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Modern Financial Podcasts

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The Finance Geeks Podcast

thefinancegeekspodcast

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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Modern Financial Wellness

Modern Financial Wellness

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Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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The King Within explores what it means to embody true strength, purpose, and presence in every area of a man’s life. Hosted by performance coach Mike Salemi, this show bridges the worlds of movement, mindset, and meaning—helping men reclaim their vitality, master their nervous system, and lead from a grounded center. From elite athletes to modern-day warriors, every conversation dives deep into the frameworks, tools, and inner work required to live, love, and lead with integrity. Subscribe f ...
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Modern Mom Probs

Tara Clark, Bleav

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Join Tara Clark, author and creator of Instagram’s Modern Mom Probs, as she and her guests tackle the modern parenting challenges you face every day. Each week, Tara and her guests discuss a modern mom problem in a conversation that is more like a chat with your best friends than just a typical podcast. She dives into topics such as maternal mental health, working mothers, social media use, co-parenting, and more. This funny, relatable “oh yeah, me too” show offers actionable solutions to to ...
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Modern Mindset

Modern Mindset

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Modern Mindset investigates how our beliefs, values, and psychology influences our modern life and emotions. From business and finance to relationships and communication, we talk to experts from around the world to provide practical ways in which psychology and mindset can give you the edge in the minefield of modern life.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Join Hercules Capital in conversations with today’s top CEOs, CFOs, and investors in venture and private equity-backed companies. Learn about their strategies for financing rapid growth and scaling their businesses, as well as their unique interests and life stories that have shaped their paths to success.
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Modern Family Matters

with Pacific Cascade Legal

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Modern Family Matters is a podcast based out of the Pacific Northwest that discusses a variety of different topics that can impact the family unit, such as divorce, custody, estate planning, adoption, personal injury accidents, and bankruptcy. We believe that there is no such thing as "broken" family, and that true family can take on many different forms. Join our host, Steve Altishin, as he interviews attorneys and other industry professionals on all matters pertaining to the modern family.
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Listen in as PwC specialists discuss today’s most compelling accounting, reporting, and business issues. Whether financial reporting or sustainability reporting, each episode is packed with insights you won't find anywhere else.
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Winning ideas from experts to manage money and the home as a team. #Money #Relationships #PersonalGrowth #Family This podcast is for informational purposes only and should not be considered legal or financial advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. Podcast guests do not represent Modern Husbands, and the views expressed in this podcast may not be those of the host or the management.
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Welcome to The Lift, the podcast from Nue — the quote-to-cash platform built for the omnichannel economy. Each episode explores how B2B SaaS leaders are reinventing their revenue lifecycles — from pricing agility to product-led growth, from replacing legacy CPQ and billing systems to scaling across every sales channel. Join RevOps, finance and sales leaders for bold takes, practical strategies, and stories from the companies driving revenue growth. If you’re ready to future-proof your revenu ...
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what's possible in our own work.
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"Mick Unplugged" is a transformative podcast that challenges listeners to move beyond the conventional 'Why' and embrace the empowering realm of 'Because.' Hosted by Mick Hunt, the voice of Modern Leadership, this podcast is designed for leaders, doers, and anyone aspiring to create meaningful impact in both their personal and professional lives. Each episode delves into the principles of Modern Leadership, focusing on discovering your 'Because'—your core driving force—and how it can turn dr ...
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Wealth Redefined®

Michael Reynolds, CFP®

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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Commerce is evolving faster than ever, and The Power Selling Podcast goes inside the shift. From e-commerce and resale to logistics, AI, and supply chain, we explore how modern operators are building leaner, smarter, and more connected commerce businesses. Each episode features candid conversations with founders, operators, and innovators redefining what it means to sell in the digital age, the systems they build, the challenges they face, and the lessons they’ve learned along the way. Prese ...
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Financial Crime Matters

Kieran Beer (ACAMS)

