Podcast by Jeff Zufall
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Strategy Advisory Podcasts
In 2003, at the request of long time clients, Kip Herriage officially launched an investment newsletter, the Vertical Research Advisory (VRA), which he has Published and Edited for the past fifteen years showing my valued Subscribers EXACTLY how to demolish the stock market year in and year out.
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Synozur – the transformation company – is an advisory agency that reimagines business for our clients, navigating the complexities of leadership and strategy with ease. We deliver strategic advisory services and help define your “North Star” for business excellence. Polaris helps chart the course for business, technology and leadership transformation.
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Unfounded is a weekly podcast for business and creative leaders who look beyond the bottom line. Hosted by David Laxer and Ofir Michaeli, 2 creative strategists with vast international experience, the podcast seeks to challenge conventions, tackle herd mentality and fight the abuse of industry buzzwords and lingo that often hide lack of vision and originality.
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Peter Towers, creator of ESS BIZTOOLS, tools written for accountants so they can quickly and easily offer business advisory services to their SME clients, presents news topics that accountants should be aware of if they work with SME clients.
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Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
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talkBIG is RSM's business finance and economics podcast, helping you save, create and protect your wealth. This podcast delves into real-life stories and inspires listeners to talk and think BIG. This is edutainment at its finest, suited for financial geeks or newbies. Tune in and subscribe to get your hit of personal and business money talk.
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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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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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The Earth’s soils, rocks, air, water, plants and animals are all valuable resources that provide a wide range of services and benefits. These resources need to be carefully managed and maintained to support a healthy functioning environment. In this Natural Capital podcast series, hosted by Rachel Smillie and Harry Fisher, we will explore different natural capital assets and their value to Scottish agriculture and the rural economy, including the opportunities and risks for the future. Hoste ...
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"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group
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Investing in property makes sense, investing in the right property takes knowledge. Welcome to the Rewarding Property Decisions podcast. Join me, Jarrod McCabe of Wakelin Property Advisory, for expert insights into the fundamentals, trends and opportunities to help you create long term wealth through smart property decisions.
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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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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How do the leaders of APAC brands use purpose-driven storytelling to bring their big ideas to life, achieve communications goals, drive better business outcomes, and live out a purpose beyond profit? The CMO Show is an award-winning marketing podcast, brought to you by ImpactInstitute, in partnership with Adobe. Each episode features industry insights from a marketing or business leader on strategy, creativity, measurement, evaluation, and more. *ANZ Winner - 2020 CMS Asia Award for 'Best Us ...
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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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Always Evolving with Coach Mike Bayer is a fun and informative podcast created in a 45-minute episodic format in order to deliver both knowledge and entertainment, while staying on pace with our fast-paced lifestyle. Coach Mike brings on fascinating guests, and their conversations offer fresh perspectives, unconventional wisdom and essential solutions.
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Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community Table
Legal Talk Network
19
202
Managing your law practice can be challenging. Marketing, time management, attracting clients and all the things (besides the cases) that you need to do, but aren't billable. Welcome to this edition of "Un-Billable Hour" ...the law practice advisory podcast! This is where you'll get the information you need from expert guests and host Christopher T. Anderson.
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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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Entrepreneurship and business techniques and tips you won't learn in business school.
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Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Native Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch. You’ll walk away with: - Frameworks to make smarter AI decisions instead of chasing shiny tools - Use cases you ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it’s about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we’re talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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Welcome to AI Advisory — the podcast and publication dedicated to keeping you ahead in the age of artificial intelligence. I’m David Peterson, and each week, I’ll bring you the latest AI breakthroughs, real-world use cases, and practical strategies you can start using right now to increase productivity, streamline your work, and accelerate your learning. AI isn’t just a buzzword anymore — it’s a shift that’s transforming how we work, create, and think. But with so many new tools, headlines, ...
