A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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Plan First Wealth Podcasts
A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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The TFS WealthCast brings clarity, depth, and strategy to finance, property, and wealth-building in Australia. This isn’t just another finance podcast it’s a space where serious investors, ambitious professionals, and wealth builders come to sharpen their edge. Each episode is unique, we sit down with industry leaders, top-performing brokers, property strategists, and seasoned investors who’ve built real portfolios and navigated shifting markets. We dive into advanced topics like: •Smarter l ...
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money. Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie. Learn more at www.morethanmoneyradio.com
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Welcome to Not Ordinary Wealth podcast, where amazing things happen! Here we will go through my journey on creating my very first ever podcast. We will also interview the top leaders and marketers in order to find the best strategy and plan in order to make money online quick. Why you ask! Listen to the first episode to find out...
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Money Stories by In Financial Services shares the real money journeys of everyday people—the wins, losses, and lessons learned. Each episode spotlights guests from all walks of life, diving into how their upbringings and early money choices shaped their financial paths. From budgeting tips to investment strategies, they offer practical advice and insights to help you build wealth and take control of your financial future. With a focus on Empowering Financial Dreams, Money Stories proves that ...
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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
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America faces serious and growing economic challenges— new threats to your savings and your way of life. The Economic War Room with Kevin Freeman provides a weekly Economic Battle Plan™ that puts America and your investments first. The program features global investor and the nation’s leading economic warfare expert, Kevin Freeman, and other high-level thought leaders for a unique, powerful, and engaging financial news show. The program offers solutions for significant financial and economic ...
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Interviewing Health & Fitness Experts On Optimizing Health & Wealth. Steve Washuta, Author of Fitness Business 101 and Co-Founder of TrulyFit is the podcast host.
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Listen to hear Jonny break down the tips, tricks, and strategies he uses to help clients retire early. This is the "easy button" when it comes to early retirement because everything you want and need to know is right here. Jonny will lay it all out in plain English so you can get the details on the actions you can do to put yourself on the best path to early retirement. He'll also interview top real estate, tax, and estate planning and other professionals to provide a comprehensive approach ...
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Welcome to The Broker’s Lounge with Eddie & Carlo - the podcast where we make the world of mortgages and finance feel a whole lot less intimidating. If you’re here, chances are you’re thinking about buying a home, maybe your first, or maybe you’ve been down this road before. Either way, you’re in the right place. So, who are we? We’re Eddie and Carlo, two senior mortgage brokers from Link Wealth Finance with over 30 years combined experience helping people just like you navigate the sometime ...
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StackedLife is the podcast for smart savers hungry for real, proven financial strategies. I'm John Perrings, an Authorized Infinite Banking Practitioner. In this weekly podcast, I cut through the noise to deliver practical, principle-based strategies rooted in IBC that work regardless of market conditions. If you're done with status quo advice and want to grow your wealth and income with safe, foundational strategies, this is your roadmap to financial independence.
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Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
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Welcome to the Mind Wealth Podcast where we teach you to think differently about money and make changes in the way you manage your money so that you can take home more profit, pay less taxes and live a better life.
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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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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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Investing in property can be incredibly rewarding and our aim with the Australian Property Podcast is to provide answers to frequently asked questions. Our guests are experts in their industry and we’re picking their brains to tackle the issues that investors encounter when growing their property portfolio. Too often investors are confused and overwhelmed with conflicting information – we want our conversations to educate investors and to see you build a quality property portfolio.
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Are you a busy working woman or female entrepreneur who's got a good handle on everything in your life except your weight and health? Join Leah Van Dolder, Weight Loss Dietitian, Mindset Coach, and Entrepreneur as she inspires her listeners to reclaim their health and achieve lasting weight loss with holistic, sustainable, and practical solutions. Leah helps her listeners ditch the all-or-nothing mentality towards getting healthy and empowers you to re-write your thought process so you can t ...
