The Financial Professionals from ICG Next offer guidance to help you make more informed financial decisions in the next chapter of your life.
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Wealth Partners Podcasts
Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Ready to improve your health, wealth, partner intimacy, peer group, spirit, career, business, and more? Tune in to Get Yourself Optimized, a podcast full of secret knowledge that will enable you to reboot your life. www.GetYourselfOptimized.com
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Conversation among financial planners regarding the components of providing comprehensive financial planning services.
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Hard-hitting analysis of today’s most relevant financial topics Cover art photo provided by Icons8 team on Unsplash: https://unsplash.com/@icons8
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We’ve helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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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 The Noble Perspective Podcast, where amazing things happen. Jeff Brainard, CFP®, CFS and Grant Glenn, CFA, CFP® discuss everything from wealth management to current events.
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Join Cannon Carr, former business owner and Partner at EP Wealth Advisors, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way. Do you want to learn more about the 3Rs, a wealth strategy for entrepreneurs? Visit cannon-carr.com to find more information as well as resources to help you on your entrepreneurial journey.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Forming the Future of Finance
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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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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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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🎙️ Soul-Led CEO: Purpose Powered Success with Dr. Amen Kaur You’re not stuck — you’re remembering. What looks like sabotage, burnout, or fear of being seen… is often unprocessed trauma stored in your nervous system, blocking your full genius and wealth expression. Soul-Led CEO is a space for conscious leaders, intuitive entrepreneurs, and high-achieving changemakers ready to build soul-aligned success without self-abandonment, collapse, or burnout. 🔥 About Your Host Dr. Amen Kaur is a trauma ...
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The Get Rich Slow Club podcast will empower you to go from beginner to confident investor. Follow along with Tash Etschmann from @TashInvests and Ana Kresina from Pearler as they take you step by step to build your wealth. This isn't a get rich quick scheme, instead it's all about being consistent, and focusing on long-term growth. So let's all Get Rich Slow together. Hosted on Acast. See acast.com/privacy for more information.
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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"13th & Park" hosts insightful conversations with special guests covering a broad range of topics from politics and government, to technology, culture, economics and the media. Listeners eavesdrop on what feel like private conversations featuring the savviest and most highly regarded minds in the country. The show, co-hosted by media veterans Adam Goodman and Justin Sayfie, is produced by Ballard Partners in the Ballard Studios in Washington DC.
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Welcome to the CoupleyFit Podcast – where love meets wellness and every conversation is a step toward a healthier, more balanced life! Hosted by husband and wife duo Kurt and Deanna Mangum II, we’re on a journey to transform not only our own lives but also the lives of couples everywhere. Each episode dives into real-life stories, honest struggles, and inspiring victories as we share the secrets to nurturing your health, strengthening your bond, and creating generational wellness. Join us as ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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We are interviewing business owners, sales people, and entrepreneurs and learning how they overcame challenges to build a successful business. Often times, the success we see is the product of them overcoming adversities and challenges in their lives.
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I have a passion to help people learn about life.
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Embark on a transformative journey with The Everyday Millionaire podcast, where guests share their journey and secrets of wealth creation. Discover and learn the many ways that you too can fulfill your dreams and ambitions. Join us as we delve into the inspiring stories of seemingly ordinary individuals who have attained extraordinary results and success. Listen in to ignite your inspiration for becoming your greatest self and living your best life. Your journey and adventure toward becoming ...
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Welcome to the Coso Capital Show! Thanks for stopping by! Coso Capital is a show dedicated to wealth building and private investing, but at its core, it’s really about designing the life you truly want. Whether you’re here to learn about personal finance, real estate, business, or personal development, we’ve got plenty of topics to explore. Who are we? We’re Denny and Dessiree (or just Dessi). Like many, we once wished for more—more freedom, more time, more financial security. Eventually, we ...
