Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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Rethinking Trade Podcasts
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Trade expert Lori Wallach cuts through the complexity and jargon to make trade policy and politics and the myriad ways it affects our daily lives accessible to all. Episodes 1 - 43 were produced in partnership with Public Citizen's Global Trade Watch.
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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Insight and analysis on investment markets and issues affecting your whole financial world.
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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Ezra Klein invites you into a conversation on something that matters. How do we address climate change if the political system fails to act? Has the logic of markets infiltrated too many aspects of our lives? What is the future of the Republican Party? What do psychedelics teach us about consciousness? What does sci-fi understand about our present that we miss? Can our food system be just to humans and animals alike? Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. Y ...
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"On Aon" offers conversations between Risk Capital and Human Capital experts and guests about the Risk and People issues impacting businesses around the world. Each episode provides unique insights to help industry experts make better decisions across Trade, Technology, Weather and Workforce.
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Making trade relatable by unpacking the new developments and long-running trends reshaping global markets. Brought to you by the Clayton Yeutter Institute of International Trade and Finance at the University of Nebraska-Lincoln.
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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We will share insights into current market movements, tips for achieving financial freedom, and answer common questions about the financial world.
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The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet. From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world. The Greener Way is the podcast of F ...
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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"Digital Strategy Unlocked" is a show that helps CIOs and other business leaders take a step back, take a breath, and consider the broader perspective, to rethink how digital can transform businesses. In every episode, we provide cutting-edge insights from global Digital leaders to help increase IT product adoption and accelerate business outcomes.
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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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Technology continues to advance at an increasingly rapid pace, so how can you stay on top of it? Learn from those who are pioneering new technologies and promoting entrepreneurial spirit! The Connect podcast encourages people to join prominent thought leaders as they explore today’s most timely and important topics around technology and network solutions. Connect brings listeners an engaging program featuring luminaries and trailblazers—from private industry, the public sector, and professio ...
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Tim Kotzman interviews the biggest names and companies in the Bitcoin Treasury space.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Property Apprentice dives deep into the what's and how's of real estate investing in New Zealand. Each week, we discuss topics relevant to every home buyer and investor.
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Money + Meaning highlights the stories of innovators in our community who are leveraging the power of capital markets to create a more just and sustainable economy. We expand the conversation around impact investing and explore strategies to finance and support social change.
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I'm on a mission is to make real estate work for everyone. I love real estate. Real estate makes places good or bad, rich or poor, beautiful or not. In this show, I'm interviewing the disruptors, those creative thinkers and doers that are shrugging off the status quo, in order to build better for everyone.
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Customer Success Career Coach
Carly Agar | Career and Job Interview Tips for Customer Success Managers
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Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join us as we spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – we're diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, we've got the playbook for you. I'm Carly Agar, your trusty 10+ year CS veteran and award-winning ...
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The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
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What do you think of when you think real estate? Matt Kelly is here to interview realtors, investors, and everyone in-between to help you rethink what real estate should mean to you.
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.
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Traditional strategy is broken. The world is complex, unpredictable, and constantly shifting—yet most strategy still relies on outdated assumptions of control, certainty, and linear plans. Strategy Meets Reality is a podcast for leaders who know that theory alone doesn’t cut it. Hosted by Mike Jones, organisational psychologist and systems thinker, this show features honest, unfiltered conversations with leaders, strategists, and practitioners who’ve had to live with the consequences of stra ...
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One of the most essential ingredients to success in business and life is effective communication. Join Matt Abrahams, best-selling author and Strategic Communication lecturer at Stanford Graduate School of Business, as he interviews experts to provide actionable insights that help you communicate with clarity, confidence, and impact. From handling impromptu questions to crafting compelling messages, Matt explores practical strategies for real-world communication challenges. Whether you’re na ...
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THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Terser Adamu, who is an Africa Business Strategist, International Trade Adviser, and Director at ETK Group, hosts the award-nominated Unlocking Africa Podcast. During each episode he shares his thoughts on how to unlock Africa’s economic potential in the 21st century. This is delivered through engaging and thought-provoking discussions with innovators, entrepreneurs, investors, policymakers, and business leaders who are unlocking Africa’s economic potential. Whether you're a business leader, ...