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In this podcast series, Kieran Beer (Chief Analyst at ACAMS) interviews the movers and shakers of the anti-financial crime world. Listen for fast-paced conversations about the latest financial scandal to hit newsstands, and insights on trending Financial Crime topics. Have something you’d like to hear covered? Email Kieran on [email protected] and tell us what matters to you. You can also follow Kieran on twitter www.twitter.com/kieranbeer Subscribe so you don’t miss a single episode!
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Modern Healthcare's Healthcare Insider Podcast is a sponsored podcast series from Modern Healthcare Custom Media. In this series, we'll interview healthcare's most accomplished leaders to learn how they're addressing the industry's most pressing challenges, taking an inside look at the innovations that are moving the industry forward.
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Shakespeare Decoded

Shakespeare Dallas

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The social issues of Shakespeare's day which are featured in his plays (class division, racism, sexuality, intolerance, etc...) are still the burning issues in today's dysfunctional global society. This new and exciting podcast series will explore these social issues, connecting them straight from the page to our modern world. Each episode features panelists from all over the country sharing their expertise as we explore our humanity using Shakespeare as a cornerstone.
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What's Kenner French Thinking!

R. Kenner French and VastSolutionsGroup.com

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Welcome to "What’s Kenner French Thinking!" — the VastSolutionsGroup.com ecosystem with a twist. Hosted by the Amazon #1 best selling author of "ModernMillions.aI" R. Kenner French and Elaine Mingus, who provide the ultimate roadmap for the modern entrepreneur: Tax + Finance + AI. We use sophisticated AI to help you stop overpaying taxes, increase net worth via advanced finance techniques, and master business automation. As co-founders of VastAssetDefense.com, we’ve expanded to offer elite a ...
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Changing The Industry Podcast

David Roman & Lucas Underwood

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This podcast is dedicated to changing the automotive industry for the better, one conversation at a time. Whether you're a technician, vendor, business owner, or car enthusiast, we hope to inspire you to improve for your customers, your careers, your businesses, and your families.
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Good Moms Bad Choices

The Black Effect and iHeartPodcasts

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If Oprah and Howard Stern had a baby it would be Good Moms Bad Choices. Meet Erica and Milah, two uncensored sex and cannabis-positive parents who are redefining what modern motherhood looks like. Warning, this is not your everyday mommy Podcast! This audio diary is not only for parents but women who feel alone in their good and bad choices. Prepare to laugh, cry, and be inspired. Fellas, you’re invited too! New episodes drop every Wednesday. Welcome to the Tribe! Instagram: @goodmoms_badcho ...
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Beyond Death & Taxes is where finance leaders get clear, current insights on tax compliance. Hosted by Matt and Clay from Avalara, each episode explores the latest tax trends, legislative changes, and automation strategies shaping modern finance—plus a recurring segment, The Compliance Graveyard, where outdated practices are laid to rest. It's smart, timely, and built for today’s finance pros.
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Money Tree Investing

Money Tree Investing Podcast

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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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-- Embark on a transformative journey with The Everyday Millionaire Podcast -- where real people share the strategies, mindset, and habits that built their wealth, freedom, and purpose. Each episode reveals powerful insights from entrepreneurs, investors, and high performers who turned ordinary beginnings into extraordinary success. Learn proven paths to financial independence, personal growth, and fulfillment — and discover how you can create the life and legacy you deserve. Tune in, get in ...
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Purpose

Keith Sconiers

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Purpose, hosted by Keith Sconiers of Catalyst Training + Development, is a podcast dedicated to real conversations about life, business, personal trials, and victories of entrepreneurs, athletes, and modern-day leaders from all walks of life and industries that are living their purpose.
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A Modern Nonprofit Podcast

The Charity CFO, LLC

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A Modern Nonprofit Podcast, powered by The Charity CFO, explores the most important business and culture topics in the nonprofit sector. Hosted by Tosha Anderson, each episode will feature an informative, lighthearted and insightful discussion about what’s trending in today’s organizations. This podcast is designed for nonprofit leaders and listeners alike, and we thank you for making this podcast part of your day!
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Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
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Kosher Money