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The Retirement Blueprint Radio Hour
Tim Lofton - Host of The Retirement Blueprint Hour Radio Show
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The Retirement Blueprint Radio Hour is dedicated to helping those approaching or already in retirement, Retire and Stay Retired. Tim Lofton is the creator of The Retirement Blueprint. For over 30 years he has been helping individuals just like you, navigate the ever changing world of retiring with a proven process and written plan. The Retirement Blueprint is a process that helps develop a plan for the 'Five Cornerstones' of retirement planning: Income Plan, Investment Plan, Tax Plan, Estate ...
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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The Accessibility Partners and InclUSion podcast is hosted by Mandy-Jayne Lace. The podcast explores a wealth of topics, deep-diving into life with a disability, be it physical, a learning disability, or neurodiversity. Our challenges are unique, and this podcast aims to inspire conversations about how we all have a role to play in fostering better inclusion and reframing those stereotypical preconceptions around disability. Accessibility Partners - The business she owns. Accessibility Partn ...
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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The Property Academy Podcast is a daily show that gives you insight, analysis and strategies for how to get the most out of the NZ property market. That's whether you're an existing or aspiring property investor, you want to get into your first home, or you're just interested in the property market. Andrew Nicol and Ed McKnight host the podcast. Andrew is the Managing Partner of Opes Partners and a prolific investor himself. Ed is an economist. https://www.opespartners.co.nz/investment/prope ...
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Your Best. Financial. Friends. (B.F.F.s) give you a weekly dose of personal finance stories, tips and insights. Join Trainers of The Financial Gym as they dig deep below the surface and get real about money! Along the way, they’ll be joined by members of the FinGym Fam for conversations about their own journeys of financial fitness and the triumphs and tribulations along the way.
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Welcome to That's Wright, your favorite sister podcast with Crystal and Alisa Wright! On this show, we're not educating you on self-help or selling you to be anyone besides yourself. Instead, we'll be talking about insecurities, triggers, black businesses, struggles we deal with, some tears, a whole lot of money, and a whole lot more on our lord & savior, Jesus Christ! Get ready to get real vulnerable with us - we're real crazy, but we're real prosperous over here too. So join in on our unfi ...
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Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industry’s brightest minds and most innovative visionaries. In thirty minutes or less, you’ll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
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The Real Estate Success Partner Podcast gives you information from a variety of mortgage and real estate experts with hands-on knowledge to help you through the home buying process.
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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
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Stop Overpaying Taxes by $50K-$100K+ Every Year | The #1 Podcast for Women Entrepreneurs & Business Couples Who Want to Keep More of Their Hard-Earned Money Are you a successful woman entrepreneur or part of a husband-wife business team tired of watching 30-50% of your profits disappear to taxes? Fed up with CPAs who act more like tax preparers than strategic partners? Ready to discover the same tax strategies that save my clients an average of $97,398 annually? You’ve found your financial f ...
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Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.
Proskauer
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Conversations and insights on the private markets with private capital’s leading figures. Hosted by Proskauer Partner, Peter Antoszyk.
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July 26th, 2025 - A Busy Seasons for News
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Adam, Steve, & Joey are live in studio this week to wrap up everything that has been happening in the markets as well as the financial news happening in Washington DC. There is no shortage of things to talk about this week!By Van Wie Financial
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Inside the Deal: How a Food Entrepreneur Used Private Credit to Stay in Control
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In this episode, I’m joined by Leigh Hoagland, co-founder and former CEO of New York Private Finance and now senior advisor to the firm. Leigh shares the backstory of a borrower we’ll call “Bob”—a food entrepreneur who used a NYPF loan to buy out a minority partner and retain full control of his company. We explore: Why Bob borrowed personally inst…
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2. The Transformative Power of AI, Data and Analytics for Wealth Advisors - Forming the Future of Finance
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This second episode of our Forming the Future of Finance limited series podcast is a hot topic: the transformative power of AI. Our experts look at the promise of AI, its risks, and where we are in tapping AI’s potential. Featured in this episode are: Ramin Niroumand, Partner and Head of Ventures at Motive Partners, leading the conversation, an ent…
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Bitcoin = Digital Gold? With Pierre Rochard
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
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Take Control Rx: Mastering Your Cash Flows | Ep 22
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Are you aware of your cash flows? Most neglect, wise physicians understand. In today’s episode James Nutter continues the Take Control Rx series as he dives into cash flows and emergency reserves, providing insight into understanding money in and out, determining free cash flows, and setting up a peace of mind fund. He offers practical tools like t…
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182. Can Ana sell $7,000 of her stuff online?