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Shepheard-Walwyn has been publishing brilliant and inspiring books for over half a century. These books collectively have strived to provide a vision of the world we could create – if we had the insight and intention to do so. This world is based on the principles of fairness, community, and connection.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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He knows money. She studies happiness. Together, experts Brian Ford and Bright Dickson discuss ways to grow your financial confidence and live happier. Tune in to each episode as they explore the connection between your finances and well-being, offering practical advice and inspiration for rethinking your relationship to money. Bright Dickson, Happiness expert. Bright Dickson is a teacher and student of positive psychology with experience in resiliency, leadership, and group dynamics. On the ...
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Entrepreneur Perspectives is a podcast about leaders think right now. No prep. No rehearsed answers. Just real conversations about what’s on their mind when the mic goes on. Hosted by Eric Kasimov, founder of KazSource and creator of QuietLoud Studios, the show features founders, creatives, operators, and curious minds — all sharing what they’re working through, building toward, or rethinking in real time. I’m Eric, and I ask people what they’re seeing from where they stand — in this moment.
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Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interv ...
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Canada’s Economy, Explained is the official podcast of the Business Data Lab at the Canadian Chamber of Commerce, hosted by Senior Research Director Marwa Abdou. Whether you’re a business leader, policymaker, or simply curious about the forces shaping our economy, this podcast brings you real-time data, sharp analysis, and conversations that matter. From workforce trends and inflation to trade, innovation, and inclusion, we unpack the stories behind the stats — with leading economists, indus ...
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The Ordered Life helps you live with purpose by bringing the timeless wisdom of the virtues into your everyday decisions especially in your finances. Hosted by Sean Gregory (Portfolio Manager) and AJ Sanson (Associate Investment Advisor) of Serviam Capital at iA Private Wealth Inc, the show draws on the insights of Aristotle, Thomas Aquinas, and contemporary authors to explore how living the virtues can shape a flourishing life. Each episode connects philosophy and life experience with pract ...
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How do we disrupt the entrenched power dynamics in finance to advance a more equitable future? Join us for the Criterion Institute Podcast as Joy Anderson, a global thought leader in business and social change, leads us through a series of discussions, interviews, frameworks, rants, and re-frames that will help you better understand how to use finance as a tool for transformative systems change. Learn more by visiting us at www.criterioninstitute.org.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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In ERM's podcast, host Mark Lee - Director of The Sustainability Institute by ERM - speaks with some of the most innovative and boundary-pushing minds in the field examining the connections necessary to make sustainable business a reality - across sectors and systems, and up and down organizations. Topics cover the breadth of the sustainability agenda, including net zero, nature positive, biodiversity, equity, resources and frameworks, and more.
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TradFi Media & Bitcoin: Why the Disconnect with Natalie Brunell, Mike Germano, & Eleanor Terrett
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From the Bitcoin Treasuries NYC Unconference, Natalie Brunell, Host of Coin Stories, Mike Germano, President of Pubkey, Comedian TJ Miller, and Eleanor Terrett, Co-Host of Crypto in America, take the stage to discuss Bitcoin's coverage in traditional media. - this episode is sponsored by Onramp - $150 in Bitcoin to get your account started. https:/…
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From Mag 7 to Shiny 7: Jim Welsh on Wealth Concentration and the Next Big Market Moves
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Oct 3, 2025 – Are the “Mag 7” tech giants losing ground to the “Shiny 7” metals and mining stocks? Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides examine Wall Street’s record highs, the broadening bull market...By [email protected] (Financial Sense)
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From Mag 7 to Shiny 7: Jim Welsh on Wealth Concentration and the Next Big Market Moves
28:02
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Oct 3, 2025 – Are the “Mag 7” tech giants losing ground to the “Shiny 7” metals and mining stocks? Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides examine Wall Street’s record highs, the broadening bull market...By [email protected] (Financial Sense)
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Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension
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In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further. Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don’t Tax …
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Alternative Realities: Private credit playbook
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On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the fac…
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Scarcity, Hidden Forces:Where is the Supply Shock? with Jeff Park, Matt Cole, & Alexandre Laizet