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Financial and Lifestyle Freedom for UK Business Owners Profit First Professional, Chartered Accountant and Small Business Growth Strategist, Annette Ferguson, teaches UK small business owners and entrepreneurs how to achieve both the financial and lifestyle freedom they crave. Tune in weekly to learn money hacks and business tactics so you can build a dream team, serve your clients better, and ultimately take home more money. Annette and her guests give no-nonsense finance strategies and pro ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it’s about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we’re talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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The 800+ Financial Freedom Podcast is here to give Financial Tips to help you get back on track Financially and to Help you reach the 800+ Club. The 800+ Financial Freedom Podcast can help you overcome financial challenges with three simple steps. First, we discuss setting up a plan to help reach your financial goals. Secondly, we apply financial discipline to your life with teaching you the principles on how to change your financial situation. Last but not least we motivate and encourage a ...
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Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. ...
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What if you could finally escape the grind, quit your job, and build real wealth? Not by flipping more houses or managing tenants, but by owning a self-storage business that creates real freedom. Imagine waking up knowing you’re in control: your business is running, your income is steady, and your time is finally yours. That’s what Storage Wins is all about. If you’re tired of trading dollars for hours, being burnt out from chasing deals that create more work, and are ready for a step-by-ste ...
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Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips a ...
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Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Welcome to your next Million Dollar Decision. On The Hello Seven Podcast, Rachel Rodgers breaks down the steps for diverse entrepreneurs to scale their businesses and build generational wealth. Rachel is a wife, mama, and CEO of an 8-figure business on a mission to close the wealth gap… for good. She advocates for a fresh, equitable perspective surrounding wealth in her books: “We Should All Be Millionaires,” “Million Dollar Action,” and the upcoming “Future Millionaire” for young adults. Tu ...
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The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping y ...
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Retirement Planning, U.S. Property and Smart Travel
38:32
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38:32On More Than Money, Leanna Wachniak and Rob Gerrie talk with Anne-Elise Cugliari Allegritti, VP of Research & Communications from Royal Lepage about why 54 percent of Canadians with properties in the U.S. have either sold or are thinking of selling. Then, Claire Newell, Founder and President of Travel Best Bets, talks about the ways retirees can ma…
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Time Is Ticking: How South Africans Aged 35–50 Can Still Build Lasting Wealth
27:12
27:12
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27:12In this episode, Warren Ingram and Pieter de Villiers discuss the financial challenges faced by individuals in their mid-career stage, particularly those aged 35 to 50. They discuss common mistakes, the importance of setting financial objectives, managing debt, and the impact of lifestyle creep. They also touch on the need for budgeting, saving for…
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Daybreak Weekend: US Jobs, Power Conference, China PMIs
38:58
38:58
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38:58Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the U.S jobs report and the Electric vehicle sector. In the UK – a look ahead to the Bloomberg Women, Money, Power conference in London. In Asia – a look ahead to the China PMI data. See omnystudio.com/…
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Join Steve Washuta, author of Fitness Business 101 and host of The TrulyFit Podcast, as he breaks down a timely and relevant topic impacting the personal training, fitness, health, and medical industries. Steve covers: _ -Tylenol toxicity -Problems with the study -Vaccine Studies -Autism definition -MTFHR Gene Mutation -Glutathione _ The show inter…
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New 100% Drug Tariffs, Former FBI Chief Charged, NATO Warns Russia
16:14
16:14
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16:14Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump announced a fresh round of tariffs, including a 100% duty on branded or patented pharmaceuticals starting October 1, unless a company is building a manufacturing plant in America. (2) Former FBI Director James Comey was charged with …
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End of Life Planning: Creating a Legacy That Lasts with Dr. Kimberly Harms
54:45
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54:45Dr. Kimberly Harms discusses the importance of end of life planning. She shares her journey from dentistry to becoming a grief counselor, death doula, mediator, and life coach after personal loss, emphasizing the importance of preparing for death and leaving a meaningful legacy. She explains how avoiding conversations about death often leads to fam…