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What if your clutter could pay your bills? In this episode of the Get Rich Slow Club, Ana takes on a unique personal finance challenge: selling $7,000 worth of unused household items. Inspired by Gumtree’s research, which estimates that Aussie homes have nearly $7,000 worth of sellable goods just lying around, Ana decided to put the theory to the t…
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Why Rural Health Care Is America’s Next Big Breakthrough | Lynn Barr on the $50 Billion Opportunity
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Send us a text “A force of nature in rural health.” In this episode of 13th & Park, Lynn Barr—health care innovator, MedPAC commissioner, and founder of Caravan Health—joins us to talk about the $50 billion opportunity that could transform health care across rural America. From her early days in community hospitals and the military to leading a nat…
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Should I Get a Pre-Nup? (Relationship Property Agreements Explained NZ)⎥Ep. 2147
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Most Kiwis think a trust will protect their assets in a break-up.But that’s not always true. In fact, without a relationship property agreement (a prenup), even your trust could be challenged in court. In this episode, we break down the real risks of not having a prenup – including how one Kiwi lost his house, despite putting it in a trust – and ex…
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255 \\ The Permanent Tax Rule That Limits Your Losses (New Tax Laws Decoded Part 7)
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Think business losses always help reduce your taxes? Not anymore. In this episode, we break down the now permanent Excess Business Loss Limitation under Section 461(l) and how it restricts high-income entrepreneurs from using all their business losses to offset income. We explain how it applies to multi-entity owners, real estate investors, and sta…
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Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
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Social Security can be a maze of rules and decisions to make if you’re widowed or divorced, which makes claiming a daunting task. Most claiming decisions are permanent and can make a difference of tens if not hundreds of thousands of dollars over the rest of your lifetime, so you want to get it right. In this episode, Cameron Valadez, CERTIFIED FIN…
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The Ultimate Guide To Mortgages In New Zealand⎥Ep. 2146
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Getting a mortgage isn’t just about picking the bank with the best rate. There are key decisions and financial tests you need to understand before the bank will lend you money. In this episode, we break down everything you need to know to master your mortgage – from figuring out how much you can borrow, to setting up your loan the right way. You’ll…
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Episode Seventeen: Motivational Monday - Make Space, Don’t Take Space
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We return with another “Motivational Monday” for episode seventeen of the Accessibility Partners and InclUSion podcast, on the theme of space, and no… we don’t mean NASA and sci-fi, we mean the environments we spend time in, be it for work, play, or simply living life. M-J explores what effective and truly inclusive spaces look like for her, and ho…
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Sunday July 27: Impacts of the Big Beautiful Bill
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The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.By Annex Wealth Management
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"How I Saved $45k By 18 Years Old – And Bought My First House"⎥Ep. 2145
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Most 18-year-olds are worried about uni, flatting or getting their licence … not about mortgage rates and tenant cashflow. But Kaylee is different. At just 18, she bought her first rental property. And she didn’t need a $150k deposit to do it. In this episode, we unpack Kaylee’s story – and what her journey can teach parents and young Kiwis about g…
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7 Creative Ways to Save Money on Your Wedding⎥Ep. 2144
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Weddings are beautiful … but they can also cost a fortune. So in this episode, Ed shares the exact tactics he and his fiancée are using to keep costs down – while still making the big day feel special. You’ll learn: How much Kiwis actually spend on weddings (hint: it’s not $30k anymore) 7 practical, real-world ways to cut wedding costs without cutt…
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Family Offices & Alternatives: Real Estate, Credit, VC | Family Office Panel 2025
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Send us a text Go behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets,…
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254 \\ Get a 35% Tax Credit to Scale Your Manufacturing Business in 2025 (New Tax Laws Decoded Part 6)
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There’s a massive new tax credit for U.S. manufacturers—up to 35% back on qualifying investments. In this episode, we break down how the Advanced Manufacturing Investment Credit can save you millions and give you a long-term edge. From semiconductors to equipment production, we explain what qualifies, how to pivot into eligible industries, and why …
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey explores the hidden costs of burnout in our hyper-connected world. From brain fog and fatigue to emotional and physical strain, burnout affects more than just our productivity - it impacts our overall well-being. Why do we push ourselves to the edge? And how can stepping back actually move us forward? Tu…
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Breaking Down the “One Big Beautiful Bill”
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The One Big Beautiful Bill is an 887-page piece of legislation, and it's got something for everyone. We’re unpacking what’s actually inside this massive piece of legislation that was signed on July 4th. We’ll walk through what’s changing now, what could change later, and what it all means for your money, healthcare, and future plans. Plus, we break…
