Best Momentum Wealth Management Podcasts (2025)

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Sunday, August 31st. 'Beat and Raise' momentum. 55:19

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25d ago55:19

55:19

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insight…

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GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage 5:45

7h ago5:45

5:45

Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize.What you’ll get:- Market pulse: 10Y UST ~4.15%; CRE finan…

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Relative Return Insider: What does the latest CPI data mean for rate decision? 36:42

2h ago36:42

36:42

In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest Australian CPI data and their impact on future interest rate decisions. If the RBA opts to cut rates again, how will this affect investor and consumer behaviour? Key discussion points: Factors driving the decrease in inflation. …

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SMSF: The waiting game 46:41

20h ago46:41

46:41

The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments. The podcast touches on recent updates fr…

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Riskier Not to Try: Hudson Terrell on Entrepreneurship, Food, & Finding His Path 1:12:31

1d ago1:12:31

1:12:31

Opening a restaurant is tough. Keeping it open is even tougher. In this episode of Fountain City Founders, we sit down with Hudson Terrell, owner of The Animal Farm and Gabagool in Columbus, GA, to talk about the realities of life in the restaurant business. Hudson shares his journey from dishwasher to entrepreneur, the lessons he learned from reno…

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IFA: Key takeaways and adviser considerations from ASIC’s private credit report 45:12

3h ago45:12

45:12

In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator’s new report on the private credit market and highlight the main areas that financial advisers need to understand. Walsh delves into the report's detailed examination of the industry,…

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#248: Networking Your Way Into Deals, Markets, and Momentum with Collin Schwartz 54:15

7h ago54:15

54:15

In this powerful episode of REIA Radio, we bring you Collin Schwartz’s keynote from our REIA Mastery Live Event. Collin shares his journey from humble beginnings to building a portfolio of over $330M in assets and more than 3,300 units. He breaks down the truth about risk, sacrifice, and why speed over perfection separates real estate dreamers from…

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GLED020 - Powell Speech Analysis — Real-Time Market Response & Global Positioning 4:01

1d ago4:01

4:01

Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …

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ESOPs Demystified: Taxes, Dilution & the Path to Wealth in India! 1:02:36

18h ago1:02:36

1:02:36

ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tickets? We break down everything you need to know, the trade-off between salary and ESOPs, the risks of taxation and dilution, and how exits, IPOs, and secondary markets really work. From early employee …

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GLED019 - Mid-Week Global Analysis — Market Dynamics & Strategic Positioning 4:23

2d ago4:23

4:23

Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …

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GLED018 - Week Ahead Positioning — Post-FOMC Momentum & Global Capital Deployment 4:10

3d ago4:10

4:10

Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…

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#247: The Real Estate Rundown with Owen and Ted 52:46

2d ago52:46

52:46

In this episode, Owen and Ted unpack a heavy week filled with tragic headlines and personal reflections. They shift gears into lessons learned from event planning, share insights from historical biographies like Titan on John D. Rockefeller, and explore how the past shapes today’s business world. The conversation also dives into an ongoing redevelo…

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Placing bonds front of mind for advisers 26:46

2d ago26:46

26:46

In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income. The dedicated educational series of expert insights and compelling discussion will help advisers understand how they can best utilise fixed income within their clients’ portfolios to meet their n…

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Sunday, September 21st. A bowling ball of growth? 55:27

4d ago55:27

55:27

Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategie…

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GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage 3:44

6d ago3:44

3:44

Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…

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Managing Market Risk and Marketing with Manish Khatta 37:09

5d ago37:09

37:09

I’m interviewing Manish, for a candid conversation on two topics every advisor needs to master: market risk and marketing. Manish is known in the industry for his direct, no-nonsense approach to both portfolio management and advisor communication. He is as blunt as it comes! From navigating volatile markets to building a brand that cuts through the…

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GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities 3:49

7d ago3:49

3:49

Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …

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Relative Return Insider: Conflicting views, confusing markets: Who can you trust? 1:01:28

6d ago1:01:28

1:01:28

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs. They examine whether tariffs, trade tensions, and protectionist policies are genuinely straining rating age…

