Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Wealth Management Podcasts
Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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A look at issues affecting the bank and insurance securities community
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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?" From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights. Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights sha ...
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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We cover topics on healing, health, happiness, growing wealth and living wise in a world that often sabotages you.
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Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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The Holistic Wealth Podcast with Keisha Blair – the weekly podcast that features celebrities, influencers, CEO's, and everyday people. The show will also showcase various experts on the key pillars of holistic wealth such as financial wellness, physical health, emotional wellness, and spiritual health. Hosted by Keisha Blair, Award-winning, bestselling author of Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness and Founder of the Institute on Holistic Wealth ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it. As advisor marketing and online presence continue to inf ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26
724
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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We all want to be smarter with our money, but with all the noise and abundance of mixed information out there most people often become overwhelmed with where to start. As a result, most people choose to do… nothing! In this podcast, Peter and Hovig, share practical, no-BS tips and strategies to help you make smart decisions about your personal finance and investing in Australia. Each week we will explore current topics, answer our listeners questions, and guide you through how to confidently ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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The Care For My Wealth Show, with Capstone Wealth Management, helps you navigate capital markets with risk management!
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice. I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io
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Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Feeling overwhelmed by market headlines and endless financial noise? We cut through it for you. Veteran investor Philip Davis of www.PhilStockWorld.com (who Forbes called "The Most Influential Analyst on Social Media") gives you clear, actionable insights and a strategic review of the stocks that truly matter. Stop guessing and start investing with confidence. Subscribe for your daily dose of market wisdom. Don't know Phil? Ask any AI!
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Maximising the Wealth You Created. Welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments. Courtiers is here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content. The views expressed in all p ...
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
16
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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Welcome to the Compound Commitment, where we focus on the small actions that compound over time. I'm your host, Mike Nilson. Join me every Tuesday as we build the habits that support wealth, health, and happiness. Each week, we share insights on investing, wealth management, and financial planning alongside practical strategies for nutrition, sleep, relationships and happiness. Check out compoundcommitment.com to sign up for a complimentary 30-Day Wealth, Health, or Happiness Commitment.
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
06
The Wealth Development Studio invites you to get confident about your financial situation. Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like div ...
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Saturday, January 3rd. The Key Focus of 2026.
33:48
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China’s economy hit a rough patch with deflation fears, while U.S. markets soared despite historic tariff hikes and a few headline-grabbing scares. Mark Beck and Brian Jacobsen break down the headlines into the new year with our Week in Review. Gold and silver had a banner year, Bitcoin stumbled, and AI kept stealing the spotlight. Next year looks …
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On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common…
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Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.By Annex Wealth Management
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From Prompting to Strategy: Using AI as a Competitive Advantage with Rajeev Kapur of 1105 Media
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We sit down with Rajeev Kapur, President and CEO of 1105 Media, to explore how AI, leadership, data readiness, and human connection are shaping the future. Rajeev brings decades of global executive experience — from building billion-dollar businesses at Dell to writing bestselling books and advising leaders worldwide. We also dive into the realitie…
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This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also take a look at what you might cons…
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Managing Money in Your Marriage and How to Build Wealth Without a Side Hustle
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Learn the truth behind myths about building wealth, plus hear from a couple looking to align on financial goals and values. Can you build wealth without starting a business? How can couples figure out what to do with extra money in their budget? Hosts Sean Pyles and Elizabeth Ayoola share their “money hot takes” and then talk to a married couple ab…
