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Wealth Matters Consulting Podcasts

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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Christian Podcast * Generational Wealth * Christian Business & Online Marketing * Kingdom Business Welcome to ”The Gifted Entrepreneur Show”, where we explore the world of Christian entrepreneurship and reveal secrets to unlocking the C.O.D.E.S. to create Generational Wealth. As a Christian entrepreneur, you may have felt like creating wealth was a far-off dream, but we’re here to tell you that it’s possible and within reach. Through case studies and interviews with successful Christian entr ...
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Wickedly Smart Women

Anjel B Hartwell & The Creative Age Consulting Group

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14X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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The Wealth Horizon

Wealth Matters Consulting

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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Gold Medal Mindset

Dr. Jason Richardson | Perspectives that matter from people who make a difference

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Thoughts, practice, and discussion with winners on all things winning in Business, Sport, and Life. Gold Medal Mindset is about Thinking Bigger, Playing Better, Living Happier.
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Purposeful Profit

Carla Moats

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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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KEEP IT 100 PODCAST

Keep It 100 Podcast | Momentum Movement

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Listen now to the personal stories of three modern entrepreneurs Julian Scott, Danisha Brown, and Jordan Taylor as well as industry specific breakdowns from their very special guest. You never know who'll show up next, but no matter what they will always Keep it 100. Presented by itsmejulianscott.com
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Where early education meets unapologetic entrepreneurship. The Business of Early Childhood Education™ with Alethea Etinoff isn’t just a podcast. It’s a movement. This is the space for serious ECE professionals ready to build wealth, lead with authority, and shift the system from the inside out. Whether you’re running a center, scaling a home program, or launching your own consulting brand, you’ll get real insights, high-level strategy, and powerful truth from someone who’s living it. Just fa ...
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Ask the Doulas Podcast

Gold Coast Doulas

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Welcome to Ask the Doulas! This podcast is tailored to expectant parents and those with newborns or toddlers at home. It is also great for those who are in the early stages of their fertility journeys. Gain insights and guidance from the experts themselves on becoming a parent no matter if this is your first baby or your fifth. The featured doulas offer trusted support, sharing effective self-care and early parenting approaches. Let them be your trusted coaches as you make optimal decisions ...
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Real Money, Real Life™ with Linda Grizely Money isn’t just math -it’s mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we’ll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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The SiteVisit

James Faulkner

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Leadership in construction with perspective from the job site. A podcast dedicated to the Construction industry. Construction professionals, General Contractors, Sub trade Contractors, and Specialty Contractors audiences will be engaged by the discussions between the hosts and their guests on topics and stories. Hosted James Faulkner ( CEO/Founder - SiteMax Systems ).
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SHARED VISION Podcasts

Vision Eye Institute

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Our SHARED VISION podcast is CPD on the go, brought to you by Vision Eye Institute, one of Australia’s leading providers of ophthalmic care. Our dedicated team of surgeons combines extensive clinical expertise and a strong research program to deliver best-practice patient care. Join us as our host, optometrist Kristina Iacovangelo, who is also a Clinical Relationships Manager for Victoria, elicits clinical pearls and insights from our doctors on the topics that matter most in clinical optome ...
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UnCage Your Soul™ with Heather Havenwood

Heather Havenwood | Haven Studios

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Heather Havenwood is a media mogul, entrepreneur, and author of "UnCage Yourself: The Fearless Method to Turn Your Knowledge Into Market Influence, Impact and Income." guiding women leaders to awaken, align, and ascend in both business and life. With over 20 years of entrepreneurial success and a profound spiritual awakening in 2020, Heather blends cutting-edge AI strategies with conscious leadership and energetic alignment to help women turn their knowledge into massive, sustainable wealth. ...
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Advisor Elevation

Matthew Eilers

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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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In Good Companies

Cadence Bank

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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today. We’re back for Season 6, and this time, we’re setting our sights ...
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Speaking Of Wealth with Jason Hartman

Jason Hartman with Dan Millman & Pat Flynn

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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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Welcome to the HR Voices Podcast, a podcast designed to bring the UK HR community and businesses together. The podcast will be informative, with lots of helpful tips and ideas to help you run your business. Being an HR Independent Consultant can be quite lonely. This is why HR Independents (HRi), the UK body for Independent HR and People professionals has created a home and community for HR Indies. The HR Voices podcast will be discussing hot topics relating to HR and business. This will sup ...
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show series
 