Living Lchaim

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Money plays a central role in the life of an Orthodox Jew, not just practically but spiritually. From the costs of Jewish education and kosher living to the deeper meaning of earning and spending in alignment with Torah values, financial challenges are as spiritual as they are practical. Kosher Money, an original Living Lchaim podcast, dives into the intersection of Judaism and finance. Host Eli Langer, former CNBC Social Media Producer and CEO of Harvesting Media, leads thought-provoking co ...
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I tell it how it is. The up close look at a digital entrepreneur and spiritual lifestyle coach. This is the show that will make you laugh and also educate you on how to make money and create wealth the modern way.
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The Modern CFO

Nth Round

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The Modern CFO podcast is designed to illuminate the hard work that is behind the scenes in financing next-generation ideas and technologies, as well as acknowledging the developing role of senior financial professionals, and the tools they rely upon.
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Money on the Left

Money on the Left

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Money on the Left is a monthly, interdisciplinary podcast that reclaims money’s public powers for intersectional politics. Staging critical conversations with leading historians, theorists, organizers, and activists, the show draws upon Modern Monetary Theory and constitutional approaches to money to advance new forms of left critique and practice. It is hosted by William Saas and Scott Ferguson and presented in partnership with Monthly Review magazine. Check out our website: https://moneyon ...
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Finances the Other "F" Word

Mel O CFP, Zoe Terry ESQ

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A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.
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The Money Nerds

Whitney Hansen

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Trying to pay off debt, looking for money saving tips, and on your way to financial independence? You're in the right place. Welcome to the Money Nerds community! This podcast highlights weekly stories from people who share their secrets to financial success. Whitney Hansen interviews everyday people with weird, unique, and amazing money stories. If you are looking for a modern voice and financial tips that actually work, this podcast is for you.
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Scam Rangers

Ayelet Biger-Levin

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Scam Rangers - A podcast about the human side of fraud and the people who are on a mission to protect us. We will hear from activists, researchers, prosecutors, human trafficking experts and other advocates, telling the story of scams and scam victims from their perspectives. Most importantly - we can learn what we can do about it. If you are enjoying this show, subscribe, and follow me on LinkedIn for more information and news about online scams: https://www.linkedin.com/in/ayelet-biger-levin/
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Built Different