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Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan
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In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware per…
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Wealth Managers vs. Pool Guys: A Conversation with Matt Shechtman from Long Angle
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Most firms say they serve high net worth clients. Very few actually understand them. As more firms push upmarket toward $50M-plus relationships, a real opportunity is opening for advisors who take the high net worth segment seriously and listen closely to what these clients actually value. In this episode of Visionary Advisor, Alex Kirby talks with…
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From experience to impact: A leader's journey | Your Life Simplified
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Leadership isn't defined by a job title—it's shaped by the experiences, values and people who influence our path. In this episode, host and senior wealth advisor Whitney Reagan sits down with Mariner's Chief Investment Officer, Katrina Radenberg, for a candid conversation about mentorship, growth and authenticity. Together, they explore the moments…
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19. Cresset Capital’s Playbook for an AI-Driven Future
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Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re m…
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After the Entrepreneurial Exit: A Conversation with Sanjay Malaviya
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What happens after a founder steps away from the company they’ve built from the ground up? Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company. Sanjay reflects on RL Solutions’ growt…
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January 3, 2026: Smart Resolutions, Growing Families, and Your Questions Answered
57:22
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New year, new goals—but which financial resolutions actually reduce stress and build wealth? We break down practical investing and money habits that help you focus on what matters most, from setting a clear plan to staying disciplined in volatile markets. If you’re ready to start the year with clarity and confidence—not noise—this episode is for yo…
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PSW Daily Recap: The "Seesaw" Start to 2026 ♦️
31:53
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PSW Daily Recap: The "Seesaw" Start to 2026 ♦️ https://www.philstockworld.com/2026/01/02/first-friday-of-2026-let-the-market-games-begin/ Narrative Theme: The Great Rotation — Quality Over Hype Welcome to the first trading day of 2026! While the "Santa Claus Rally" may have been a no-show to end 2025, the market kicked off the new year with a high-…
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2026 Begins with Inflation, the Fed, and the Labour Market
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In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reser…
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Professional Playbooks for Real Estate Investing | AWM Insights #233
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the world of real estate investing, breaking down the myths and realities of building wealth through property. They explore the pitfalls of single-family rentals, the power of diversification, and what it really means to take an instituti…
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Women and Money- The Life Stages Nobody Talks About
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When it comes to finances, no two journeys are the same, and the differences can be surprising. In this episode, Measured Wealth Advisor, Alejandra Borge, CFP®, joins us to explore the unspoken chapters of women and money- covering career breaks, caregiving, fertility costs, and planning for life’s unexpected twists. Tune in for practical insights …
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Learn how to tie your 2026 money goals to your values so you can stick with them all year. How can you match your 2026 money goals to what you really care about? And how do you turn those goals into a plan you’ll actually follow? Hosts Sean Pyles and Elizabeth Ayoola discuss values-based money planning and goal-setting frameworks to help you build …
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Invisible Wounds: Overcoming Brain Injury and Addiction with Epic Brain Centers
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🎙️ On this episode of Healthy Happy Wise Wealthy (HHWW), host Mary Meyer sits down with Jeff Hadwick of Epic Brain Centers for a deeply honest and personal conversation about brain health, addiction, and the invisible wounds that can shape our lives. Jeff shares his harrowing journey—growing up with learning disabilities, enduring years of head tra…
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Episode 78 Your Year End Financial Checklist for 2025
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In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to walk through ten critical actions investors should complete before the end of 2025. As the year closes, many financial opportunities disappear once the calendar turns, making proactive planning essential. Paul and Jorda…
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AI, the Magnificent 7, Tariffs and Looking Ahead to 2026
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From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7’s recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of t…
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Should I Retire Early to Help with Grandkids?
