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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Risk Advisory Podcasts
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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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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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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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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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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A podcast where business leaders share their stories, struggles, and triumphs. We explore the highs and lows of innovation, entrepreneurship and leadership. From founders to CEOs, our guests will share their insights, experiences, and advice on how to succeed and make a lasting impact. Hosted by Marissa Hankinson from Apex Business Advisory.
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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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This podcast interviews the best experts in the world to bring emerging themes in athletic performance, neurology, sleep physiology and medicine. Louisa regularly consults for technology development companies, professional athletic organizations and consults with the biggest names in NBA, MLB and NFL. Louisa is on the scientific advisory board of Tonal, Hone Health, Klora and Momentous. Find Louisa on Instagram @louisanicola_
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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 Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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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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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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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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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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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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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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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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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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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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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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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
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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 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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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Strategies to improve business performance.
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Thoughts on the Finance of International Trade
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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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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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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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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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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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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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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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This is the Roots to Risk podcast hosted by Eric Schneider alongside Isaac Bock. Roots to Risk brings you insights, the latest stories, and long-form discussions about the cannabis industry. You’ll hear interviews with industry leaders and their perspective on current and future trends, how they’ve built success and what challenges they have faced.
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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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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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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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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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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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The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective. With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get ...
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The DeepRec.AI Leadership Lab brings together a community of founders, innovators and Deep Tech enthusiasts to decode the future of cutting-edge technology. Our aim is to spotlight thought leaders, provide a platform for honest and open discussion, and grow a thriving network of talented tech professionals. Diversity of thought is needed to nurture digital bravery and help us solve the most complex problems in the DeepTech landscape. Our community is a place for sharing experiences, explorin ...
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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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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and s ...
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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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Episode 262: Global Implications of the Alaskan Summit with David Dunn
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Today Dominic Bowen hosts David Dunn back on the podcast. They discuss the recent Alaskan Summit and its global implications. Find out more about the symbolic wins for Putin, and which ones they are exactly. The American unpreparedness and what its implications are, what the result is for Ukraine, how the EU decided to respond, transatlantic relati…
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Wallet Max Planet Positive Podcast with Investor Emily Zhen
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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. This month, Bhuva's guest is Emily Zhen, Principal on the investment team at Zeal Capital Partners investing in early-stage companies across Healthcare, Financial Technology, and t…
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How do you know when it’s truly time to retire? It might sound like a simple question, but the reality is far more complex—and the wrong decision could have lasting consequences. In this episode of The Retirement Income Show, we break down the essential factors you need to consider before making the leap. From managing debt and planning for inflati…
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As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Whether you're early in your career or approaching retirement, this discussion offers insights to consider as you plan ahead. Don't forget to subscribe for more content from GulfCoast Financial! For more…
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518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan
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Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement calculators and rules of thumb may be leaving you exposed. In this episode, we discuss: Traditional planning gaps The three types of income risk Risk Ca…
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Quint and Logan talk about how to get a business off the ground and how to finance it.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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Breaking the Grass Ceiling - Women in Crofting
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Please note: We recorded this episode while out at an event, therefore the audio quality varies throughout. Interviewees: Prof Sally Shorthall Karis Beattie Haley Shepherd The Grass Ceiling is an EU-funded project that helps rural women become leaders in innovation—especially in farming and sustainable rural development. It runs from 2023 to 2025 a…
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Inside Xylem: Innovation & Venture Insights on Water Tech and AI
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez welcomes Sivan Zamir, Vice President of Enterprise Innovation and Venture at Xylem, the world’s largest water technology provider. Sivan shares how Xylem addresses critical water challenges including scarcity, contamination, flooding, and workforce shortages through innova…
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A Classic RISK! episode from our early years that first ran in July of 2013, when Trevor Noah and Robin Gelfenbien shared about scars they've healed from. 🎤Live Story: Vargas by Robin Gelfenbien In college, Robin is bullied by a whole pack of frat brothers who call her "Vargas," after a character in Fast Times at Ridgemont High. In the end, she get…
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Elder Law Insights from Attorney Miles Hurley
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Planning for your golden years without considering elder law is like building a house without a roof – leaving you exposed when storms hit. Attorney Miles Hurley, one of only twelve certified elder law attorneys in Georgia, reveals the crucial differences between basic estate planning and comprehensive elder law on this eye-opening episode of Retir…
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Earth Observed | Episode 2: Jeff Butler | What does product market fit look like for EO AI?