Spring Street Management Group

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Built Different is a daily podcast for developers, general contractors, and capital partners working in modular, volumetric, and off-site construction. No hype. No futurism. Just execution reality. Each episode breaks down what actually determines success or failure in factory-built projects: coordination gaps, design freeze timing, transportation risks, sequencing failures, financing mismatches, and the hidden costs no one models. This isn't a show about the promise of modular. It's about w ...
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You’re Not Woke, You’re Broke™! Finance, Fitness, & Finesse is a podcast dedicated to empowering individuals to take control of their finances, careers, and overall well-being. Exploring the dimensions of wellness, the show guides listeners toward achieving a balanced prosperous, and abundant life, also known as Dimensional Wealth. Tune in to discover why money matters but wellness counts.
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How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
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Welcome to the "We Live It" ranch and livestock marketing podcast, where cattle market intelligence meets ranch-ready wisdom. Join hosts Ty deCordova with LiveAg and Casey Mabry with Blue Reef Agri-marketing as they bring you straight-talk market analysis, proven strategies, and insights from industry leaders who understand ranching isn't just a business - it's a way of life. From livestock market trends to cattle management practices, each episode delivers actionable knowledge to help take ...
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Hey everyone, it’s Jim Grace, your host, and I’m excited to welcome you back to the Modern Financial Wellness podcast. In today’s episode, we’re doing something a little different—instead of our usual deep dive into a specific financial topic or professional’s life story, we’re making a big announcement: Modern Financial Wellness is officially not …
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Send us a text In this episode, Steve Altishin speaks with Speaker and Author of Financial Epiphany, Scott Yamamura, about making personal finance accessible and actionable through simple principles. Scott introduces the concept of "the power of 16," explaining how money can multiply over a 40-year career when invested early. He breaks down complex…
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Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team. I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I…
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📺 Watch on YouTube and Spotify "The barrier to entry to building a business has never been lower. The barrier to entry to making a million dollars has never been lower. And the amount of distraction that's available has never been higher," says Mike Bledsoe, entrepreneur, coach, and co-founder of Barbell Shrugged, who joins The King Within for a ra…
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Community and regional banks operate in an environment of perpetual tension. They need to grow deposits and drive lending profitability while managing operating costs that threaten to overwhelm smaller institutions. They must also prevent increasingly sophisticated fraud while delivering customer experiences that match Amazon and Netflix. And they …
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Dara Ladjevardian is the innovative founder behind Delphi, the human-centric AI platform that's transforming how mentorship and knowledge are shared in the digital age. Growing up as the child of Iranian immigrants in Houston, Dara was deeply influenced by the resilience and work ethic of his family, particularly his grandfather—a prominent busines…
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Will Beaman joins Billy Saas & Scott Ferguson to discuss the enduring influence of David Graeber’s debt-centered work in the wake of Zohran Mamdani’s election to Mayor of New York City. Will and Scott unpack their jointly authored essay, “The Utopia of Refusal: David Graeber, Debt & the Left Monetary Imagination,” which is the latest in a series of…
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The market sells modular on speed. But speed without certainty is just compressed chaos. The real value of modular isn't building faster—it's knowing what you're getting, when you're getting it, and what it will cost before you break ground. In this episode: Why "50% faster" is the wrong metric How certainty—not speed—de-risks deals for lenders and…
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Estate planning isn’t about death—it’s about protection, control, and peace of mind. In this in-depth conversation, R. Kenner French and estate planning attorney Bob Bluhm break down why putting off estate planning can quietly cost families hundreds of thousands—or even millions—of dollars. Most people say “I’ll do it later,” but as Bob explains, d…
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Raheel Siddiqui is a dynamic speaker, coach, and podcast host who embodies resilience and the power of personal transformation. Having lost over 200 pounds on his journey from being overweight and bullied to becoming a beacon of inspiration, Raheel uses his story to empower others to break through barriers—whether those walls are physical, mental, …
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📺 Watch on YouTube and Spotify “A real man should be able to slit a throat and hold a baby in the same day,” says JP Sears, comedian, father, and embodied teacher who joins The King Within podcast to share his unapologetic take on modern masculinity, fatherhood, and the journey to becoming a whole man. With his trademark blend of humor and depth, J…
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What actually shapes life in retirement—your finances, your relationships, or both? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase walk through new research on happiness in retirement and unpack several financial and economic topics that often come up in retirement planning conversations. • Share findings from a 2025 Mon…
