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RISK!

RISK!

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If you like The Moth, This American Life or Snap Judgment, take a walk on the wilder side with RISK! Your colorful host Kevin Allison (of the legendary comedy group The State) helms this surprisingly uncensored show where people tell jaw-dropping true stories they never thought they'd dare to share in public. RISK! is hilarious, heart-wrenching and remarkably real. Think you've heard it all? Fasten your seatbelt.
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Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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Crofting Matters

Farm Advisory Service

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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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AICPA Town Hall

AICPA & CIMA

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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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The Disruptive Jam

Rockstar Advisory

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Transformative leadership isn't taught - it's unleashed. Like mastering an art, it requires courage to disrupt the norm. Rockstar Advisory brings you: The Disruptive Jam! By day, Rockstar guides leaders beyond conventional tactics to lead groundbreaking transformation. Through strategic collaboration, Rockstar helps clients increase ROI and drive sustainable growth, reduce enterprise risk for smarter, resilient decision-making and accelerate decision velocity to stay ahead of the competition ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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Resilient

Don Fancher, Deloitte Risk & Financial Advisory

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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you're in, the basics of great leadership are universal. In this podcast, we're bringing you the voices of leaders who put these attributes into action.
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The Innovators & Investors Podcast

FinStrat Management, Inc.

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The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of buildi ...
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Built to Finish

Steven Pivnik

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Welcome to Built to Finish! Join host, Steven Pivnik, each week as he explores the journeys of audacious goal setters. This includes experienced Founders, CEOs and entrepreneurs sharing pivotal moments that propelled their success. We’ll also be talking with endurance athletes who push the limits of physical and mental ability. This show is brought to you by Acresis — offering tailored, high-impact advisory services to help founders get to their finish line with a strategic acquisition or ma ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Wealth Strategies Unleashed

Concenture Wealth Management

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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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Margin Maximizers

Resonance Media Agency

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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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RoozCast

Roozbeh Aliabadi

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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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Integrity Risk

The Risk Advisory Group

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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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​Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with female investors looking to leverage inclusion and impact without compromising growth of investments. About Wallet Max: ​​​Wallet Max expands fundraising for growth-stage startups in sustainability and climate fintech sectors, and connects them with an inclusive community. ​​About Bhuva Shakti: ​​Bhuva Shakti (she/her) is the visionary founder and CEO driving sustainable innovation at Wallet Max, a global community of execut ...
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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Risk Talking

Manhattan Institute

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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what's happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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Welcome to the Centre for Personalised Medicine podcast, where we explore the promises and pitfalls of personalised medicine and ask questions about the ethical and societal challenges it creates. The Centre for Personalised Medicine (CPM) is a partnership between the University of Oxford’s Centre for Human Genetics and St Anne’s College, Oxford. The Centre’s principal aim is to explore personalised medicine from a range of perspectives. In the pilot series, we interviewed members of the CPM ...
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How Money Works

Craig Moser

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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...
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Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
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Dollars and $ense with Bruce Porter

Bruce Porter & Tom Trtan

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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our websi ...
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Excellent Leadership Podcast

Excel Search & Advisory x DBPodcasts

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The Excellent Leadership Podcast interviews sports and entertainment CEOs, Presidents, General Managers, Athletics Directors, Head Coaches, Elite Athletes and Performers. We explore their career journeys, experiences, and advice as leaders in the world's most exciting and competitive industry. You will gain key insights on high performance, championship cultures, team management, leadership, and transformation. The podcast is hosted by Chad Biagini, President of Excel Search & Advisory at Ex ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Future of Mobility

Deloitte Voices

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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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Conscious Governance

Conscious Governance that helps Boards & CEOs make the choices that create the future for the communities they serve