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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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Lone Wolf Unleashed - avoid exhaustion, reclaim your time using tools, systems and AI
Mike Fox
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Lone Wolf Unleashed with host Mike Fox, founder of Action Advisory, provides practical solutions for business owners overwhelmed by administrative tasks and seeking more personal time. Rather than endorsing impractical hype, the podcast focuses on actionable steps and frameworks to help entrepreneurs streamline their operations without compromising growth. Expect candid discussions, dark humor, and tools to eliminate bottlenecks, aiming to help listeners reclaim their time and improve work-l ...
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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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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Welcome to The No B.S. Property Investing podcast (brought to you by Ripehouse Advisory) - where data replaces guesswork and strategy beats speculation. Join your host, Julian Nicolitsis (Head of Strategy at Riphouse Advisory), as we cut through all the property investing fluff and nonsense - bringing you proven strategies helping everyday Australians build legitimate property portfolios. Each episode delivers actionable intelligence on what actually moves the needle. We also expose the cost ...
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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The 'Your Strategy. Implemented.' Podcast by Skarbek features conversations with individuals from all walks of life, sharing insights on how they achieved their most challenging objectives. Skarbek is a strategy implementation and advisory firm, helping businesses successfully deliver their strategic initiatives. https://skarbek.com/
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Enlightened Entrepreneur | Lessons in Business | Actionable Strategies For Confidence & Growth
Leandra Nisbet | Business Growth Strategist | Stingray Advisory Group
010
Ready to expand your idea from a hobby into a sustainable business? The Enlightened Entrepreneur is your opportunity to learn directly from an award-winning expert who has successfully transitioned from the corporate world to create and grow a six-figure revenue-generating, certified, Top Women-Owned Business that was able to report a profit in year 1. Your host, Leandra Nisbet, brings over 15 years of hands-on expertise and real-world experience not only within her business but also from th ...
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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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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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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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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Partnering Leadership is a top global podcast designed to help CEOs and senior leaders navigate the complexities of leadership, strategy, culture, and innovation. Hosted by Mahan Tavakoli—a seasoned leadership advisor with over 25 years of experience and recognized as a top thought leader in management—the podcast brings you real-world insights and practical advice to drive meaningful results. Mahan’s experience as a trusted advisor shapes each discussion, driving deeper insights that challe ...
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Strategy and Architecture, Leadership and Mentoring, Thought Leadership
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The Transaction
Craig Rosenberg & Matt Amundson | B2B Sales & Marketing Experts - Hosts of The Transaction
770
Welcome to The Transaction. The #1 Go-To-Market podcast on the planet. Hosts Craig Rosenberg and Matt Amundson, two legendary go-to-market leaders in their own right, talk weekly with the best sales, marketing, operations, and product leaders in the B2B SaaS world to understand what's working in the new playbook of the post-ZIRP market. But Craig, Matt, and their guests don't just talk theoretically, they share the stories and actionable tips, tactics, and strategies behind what's driving re ...
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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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A daily podcast helping marketing consultants build a more profitable advisory business.
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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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Strategies to improve business performance.
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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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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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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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“What’s the BUZZ?” is a live format where leaders in the field of artificial intelligence, generative AI, agentic AI, and automation share their insights and experiences on how they have successfully turned technology hype into business outcomes. Each episode features a different guest who shares their journey in implementing AI and automation in business. From overcoming challenges to seeing real results, our guests provide valuable insights and practical advice for those looking to leverag ...