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Some of the hardest retirement decisions aren’t about money, they’re about family. In this episode, Rob tackles a question many grandparents are quietly wrestling with: should you retire early to help care for your grandkids? The convers…
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Here is the recap for Tuesday, December 30, 2025. ♦️ Tuesday Recap: Plumbing Problems, Premium Selling, and The "Not-QE" Pivot By Gemini (♦️) – Your AI Assistant at PhilStockWorld Welcome to the penultimate trading day of 2025! While the rest of the world was coasting on "Santa Rally" fumes or nursing holiday hangovers, the PhilStockWorld Member Ch…
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In this vibrant episode of the Uncommon Wealth Podcast, hosts Phillip Ramsey and Cody Kowalski delve into the year-end wrap-up, reflecting on 2025 while setting their sights on an optimistic and strategic 2026. This episode is packed with insights into market trends, financial advisory transformations, and personal achievements. As listeners are in…
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How to Grow Your Business through Company Culture with David Haynes, NPL Home Medical
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You can't grow your business without good employees. In this episode, Host Jordan Rodriguez interviews David Haynes, the President & CEO of NPL Home Medical. They've been a leading provider of custom wheelchair solutions for over 30 years. Hear why company culture is cultivated by the leaders, how to develop an operating system that can achieve bot…
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Renovate Without Regret: How to Protect Yourself Legally in Home Improvement Projects
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Homeowners across the country are hitting pause on moving, holding tight to low-interest mortgages while still craving updated, functional spaces. With renovation demand rising and project costs climbing, understanding the legal side of home improvement has never mattered more. In this episode, construction attorney Jared Gillman breaks down the le…
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Ep24 | Why Waiting for the ‘Perfect Time’ to Invest Could Destroy Your Returns with Phil Blancato
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Summary In this episode of Financially Fluent, the host and guest discuss various aspects of financial fluency, including market outlooks, investment strategies, the impact of AI on finance, and the importance of financial wellness. The conversation covers the current state of the market, potential corrections, and the evolving landscape of investm…
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The Power of Daily Commitment: How One Mile a Day Changed the Putney Family
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Episode 015: In this episode of The Compound Commitment, I sit down with Damian and Ann Putney to talk about what it really means to stay committed. These two have been running a mile every single day for five years - rain, snow, sick days, all of it. We dive into the challenges they faced, the lessons learned, and why having a strong “why” behind …
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One Hack to Make 2026 Your Best Year Ever | Episode 44
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Time—not money—is the true currency of a meaningful life. In this solo episode, James Nutter invites physicians to step off autopilot and confront a hard truth: while doctors fiercely protect their income, homes, and assets, they rarely protect their time with the same urgency. The result is a life filled with drift—missed priorities, delayed dream…
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Five Founders, Same Exit Value – Wildly Different Payouts
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Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: https://joinhampton.com/ Five founders. Five exits. All around $30 million. So why did one walk away with $30M – and another with just $2M? From taxes and co-founders…
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Here is the Recap of the Day for Monday, December 29, 2025. 🥂 Monday Market Movement: The "Don't Chase" Rule Strikes Again The Morning Call: The Final Countdown Welcome to the "Last Lap" of 2025! We are staring down the final trading sessions of a record-shattering year, and while the S&P 500 has been flirting with all-time highs, Phil Davis opened…
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Ditch Your Money Trauma So You Can Live an Abundant Life (with Shannah Game)
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Learn how to explore your money beliefs and take real steps toward saving and investing, even on a tight income. What’s really behind your money habits? How can you build savings and invest if you’re not earning much? Hosts Sean Pyles and Elizabeth Ayoola discuss how your relationship with money shapes your financial behaviors and what you can do t…
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#9 - I Want To Invest In Property… But Where Do I Start?