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In this episode R. Kenner French sits down with global investment expert Daniel Nikic to explore why international investing matters more than ever in an interconnected world. As supply chains, innovation, and capital flow across borders, relying solely on U.S.-based investments can increase risk and limit opportunity. Nikic explains how globalizat…
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In this powerful episode of the Mindset Matters podcast, Patrick and Steffany kick off the new year with a deep conversation about why so many people feel stuck and why real change rarely comes from external circumstances. It is not the economy, politics, or lack of motivation holding most people back. It is the hidden programming in the brain that…
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Jesse Cole, famously known as the man in the yellow tux, is a master of reinvention, joy, and building unforgettable fan experiences. As the owner of the Savannah Bananas, Jesse has transformed a struggling baseball club into a global phenomenon by shattering norms and prioritizing fun above all else. Driven by a deep belief in bringing people toge…
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Steve Smith is a legendary former NFL wide receiver, celebrated for his tenacity, intelligence, and relentless drive both on and off the field. From humble beginnings as a “poor black kid who was unsubsidized,” Steve carved out an extraordinary football career with a no-“plan B” mindset, earning admiration as a future Hall of Famer and an inspirati…
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Today we're sharing the tax loss selling secrets you need to know before 2026! We also talk understanding personal strengths and psychological limits in investing. It's good to avoid shiny-object strategies like day trading and prioritize risk management through diversification. We explore how market structure, valuations, and historical data sugge…
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Elliot Holland joins us to explore the realities of building and sustaining a high-quality, trust-driven professional business in an era dominated by AI hype, declining marketing efficiency, and algorithmic noise. We discuss skepticism around AI's real-world impact especially in high-stakes financial decisions. We also talk marketing and content st…
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Modular construction fails not because the method is flawed, but because teams treat it like traditional construction with a factory in the middle. The coordination requirements are fundamentally different, and most failures trace back to misaligned expectations—not manufacturing defects. In this episode: Why the "factory instead of site" framing i…
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Asset protection isn’t about hiding wealth — it’s about keeping what you’ve spent decades building. In this conversation, R. Kenner French breaks down what asset protection really means and why high-net-worth individuals, especially real estate investors, are prime targets for lawsuits. He explains that without a proper structure, a single legal ac…
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In this final episode of our SEC-focused series, we discuss SEC comments on revenue. Revenue is the top line for a reason; it’s closely watched by investors and therefore the SEC staff as well. From performance obligations to disaggregated revenue disclosures, we discuss the issues most frequently raised by the SEC staff and offer advice to prepare…
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In this episode, Tara is joined by Dr. Kim Van Dusen, a marriage and family therapist, founder of The Parentologist, podcaster, and author of Parenting through Play: Creative Strategies for Building Better Behavior, Deeper Connection, and Positive Communication, who specializes in play therapy, for a conversation that feels equal parts validating a…
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Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team. I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I…
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Ed McCaffrey is a three-time Super Bowl champion and Stanford Cardinal legend who’s just as celebrated for his work off the field as he is for his NFL career. Known for his humility and quiet strength during his playing days, Ed has since become renowned for his philanthropy, founding and running football camps for athletes with Down syndrome and c…
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In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment.We explore classic exam…
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Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations. Clint and Nate explore key drivers behind gold’s rally—including market uncertainty, inflation pressures, global demand, and cent…
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ModernMillions.ai is more than a book—it’s a behind-the-scenes blueprint for how real entrepreneurs are using artificial intelligence to win today. In this special episode, R. Kenner French pulls back the curtain on the years-long journey of writing his latest book and explains why AI is no longer optional for business owners who want to stay compe…
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Don't get to the end of this year wishing you had taken action to change your business and your life. Click here to schedule a free discovery call for your business: https://geni.us/IFORABE Don't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026 Shop-Ware gives you the tools to provide your shop with everything needed t…
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AI is reshaping finance faster than most teams can keep up, and tax compliance is one of the first places it’s making a real impact. In this episode of Beyond Death & Taxes, Matt and Clay explore the rapidly evolving role of AI in finance, featuring insights from Avalara’s popular webinar, Reinventing Tax Compliance: The AI Boom and How to Put It t…
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Dr. Martin Lemelle Jr. is a third-generation “Gramlinitian” and a visionary leader at Grambling State University, where he is reshaping tradition to empower tomorrow’s leaders. With a background that spans financial strategy, transformational leadership, and impactful service, Dr. Lemelle’s mission is to create generational change through education…