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The Secret Test That Proves Your Manifestation Is Actually Working
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Send us a text Are you manfesting correctly? Ever wonder why your vision boards and affirmations aren’t delivering results — even when you’re “doing everything right”? Here’s the truth: It’s not your clarity. It’s not your dedication. And it’s definitely not your manifesting technique. ✨ The real block? Your nervous system still doesn’t feel safe r…
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Is a Vision Board Worth It? (We Test It Out)⎥Ep. 2143
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Some people swear by vision boards. Others think they’re woo-woo nonsense. So in this episode, we put them to the test.You’ll hear what’s on Ed and Andrew’s personal vision boards and why these visual goals might (or might not) work for you. This episode is for anyone who’s ever struggled to stay motivated while working toward financial freedom. Th…
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Mid-Year Review: Staying Disciplined Amid Mixed Signals
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In this mid-year edition of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices revisit the macro themes shaping 2025 and assess whether their core investment strategy still holds. What began as a year marked by policy uncertainty is starting to crystallize. Tariffs, once assumed to be negotiation tools, have become r…
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523. A Miraculous Awakening with Scott Allan
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🎯 The most successful leaders understand that business success and spiritual awareness aren't mutually exclusive—they're complementary. Scott Allan's remarkable journey from funeral director to evidential medium demonstrates how embracing the unexplained can actually enhance practical decision-making and leadership intuition. After building a succe…
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How Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson Interview
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Send us a text In this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to sel…
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Mindset Matters – Episode #195 – Throwback Thursday: Are You Tired or Just Leaking Energy? Find Out Now
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In this energizing throwback Thursday episode of Mindset Matters, Patrick and Olympic mental performance coach Steffany Hanlen dive deep into a topic that quietly drains our potential: energy leaks. These subtle, often unnoticed drains on our mental, emotional, and physical energy can have a major impact on focus, creativity, and overall well-being…
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https://www.vectorwealth.com/ The post Concentrated Position appeared first on Today's Business Radio.By Thomas W Lyons
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181. What to do with your shares at tax time
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It’s tax time – so what happens to your shares, ETFs, and micro-investing apps when you’re doing your return? This episode breaks down what investors need to know: how ETF distributions work, how dividends are taxed, what to do if you sold shares, and how US investments fit in. We also touch on AMMA statements, capital gains tax, and the First Home…
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What's The BEST Way To Estimate House Prices In New Zealand⎥Ep. 2142
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Online property estimators promise to tell you what your house is worth. But which one is actually accurate? And how close are the estimates to reality? In this episode, Ed and Andrew are joined by Vanessa from Realestate.co.nz, who shares the results of comparing over 75,000 online house estimates with actual sale prices. You’ll learn: Which prope…
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Balmoral Partners: £1B Track Record, 0% Fees, and a New Model for Healthcare Investment
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Send us a text Discover Balmoral Partners, a healthcare-focused investment and advisory firm with a $1B+ track record, zero management fees, and a unique model that returns 85% of profits to partners. In this exclusive interview, we explore their strategic work across domiciliary care, nutrition, and healthcare services — as well as their global st…
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Crystal Ball: Where Real Estate Investing Is Headed in the Next 5 Years | Expert Panel Insights
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Send us a text What does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead. Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro…
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253 \\ Debt Just Got Way Cheaper: New Interest Rules Every Business Owner Must Know (New Tax Laws Decoded Part 5)
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Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast…
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We're taking some time to highlight our best Gymsplain Episodes. On this episode ofOn this episode Sam and Catriona, are here to gymsplain balance transfer cards. They start by explaining what balance transfer cards are and how they can be used to manage and pay off high-interest debt. Throughout the episode, Catriona and Sam talk about the importa…
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Episode 42: How to Thrive as Business Partners and Spouses
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Marriage + Business: How We Make It Work 💼❤️ Building a business and a strong marriage? It’s not easy—but it’s worth it. After 9 years together and multiple ventures, we’ve learned how to switch hats, set boundaries (no biz talk after 7!), and protect sacred space for us. The real win? Learning each other’s work styles and communication needs so we…
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Navigating the main residence 6-year rule CGT exemption.
