Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Risk Adviser Podcasts
The Risk Adviser Podcast gets behind the industry, regulatory and political forces driving the Australian life insurance market. Join the Risk Adviser team as they discuss what it means for advisers and their clients.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Mike Drop, hosted by former Navy SEAL and bestselling author Mike Ritland, is a no-holds-barred platform that dives deep into the stories and experiences of extraordinary individuals. Known for his candid and unfiltered approach, Mike interviews guests ranging from special operations veterans and elite athletes to renowned authors and thought leaders, offering listeners a exclusive glimpse into the human side of those who have excelled in their fields. Whether it's discussing the intense cha ...
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Check this channel often for timely discussions on topics that are top of mind for investors.
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Explain That is a podcast by Velocity Legal which unravels complex legal concepts and makes them easy to understand. Our host Andrew Henshaw (Managing Director of Velocity Legal) talks to a range of specialists who share their expertise and provide practical guidance.
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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In each episode Executive Coach, Graham Whiley shares a range of topics experienced by business leaders across the globe with practical, real-world solutions to help you become more focused, more effective and happier in your life.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Learn how to be wealthy. FREE KNOWLEDGE beyond the worldly. If you would like to support, buy our books and course at www.newfriends.today For more information, please see www.wesleytheactor.com
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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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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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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...
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3 Takeaways features insights from the world’s best thinkers, business leaders, writers, politicians, scientists and other newsmakers. Each episode ends with 3 key takeaways to help you understand the world in new ways that can benefit your life and career. Hosted by Lynn Thoman.
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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
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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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Reversing burnout. Physician Shortages. Bad models. Forced buyouts. Meet those making a difference with host Ron Barshop
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CISOs insiders is open conversations I’m having with leading CISOs in the industry. We’ll be talking about what makes them ticks, their biggest accomplishments and flagrant failures, their favorite drinks and what it is they like in vendors as well as dislike in vendors. We’ll try to tap into the mind of the person behind the role and hopefully have some fun while doing so. Join us for a light talk.
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Meet Patrick Hayes, investment management counsel at Calfee, Halter & Griswold and your host for The Securities Compliance Podcast presented by the National Society of Compliance Professionals. A personal master class for the securities legal and compliance professional, Patrick’s passion is to help you put Compliance In Context™ by combining the technical expertise of industry thought leaders and innovators with the practical experience of doers and key decision-makers. Listen today to help ...
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Welcome to the Leading for Good Podcast series with Elaine Herdman-Barker, Chair & Partner for Mutual Growth...and the search for the common good at Global Leadership Associates. Join us as we gather with people who are transforming leadership. The series aims to stretch how we think about “a leader's footprint.” We’ll ask, can leaders tip the world towards the good and contribute in ways that both feel good and are profitable? With strategic thinkers from organisations worldwide, we’ll inve ...
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An insider's guide to a career in finance from Camilla Love, the founder of F3 - Future Females in Finance. You get to meet some of Camilla's favourite people in the finance industry, hear about what they do, how they got there and gain some tips into why finance is an ideal career choice for you. www.sharesnotshoes.com www.fthree.com.au
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Daily Market Updates podcast from Faithward Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. T ...
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A Dab Of Investment is a show all about making your money work as hard for you as possible. Join David and Alex Pritchard as they share over 30 years of experience as independent financial advisers, and provide you with the information you need to plan for a happy, financially secure future.
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"Made It" is a podcast hosted by Connor Tomkies that delves into the journeys of successful entrepreneurs who have not only built and exited their companies, but who are writing the next chapter of their journeys. The show focuses on the unique challenges and lessons learned while moving beyond the exit, offering insights and strategies for listeners aiming to grow their own businesses. Through engaging conversations with various guests, the podcast provides a blend of motivational stories, ...