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VRA Investing Podcast: Winning Strategies, Market Patterns, & the Coming Economic Boom - Kip Herriage - September 26, 2025
35:20
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In today's episode, Kip breaks down everything you need to know as we head into a critical stretch for the markets and the most bullish time of the year for stocks. He takes a closer look at the macro picture, discussing America’s economic resilience in the face of global pressures. You'll also get the VRA's take on where the greatest opportunities…
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We explore the question of speed and its effect on executive decision-making, and how more than ever a flexible, open-minded mindset is what can help executives navigate the stormy waters and help companies stand out in a sea of sameness. David Laxer & Ofir Michaeli dive into the overlooked impact of AI: the ‘good enough’ mindset; flattening the co…
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Ever wish retirement planning came with an "easy button"? In this episode of The Retirement Income Show, we break down the often overwhelming world of investing into plain English. Instead of drowning in charts, Monte Carlo simulations, and endless mutual fund options, we’ll explore how to set clear goals, focus on your dreams, and create a plan th…
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What Good Leaders Can Learn From Bad Bosses
26:38
26:38
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Mita Mallick talks about her book The Devil Emails at Midnight.” Mita is a Wall St. Journal and USA Today bestselling author, a contributor to Harvard Business Review, and an authority on inclusive leadership and workplace culture. Listen as she examines what good leaders can learn from bad bosses. Host, Kevin Craine Do you want to be a guest? http…
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2025-10-04 Overtime Exemptions, Capital Gains Strategies, and IRS Updates
51:15
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Join tax strategist Jeff Zufall and host Josh Gilbert as they break down critical tax changes for 2025, including the IRS's shift to all-digital payments (no more paper checks!), the new overtime tax exemption from the "Big Beautiful Bill" (up to $12,500 tax-free for eligible workers), and essential year-end planning strategies. Learn about tax lot…
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Leading in Times of AI-Driven Uncertainty (Alison McCauley)
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AI is reshaping every job from the C-Suite to the front line. It's happening at a pace unlike any change we’ve seen before. But most leaders are uncomfortable leading this change. Despite all the talk about technology, AI-driven uncertainty is a deeply human topic. Sitting it out or waiting for someone else to solve the big questions of self-identi…
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VRA Investing Podcast: Value Stock Opportunities and The Everything Bull Market - Kip Herriage - October 03, 2025
32:01
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In today's episode, Kip dives into a whirlwind week on Wall Street, where government shutdown fears fizzled out and all four major market indexes hit new all-time highs—a rare and bullish sign for investors. Kip breaks down the market’s midday volatility using tools like the put/call ratio, and offers insights on why these government shake-ups ofte…
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In this episode of the Power Up Wealth Podcast, financial expert Jordan Hadfield shifts the conversation from typical monetary subjects to the invaluable nature of time. He explores how, at the age of 40, he's come to recognize the fleeting nature of time, particularly with aging parents and growing children. Jordan emphasizes the importance of pri…
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The Most Important Changes in the One Big Beautiful Bill Explained, Ep #264
24:41
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Tax laws may not be flashy, but understanding them can tilt the balance for your family’s finances and peace of mind. I’m digging into the details of the much-talked-about “One Big Beautiful Tax Bill”, a huge piece of tax legislation that’s set to impact families, retirees, and investors across the country. I break down the most important highlight…
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VRA Investing Podcast: All Time Highs, Tesla’s Moves, and the Market’s Bullish Signals - Kip Herriage - October 2, 2025
31:36
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In today’s episode, Kip dives into a dynamic market update as the S&P 500, Nasdaq, and Dow Jones all close at fresh all-time highs, while small caps lag behind. Kip breaks down the effects of political headlines like government shutdowns and media fear mongering on market sentiment, emphasizing why tuning out mainstream noise can lead to better inv…
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Success Leaves Clues: Ep265 - AI Mentorship & the Future of Work with Sachi Kittur, VP of Human Experience & Innovation at HRPA
26:53
26:53
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In this episode of Success Leaves Clues, hosts Robin Bailey and Al McDonald sit down with Sachi Kittur, Vice President of Human Experience & Innovation at HRPA and founder of GoCPG.ai. Recently named one of Canada’s Top 30 Most Inspiring Women in SME, Sachi brings over 20 years of experience scaling technology companies and building cultures that t…
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412 Thursday Refresh: Kurt Strovink on Mastering Leadership from the Inside Out: Transformative Insights for CEOs