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In this episode of the Earth Observed podcast, DeepRec.ai had the pleasure of catching up with Jeff Butler, Founder & CEO of ClimateGeo consulting, a next-generation consulting firm that translates climate, geospatial, and supply chain data into actionable insights for a sustainable future through innovative analysis and software. Tune in for Jeff'…
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Episode 261: The Houthis as The New 'Axis of Resistance' with Nadwa Al-Dawsari
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Dive into the intricacies of the Houthis with Nadwa Al-Dawsari! Nadwa and Dominic discuss the background of the Houthis, where they come from, what their ideology is, what influence they have, economical and geopolitical implications both for Yemen and the world, how they currently govern Norther Yemen, what the international response should be to …
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From Burnout to Boundaries: Danielle Colley on Confidence, Courage and Creating a Life That Feels Good
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Danielle Colley didn’t follow a traditional path. She left high school, went to drama school, and built a life from a series of reinventions actor, audio producer, TV producer, journalist, and now confidence coach. But what stayed constant? Her ability to back herself, even when it felt terrifying. In this episode, Danielle shares her raw and relat…
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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
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Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…
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Content, Community, and Commerce: Evan Dash on Modern Brand Building
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Evan Dash, the co-founder and CEO of the billion-dollar kitchenware brand, Dash, shares his remarkable journey from being a firefighter to a corporate executive at Macy's, and ultimately, an acclaimed entrepreneur. He details the initial struggles of launching a business, the relentless challenges of managing cash flow in a rapidly growing company,…
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Quint and Allie talk through cryptocurrencies and how it could play into your portfolio.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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Investing in the Future of AI-Driven Manufacturing with OSS Ventures
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Renan Devillieres, founder and CEO of OSS Ventures, to explore how technology is reshaping manufacturing and supply chain operations. Renan shares the origins of OSS Ventures, a firm dedicated to building and investing in tech startups that modernize factori…
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How SDLI Can Provide Flexibility - Replay
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High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…
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Kevin hears C. J. Guy’s “My Secret Career” story from The Secret Room for the first time and gives you his hot takes. You can also watch this episode on YouTube! This is part of our RISK! Reacts series, where we listen to a story told on another show and give our first reactions. 🎙️ Story: My Secret Career by C.J. Guy CJ reveals his secret career p…
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Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin
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Scaling an advisory firm quickly requires more than just marketing - it demands intentional infrastructure, rapid lead conversion systems, and a team built for volume. This episode explores how investing heavily in digital marketing, building internal efficiencies, and empowering advisors can drive explosive growth without sacrificing client servic…
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S2E14-Equity Outlook for August 2025 | Axis Mutual Fund
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In this special market outlook episode, Shreyash Devalkar (Head – Equity, Axis Mutual Fund) and Shalini Gautam (VP – Products, Axis Mutual Fund) discuss how the latest US tariff measures could influence the Indian equity market.By Axis Moneynomics - By Axis Mutual Fund
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S2E13-Monthly Fixed Income Outlook with Devang Shah | Axis Mutual Fund - August 2025
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Devang Shah in conversation with Shalini Gautam on Fixed Income Market Outlook, covering RBI Monetary Policy and Opportunities in Long Duration BondsBy Axis Moneynomics - By Axis Mutual Fund
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This Type of Oral Bacteria Increases Cancer Risk
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What if your bleeding gums could be the reason you can’t get pregnant—or why your brain is at risk of Alzheimer’s? In this groundbreaking conversation with functional dentist Dr. Staci Whitman, we uncover how your oral microbiome impacts far more than just your smile. From fertility struggles and pregnancy loss to Alzheimer’s, cancer, and even depr…
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The AI Implementation Gap: What's Stopping Asset Allocators?