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1
What’s Making Headlines: the risks and rewards of the expanded First Home Guarantee Scheme
32:55
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and the deputy editor of real estate titles Smart Property Investment and REB, Emilie Lauer, as they review the news o…
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1
From SEAL to Set: Hollywood Hustle, Technical Advising, and the Liberty Risk Podcast | Ep. 256 | Pt. 3
1:31:52
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In Part 3 of Episode 256 of the Mike Drop Podcast, hosted by Mike Ritland, Navy SEAL veteran Kevin Kent continues his unfiltered recounting of high-stakes operations and his unexpected transition into Hollywood. This segment dives into the gritty details of Iraq deployments, from textbook raids gone awry—like hitting the wrong house marked by a fau…
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1
5 Life-Changing Money Lessons from Jonathan Clements (SB1744)
1:00:19
1:00:19
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What if the key to a richer life isn’t about chasing the next hot stock or grinding harder — but learning to master the timeless truths of money? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug pay tribute to legendary financial writer Jonathan Clements by revisiting five of his most impactful lessons. These are…
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1
The Future Ready Mindset with Allister Frost
22:38
22:38
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In this episode, we’re talking about something vital for both personal and professional success — the Future Ready Mindset. And to guide us through this fascinating topic, Graham is joined by Allister Frost. Allister is a pioneer in digital transformation and a sought-after keynote speaker who helps organisations embrace change with confidence and …
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1
The Power of Connection: Prudential’s Blueprint to Black Wealth in Action
16:32
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Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential’s Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insight…
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In Episode 217 of Money Matters USA, Fred discusses the early years of retirement, likening it to the 'A side' of a vinyl record. He emphasizes the importance of budgeting and planning for expenses during this phase, as many retirees tend to overspend on travel, hobbies, and home renovations. The conversation also highlights the necessity of tax st…
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Joe Murphy discusses the essential aspects of retirement planning, emphasizing the importance of preparation for the emotional and financial transitions that come with retirement.
53:06
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Joe Murphy discusses the essential aspects of retirement planning, emphasizing the importance of preparation for the emotional and financial transitions that come with retirement. He explores the current market trends, particularly the AI bubble, and how they may affect retirees' investments. The conversation also covers the significance of healthc…
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Kevin Brucher discusses the various aspects of retirement planning, emphasizing the importance of intentional planning .
35:13
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Kevin Brucher discusses the various aspects of retirement planning, emphasizing the importance of intentional planning for the first decade of retirement, maintaining physical health, understanding financial implications such as inflation and taxes, and the significance of choosing the right retirement facility. He also highlights the need for cont…
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1
From Incarceration to Inspiration: Zach Skow on Rehab Failures, Drug Epidemics, and Afghanistan Animal Evacuations | Ep. 259 | Pt. 3
1:06:01
1:06:01
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Welcome to Part 3 of Episode 259 of the Mike Drop Podcast, featuring guest Zach Skow, founder of Marley's Mutts Dog Rescue and the Pawsitive Change program. In this final installment, Zach and host Mike Ritland explore the successes and rare failures of inmate rehabilitation through dog training, delving into the U.S. prison system's flaws—includin…
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1
The Missing Ingredients From Many Financial Plans (SB1743)
59:43
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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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1
OBBBA Unlocked: Timely Opportunities for Life Insurance Planning
19:24
19:24
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If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance i…
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Zach Skow on Addiction Recovery, Dog Overpopulation, and Prison Rehab Programs | Ep. 259 | Pt. 2
1:01:21
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Welcome to Part 2 of Episode 259 of the Mike Drop Podcast, featuring guest Zach Skow, founder of Marley's Mutts Dog Rescue and the Pawsitive Change program. In this raw and inspiring continuation, Zach dives deep into his journey from near-death alcoholism and liver failure to finding purpose through rescuing dogs. Listeners will discover heartfelt…
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5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742
1:08:00
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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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1
Harnessing the power of donor advised funds to maximize charitable giving, tax savings and estate planning with Shannon Coffey JD.