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Congressman Jim Clyburn is a legendary statesman whose influence spans from advising presidents to serving as a beacon of change and unity in American politics. Representing South Carolina, he is not only a champion of justice and progress but has also shaped the course of history with his powerful endorsements and unyielding voice. With deep roots…
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Estate planning isn’t optional—it’s inevitable. In this comprehensive presentation, R. Kenner French makes one thing unmistakably clear: everyone is going to die, but not everyone prepares wisely. Estate planning is about more than documents—it’s about protecting heirs, minimizing taxes, avoiding chaos, and ensuring your life’s work is distributed …
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Sallyann Della Casa, CEO Dubai-based "community as a service" GLEAC, joins us to share her personal journey and how collaborative leadership will thrive in our AI-drive future. She explains how access to networks, proximity to experience, and "quiet capital" are often more powerful than credentials alone in shaping opportunity, leadership, and care…
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Looking for clear context around today’s most talked-about retirement planning issues? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase present an educational discussion covering healthcare planning, retirement income considerations, Social Security decisions, and how current economic conditions are commonly framed in reti…
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In this episode of the Mindset Matters podcast, Patrick and Steffany take listeners deep into the foundation of personal growth by exploring hidden beliefs and the operating system of identity that shapes how we see ourselves. They unpack how early childhood experiences, attachment, and perceived safety influence adult self concept, resilience, and…
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Marlow Campbell is a dynamic leader, coach, and entrepreneur whose journey began on the soccer fields of Raleigh, North Carolina. A former collegiate soccer star at NC State and the first North Carolina homegrown athlete to receive a full scholarship from legendary coach George Tarantini, Marlow's life is a testament to building relationships, embr…
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📺 Watch on YouTube and Spotify "Gratitude is not something of the mind, it's more something of the body," says Mike Salemi, host of The King Within, as he unpacks why so many men struggle to genuinely feel gratitude—even when they know they "should." In this intimate solo episode, Mike Salemi shares how performative gratitude lists and affirmations…
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Jason Hackett (former McKinsey, marketing + customer experience expert) joins R. Kenner French for a fast, no-fluff conversation on how to grow a business by focusing less on the business owner and more on the customer. His #1 advice for solopreneurs and big companies: remove ego from the equation. Treat the customer as the real boss, and lead with…
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Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back. In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up,…
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Should you be buying this precious metal this Christmas? Find out what it is today as we reflect on how instant gratification, social media, and shifting consumer behavior mirror broader economic changes. We also talk practical year-end investing discipline, including portfolio "hygiene," investor psychology alignment, rule-based decision making, a…
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We explore one of the most sensitive and least discussed topics in Jewish life: money and marriage. • Why do so many couples avoid talking about money? • What do fights about money really represent? • How can couples build financial trust and literacy before and during marriage? • What role should community education play in preparing young people …
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In the final Scam Rangers episode of 2025, Ayelet Biger-Levin is joined by industry veteran Ken Palla for a deep year-in-review of the global scam prevention landscape. This conversation examines what actually happened in 2025 across regulation, enforcement, and industry action, and why 2026 must move decisively from research and recommendations to…
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We continue our SEC-focused series with a discussion of management’s discussion and analysis (MD&A), a topic that remains a consistent focus in SEC staff comment letters. In this episode, we explore the latest trends, common themes, and areas of emphasis—including results of operations, liquidity, and critical accounting estimates—and share practic…
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Cost segregation is one of the most powerful yet misunderstood tax strategies available to real estate investors today. In this presentation, R. Kenner French explains how cost segregation and bonus depreciation allow investors to legally lower their tax liability by accelerating depreciation on certain components of a property. Instead of spreadin…
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In this episode of The Everyday Millionaire, host Patrick Francey sits down with Debra Atkinson, exercise physiologist and founder of Flipping 50, to reframe menopause as the gateway to a stronger, more powerful second half of life. Debra explains that for decades, most exercise and sports medicine research was done on men, leaving women in perimen…
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In this festive, laugh-out-loud episode, Tara is joined by Jackie Santillan and Priscilla Kavanaugh, hosts of the new We Say What podcast, for a cozy (and slightly chaotic) holiday roundtable that feels like catching up with friends over spiked cocoa. The trio swaps stories about how holiday traditions evolve as families grow, like coordinated outf…
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