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Conscious Governance is an advisory service that helps Boards & CEOs make the choices that create the future for the communities they serve. We do this by creating clarity from complexity in governance, strategy, risk and leadership.
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The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact. Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whet ...
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Welcome to the Tactical Cyber Podcast, where we transform strategic cyber insights into actionable tactics for everyday implementation. Join your hosts, retired FBI Supervisory Special Agent Darren Mott, and Risk Advisory Practice Leader at Warren Averett, Paul Perry. Together, they bring decades of experience from the front lines of cybersecurity and risk management to help business owners and individuals take the actions that will keep their business and personal digital data safe. Each ep ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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All across the globe, businesses are looking for ways to achieve operational excellence. In this podcast series, we’ll address the growing challenges for today’s businesses when it comes to mitigating risk, increasing agility, and improving working capital. You’ll hear from industry experts on how to explore, select, and leverage Source-to-Pay and Order-to-Cash technology to enhance your digital transformation.
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​​Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. ​​​This month, Bhuva's guest is Claire Biernacki, Partner at BBG Ventures, a seed and pre-seed venture fund leading investments in female or diverse founders who are uniquely qualified t…
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Quint and Allie talk about HSAs and almond joys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Unlock the power of Roth IRAs in your retirement planning! In this episode, we explore how tax-free growth, flexible withdrawal options, and estate planning benefits make the Roth IRA a standout choice for your financial future. Whether you're beginning your savings journey or nearing retirement, discover practical strategies to maximize your wealt…
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Do you believe an estate-planning myth? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down the most common misconceptions that cause even “well-prepared” families to face chaos when it matters most. From outdated wills to unfunded trusts and missing powers of attorney, they expose the hidden gaps that can make your plan c…
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Dr. Anna Pleet discusses a comprehensive and compassionate approach to tackling obesity and improving overall health. Anna emphasizes that weight loss is far more complex than the simple "calories in, calories out" mantra. She explains her patient-centered method, which begins with listening and understanding an individual's mindset, motivations, a…
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Retirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and how most modern financial plans are rigid, leading to over-saving, over-spending, or both. They also show you how to build a flexible income plan that holds up in good and ba…
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Three of our favorite scary stories from Halloween specials of our past. 🎤Radio Story: The Thing by Thomas McKean When Thomas was a kid, he and a friend saw a shadowy oblong shape following them on a beach. Years later, he feels chained to his bed in the middle of the night when the same figure, then two more hover over him. keywords: Paranormal en…
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Today we dive into the role of organised crime groups in the Amazon with César Muñoz Acebes! Dominic and César discuss the complexity of the crisis, the environmental destruction and the role of organised crime in this destruction, drug trafficking, illegal activities, the impact on local communities, global risks, and more! César Muñoz Acebes is t…
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Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – explore whether this moment…
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Insurance for Crofters and Common Grazings. Welcome back to Crofting Matters! In this episode, Siobhan is joined by Jonathan Hogg, a rural insurance expert from NFU Mutual’s Dingwall branch. Johnny has an agricultural background, works in a crofting area and understands the issues that crofters and grazing committees face with access, theft and wea…
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Allie and Quint take a deep dive into the topic of stewardship. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this inspiring episode of The Disruptive Jam, host Carrie Forbes sits down with master hairstylist and artist Claude Comeau to explore the creative journey, the power of fearlessness, and the importance of supportive influences. Claude shares how his artistic upbringing, willingness to try new things, and resilience in the face of challenges sha…
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In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not …
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Our 17th annual Halloween special with scary true stories about ghosts, corpses and mortal danger. 🎤Radio Story: Do You Know My Name? by Robert Oakes Robert leads ghost tours, but unlike his father, he’s unsure he’s a believer. After his father dies, Robert’s tour of a haunted house is visited by paranormal investigators, who have him ask a questio…
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Are you still chasing crowded private equity deals, or have you discovered the niche sectors banks won't touch? In Episode 5 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Eric Farls, Senior Portfolio Manager at Maryland State Retirement and Pension System, about the pension fund's strategic pivot from tradit…
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Quint and Logan discuss how to factor rental income into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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It's here - the final episode in the three-part mini-series on Risk Management Systems and specifically the Corporate Governance Risk CGR Foundation software. We've heard about the founding of the software and what the problem was that it was designed to address, and we've also heard from a very satisfied client in Funlab via the Chief Financial Of…
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Today, Dominic Bowen hosts Dr. Michele Mosca on The International Risk Podcast to explore the global urgency surrounding post-quantum cryptography and the risks quantum computing poses to modern infrastructure. They discuss how the question is no longer if but when quantum computers will break today’s encryption, the implications for global finance…
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David Osman of IRF is joined by David Murrin, the Founder of Global Forecaster. ----more---- In this podcast they discuss David Murrin's ‘5 Stages of Empire’ model and the influence of longer run cyclical trends on geopolitical risks, political factors, the world economic outlook and the prospects for the global financial markets. David assesses th…
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In this special episode of the podcast, originally hosted by Indico Data’s Unstructured Unlocked, Matthew Grant, CEO of InsTech, joins Tom Wilde and Michelle Govea to discuss how insurers are harnessing third-party data and AI to make more informed, efficient underwriting decisions. With over 25 years in catastrophe modelling and analytics, Matthew…
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In this episode of The Retirement Income Show, we’re sharing key year-end ideas that can help you reduce taxes, boost retirement savings, and strengthen your financial plan before the calendar turns. Don’t wait for the holiday rush or those last-minute December phone calls — tune in now to learn how to make the most of the time you have left this y…
