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Wealth Management Invest

WealthManagment Invest

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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Free Lunch

Canvas Wealth

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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
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The Property Nerds

The Property Nerds

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Meet Arjun, Adrian & Jack… The Property Nerds Welcome to The Property Nerds Podcast, where real estate meets research, and data drives decisions. Join Arjun Paliwal, Head of Research and Director at InvestorKit, and Jack Fouracre, Partnership Manager at Fouracre Financial, and Adrian, Senior Portfolio Strategist at InvestorKit as they dive deep into Australia’s property market. From market trends to finance tips, Arjun, Jack and Adrian deliver the insights you need to build and grow a profit ...
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Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?" From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights. Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights sha ...
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Invest Smarter

David DeWitt

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Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money. All content within the podcast is for informational purposes only and should not be relied upon for investment decision-making.
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Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead. Gain more perspectives from host Brian Levitt at invesco.com/BrianLevitt, and follow him on LinkedIn and Twitter. [Invesco Distributors, Inc.]
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Get Stacked Investment Podcast

Rodrigo Gordillo, Corey Hoffstein

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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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The goal at Finance for Physicians is to help you use money as a tool to live a great life, on your own terms. Daniel Wrenne, podcast host and CEO of Wrenne Financial Planning, has spent the last decade advising physicians on their personal finances. On this podcast, he and his team will share the good, the bad and the ugly of navigating personal finances while practicing medicine. They’ll help you hone in on the financial decisions that matter most and make sense of the ever-changing person ...
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Mint Delhi Decoded

Mint - HT Smartcast

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Delhi is a special state and has a multi-tiered level of governance which makes the intersection between urban governance and national politics extremely nuanced. This intersection, more often than not, sets precedence, for how other states react. Through this weekly podcast, Pretika Khanna, discusses her city, Delhi and decodes some of the issues that affect Delhi-dwellers and the rest of the India, alike. This is a Mint production brought to you by HT Smartcast.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Rebel Traders® takes you inside the world of two underground master traders who take an entertaining, unique, and often contrarian look at the markets and business. Cutting through the noise of Wall Street shenanigans and hijinks and the clutter and confusion of mainstream news, they are here to help you navigate the trading minefield so you can finally take control of your financial future. Together, Sean Donahoe and Phil Newton are on a mission to give you the unfair advantage of a Rebel T ...
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Axis Moneynomics - By Axis Mutual Fund

Axis Moneynomics - By Axis Mutual Fund

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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.
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Resolve Riffs Investment Podcast

ReSolve Asset Management

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Uncommon Investments

Uncommon Investments

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Shawn Davis is Owner, Principal and CEO of Davis Financial Advisors as well as host of Uncommon Investment and Resources. This weekly radio show is built on providing its' audience with quality content meant to support a more broad based look at ones' overall financial portfolio. Weekly white papers document the detail of each show as well as the occasional in-studio guest. With diversification as it's mantra, the show is a veritable classroom each week on "how to's" and other valuable inves ...
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Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Real Estate Investing Demystified