Building a law career and finding wealth as a UK expat can feellike an impossible task. We’re speaking to an expert in the New York legalscene to uncover the secrets to breaking into American law as a British,Scottish, or Irish expat. This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversa…
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Send us a text Kristin Revere and LaVita Brown discuss the day in the life of a daytime and overnight doula. LaVita shares multiple examples of what her days look supporting families in West Michigan. Subscribe to our newsletter, check out Kristin’s birth and baby book, and see more about our doula services & online courses below: https://linktr.ee…
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In this episode of Real Money, Real Life™, Linda sits down with Chad Holmes, CPA, CFP®, and bestselling author of The Inheritance Playbook, to tackle one of life’s most emotional and practical challenges: caring for aging parents while planning for multi-generational wealth. Chad shares how families can avoid unnecessary taxes, navigate probate, an…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Rollovers as Business Start-Ups (ROBS)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book comprehensively explores Rollovers as Business Start-Ups…
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Dante Royster, owner of Epic Mortgage, shares his journey from employee to entrepreneur and reveals how real estate ownership is the most profitable path to becoming a millionaire. His insights on leadership, building loyal teams, and making smart mortgage decisions provide practical wisdom for professionals at all career stages. • Leaving the W-2 …
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What if the key to stabilizing your revenue in an unpredictable market isn’t another marketing hack—but a month on God’s calendar designed for preparation, alignment, and breakthrough? In this episode, we step into the month of Elul, a powerful season of reflection and positioning. Known as the time when “the King is in the field,” Elul is Heaven’s…
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🎧 HR Voices Podcast A podcast for independent HR and people professionals, and the businesses they support. Host: Mary Asante | HR Independents (HRi) Release Date: 15 September 2025 Episode 58: Title: The Human Behind the Professional: Highlights from Episodes 53–57 🎙️ Episode Summary: If you’ve missed Episodes 53 to 57, this is your shortcut to so…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Franchise Disclosure Documents (FDD)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book is a comprehensive guide for prospective franchisees, prim…
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What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five …
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What does it really take to thrive in a free society, especially when the internet can feel like one giant, loud village? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Marsha Familaro Enright to unpack intellectual independence, self-reliance, and why the classics still matter. They explore how to evaluate information, re…
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Send us a text In this solo episode of Ask the Doulas podcast, Kristin Revere of Gold Coast Doulas shares her thoughts on the role of a birth and postpartum doula. This episode is brought to you by Ceres Chill, a company that never stops working to make the lives of parents easier! Subscribe to our newsletter, check out Kristin’s birth and baby boo…
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What if your money struggles aren’t about numbers, but about the deeper stories you’ve carried from childhood? In this episode of Real Money, Real Life™, Linda Grizely talks with Kate Juozaitis — licensed therapist turned transformational coach — about the emotional roots of money. Together they explore how trauma, identity, and personality pattern…
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Michael Morgan shares his leadership insights gained from working at major corporations including JP Morgan, Chevron, Amazon, and Walmart, revealing how effective leadership transcends titles and requires empathy, trust, and inclusion. • Anyone can be a leader regardless of title or position • Effective leaders show empathy rather than just pushing…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Franchise Disclosure Documents (FDD)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book is a comprehensive guide for prospective franchisees, prim…
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In this episode Jose chats with Frank about his journey as an undocumented student attending UCLA ,his path as a business consultant and how his success led to angel investing in a variety of companies. To learn more, visit: https://www.linkedin.com/in/jose-tejada Listen to more episodes on Mission Matters: https://missionmatters.com/author/jose-te…
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Drowning your audience in charts, tables, and tiny text? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Oreet Kaufman, who shows how to turn complex information into clear, visual stories that move people to action. Learn why most decks fail in the first five seconds, how to “word-diet” without losing substance, and simple…
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The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America. Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner -…
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Send us a text Giving Back and Engaging with the Community with Dr. Annie Bishop of Rise Wellness Chiropractic. Kristin Revere and Dr. Annie Biship discuss the importance of giving back and engaging with the community as a small business. They are partnering once again for the Gold Coast Doulas' 10th Annual Diaper Drive. Subscribe to our newsletter…
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In this episode of Real Money, Real Life™, I talk with Marcus Howard, founder of Tradechology.co, about how his early financial decisions shaped his life — and why he’s now focused on helping others avoid the same mistakes. We talk about: What Marcus wishes he’d known earlier about money How he approaches financial education with his kids Learning …
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Daniel Erbe, a professional singer, speaker, and elite communications coach shares his expertise on mastering stage presence and commanding the stage with confidence. As an Army veteran of 13 years who has performed for audiences of up to 25,000 people including US presidents, Daniel reveals his proven strategies for powerful communication. • Align…
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HR Voices Podcast A podcast for independent HR and people professionals, and the businesses they support. Hosted by Mary Asante of HR Independents, HRi. DATE: 1st September 2025 Episode 57: HR Voices with Mike Pagan — Building Mental Wealth and Breaking Executive Isolation Guest: Mike Pagan, Executive Coach, Author & Mental Wealth Advocate 🎙️ In th…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Franchise Disclosure Documents (FDD)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book is a comprehensive guide for prospective franchisees, prim…