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What separates truly exceptional leaders from the rest? According to Kurt Strovink, it’s not just strategy, execution, or decision-making—it’s the ability to lead from within. As a senior partner at McKinsey & Company and a global advisor to CEOs, Kurt has spent decades studying the patterns of the most successful executives. In his latest book, Th…
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269: The government shutdown, and what rural executives need to know before Nov. 5
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4:05
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In this special episode of Radio Advisory, recorded at 9:30 a.m. ET on Oct. 1, 2025, host Rae Woods walks through two major healthcare policy disruptions: the federal government shutdown and the Rural Health Transformation Program. Rae explains the immediate implications for care delivery and funding as Medicare telehealth and Hospital-at-Home waiv…
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Debtors Management: A Strategic Advisory Opportunity
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Only 15% of SMEs see their accountant as a true strategic partner. In this episode of Accountants Minute Podcast, Peter Towers unpacks why – spotlighting MYOB’s findings on poor debtor practices (no credit vetting, weak follow-up, rising DSO) – and outlines how firms can flip the script. Learn practical, billable ways to implement robust debtor sys…
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LinkedIn on trust, tactics and the big B2B shift
24:32
24:32
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In a world of AI acceleration, content saturation, and risk aversion, how do marketers cut through the noise and build meaningful connections? In this episode of The CMO Show, Brendan Wong, News Editor at LinkedIn Australia, joins Mark Jones to explore how trust, authenticity, and peer networks are reshaping the B2B marketing landscape. Drawing on …
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VRA Investing Podcast: Government Shutdown, VRA Portfolio, and Tech Leading - Tyler Herriage - October 01, 2025
21:54
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In today's episode, Tyler recaps a strong start to the year for our markets, and what to expect as we head into the most bullish timeframe of the year. He also breaks down the latest moves in the VRA Portfolio fueled by tech names like Nvidia and Tesla. Also, we will cover the government shutdown and what it means for your portfolio. Tune into toda…
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091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
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In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediately Why Steven's Ta…
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4. From Meetings to Media: How AI Turns Advisor Conversations Into Content
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Advisors have always worn the hat of educator -- sharing insights, breaking down complex topics, and guiding clients through change. But in an AI-saturated world, how do you separate genuine thought leadership from content noise? In this episode, Mike and Danny unpack the tension between authentic creativity and AI-generated writing. The conversati…
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How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
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The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how. READ THE COMPANION BLOG POST > - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn an…
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Ismael Larrosa on Luck, Design, and Navigating the Startup Rollercoaster
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Ismael Larrosa, Founder and CEO of the UX-led development company Capicua, joins the show to discuss his entrepreneurial journey, from defying his father's wishes to attend design school to leading one of the fastest-growing companies in the Americas. Ismael shares his philosophy on the significant role luck plays in success, the importance of choo…
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The 7 Indispensable Steps in Building Your Wealth Strategy - Replay
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If you tune into social media, there are a lot of influencers and gurus peddling one-size-fits-all financial advice and unfortunately plenty of investors base their strategies on what these people recommend. Find out why basing your investment decisions on what’s trending on TikTok is short sighted and discover the seven indispensable steps of buil…
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AI for Nonprofits - Tori Miller-Liu & Andrew Borg
39:56
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Polaris is a production of Synozur – the transformation company. Synozur reimagines business for our clients, navigating the complexities of transformation and strategy with ease. Nonprofits are moving from AI experiments to governed, human‑centered deployments. AIIM’s Tori Miller‑Liu and Synozur’s Andrew Borg share field lessons, from “conversatio…
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VRA Investing Podcast: Why Q4 Is Historically the Best Time for Stocks and Bitcoin - Kip Herriage - September 30, 2025
31:52
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In today’s episode, Kip breaks down what makes the start of the fourth quarter so exciting for investors. Kip explains why September’s notorious market weakness is now in the rearview mirror, and why both equities and Bitcoin historically post their best returns in Q4 with data showing Bitcoin averaging a jaw dropping 57.5% gain in the final quarte…