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In this weeks episode, Ethan Astaneh, Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently. Discover real world examples, eligibility criteria, …
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Financial wisdom and Kenyan tea | Meet Rakesh Shah
11:28
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11:28Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career. Rakesh opens up about his side business in Kenyan tea, his approach to r…
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Kevin Freeman uses the Battle of the Bulge to warn against post-victory complacency, drawing parallels to current fights over CBDCs, debt, immigration, and cultural policy. He and Mike Carter highlight progress on state-level “pirate money” legal tender laws in Arkansas, Florida, Louisiana, Texas, and Missouri, while stressing that implementation a…
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What To Know About The “First Year Rule” Of Retirement
16:39
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16:39Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get in touch with Mike: 🌐 Website: htt…
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Stay Ahead of a Government Shutdown and Learn How to Invest Extra Money Wisely
31:06
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31:06Learn how to prepare for a government shutdown and where to put $600 a month after building your emergency fund. What happens in a federal government shutdown? Where should you put $600/month after funding an emergency cushion? Hosts Sean Pyles and Elizabeth Ayoola discuss the looming shutdown before answering a listener’s question about where to a…
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HSBC Quantum World-First, Pricey Stocks ‘New Normal’, Britain's Bitter Pill
21:10
21:10
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21:10Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) HSBC Holdings said it’s achieved a world-first breakthrough in deploying quantum computing in financial markets, as a race intensifies among some of Wall Street’s biggest firms to embed the cutting-edge technology in their daily operations. (2) Intel has a…
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EP16: The Complete Guide - 16 Methods for Finding Hidden Storage Deals (Part 5)
21:01
21:01
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21:01Some of the best storage deals you’ll ever find aren’t on LoopNet, in a broker’s inbox, or even listed anywhere at all. They’re hiding in plain sight, tucked behind a Dollar General, spotted on Google Maps, or sitting right in front of someone else who just doesn’t know what they’re looking at. In this episode, Alex Pardo continues his 6-part serie…
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Healthcare costs in the UAE are climbing fast — but so are the innovations in health insurance. In this episode, host Malvika talks to Toshita Chauhan, CBO General Insurance at Policybazaar.ae, about how modern health plans are changing the game with instant claims, global coverage, and built-in wellness benefits. We also answer real questions from…
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107: Avoid Money Drama: How Early Should Finances Come Up in Dating
31:00
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31:00In this episode, Jessica and Brandon dive into a tricky but essential question: How soon should you bring up money when you're dating? They unpack why money often feels taboo, share tips to start the conversation without tension, and explore real‐life stories about financial expectations, backgrounds, and values. Whether you're in your 20s, 30s, or…
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Why Traditional Advice Fails First-Gen Wealth Builders
37:40
37:40
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37:40This episode pulls no punches. We’re talking about the realities of first-generation wealth building, the systemic oppression that keeps people stuck, and the truth about how legacy gaps can transform into generational growth. I sit down with Dr. LaTanya White—researcher, entrepreneur, and unapologetic truth-teller—to dissect why traditional wealth…
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Building A Multi-Billion Pound business with HomeServe's Jeremy Middleton
54:12
54:12
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54:12Jeremy Middleton is an inspiration to any UK entrepreneur looking to build a unicorn business. After meeting business partner Richard Harpin when they both worked at corporate giant Proctor & Gamble, they took the brave step of leaving the regular pay cheque behind and setting up their own businesses. There were plenty of challenges and false start…
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558. Your Top 10 Profit First Questions Answered
24:48
24:48
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24:48In this special Community Q&A episode, Annette Ferguson answers the top 10 most common questions about implementing Profit First in your business. Whether you're just starting out or looking to refine your system, this episode is packed with practical advice for UK business owners. Key Takeaways: • Profit First is for Everyone (with a catch): Learn…
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Trump Backs NATO Action, Kimmel's Tearful Return, Super Typhoon Hits HK
20:37
20:37
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20:37Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said NATO nations should shoot down Russian aircraft that violated their airspace and struck a more sympathetic tone on Ukraine’s chances of winning the war. (2) Late-night host Jimmy Kimmel took a conciliatory tone in his return to …
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The Billionaires Know About This Hidden Bull Market… Do You?