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In Episode 9 of Here Comes The Money, Peter and Hovig tackle the question almost every Australian eventually hits: “I want to invest in property… but where do I start?” This episode breaks down the things you must understand before jumping into the market — not hype, not ‘hotspot’ traps, not advice from your neighbour who bought a duplex in 2009 an…
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320. How to Set Smarter Financial Goals for the New Year
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A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those prio…
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Three Macro Shifts Build Your Fortress Retirement Portfolio
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This PhilStockWorld.com market report provides a strategic investment roadmap for 2026, focusing on a "Be the House" philosophy to navigate economic uncertainty. The authors highlight ten primary trade ideas involving domestic manufacturing and hard assets, such as Steel Dynamics and Newmont, which are positioned to benefit from new tariff structur…
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This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Cap…
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December 27, 2025: (Repeat) The Long Game: Investing, Mortgages, and Year-End Money Moves
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December 27, 2025: (Repeat) The Long Game: Investing, Mortgages, and Year-End Money Moves While we’re out of the studio this week, we’ve collected a selection of great discussions from the past few months. For young men, knowing every player stat is easier than understanding investing—but it doesn’t have to be that way. We respond to a listener’s q…
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Money, Meaning & Momentum: Preparing Early Careers for Success With Simon Holzapfel
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What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but not for collaboration, uncertainty, or real-world decision-making — including money In this episode of The Agent of Wealth, co-host John Williams is joi…
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Record-Breaking Christmas Eve Market Session
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👥 This is Zephyr. I have compiled the final data for the Wednesday, December 24, 2025 (Christmas Eve) wrap-up. It was a quiet, celebratory session that cemented the Santa Rally narrative. With both the Dow and S&P 500 closing at record highs, the market heads into the holiday with a powerful “Risk-On” signal, underpinned by a resilient consumer and…
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Navigating a Traumatic Christmas: Support for Parental Alienation
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🎙️ Welcome to a powerful holiday episode of Healthy Happy Wise Wealthy (HHWW)! Host Mary Meyer is joined by parental alienation coach Charlie McCready live from England to discuss one of the most misunderstood and devastating traumas families can endure. In this heartfelt, informative conversation, Mary Meyer and Charlie McCready shine a spotlight …
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In this special episode of the Uncommon Wealth Podcast, host Phillip Ramsey explores the significance of rites of passage in cultivating maturity and responsibility within families, illustrated by the recent experiences of his sons, Beckham and Oakley Ramsey. Through engaging storytelling, the episode delves into the personal journeys of the Ramsey…
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How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company
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Stay firm on the non-negotiables, defend your people, and make your family proud. In this episode, Host Jordan Rodriguez interviews Ivy Zelman, the Co-Founder of Zelman and now the Executive Vice President of Research & Securities at Zelman - A Walker & Dunlop Company. Ivy has been widely known and respected for her bold thinking and accurate asses…
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What White Christmas Teaches Us About Retirement
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Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Crosby and the gang. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ 📞 Phone: (912) 483-0452 📧 Email: [email protected]…
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Navigating Student Loan Repayment as Federal Programs Shift
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Student loans are also back in the spotlight, with significant changes carrying major implications for millions of borrowers. The “Henssler Money Talks” hosts break down what’s happening with income-driven repayment plans, including updates to IBR and the emerging Repayment Assistance Plan, and how these shifts may affect monthly payments and long-…
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#722: Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?
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On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it really takes (financially and personally) to transition from general dentistry to a specialty. They explain why understanding lifestyle and location tradeoffs is just as important as analyzing income potential, what it means to be "work …
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End-of-year outlook: strong performance, strategic approach to 2026
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Here we put our clients' questions to Courtiers CIO Gary Reynolds. Gary recaps 2025’s strong fund performance and shares insights on global trends and what’s ahead for 2026. From market volatility to demographic shifts and tech disruption, Gary explains how disciplined strategies delivered up to 17.4% returns for the Courtiers Total Return Growth F…
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The Multifamily Mindset: Finding, Financing & Managing Your First Multifamily Property w/ Peter Clark
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Episode 014: In this episode of Compound Commitment, I sit down with Peter Clark to talk about his journey from sports performance to multifamily real estate investing. We dive into what makes multifamily different from single-family, why location matters, and how property management can make or break a deal. Peter shares practical tips on evaluati…
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The Gift That Gives Twice — Turning Generosity into Legacy
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Many families want their wealth to do more than just transfer dollars, they want it to reflect their values. In this episode, Rob explores how generosity and legacy planning don’t have to compete with each other. You’ll hear how charitab…
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Dr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-weal…
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