32:36
32:36
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Sitting down on Zoom during a recent episode of my Capital Fit podcast with Shannon Coffey, JD, President of the Southeast Region at The Signatry Donor Advised Fund Company, was an enlightening experience that opened my eyes to the transformative potential of strategic philanthropy. Our conversation delved into the remarkable capabilities of their …
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1
FCA exclusive: Advisers, don't fear the FOS
18:45
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The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.By Citywire
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1
Zack Skow's Unbelievable Battle to Save 300 Dogs from Hell | Ep. 259 | Pt. 1
1:03:15
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In this powerful episode of the Mike Drop Podcast, Mike sits down with Zach Skow, founder of Marley’s Mutts and the Positive Change prison-dog program. What begins with the chaos of evacuating nearly 300 animals during the U.S. withdrawal from Afghanistan unfolds into Zach’s raw story of addiction, survival, and redemption.From a troubled childhood…
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1
New Broker: how this new broker aims to double his volumes next year
44:40
44:40
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Former tax accountant Ankur Ahluwalia has been hitting the ground running as a residential broker at Smartfinn Advisors, writing $20 million in his first nine months. In this episode of the New Broker podcast, host Annie Kane sits down with the Sydney-based broker to find out how he built strong foundations as a broker, and why and how he’s intendi…
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1
AI Will Transform the World—But Who Decides How? (#269)
14:08
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Artificial intelligence isn’t just another invention — it may be humanity’s first non-biological species. Craig Mundie, former Microsoft Chief Research and Strategy Officer and co-author of Genesis with Henry Kissinger and Eric Schmidt, explores what happens as AI begins to make decisions once made by humans. Who decides what AI should do? Who make…
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Yours, Mine and Ours – Effective Estate Planning for Blended Families
27:38
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Blended families are now the norm and yet, they are one of the most at risk family structures of costly and exhausting estate disputes. In this episode of Explain That by Velocity Legal, host Andrew Henshaw is joined by Doyles Guide recognised Director Jennifer Maher and Senior Associate Elisha Raucchi from our Wills, Trusts & Estates team to unpac…
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1
Public vs private markets: The investment borders are blurring
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In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste is joined by Morningstar South Africa’s head of investments, Sean Neethling, to unpack one of the hottest topics in finance: the convergence of public and private markets. From hedge funds and venture capital creeping into retail portfolios to new ben…
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1
Does The American Dream REALLY Costs $5 Million? (SB1741)
1:04:56
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Think the American Dream is slipping out of reach? Think again. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug tackle one of the biggest financial questions of our time: how much does it really cost to live the life you want — and is it still possible? Spoiler alert: it is, but it takes more than a paycheck and…
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Best of Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation.
34:32
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Kevin Brucher discusses the significance of Social Security, the flaws in current retirement planning, and the economic implications of immigration and inflation. He emphasizes the need for reform in Social Security and taxation, while also exploring investment strategies and the potential of cryptocurrency as a hedge against economic instability. …
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In Episode 216 of Money Matters USA, Fred Saide discusses the complexities of retirement planning, emphasizing the need for flexibility and contingency plans. He highlights the importance of having multiple financial strategies to adapt to life's unexpected challenges, such as market downturns and personal life events like caregiving. The conversat…
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Espionage, Epstein, and Economic Collapse: Navigating America’s Uncertain Future | Ep. 258 | Pt. 3
1:12:24
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Dive into Part 3 of Episode 258 of The Mike Drop Podcast, where host Mike Ritland continues his gripping conversation with former CIA operative Andrew Bustamante. This segment dives deep into the personal and societal implications of living in a turbulent America, exploring Bustamante’s decision to relocate abroad to prioritize his children’s futur…
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Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740
1:14:51
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What if tweaking just a few “knobs” in your 401(k) could mean the difference between retiring with confidence or wondering if you’ll ever stop working? In this spirited episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by three of our favorite money minds — Paula Pant from AffordAnything, Jesse Cramer from Pers…
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1
What’s Making Headlines – a crackdown by the regulator
27:01
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: New data on the size, s…
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Free Speech Under Fire: Censorship, Political Violence, and CIA Secrets with Andrew Bustamante | Ep. 258 | Pt. 2
1:16:49
1:16:49
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Dive into Part 2 of Episode 258 of The Mike Drop Podcast, where host Mike Ritland sits down with former CIA operative Andrew Bustamante for a raw, unfiltered discussion on the intersections of free speech, privacy, and government overreach in the digital age. Listeners will explore timely topics like social media censorship, the risks of online ano…
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1
S6:E3 | The Impact of Mentorship in Compliance | Compliance in Context
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Welcome back to the Compliance In Context podcast! On today’s show, we will be focusing on the impact of mentorship on compliance, and how as mentors and mentees, we can become the best version of our compliance-selves. To help guide us through the conversation, we are very pleased to welcome back to the show, attorney and former regulator (and ins…
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1
Work Less, Live More AND Perform Better at Your Job (SB1739)