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Step 9: Financial freedom 25:04

7d ago25:04

25:04

How do you turn your property portfolio into lasting financial freedom, and what does retirement really look like when you've built substantial wealth? Host Damian Collins concludes Season 2 of the Property Investing Roadmap with the final step of his proven nine-step framework: Financial freedom. Joined by Fran Hughes, award-winning financial plan…

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IFA: Advice accessibility and finding your client base with Deline Jacovides 34:27

7d ago34:27

34:27

In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible. Jacovides explains that she believes making advice more accessible inc…

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GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration 3:56

8d ago3:56

3:56

Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…

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#246: Creative Deal Structures, Legal Strategies & Raising Capital Like a Pro with Chris Pomerleau 1:11:43

7d ago1:11:43

1:11:43

In this REIA Mastery Series live event episode of REIA Radio, we bring you Chris Palmley—an Army vet, former attorney, and now co-founder of Leavenwealth Capital and Liquid Lending Solutions, with over $330M in assets under management. Chris shares his no-BS approach to creative financing, deal structuring, and negotiation that helped him go from f…

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Successful Chaos: From Property Management to Premier Scrap: Colin Douthit on Grit, Growth & Going “Into the Wind” 35:41

9d ago35:41

35:41

Watch on YouTube Why did this successful property management CEO deliberately choose a "dirty industry" for his next venture? Host Bryan Sarff welcomes Colin Douthit, CEO of Premier Scrap Services and former owner of Atlas Property Management. Colin, a professional engineer turned entrepreneur, shares his path from corporate cubicles to building mu…

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GLED014 - FOMC Decision Day - Global Central Bank Divergence & Cross-Border Capital Flows 3:54

9d ago3:54

3:54

Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for i…

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68 | Bite-Sized Budgeting: 9 of 10: Building a Family Budget Together: How to Avoid Overspending and Teach Kids Smart Money Habits 18:40

9d ago18:40

18:40

If you’ve found yourself managing the household finances by default while juggling bills, tracking spending, and wondering how to make it all work, this episode is your breath of fresh air. Shanalei breaks down how to build a family budget that’s collaborative, intentional, and rooted in real life. Because budgeting isn’t just about numbers — it’s …

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GLED013 - Week Ahead FOMC Positioning - Rate Cut Certainty, Maturity Wall, Global Capital Flows 3:58

10d ago3:58

3:58

Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates …

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#245: The Real Estate Rundown with Owen and Ted 48:16

9d ago48:16

48:16

In this Real Estate Rundown episode, Chris Pomerleau returns for a deep dive into the systems, structure, and strategies that have helped him scale his real estate empire. Fresh off his crowd-favorite talk at the REIA Mastery Series, Chris joins Ted and Owen to unpack the business side of investing—from managing thousands of units to navigating cap…

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Sunday, September 14th. Triangulating the truth. 56:02

12d ago56:02

56:02

Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of t…

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GLED012 - Fed Easing Setup - CMBS Maturity Wall, Cap Rates Hold, SWFs Pivot 5:28

13d ago5:28

5:28

- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…

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SMSF: Getting it right: the challenge in market valuations 50:09

14d ago50:09

50:09

Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations. In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive…

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GLED011 - Thursday ECB Decision Analysis 4:24

14d ago4:24

4:24

Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …

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Relative Return Insider: How perception drives market value 47:18

14d ago47:18

47:18

In the latest episode of Relative Return Insider, host Maja Garac Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility. The pair also discuss how perception drives value in finance, drawing a parallel to Money Heist, where the illusion of gold shapes outcomes just as confidence in central …

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IFA: Inside AFCA: How complaints and compensation really work 35:36

15d ago35:36

35:36

In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort. From resolving disputes e…

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Document, Don’t Create: Jake Koehler on Lost iPhones, Found Purpose 54:22