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"I feel like the adoption of an AI tool could potentially eliminate the need for other existing tools - it might not be a net add, it could be a net efficiency gain." - Melissa Lopez In this episode, Angelo Calvello of The Institutional Edge interviews Melissa Lopez, former Managing Director at James Irvine Foundation, about AI integration in insti…
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Logan and Allie talk through buying a used vehicle and what to be aware of during the process.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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Senior Care with AI: Compassionate Companion Robots with Intuition Robotics
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Ronen Soffer, Chief Product Officer at Intuition Robotics, to explore how AI-driven companion robots are addressing the growing challenge of loneliness among older adults. They discuss the thoughtful design behind ElliQ, a social desktop robot that offers em…
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Episode 260: BRICS and the Economic Role of Emerging Global Powers with Yaroslav Lissovolik
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In this episode Dominic Bowen and Yaroslav Lissovolik dive into the challenges and opportunities of BRICS! Find out more about the economic Asymmetries and power dynamics, consensus and decision-making, future strategies, BRICS' role in global governance, Russia's position, future cooperation, BRICS plus, international risks and opportunities, and …
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Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk. In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack o…
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Market volatility can feel unsettling, especially when you’re thinking about your retirement savings. In this video, we break down what market ups and downs really mean in the context of long-term retirement planning, exploring the factors that drive volatility and how it can impact different types of investments. We’ll discuss strategies for maint…
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517: Freedom After 50: The Need for Next—Finding Meaning Beyond Milestones
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Why do so many retirees struggle to find fulfillment after leaving the workforce, and how do they break free from the traps of status, constant pleasure-seeking, and busywork? Together, we unpack practical strategies for moving beyond milestones to craft a retirement rich in purpose, connection, and legacy. In this episode, we discuss: The “need fo…
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Quint and Logan talk about options and futures trading and if it makes sense in your financial plan.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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Precision Dosing & AI in Healthcare: InsightRx’s Journey to Transform Medication Personalization
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Ranvir Mangat, co-founder and COO of InsightRx, to explore how their software addresses the critical issue of one-size-fits-all dosing in healthcare. InsightRx leverages precision dosing and clinical analytics integrated directly into medical records to tail…
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Crypto's Next Chapter: Regulation, Innovation, Global Impact
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Crypto has been gaining momentum. Regulation is evolving. What could this mean for your portfolio? In this episode of Capital Considerations, Tony Roth welcomes Matt Hougan, CIO of Bitwise Asset Management, for a discussion on the future of crypto investing. They explore the potential impact of Bitcoin and Ethereum ETFs, the bipartisan Genius Act’s…
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A Classic RISK! episode from our early years that first ran in June of 2013, when Ethan Ullman, Katy Frame, Ben Lerman and Rob Lathan share stories about youthful indiscretions. 🎤Live Story: The Amazing Adventures of Ethan and the Lunch Monkey by Ethan Ullman In school, Ethan and a friend call a lunch lady who was mean to them "the Lunch Monkey." C…
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We tackle the often-overlooked issue of retirement tax liability and explore strategies to create tax-free income streams for a potentially more secure financial future. • Understanding the "mortgage" on qualified plans (401(k)s, IRAs) where the IRS owns an unknown percentage of your savings • The current "tax sale" has been extended but will event…
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Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Trent and Brandon tackle the myths swirling around the recently passed “Big Beautiful Bill” and give y…
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Could you be wealthier than you think once all your accounts and assets are tallied? In this episode, Craig and Jennifer explore the surprising ways your financial standing might be stronger than you realize. But first, they kick things off with a mid-year business owner checklist, covering everything from retirement plan reviews to tax strategies,…
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Earth Observed | Episode 1: Bill Greer | How Nonprofit Satellites Could Change Everything
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Welcome to the debut episode of Earth Observed, a podcast shaped by a shared fascination with our planet and the technology that transforms how we see it. This is a space to hear from the people designing satellites, building geospatial platforms, and turning vast streams of Earth data into tools for understanding and improving life on the ground. …
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I've found a fun and vibrant HR Executive - and right here in Australia (Melbourne to be exact)! Robyn Djelassi (please call her Rob) is the Founder of Impact People Solutions a unique 'plug and play' HR solution for organisations needing a seasoned Chief People Officer and best in class HR Policies and Processes when they don't have that in-house.…
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Episode 259: China’s Foreign Policy in the Wake of the Trump Administration with Dr. Audrye Wong
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In this episode Dominic Bowen and Dr. Audrye Wong dive into how Beijing is recalibrating power and influence in a turbulent world. Find out more about China’s two-pronged response to US decoupling, sharpened economic coercion and rare-earth export controls, charm offensives across the Global South, Belt and Road’s “small yet beautiful” recalibratio…
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55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
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"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…
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Paralyzed to Powerful: How Hope, Discipline, and Teamwork Fuel Recovery - Robert Paylor
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Robert Paylor, a former standout rugby player for UC Berkeley, shares his incredible journey of resilience and recovery. During a national championship game, a catastrophic injury left Robert paralyzed from the neck down, with doctors telling him he would never walk or use his hands again. Robert recounts the harrowing moments on the field, the dev…
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We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years?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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Early-Stage Climate Tech Investing: Insights from Avesta Fund on Building Impactful Portfolios
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Srikant Vasan, founder and managing partner of Avesta Fund, to explore early-stage investing focused on climate change and economic opportunity. Srikant shares his unique perspective shaped by his experience as a founder, operator, and investor, including le…
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The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …
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The Brutal Truth About Business Sale Value What Most SME Owners Miss.mp4
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With over a decade of front-line experience, Mick Godwin has seen the real - and often brutal - truth behind business exits. As a Senior Business Broker at Benchmark Business Sales, Mick doesn’t sugarcoat it: most SME owners are sitting on a ticking time bomb of misplaced expectations when it comes to the value of their business. Known for his dire…
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John F. O'Donnell tells Kevin about that time he got kicked out of his favorite comedy club. You can also watch this episode on YouTube. Check out all of our Conversation Stories! 🎙️Conversation Story: The Rebound by John F. O'Donnell John starts out in the New York comedy scene, dealing with his bi-polar disorder, plus memorable encounters during …
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