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From the Bitcoin Treasuries NYC Unconference, Jeff Park, Chief Investment Officer at ProCap BTC, Matt Cole, Chairman and CEO of Strive, and Alexandre Laizet, Board Director of Bitcoin Strategy at Capital ₿, take the stage to discuss how Bitcoin's scarcity will impact the outlook of Bitcoin Treasury companies in the future. - this episode is sponsor…
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This week's blogpost - https://bahnsen.co/3VMFchP In this episode of 'Thoughts on Money Today,' Sean Latimer and Sean Ullrich discuss a recent article by Trevor and Blaine. They explore topics ranging from the Guinness Book of World Records to more serious financial concepts like abnormal returns, investing versus speculating, and the importance of…
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A Breath of Fresh Air With Brian Eno
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Brian Eno’s music opens up worlds I love to step into during trying times. And this conversation with Eno did the same thing. Eno is a trailblazing musician and producer who’s worked on seminal records by U2, David Bowie, the Talking Heads and Coldplay, among others. But Eno isn’t just a great collaborator with other artists; he’s also a great coll…
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The Missing Ingredients From Many Financial Plans (SB1743)
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If your financial plan feels more like a vague wishlist than a real roadmap, this episode is about to change that. Live from the basement of YouTube HQ, Joe Saul-Sehy, OG, Paula Pant (Afford Anything), and Jesse Cramer (Personal Finance for Long-Term Investors) roll up their sleeves and dig into the three most common — and costly — mistakes people …
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$20,000 Gold? Jordan Roy-Byrne Unpacks the "Once-in-a-Lifetime" Metals Boom
54:53
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Oct 3, 2025 – Jordan Roy-Byrne breaks down the historic breakout from a 13-year cup and handle pattern, the crucial signal of gold outperforming the traditional 60/40 portfolio, and the impact of central bank buying and de-dollarization...By [email protected] (Financial Sense)
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1
$20,000 Gold? Jordan Roy-Byrne Unpacks the "Once-in-a-Lifetime" Metals Boom
54:53
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Oct 3, 2025 – Jordan Roy-Byrne breaks down the historic breakout from a 13-year cup and handle pattern, the crucial signal of gold outperforming the traditional 60/40 portfolio, and the impact of central bank buying and de-dollarization...By [email protected] (Financial Sense)
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Gold Rush or Golden Trap? The Truth About Precious Metals IRAs
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We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas". Today's Stocks & Topics: Martin Marietta Materials, Inc. (MLM), Market Wrap, Albertsons Companies, Inc. (ACI), Gold Rush or Golden Trap? The Truth About Precious Metals IRAs, Aliba…
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From Drone Swarms to Golden Dome: Chris Donaghey on Directed Energy Weapons
26:55
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Oct 2, 2025 – Laser weapons are moving from science fiction to the front lines, and they could soon be a pillar of national defense. In this eye-opening interview, Applied Energetics CEO Chris Donaghey explains how directed energy weapons are...By [email protected] (Financial Sense)
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From Drone Swarms to Golden Dome: Chris Donaghey on Directed Energy Weapons
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Oct 2, 2025 – Laser weapons are moving from science fiction to the front lines, and they could soon be a pillar of national defense. In this eye-opening interview, Applied Energetics CEO Chris Donaghey explains how directed energy weapons are...By [email protected] (Financial Sense)
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Driving mNAV: Integrating New KPIs with Ben Werkman, Chaitanya Jain, & Adrian Morris
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From the Bitcoin Treasuries NYC Unconference, Ben Werkman, Chief Investment Officer at Swan Bitcoin, Chaitanya Jain, Bitcoin Strategy Manager at Strategy, and Adrian Morris of True North take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distraction. - this episode is sponsored …
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233. Tech Tools: Write with Confidence and Impact
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Transform how you communicate with tools that make your message stick. Clarity is the cornerstone of great communication—but turning your thoughts into words isn’t always simple. That’s why Grammarly exists: to help you express yourself with confidence and precision, no matter the context. For over a decade, Grammarly has helped millions of people …
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The Fed's Rate Cut: Implications for Portfolios and Markets
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The Federal Reserve lowered rates, raising important questions about the balance between inflation risks and continued economic growth. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to discuss what the Fed's decision could mean for interest rates, equity markets and long-term investment planning. They con…
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The Queue Question: How AI is Redefining Crowd Management
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As the power of artificial intelligence continues to expand into new industries, trailblazers are pushing the boundaries and using these advancements to revolutionize the way we manage and experience public spaces. In this episode of Connect, we are joined by Zack Klima, founder and CEO of WaitTime, the leader in AI-powered computer vision for crow…