1:19:55
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What if the secret to enjoying your job isn’t grinding harder but stepping back and rethinking how work fits into life? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug welcome special guest Shemin Nurmohamed to unpack the Paris Paradox: balancing work and leisure without sacrificing ambition. From cultural persp…
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In Focus: How this new broker tool aims to silence the ‘self-employed sigh’
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Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients. In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from bro…
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Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator
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In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content creation be part of your role in 2025? With digital platforms becoming the first place clients look for credibility and connection, planners are increasingly expected to show up — not just with technica…
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The Shadow Wars Behind Charlie Kirk's Ass*ssination EXPOSED by Andrew Bustamante | Ep. 258 | Pt. 1
1:20:43
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All right guys, today’s episode is one you don’t want to miss. Less than a week after the assassination of Charlie Kirk, we’re sitting down with someone who’s been on the inside of America’s shadow wars: Andrew Bustamante — former CIA officer, founder of Everyday Spy, host of the Everyday Spy podcast, and author of Shadow Cell, a book that pulls th…
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Reflections from the Twilight Zone: Remembering Charlie Kirk and much more on Capital Fit
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In a world that often feels like a surreal tapestry of unpredictability and unrealities, finding the threads of meaning and direction can be a daunting endeavor. Last Wednesday, we were struck by the tragic and untimely loss of Charlie Kirk, a luminary whose impact transcended mere words. As I prepare to attend his Celebration of Life at the Cardin…
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How this asset finance specialist is carving her niche in a male-dominated market
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Asset finance broker Nicole Romero has helped build a thriving asset finance offering at Loan Market Newcastle CBD, writing nearly 150 deals a year. In this episode of Elite Broker, host Annie Kane sits down with Romero to explore her journey from car dealership finance manager to specialist asset finance broker and how she’s building meaningful re…
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Why 199 of 200 Projects Fail: The Iron Law That Dooms Even the Smartest Ideas (#268)
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What do kitchen renovations, Olympic Games, and nuclear power plants have in common? Most of them fail — spectacularly. World-renowned expert Bent Flyvbjerg explains why 199 out of 200 big projects go over budget, over time, and under expectations — and what the rare successful ones do differently. From Pixar films to the Empire State Building, lea…
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Episode 25: Advising with Purpose: Sustainability in Focus
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We talk to Lorraine Wilson, founder of Blue Horizon and former CSO at Novata, and a board advisor to ED4S. We talk about the challenges facing financial advisors in providing sustainability advice and sustainable products to clients. We discuss the sustainability knowledge gaps in the advisor space and the state of sustainability training for advis…
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Stop Making Simple Investing Mistakes With an Investment Policy Statement (SB1738)
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Ever make a money move in the heat of the moment and wish you could take it back? That’s exactly why a rock-solid Investment Policy Statement (IPS) might be your most underrated financial tool. In this episode, Joe Saul-Sehy, OG, and Neighbor Doug peel back the layers on IPSs—why they matter, how they save you from your own impulses, and the role t…
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In Episode 215 of Money Matters USA, Fred Saide discusses the evolution of estate planning, emphasizing its shift from merely addressing estate taxes to focusing on financial strategy and legacy planning. He highlights common mistakes people make, such as procrastination and outdated beneficiary designations, and explains the importance of trusts a…
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Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face.
52:08
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Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face. From Social Security taxation to Required Minimum Distributions (RMDs), Joe emphasizes the importance of strategic planning to minimize tax burdens and maximize retirement income. He also covers the impact of the S…
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1
Best of Kevin Brucher discusses the importance of mindset in making better financial decisions.
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Kevin Brucher discusses the importance of mindset in making better financial decisions. He emphasizes how stress can negatively impact financial choices and suggests strategies for managing stress. The conversation also covers the significance of long-term thinking in financial planning and the current concerns regarding national debt and its impli…
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1
Cybercrime’s Dark Frontier: Epstein’s Secrets, North Korean Hackers, and Locking Down Your Life | Ep. 257 | Pt. 3
1:03:47
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Welcome to Part 3 of Episode 257 of the Mike Drop Podcast, where host Mike Ritland dives deeper into the unfiltered, hard-hitting world of truth and resilience with James McGibney, the fearless founder of Bullyville.com. In this explosive finale, James and Mike unpack the murky realities of cybercrime, from the chilling tactics of North Korean hack…
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1
What’s Making Headlines – a major fine for a major bank
26:29
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The major penalty for a…
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1
What Are YOU Worried About Financially? (LIVE From FinCon 2025) SB1737
1:08:17
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What happens when you throw a bunch of money nerds into one room, add microphones, and sprinkle in a little economic chaos? You get this live recording from FinCon in Portland, where Joe Saul-Sehy, Paula Pant, Jesse Cramer, and Matthew Tarr tackle today’s most pressing financial questions head-on—with plenty of laughs along the way. From housing he…
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