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This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations that can shape your later years. Rather than focusing on quick fixes or lofty promises, it takes a balanced approach to understanding what goes into a secure and sustainable retirement plan. We'll discu…
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Allie and Logan talk about saving for retirement when you do not have access to an employer plan (like a 401(k)). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Katerina Axelson, founder of Tastry. Katerina shares her journey from aspiring scientist to entrepreneur, highlighting the importance of understanding consumer preferences through chemistry. She discusses the challenges of introducing innovative technology in …
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Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms…
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A Classic RISK! episode from our early years that first ran in August of 2013, when Mather Zickel, Jen Curran, Joel Kim Booster and Julie Threlkeld told stories of times they crossed over the edge. 🎤Live Story: Waiting for the Man by Joel Kim Booster Joel would love to find a kinky Dom to write "Bitch" around his asshole. One night, he plays with a…
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Success can feel strangely lonely. You’re leading well, serving others, and hitting the goals you once dreamed about—yet something’s missing. In this solo episode, Rob Brown shares how real leadership begins when we stop walking alone. Rob opens up about a universal challenge in leadership: the quiet isolation that can come with success. Through a …
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In this episode, Dominic Bowen and Dr. Moshe Lander discuss the recent spike in gold prices in $ per ounce, which is unprecedented. Find out more about what pushes gold trends, from uncertain geopolitical trends to Trump’s threats on tariffs, and an overall mistrust in governments and institutions worldwide. The conversation also addresses the psyc…
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As trillions of dollars shift hands over the next two decades, the question isn’t whether your wealth will transfer — it’s how. In this episode of Retirement Roadmap, Mark and Evan break down The Great Wealth Transfer—the unprecedented movement of assets from today’s retirees to their heirs—and show how to turn this generational shift into a though…
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Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?” In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna confront one of the industry’s most frustrating rea…
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Hugh Massie, the Founder and Executive Chairman of DNA Behavior, a globally recognized behavioral AI solutions architect, shares his guiding principle for entrepreneurs: "dream big, start small, and finish big." He encourages founders to think beyond financial metrics and focus on the human impact their business can have, even setting goals as auda…
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Allie and Logan share a listener’s story about changing their financial trajectory. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a reality you can rely on. Addressing…
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Hannah Sussman and Swapna Deshpande tell stories about coming to terms with mortality. 🎤Anecdote: Another Conversation with my Dead Mother by Hannah Sussman Hannah reflects on her relationship with her deceased mother—waking from a dream, looking in the mirror and eventually coming to peace with her own aging. keywords: mother daughter relationship…
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How are insurance companies unlocking yield premiums that public markets can't deliver? In episode 2 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Leo Svoboda, Head of Enterprise Portfolio Management at Nationwide Investments, about insurance companies' growing dominance in private credit markets. Leo explai…
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Nathan Rosenberg, founder and CEO of FarmBlox, to explore how technology is addressing critical labor shortages in agriculture. Nathan shares the origin story of FarmBlox, highlighting their modular IoT platform designed to automate specialty crop farming ta…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S. Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiri…
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Allie and Logan talk about the components of a credit score and how to increase yours. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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On 19 July 2025, China began construction on a 60,000-megawatt hydropower project at Medog, with three times the output of Three Gorges and roughly the UK’s entire annual power production. This is a 1.2-trillion-yuan investment (USD 170 B) that Beijing frames as clean energy and development. It is located in southeast Tibert, and only 30km upstream…
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What are we still missing in catastrophe modelling and how can we close the gap? As part of InsTech’s The Future of Catastrophe Risk: Where Science Meets Reality event, this expert panel explored the limitations of current catastrophe models and how the insurance industry can evolve its approach to risk. Hosted by Ludovico Nicotina (Inigo), with in…
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As Halloween approaches, things are getting downright scary—from government shutdowns to spooky yard displays. But the real fright might be lurking inside your own retirement portfolio! In this week’s episode of The Retirement Income Show, we expose the “ghosts and goblins” that can quietly haunt your investments all year long. Tune in to learn how…
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This video takes a detailed look at why a 401(k) on its own does not necessarily amount to a complete retirement plan, and why it's important to think more broadly about long-term financial preparation. While a 401(k) can be a valuable part of retirement savings—especially with features like employer matching and tax advantages—it also has limitati…
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Quint and Logan talk through how to factor a bonus into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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A special edition AICPA Town Hall focused on the government shutdown. Speakers: · Lisa Simpson, VP – Firm Services, AICPA · Mark Peterson, EVP – Advocacy, AICPA · Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA · Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA · Dan Noll, VP, Financial Reporting & Audit Quality, AICPA…
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David Osman of IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast they discuss the increasing focus on fiscal policy relative to monetary policy in the highly-indebted developed world and the consequent growth in the importance of political risk analysis. Helen then assesses some of the geopolitical, poli…
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A Classic RISK! episode from our early years that first ran in August of 2013, when Brad McMurran, Alicia Camden, and Sean Devereux told stories at the Norfolk Comedy Festival. 🎤Live Story: The Color Purple by Brad McMurran Brad’s first sexual experience goes wrong when an allergic reaction to spermicidal condoms sends him to the ER, where his moth…
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In this episode, we take a look back at the key financial and market developments from the previous fourth quarter. We review how major asset classes performed, highlight notable trends, and discuss the economic factors—such as interest rates, inflation, and earnings reports—that shaped the period. Our aim is to provide a straightforward recap of w…
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Josh Kosnick—former managing partner of a 250-person advisory firm, best-selling author of The Kairos Code, and founder of Kairos Coaching. Josh built a thriving financial practice and regional firm—only to lose it all in a moment that changed everything. What looked like fail…
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