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Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026
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Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act). Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(…
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Big Tech vs. America's Small Businesses: Why We Need to Rethink US Economic Growth (Preview)
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Oct 1, 2025 – Did you know that 99.9% of US businesses are small businesses? In this must-listen interview, Cris Sheridan sits down with Dan Varroney, author of Rethinking Economic Growth, to reveal why small businesses are the true engine...By [email protected] (Financial Sense)
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Big Tech vs. America's Small Businesses: Why We Need to Rethink US Economic Growth (Preview)
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Oct 1, 2025 – Did you know that 99.9% of US businesses are small businesses? In this must-listen interview, Cris Sheridan sits down with Dan Varroney, author of Rethinking Economic Growth, to reveal why small businesses are the true engine...By [email protected] (Financial Sense)
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Operating Business: Differentiator or Temporary Distraction with Norma Chu, Dean Callas, & Jim Dorra
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From the Bitcoin Treasuries NYC Unconference, Norma Chu, Founder & CEO of DDC Enterprise, Dean Callas, Co-Founder, Managing Director, and General Partner of Next Layer Capital, and Jim Dorra, General Manager at Tractial, take the stage to discuss whether operating businesses of Bitcoin Treasury companies are ultimately a differentiator or a distrac…
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
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This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been a bit of a nightmare. Slow processes, endless paperwork, frustrated clients… we’ve all heard the stories. But are those days finally behind us, or is there still work to be done? Sue Whitbread, Editor here at IFA Magazine, an…
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From Models to Markets and Future of Catastrophe Risk with Dr. Paul Wilson
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Dr. Paul Wilson, Head of Catastrophe and Climate Research at Twelve Securis, a leading insurance-linked securities asset manager, sits down for a live recording of the Risky Science Podcast.By Risk Market News
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How to Stop Over-Optimizing and Focus on What Matters with Tim Ferriss
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#248: Learn to escape the trap of over-optimizing and design a more meaningful life. We explore setting boundaries, resetting priorities, and turning failure into fuel for success. We also dive into Tim’s creative process behind his new card game and the surprising value of play. Tim Ferriss is an entrepreneur, bestselling author, and host of The T…
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88. The 15-Minute Company Research Method That Lands You the Job with Olivia Kot
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Think company research has to take hours? Think again. Most job seekers either fall down endless rabbit holes or show up unprepared and it's costing them interviews, offers, and even salary. That’s why in this episode, I bring in Olivia, our Director of Customer Success, to reveal the game-changing strategy for researching any company in just 15 mi…
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5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742
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Think your retirement plan is bulletproof? Think again. In this eye-opening episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by certified financial planner Jeremy Keil, CFP® to walk you through the steps to building a retirement plan that won’t crack under pressure. From mapping out your spending before you ev…
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Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital
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In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to explore how sovereign wealth is reshaping markets in the age of AI and geopolitical rivalry. Drawing on his experience as former head of the North Americ…
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New Tax Breaks for Parents: What the One Big Beautiful Act Means for Your Family
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Are rising prices stressing your family budget? You're not alone, and there's some good news on the tax front. In this solo episode, host Deb Meyer breaks down the most family-friendly tax updates from the One Big Beautiful Bill Act (HR1) and how they could impact your wallet starting in 2025. This episode is a must-listen for parents looking to ma…
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SB Talks: Stubborn Inflation, Shutdown Poker and Economic Momentum
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In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the Reserve Bank’s decision to hold rates at 3.6%, following three cuts earlier this year. They explore what’s behind the RBA’s cautious stance, rising services inflation, stronger consumer spending, and signs of renewed momentum in the housing market. The conversation shif…
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The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store