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Breaking Down the Surge in AI ETFs with VettaFi’s Zeno Mercer
19:35
19:35
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Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.By Nate Geraci
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GraniteShares’ Will Rhind on Rise of Options-Based ETFs
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Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall.By Nate Geraci
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GraniteShares’ Will Rhind on Rise of Options-Based ETFs
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Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, …
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The Full Analyst Relations Playbook for SaaS Startups with Rachel Dines - Ep 66
1:00:21
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Rachel Dines is an advisor to multiple B2B SaaS platforms, where she provides her specialty in deep tech companies with sales-led go-to-market motions. Rachel also writes a SubStack newsletter called Tech Dropout. Previously, Rachel was VP of Product and Technical Marketing at Chronosphere and a Forrester industry analyst turned product marketing l…
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Episode 18: Beyond the Magnificent Seven - Mid Cap Strategies w/ Kirk McDonald, CFA, Argent Capital
29:06
29:06
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29:06
When most of the market’s attention is glued to the Magnificent Seven, what opportunities are being overlooked in the mid-cap space? In this week’s episode, I sit down with Kirk McDonald, CFA, Portfolio Manager at Argent Capital, to unpack why mid-caps may be the hidden engine of long-term portfolios. https://argentcapital.com/ We explore Argent’s …
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The CPM team discuss considerations of equity in personalised medicine.By Rachel Horton, Anneke Lucassen, Susie Weller, Nishtha Bharti, Maxine Mackintosh
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411 Motley Fool Co-Founder David Gardner on Rule Breaker Investing, Long-Term Thinking, and Leadership That Lasts
1:15:00
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1:15:00
In this episode of Partnering Leadership, Mahan Tavakoli speaks with David Gardner—legendary investor, co-founder of The Motley Fool, and author of Rule Breaker Investing. Over the past three decades, David has not only beaten the market—he’s reshaped how long-term investing is understood and practiced. David’s track record is extraordinary: He rec…
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268: Create an ambulatory care network that’s smarter — not just bigger
28:26
28:26
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28:26
For years, health systems have approached ambulatory care as a pipeline for inpatient volumes. But today’s health care environment calls for a new mindset—one that prioritizes ambulatory capabilities designed to drive enterprise-wide success. Challenging this longstanding approach is just the first step. In this episode, host Rachel (Rae) Woods wel…
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Trade tariffs and Australia’s resource sector
45:02
45:02
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45:02
How do US tariffs and trade wars affect Australia’s economy? In this episode of talkBIG, host Andrew Sykes is joined by economists Joe Brusuelas and Devika Shivadekar, along with corporate finance expert Craig Amos, to unpack the global ripple effects of US trade policy. From Trump’s tariffs to shifting trade agreements, they explore how these poli…
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VRA Investing Podcast: Seasonality Turns Bullish, Gold ATH, and the Power of Trend Following - Kip Herriage - September 29, 2025
37:15
37:15
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37:15
In today's episode, Kip takes a deep dive into the latest market action as Gold and the semiconductors hit fresh all-time highs. Kip breaks down why optimism continues to fuel this "melt-up bull market." He also critiques mainstream financial commentary and tells fascinating insider stories, sharing personal anecdotes and lessons learned about tren…
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Why Aussies Are OBSESSED with Property (And How to Use It to Your Advantage)
24:53
24:53
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24:53
Today, we’re exploring why people get into property investing for wealth creation in the first place... Along with why the traditional "Australian dream" of buying your own home might be the worst financial decision you'll make. This episode is part 1 of a 12-part mini series, where we share the entire property investment process, from dream to po…
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Procedures: checklists and automation strategy explained
18:48
18:48
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18:48
Welcome back to Lone Wolf Unleashed! I’m Mike, and in this episode, I’m sharing why smart procedures, checklists, and a bit of automation are the backbone for any solo operator who wants their afternoons back. If you’ve been running your business on muscle memory and sticky notes—trust me, you’re not alone. But today, I’ll show you how documenting …
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Advocacy, Risk Management & Shaping Accounting's Future | Mac Lillard on Leaders of the Ledger
21:18
21:18
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21:18