44:32
44:32
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44:32This week we cover the hidden bull market that the billionaires know about. Are you in on it? We also cover the Fed’s recent rate cut and how markets reacted with little real impact, highlighting skepticism about the Fed’s effectiveness and the risks its policies create for wealth disparity and asset inflation. We emphasize the importance of questi…
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Ep 12 - The Dopamine of Doing Good: Sunrise Day Camp - Turning Wealth Into Magic for Underprivileged Kids With Cancer and Their Families with Arnie Preminger
33:57
33:57
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33:57In this heartwarming episode of the Crazy Wealthy Podcast, Jonathan Blau sits down with Arnie Preminger, founder and CEO of the Sunrise Association, the organization behind Sunrise Day Camps, the world’s first full-summer day camps for children with cancer and their siblings. Arnie shares the unlikely story of how a Paul McCartney concert sparked t…
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Russia ‘Is Testing Us', $100B Nvidia-OpenAI Deal, Piketty Demands Wealth Tax
27:32
27:32
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27:32Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Lithuanian President Gitanas Nauseda said Russia was testing NATO’s readiness to retaliate with its series of incursions along the eastern flank of the alliance. (2) Nvidia will invest as much as $100 billion in OpenAI to support new data centers and other…
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Politicians Can’t Fix Your Finances (9/20/2025)
1:21:50
1:21:50
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1:21:50Over the weekend, Jeremiah and Brian go into the realities of America’s rising debt and why politics alone won’t fix the problem. The hosts challenge common assumptions about government spending, inflation, and taxation—breaking down how these big-picture issues actually trickle down to everyday households. Instead of waiting on Washington, they fo…
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Sandwiched: How to Manage Caregiving, Parenting and Finances
31:27
31:27
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31:27In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their fi…
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Dr. Dan & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consul…
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Preparing Finances for Fall and How to Help Parents Who Haven’t Saved Enough
30:34
30:34
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30:34Learn how to prepare your finances for fall and support aging parents who have limited retirement savings. How can you check in on your finances this fall? What’s the best way to help parents with little savings retire? Hosts Sean Pyles and Elizabeth Ayoola explain how you can give yourself a fall financial check-in before they answer a listener’s …
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557. Advanced Profit First: Scaling Your Business Beyond £500k
23:49
23:49
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23:49In this episode, Annette Ferguson takes you beyond the basics of Profit First and into the advanced strategies you need to scale your business past the £500,000 revenue mark. If you're an established business owner looking to level up your financial game, this episode is packed with actionable advice for evolving your Profit First system as your bu…
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$100K US Visa Havoc, Murdochs TikTok Role, Putin's Secret Plan
21:43
21:43
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21:43Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Donald Trump’s order on H-1B visas which requires a $100,000 fee for applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector, which is already …
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1
EP15: The Complete Guide - 16 Methods for Finding Hidden Storage Deals (Part 4)
16:31
16:31
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16:31Most investors never make it past the first page of LoopNet or Google when hunting for storage deals. The problem? That’s where the competition is, and it’s also where the overpriced scraps live. The real opportunities are hiding in places most investors never bother to look. In this episode, Alex Pardo continues his 6-part series on the 16 proven …
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Land Tax for Property Investors: What It Means for Your Portfolio and How to Plan Ahead
58:10
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58:10👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team 👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FRE…
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Zac Townsend / Bitcoin Life Insurance? Ep 488
34:15
34:15
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34:15Special thanks to Zac Townsend from Meanwhile, for joining me to unpack how life insurance works, when the money changes. Book in a free 15-min phone call with Darcy Ungaro (financial adviser). Sign up to the fortnightly newsletter! Thank You Swyftx: With over 1 million customers across New Zealand and Australia. Ask yourself …”Where can crypto tak…
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The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence
29:42
29:42
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29:42📅 Get your FREE Retirement Clarity Session: https://wealth.emaplan.com/ema/LeadGen/Welcome/1fe6a74e-64ab-4070-bfca-112732c0fca1 🔔 Subscribe for more expert retirement planning insights: https://www.youtube.com/@idawealth?sub_confirmation=1 🧠 Discover how to avoid toxic financial advice and plan your dream retirement today! Jason Labrum and Alex Kli…
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Health, Wealth, and the origin behind our partnership
38:00
38:00
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38:00On More Than Money, Faisal Karmali and Dave Popowich talk with Dr. Emily McDonald, Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Then, Ian Bragg - VP of Research and Statistics @ SIMA, talks about how private savings are on the rise. Then, …