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In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hike that contributes to overall inflation. (We will also look into policy options for increasing consumer transparency.) Today's Stocks & Topics: Universal Technical Institute, Inc. (UTI), Market Wrap, A…
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Episode 198: Beyond the Numbers: The Human Side of Retirement
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In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the human side of retirement planning. They emphasize that financial planning is only part of the equation and discuss the emotional and psychological challenges retirees face. Dan introduces the five pillars of a thriving retirement: purpose, identity, relations…
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Episode 34: Climate Week NYC 2025: Realism, Determination, and Optimism
31:58
31:58
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In our first video Sustainable Connections podcast, host Mark Lee speaks with ERM colleagues Linden Edgell, Sabine Hoefnagel, and Liam Walsh about their experience at and impressions of Climate Week New York 2025. Listen and watch to hear their views including: The overall mood as compared to prior years and to London Climate Action Week a few mont…
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Living with Magnificence: Using Wealth for Great and Noble Goals
30:23
30:23
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30:23
What does it mean to live magnificently? In this episode of The Ordered Life Podcast, we explore the virtue of magnificence: the habit of directing resources toward great and noble purposes. Unlike liberality, which governs everyday generosity, magnificence is about doing something extraordinary: building, creating, or supporting efforts that exten…
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Is September a trap for your retirement portfolio? This episode dives into why timing the market can be risky, especially for those nearing retirement. Damon Roberts and Matt Deaton break down the difference between long-term investing and strategic moves for retirees, reveal the dangers of withdrawing after losses, and share practical tips for tax…
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Better Being: The Longevity Shift — Rethinking Aging in the Modern Workplace
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On Aon — Episode 92 Title: The Longevity Shift: Rethinking Aging in the Modern Workplace In the latest episode of Better Being, we examine longevity and how it is becoming an important topic for businesses. Susan Fanning, Aon’s Head of Wellbeing for Asia-Pacific, and Professor Andrea Maier from the National University of Singapore examine how, as p…
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Auckland Homelessness Rises Among International Students, NZ Treasury to Propose 32% GST & Pension Age 72
18:37
18:37
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18:37
Send Us A Message! Let us know what you think. Topic #1: NZ Herald 25th of September- First-home buyers’ 10-year, $260,000 rent bill to save deposit Topic #2: Oneroof.co.nz 24th of September - Tony Alexander: Why rents are falling and what it means for landlords and tenants Topic #3: RNZ 25th of September - International students join growing numbe…
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Beehives and Viability: Mick Brian on Strategy, Feedback, and Emergent Learning
53:40
53:40
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Viability doesn’t come from vision. It comes from feedback, iteration, and the courage to learn. In this episode of Strategy Meets Reality, Mike Jones is joined by Mick Brian—a consultant with a military background and a passion for learning systems—to unpack how organisations can survive and thrive in complex environments. They explore what bees c…
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Ties That Bind: Canada, APEC, and the Future of Regional Resilience with Eduardo Pedrosa and Carlos Kuriyama
1:21:30
1:21:30
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Did you know that nearly half of the world’s trade moves through the Asia-Pacific? That your blueberries in January, the anime you stream, and your kid’s hockey gear are all part of a system quietly shaped by economies as varied as Chile, Japan, Mexico, Korea and Vietnam? Listen as host Marwa Abdou peels back the layers on the forum that keeps much…
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The Sunk Cost Fallacy: Why You Can't Walk Away
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The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the story. Today's Stocks & Topics: Fox Factory Holding Corp. (FOXF), Market Wrap, Albemarle Corporation (ALB), The Sunk Cost Fallacy: Why You Can't Walk Away, Paying Mortgage vs. Investing, Diamondback Ene…
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Rethinking the 60/40 Portfolio: New Strategies for Retirement in an Inflationary Era
16:28
16:28
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16:28
Sep 29, 2025 – Retirement is changing, and the old rules may no longer apply. In this timely interview, Jim Puplava of Financial Sense Wealth Management explains the challenges facing today’s retirees, from rising inflation and soaring...By [email protected] (Financial Sense)
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Rethinking the 60/40 Portfolio: New Strategies for Retirement in an Inflationary Era
16:28
16:28
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16:28
Sep 29, 2025 – Retirement is changing, and the old rules may no longer apply. In this timely interview, Jim Puplava of Financial Sense Wealth Management explains the challenges facing today’s retirees, from rising inflation and soaring...By [email protected] (Financial Sense)
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