15d ago54:22

54:22

Jake Koehler — Scuba Jake — turned lost iPhones and forgotten treasures in the Chattahoochee River into a global audience of 14 million. In this episode, he shares how “document, don’t create” became his mantra, why purpose often shows up in unexpected places, and what it takes to reinvent yourself (and your content) year after year. It’s a convers…

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GLED010 - Wednesday Pre-ECB Positioning 3:15

14d ago3:15

3:15

Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …

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#244: Professional Property Management Systems for 5–25 Unit Success with Andy Kouri 59:02

14d ago59:02

59:02

In this powerhouse REIA Mastery Series live session, Andy Kouri breaks down what it really takes to grow a property management company that doesn’t just survive—it scales. Andy shares the full story of how his family’s business, Corey Management, went from 379 units to managing over 2,700 doors across Omaha and Des Moines. From stepping in after hi…

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GLED009 - Tuesday Central Bank Analysis 4:02

16d ago4:02

4:02

Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …

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GLED008 - Monday Week Ahead Positioning 3:47

17d ago3:47

3:47

Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…

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#243: The Real Estate Rundown with Owen and Ted 48:10

16d ago48:10

48:10

In this episode of the Real Estate Rundown, Owen, Ted, and guest Andy Corey pull back the curtain on what it’s really like to speak at a big real estate event for the first time—and why saying yes to uncomfortable opportunities can blow your business wide open. Andy shares the chaos leading up to his REIA Mastery Series keynote, the panic, the prep…

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Sunday, September 7th. Job growth misses. 55:47

18d ago55:47

55:47

U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show: exploring the stages of retirement, supporting adult children, and key retirement planning tips—three things to do now and three things that can wait…

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GLED007 - Friday Weekend Analysis 7:37

20d ago7:37

7:37

Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…

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Relative Return Insider: Is Australia’s economic bounce for real? 48:13

21d ago48:13

48:13

In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves. Australia’s economy showed unexpected r…

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GLED006 - Thursday Cross-Border Capital Analysis 7:33

21d ago7:33

7:33

Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Gold…

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Relative Return: How fixed income got its defensiveness back 19:37

22d ago19:37

19:37

In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy. Listen as they discuss: The defensive characteristics of fixed income. Market volatility triggered by US President…

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Step 8: Effective property management 31:54

22d ago31:54

31:54

How can effective property management significantly impact both your returns and capital growth whilst protecting your valuable investment assets? Host Damian Collins continues Season 2 of the Property Investing Roadmap podcast with step eight of his proven nine-step framework: Effective Property Management. Joined by Robin Ram, Property Acquisitio…

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IFA: The need for legislative and regulatory improvements to the CSLR with David Berry 59:02

22d ago59:02

59:02

In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation Scheme of Last Resort, to unpack the challenges of protecting investors when financial advice goes wrong. They discuss high-profile failures like Dixon Advisory, Shield, and First Guardian, and the legislative and regulatory changes …

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GLED005 - Wednesday Mid-Week Analysis 6:49

22d ago6:49

6:49

Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage.**Wednesday Market Pulse:**- SOFR steady at 4.34% with September average forecast 4.339%- September 16-17 FOMC meeting approaching with 87% probability of 25…

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#242: REIA Mastery Series Special Episode: Ancillary Income & CEO Mindset – with Jeri Schlickbernd 58:35

21d ago58:35

58:35

In this replay of her keynote from the REIA Mastery Series Day, Jeri Schlickbernd delivers a powerhouse session on how to think like a true real estate CEO. With 20+ years in the game and 300+ flips under her belt, Jeri breaks down how she and her husband built a full ecosystem of income-generating businesses around their real estate portfolio—from…

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GLED004 - Tuesday Market Analysis 6:16

23d ago6:16

6:16

Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5%…

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#241: The Real Estate Rundown with Owen and Ted 23:00

23d ago23:00

23:00

In this Real Estate Rundown episode, Owen Dashner and Ted Kaasch recap the packed REIA Mastery Series event—The Mid-Size Multifamily Playbook—and share some behind-the-scenes chaos, lessons learned, and major takeaways from the day. With over 110 attendees, including 55 licensed agents, the event wasn’t just a success—it was a clear sign that the O…