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In this episode Jose chats with Dr. Alma Burke about her 28 year career in Police Enforcement, her work in Organizational Leadership and youth development. Dr. Burke is a trailblazer and public speaker. To learn more, visit: https://www.linkedin.com/in/jose-tejada Listen to more episodes on Mission Matters: https://missionmatters.com/author/jose-te…
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Send us a text Construction companies possess an extraordinary yet frequently overlooked opportunity to build substantial wealth—one that extends far beyond simply increasing revenue or improving profit margins. Paul Atherton, founder of High Spire, reveals the powerful secret that separates thriving construction business owners from those merely k…
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What does it take to achieve gender parity at the executive level in one of the world’s most male-dominated industries? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Dianna Fioravanti-Ashikwe, the first female president of Kuehne + Nagel Canada, to explore her journey of resilience, authenticity, and transformational lead…
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CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top financial advisors in our industry doing that sets them apart and empowers them to succeed at such a high level? Here’s what we found—along with strategies to implement that can put you on a path to the next level of success. Watc…
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Send us a text The importance of community in early parenthood with Jessica Hill. Jessica Hill is the founder of The Parent Collective, a national network of prenatal education classes designed to equip expectant parents with both practical knowledge and a lasting community. Subscribe to our newsletter, check out Kristin’s birth and baby book, and …
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What if the real economic power players have been sitting at the kitchen table all along? In this episode of Real Money, Real Life™, I’m joined by Natalie Benamou, founder and CEO of Her C-Suite®, to explore the rising Power of the Purse — the often invisible, yet deeply influential role women play in financial decision-making, wealth transfer, and…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Franchise Disclosure Documents (FDD)," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book is a comprehensive guide for prospective franchisees, prim…
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Leadership consultant Ann Carden shares her extensive experience helping professional entrepreneurs scale their businesses by developing million-dollar offers and influential brands. She reveals practical strategies for overcoming common scaling challenges, navigating mindset shifts, and positioning yourself as distinctly different in today's compe…
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In this episode Jose speaks with Nelson Echeverria a Salvadoran American Actor, Comedian and Poet. Nelson shares about the power of manifestation, transformation and spoken word. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 Listen to more episodes on Mission Matters: https://missionmatters.com/author/jose-tejada…
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Let’s pull back the curtain on something most people never ask about, but should. In this episode of Real Money, Real Life™, I’m talking about how financial advisors get paid… and why that matters more than you probably realize. Because even the kindest, most well-meaning advisor can be influenced, consciously or not, by how they earn their paychec…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Franchise Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book offers a comprehensive guide to franchise financing for aspi…
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What does it really take to leave the corporate world behind and build a thriving business from scratch? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Bashak Ilhan, who has founded five startups, achieved two successful exits, and now leads a global consultancy. From selling childhood toys to landing a $3 million investme…
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If you’ve ever thought, “I should be better with money by now,” this episode is for you. In this solo episode, I share the mindset shift that changed everything — for me and for the women I work with. It's the reason I created the MeMoney™ Method, and it's why traditional budgeting advice often fails, even when you're doing everything "right." We’l…
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"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…
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Send us a text Margo Lowy is the author of Maternal Ambivalence: The Loving Moments and Bitter Truths of Motherhood. Kristin Revere and Margo Lowy discuss the importance of understanding that conflicting emotions don’t diminish a mother’s love but can instead be a source of learning and growth. Subscribe to our newsletter, check out Kristin’s birth…
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Welcome to the first full episode of Real Money, Real Life™ — where we get real about money, and the messy, human stuff that comes with it. I’m Linda Grizely — financial educator, motivational speaker, and your MeMoney™ guide to financial clarity. And in this episode, I’m sharing my personal story: from becoming a mom at sixteen, to starting over a…
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Trust forms the foundation of effective leadership in today's multi-generational workplace, where retention has become the new recruitment and development opportunities matter more than ever before. • Leadership today requires balancing high expectations with genuine care for people • "Retention is the new recruitment" in today's talent war environ…
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HR Voices Podcast A podcast for independent HR and people professionals, and the businesses they support. Hosted by Mary Asante of HR Independents, HRi. DATE: 18th August 2025 Episode 56: HR Voices with Charlie Hart — Neurodiversity Inclusion at Work Guest: Charlie Hart, Neurodiversity Inclusion Speaker, Writer & Advocate 🎙️ In this episode: Host M…
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Franchise Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This guide book offers a comprehensive guide to franchise financing for aspi…
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What if spirituality could be as practical and structured as project management? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Tiffany Antoine, founder of Meditating Human, a tech-driven platform revolutionizing spiritual wellness for busy professionals. Tiffany shares her journey from a corporate career she didn’t love t…
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A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many financial advisors aren’t bothering to reach out to their clients at a time when those clients need your perspective, insights and reassurance. Failing to support …
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Send us a text Oxytocin’s role in conception, pregnancy, and the postnatal phase with Susan Bratton. Susan Bratton is an intimacy expert to millions and the creator of The Sex Life Bucket List. Oxytocin helps couples develop a profound connection that strengthens their relationship for years to come. Subscribe to our newsletter, check out Kristin’s…
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