Kirsten Dirksen and Nicolás Boullosa
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Click to Send Laura a Text! In this conversation, Laura Lynch speaks with Kirsten Dirksen and Nicolás Boullosa about their book 'Life-Changing Homes', which explores how unique living spaces can profoundly impact individuals' lives. They share stories of unconventional homes, discuss the philosophies behind minimalism and financial freedom, and emp…
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Relative Return Insider: Economic reform wish lists and barriers
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In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform. Oliver believes the process is more of a good start than a definitive solution, howe…
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This $850M Money Manager Does Wealth Management for Life. Meet Tom Hulick CEO Strategy Asset Managers
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Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has w…
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Werner: When Ethics Trump Client Loyalty | Quick Tax Tip
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Unreported income from prior years may trigger a Circular 230 compliance issue that forces you to end the relationship. Quick Tax Tip With Art Werner CPE Today In the latest Quick Tax Tip from CPA Trendlines, tax guru Art Werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income …
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Nishaad Ruparel: PE With Purpose | Big 4 Transparency
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Equity pathways, training, and culture—not payouts—will determine which firms thrive in the P.E. era. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In an era when private equity’s arrival in public accounting has been met with suspicion, Nishaad Ruparel is reshaping the narrative. As president of Ascend, a $400+ million PE-backed pl…
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374 | Nathanael Chawkin (Part 2) | AI, Consciousness, and the Future of Spiritual Leadership
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What happens when leadership, plant medicine, and AI collide? In this episode of The Greatness Machine, Darius reconnects with Nathanael Chawkin, executive coach, former cage fighter, and founder of Awakened Leadership, for a deep and thought-provoking conversation about transformation, consciousness, and purpose. They dive into what it means to le…
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932: Is Your Collection Gap Stealing Profit? – Robyn Theisen
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You don't need to work harder, and you don't need to produce more. You just need to collect what you're owed! In this episode, Kirk Behrendt brings back Robyn Theisen, one of ACT’s amazing coaches, to show you how much money you're leaving on the table and how to tighten your collection gap. To learn how to start collecting 100%, listen to Episode …
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IFA: Why advisers need to look beyond investment returns with Thabojan Rasiah
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In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice. Rasiah explains that while investing wisely is crucial, an overly narrow focus on invest…
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Retirement at Risk: The Four Threats You Can't Ignore
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Episode Synopsis: Understanding the Four Core Financial Risks in Retirement Welcome back to the Happiness in Retirement podcast! I’m your host, Bill Del-Sette, founder of Del-Sette Capital Management. After a refreshing summer hiatus, we’re excited to dive back into the essential topics that can help you secure a fulfilling retirement. In this epis…
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Yoss: Lock PDFs Like a Pro | Quick Tech Talk
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A password shorter than 15 characters makes your encryption practically meaningless. Quick Tech Talk With Steve Yoss CPE Today Most professionals know that PDF files are one of the most reliable ways to share contracts, reports, and sensitive documents. But here’s a question: are your PDFs truly secure—or just locked with a flimsy password that a h…
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Brolin: The W.I.N. Formula for Leadership | The Disruptors
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Double revenue with a smaller team and a healthier culture. The Disruptors With Liz Farr After 26 years in accounting, multiple gigs emceeing accounting conferences, and coaching a college softball team, Dawn Brolin knows a thing or two about leadership. “Empathy is, to me, the number one characteristic that a leader should follow,” she told Liz Fa…
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196 - A Second Chance with Colin Fraser of Upling
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Join us on The DMV Business Show with Otto Sevilla as we feature Colin Fraser, CEO and President of Upling, a tech-driven cannabis delivery service based in the DMV area. Upling operates similarly to Uber Eats or DoorDash but specifically for cannabis products, connecting customers w…
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Case Kenny on How to Stop Settling, Crush Self-Doubt & Unlock Your Spark
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In this week’s episode, we sit down with mindfulness educator, viral author, and “New Mindset, Who Dis?” host Case Kenny to talk about what it really takes to stop settling in both life and love. From practical tools to overcome self-doubt and build unshakable confidence, to quieting the overthinking mind and reframing how we speak to ourselves, Ca…
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Want Better Backups? BLZE CEO on Big Data, Disruption, & Growth at Backblaze
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Guest Gleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE] Website https://www.backblaze.com/ About Gleb Budman Gleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze wi…
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870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPA
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From business owners to high-net-worth individuals, OBBB affects every income tier—and tax advisors are urged to act now. The Concierge CPA With Jackie Meyer For CPA Trendlines In the latest episode of The Concierge CPA, Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisi…
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Holistic Wealth Podcast: Teen Resilience, and Back-to-School Success: Lessons from Derek Gagnon’s Out of Time
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Back-to-school season isn’t just about sharpened pencils and fresh notebooks — it’s about preparing teens for the challenges, opportunities, and choices that shape their futures. On this week’s episode of the Holistic Wealth Podcast, we’re joined by author and educator Derek Gagnon, whose thrilling time-travel novel Out of Time delivers powerful li…
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