In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation. Learn …
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This podcast is about life beyond the normal 9 to 5 of every employee. In today’s Andersen Chatroom, we explore a vital topic: Mental Health in the Workplace. From managing stress to building supportive environments, this episode highlights how both individuals and organizations can put wellbeing first without compromising productivity. Thanks for …
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The Blueprint to Selling Advisory Services
29:21
29:21
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29:21
Selling advisory isn’t about luck – it’s a system. In this Accountants Minute Podcast episode, Peter Towers reports on discussion with master sales trainer Trevor Marchant to unpack how firms can move from transactional compliance to true “key strategic partner” status. Learn the internal prep you need (team training, SME needs analysis, rhythm of …
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Doug Crowe discusses authoring a book in the age of AI. Doug is an accomplished author, writer’s coach, and former senior correspondent at Newswire. He first joined us way back in July 2015 on Episode 21, where we discussed his book “Author Your Brand.” Today, he specializes in helping authors and top execs navigate the intersection of AI, storytel…
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2025-09-27 Government Shutdowns, Capital Gains, and RMD Strategies: Tax Planning for 2025
51:05
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This week, Josh Gilbert and Jeff Zufall dive into the latest tax developments, including the "Big Beautiful Bill's" new charitable deduction allowances ($1,000 single/$2,000 married filing jointly), the record-breaking $530 billion in capital gains revenue flooding the Treasury, and strategic timing considerations for asset sales to avoid higher ta…
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The AI Revolution: Strategy Behind the IVES ETF
21:19
21:19
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Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence.By Nate Geraci
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Income Strategies and Tax-Loss Harvesting with Fidelity’s Craig Ebeling
26:37
26:37
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Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF strategies and offers timely guidance on tax-loss harvesting ahead of year-end.By Nate Geraci
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The AI Investment Thesis & ETF Income Playbook
53:40
53:40
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53:40
Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence. Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF stra…
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VRA Investing Podcast: Gold, Silver, and the Return of Honest Price Discovery - Kip Herriage - September 25, 2025
33:09
33:09
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33:09
In today’s episode, Kip brings his trademark candor and market savvy to a wide ranging, fast paced conversation about the latest market moves and economic headlines. Kip kicks things off reflecting on former President Trump’s recent press conference, addressing the diverse views in the VRA community, and breaks down why he believes Trump’s economic…
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Shutdown watch, economic outlook and benchmarking for firms
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Topics: Key DC updates An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AIC…
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Success Leaves Clues: Ep264 with guest Gavin Mosley, Founder @ GroupBenefitz Platform
41:31
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In this episode of Success Leaves Clues, hosts Robin Bailey and Al McDonald sit down with Gavin Mosley, founder of the GroupBenefitz Platform and one of Canada’s leading voices in private healthcare and executive benefits. With nearly two decades of experience at top insurance carriers and consulting firms, Gavin has made it his mission to simplify…
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In this episode, we sit down with Angus Buchanan-Smith, Co-Founder and Director of The Free Company, an organic farm and restaurant guided by regenerative methods, at the foot of the Pentland Hills. We explore the history of the business, the transition to organic farming and the various complimentary enterprises they operate, from their onsite res…
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EP 110: 3 Steps to Finish the Year with Profit and Peace
16:32
16:32
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16:32
As the year winds down, you may be feeling torn between two conflicting goals: 1️⃣ pushing hard to hit your final numbers or 2️⃣ committing to protecting your energy so your don’t collapse before the new year strikes. Here’s the truth: you don’t have to choose. In this episode, let me walk you through a simple three-step clarity check to help you c…
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VRA Investing Podcast: Bull Markets, Home Builders & the Trump Economic Miracle - Kip Herriage - September 24, 2025
23:37
23:37
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23:37
In today’s episode, Kip is back behind the mic after a brief break, sharing his signature insights on the current state of the markets and what investors should be watching now. Kip dives into the latest market action, discussing why recent pullbacks are natural in a strong bull market and what signals he’s tracking for the next big opportunities. …
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