Ava Benesocky and August Biniaz

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9-5 jobs are the most common method of earning money. But, of course, the best way to build wealth is to go beyond the corporate setting and grow your finances as you sleep. You can achieve that by investing. If you are thinking about giving S&P 500 a try, it's time to widen your perspective to see a much more lucrative option – real estate investing. Welcome to Real Estate Investing Demystified, your friendly guide to exploring everything about real estate. Discover what opportunities await ...
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Value Investing Portfolios, Strategy, Stocks / Research Platform!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Moder…
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What are the current investing risks out there? Here is a discussion so you can see how much risk you can take for your portfolio!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The …
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It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and c…
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Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…
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Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https://amzn.to/2lvfH3tMore at the Sven Ca…
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There is a common market expectation that interest rate cuts are good, that this monetary tool is omnipotent and solves all financial problems. It is time to ask the question what happens if and when interest rate cuts stop working because of simple political abuse?Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock …
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Summary How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital. In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these s…
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Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https://amzn.to/2lvfH3tMore at the Sven Ca…
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True or False: ❓ Diversification increases expected stock returns. ❓ Owning Canadian banks, pipelines, and utilities is enough diversification. ❓ Most active fund managers outperform their benchmarks over time. If you hesitated on any of these, this week’s episode is for you. Colin and Greg break down why diversification is really about protecting …
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Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and Pat take listener calls that reveal the importance of strategy, trust, and risk management in retirement planning. They begin with a caller asking about complicated yield notes, sparking a discussion on…
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Is Bitcion The Only Solution? Diversification? Fiscal Dominance! I share my views on two nice interviews with Lyn Alden and Ray Dalio on the current macro and fiscal situation and how to invest.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, …
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Welcome to The Currency of Knowledge podcast by National Bank Wealth Management. In this episode, hosts Christopher Phillips and Holleigh Baker sit down with Kathryn Mohr, an experienced attorney and community leader, to explore the often-overlooked but crucial topics of business succession and estate planning.…
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This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Brian Seidensticker to discuss the concept of tax sale investing, which includes tax deeds and tax certificates as a way to invest in real estate. Brian, the founder of Tax Sale Resources and Mount North Capital, shares his story of a lucrative deal he made through a…
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Here is a value investing analysis of RIO TINTO (NYSE: RIO) stock.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Mode…
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A recession is hard to predict and has been in the making for already a few years. If we look bottom up, things are not as great as one might think. Of course, it is impossible to predict, but after 16 years of no recessions, maybe one would even be good!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market anal…
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In this weeks episode of The Property Nerds, we sit down with Ben McDonald, Property Consultant at InvestorKit and a 25 year old investor who’s already secured his first property and is gearing up for his second. Ben shares how he went from being sceptical about property to building his own portfolio and how his role at Investigate allows him to gu…
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On this week’s Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why chasing predictions fails while fundamentals like tax-efficient investing deliver results. Next, a caller shares his career-change dilemma: should he leave a higher-paying job for a teaching role with a pensio…
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In today’s highly interconnected world, running a remote team can save you a lot of time and money without putting quality and profit at risk. Managing people across the country or the globe is indeed challenging, and this is where hiring a virtual assistant is a must. Ava Benesocky and August Biniaz chat with Ricardo Rosales, CEO of the Venezuela-…
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There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final mo…
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In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The c…
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In this episode of Durable Value, we take you behind the scenes of our recent acquisition—the Elk Grove Industrial Complex in Sacramento, CA. Discover how we sourced the deal, why this property stood out, and the strategies we use to unlock value in multi-tenant industrial assets. We discuss market dynamics, the importance of fresh eyes, and how pr…
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Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expandi…
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This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Jeff Sarti to discuss the concept of diversification in relation to real and tangible assets. Jeff, the CEO of Morton Wealth, shares his background in various industries before finding his way into wealth management. Subscribe to our YouTube channel and join our grow…
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Here is a risk and reward analysis of stocks you suggested like Target (TGT), Constellation Brands (STZ), Novo Nordist, PUMA, NEWMONT GOLD, Whirpool (WHR) and HeinekenWant to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfo…
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Currencies are a big factor when it comes to investing, especially international investing as currency fluctuations can severely impact your investment returns. Here is a discussion on how I go about currencies when it comes to my international portfolios.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market ana…
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Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international market performance and the US dollar. (Invesco Distribut…
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In this episode of The Property Nerds, we’re joined by Sarah from Fouracre Financial to unpack what really drives success for Aussie residential property investors. From her journey in banking, business ownership, and now mortgage strategy, Sarah shares how the right guidance can make the difference between stalled progress and accelerated wealth c…
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Physicians spend a decade or more training for a career they believe will bring fulfillment and stability. But what happens when the reality doesn’t match the dream? Dr. Brad Bennett followed the traditional path—prestigious training, a promising teleradiology role, and the security of a physician-owned practice—only to find himself exhausted, disc…
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In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors think…
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Stocks to buy that various super investors have bought in the last quarter. Buffett with UNH, selling Apple, Li Lu buying PDD, Ackman Amazon, Klarman and Google to finish with Michael Burry's stocks.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analy…
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The mismatch between the investment durability of an asset and the connected liability to buy that assets is one of the most dangerous things in finance and has been the culprit for many past crises as Buffett often warned! It seems we are forgetting that again!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock mark…
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In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and pr…
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On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as investment strategies. They share real-life stories that highlight how a trusted financial advisor can help families navigate some of life’s toughest moments: illness, unexpected retirement, losing a s…
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Private credit has evolved rapidly over the past decade, becoming one of the most in-demand asset classes for investors seeking diversification, income, and resilience in portfolios. Yet with this growth has come added complexity, from structural shifts in lending markets to new product innovations and heightened regulatory changes. In this episode…
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Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the…
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Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…
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The long-term debt yield rising is a small market signal, but it is a signal showing how we should not expect things to be the same in the coming decades!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ide…
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In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment jo…
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Predicting a crash is impossible, but is it smart to go into gold, bitcoin or other?Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also …
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Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https://amzn.to/2lvfH3tMore at the Sven Ca…
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Send us a text Merger arbitrage has long been seen as a strategy of instinct and judgment — a game for star traders who “just knew” which deals would close. But what happens when you take that gut-driven approach and rebuild it as a systematic process? In this episode, host Vincent speaks with Martin Brückner, CFA, Co-Founder and CIO of First Priva…
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Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or explo…
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Stock Market Crash StrategyWant to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https://amzn.to…
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Tariffs go up. Inflation lingers. Politics heat up. And the cost of everyday life feels it. On this episode of the Free Lunch Podcast, Colin and Greg explore how U.S. policy shifts ripple through interest rates, inflation, and portfolios around the world. They discuss... 🌎💼 ✔️ The hidden inflation driver no one talks about. ✔️ Why Fed decisions mat…
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5 Stocks To Buy From Value Investing Risk Reward Quadrant.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value…
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This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Kimberly Flynn, president of XA Investments, to explore the democratization of alternative assets and the rapid growth of the private credit market. Kimberly shares her journey into private credit, the rise of interval funds, and the potential for private equity in r…
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Berkshire BRK Stock Analysis 2H 2025Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https:…
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We can't predict, but I believe it is smart to be ready for whatever might lie ahead of us, be it crashes, high inflation or who knows... Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses …
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In this episode of The Property Nerds, we chat with Simran Dhillon from Abundant Advisory about taking a holistic approach to wealth building. We cover the balance between property and shares, the smart use of good vs bad debt, and why diversification and liquidity are key to long-term success. We also take a closer look at SMSF property, who it’s …
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