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Can a SMSF Buy a Classic Car? Discover What’s Really Possible
27:40
27:40
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27:40Send us a text In this insightful TFS WealthCast episode, host Pramu Rodrigo sits down with financial planner Sonali Rodrigo to demystify Self‑Managed Super Funds (SMSFs). Together they explore what an SMSF is and who can set one up, highlighting key requirements such as membership limits (up to six people), residency rules and the two‑year tempora…
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Daybreak Weekend: The Future of the Fed, UK Private Markets, Miran's Impact Overseas
38:28
38:28
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38:28Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – how The K-Shaped Recession Hasn’t Hurt US Equities...Yet In the UK – Are Private Markets Entering Their Golden Age In Asia – a look at Stephen Miran's Impact on EM and the Dollar See omnystudio.com/listener for privacy…
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From Debt to Growth: Your Money Roadmap in Your 20s & 30s
29:42
29:42
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29:42In this episode, Warren Ingram and Pieter de Villiers discuss essential financial principles for young adults, focusing on the importance of paying off debt, the benefits of tax-free savings accounts, and long-term investment strategies. They speak to the significance of education in financial success and the need to choose the right retirement pro…
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Nvidia’s UK AI Bet, Trump & Xi To Hold Call, $1T 'Hedge America' Trade
21:14
21:14
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21:14Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia plans to invest £2 billion ($2.7 billion) to support the UK’s artificial intelligence industry in partnership with several venture capital firms. (2) With golden carriages, military splendor and an opulent banquet, the UK’s royal gambit paid off thi…
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Inside the World’s First Crypto Mortgage with Josip Rupena
1:05:11
1:05:11
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1:05:11Josip Rupena talks about how his company Milo, created the world's first Crypto mortgage. Josip shares how his background in investment banking led him to found his company, which solves financing challenges for high-net-worth international clients and later Bitcoin holders who struggle to qualify for traditional mortgages despite significant wealt…
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Ep 362 | The Disappearing Stock Market Is Making the Wealth Gap Worse
23:59
23:59
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23:59Kevin Freeman traces the arc from 1980s optimism — thousands of investable public companies and rapid innovation — to today’s halved stock count amid soaring GDP and population. He argues that financialization, heavy regulation (SOX, Dodd-Frank), and abundant private capital pushed companies to stay private, widening the wealth gap and fueling soci…
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Sarah McLachlan & John Nicola on Music, Mentorship, and Miracles
44:43
44:43
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44:43Music has the power to transform lives, and few understand this better than Sarah McLachlan. In this episode, host John Nicola, CEO, CIO and Chairman at Nicola Wealth, sits down with the Grammy-winning artist and philanthropist to explore her remarkable journey from a 19-year-old with a record deal to the founder of a groundbreaking music education…
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In the 100th episode of Boldin Your Money, host Steve Chen chats with community member Mark Eakle about his real-life money journey. Mark shares how he went from relying on pensions to taking charge with 401(k)s, paying off his house, and helping his daughters graduate debt-free. He talks about the lessons he learned along the way—like starting ear…
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457 Plans: Hidden Benefits, Early Retirement Strategies, & Crucial Pitfalls
6:49
6:49
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6:49457 plans may look like 401(k)s, but they come with powerful benefits—and costly pitfalls if misunderstood. Jeremiah Bates and Alex Lundgren explain how to maximize contributions, avoid penalties, and use 457s to unlock early retirement strategies. Plus, not all 457s are built the same... Work for a non-profit? These are the things you MUST know. L…
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The Fed Just Cut Rates — Here’s How to Make the Most of It (Plus: How to Freeze Your Credit)
28:51
28:51
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28:51Learn how the Fed rate cut impacts loans and savings, then find out when to freeze your credit and how to do it fast. What does a Federal Reserve rate cut mean for your wallet? Should you freeze your credit if an internet provider runs a soft pull? Hosts Sean Pyles and Elizabeth Ayoola kick off this episode with senior news writer Anna Helhoski to …
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Fed Cuts As Jobs Weaken, Trump's Royal Banquet, Disney Suspends Kimmel
20:30
20:30
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20:30Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. (2) The Bank of England is set t…
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EP14: The Complete Guide - 16 Methods for Finding Hidden Storage Deals (Part 3)
25:30
25:30
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25:30Most investors chase deals on LoopNet or wait for brokers to call them back. The problem? By the time you see the listing, you’re already too late. The best storage deals never hit the market, they’re sitting with owners who don’t even realize they’re ready to sell. In this episode, Alex Pardo continues his 6-part series on the 16 proven methods fo…
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