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Send us a text In this episode, Mena and Stuart unpack the ins and outs of Australia’s often misunderstood 6-year CGT exemption rule for main residences. They explore how this powerful tax concession can help homeowners maximise profits when selling a property they no longer live in, particularly those who rent it out after moving. Listeners will l…
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How High Can House Prices Go? (vs Incomes)⎥Ep. 2141
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In this episode, we ask a big question — what’s the real limit on house prices? Because many Kiwis wonder: If incomes don’t rise much … how can property prices keep going up? We unpack: The latest house price-to-income ratios across NZ (and how they compare internationally) Whether Tauranga and Auckland are truly “the most unaffordable” – or if the…
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TEDM – Mike "C-Roc" Ciorrocco – Faith, Service, Rocket Fuel, Unstoppable (Episode 224)
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Mike C-Roc Ciorrocco is a futurist, serial entrepreneur, and luminary in the world of business. As the founder of That1 Brand, he has demonstrated an unparalleled knack for launching and scaling successful enterprises. Renowned for his visionary leadership and dynamic speaking abilities, Mike is the author of the acclaimed book, "ROCKET FUEL: Conve…
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From Apache Pilot to Capitol Hill, John James’s Blueprint for Success: Mission First, People Always!
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Send us a text “Mission first, people always.” In this episode of 13th & Park, Congressman John James—West Point graduate, former Apache helicopter pilot, and Michigan’s U.S. Representative—shares how his background in military leadership and business shapes his approach to public service. From insights on resilient supply chains and bipartisan sol…
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Ep21: Locums Lowdown: How to Potentially Save $1,000s on Your Taxes by Putting Your Kids on Payroll
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In this powerful episode of the Life Well Lived: A Physician’s Guide to Wealth podcast, James Nutter invites you inside a live masterclass that’s part personal story, part tax strategy, and fully packed with actionable steps. Alongside his business partner and mentor, Jeff McPherson, CFP®, James explores how 1099 physicians can leverage a little-kn…
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Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio
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In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful reconnection with its founding principles—absolute re…
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Let’s face it – managing your money doesn’t always feel like fun. But what if it could? In this episode, the Get Rich Slow Club are bringing the joy back to budgeting by showing you how to gamify your finances. From racing your partner to reach savings goals, to using colourful trackers and finance bingo cards, Tash and Ana share their favourite wa…
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How to Fund a Mini-Retirement With Property (4 Strategies Explained)⎥Ep. 2140
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Not everyone wants to wait until 65 to enjoy life. For some Kiwis, financial freedom isn’t about retirement — it’s about creating options earlier. In this episode, we explore how property can help you fund a mini-retirement and give you a break from work now (not just later). You’ll learn: 4 strategies to use your properties to fund time off work H…
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Adam and Steve discuss the beginning of earnings season, cryptocurrency, and elder financial abuse!By Van Wie Financial
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AI, Real Estate & Risk: Lessons from Goose Hunting & Billion-Dollar Deals | Investor Panel Highlights
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Send us a text What does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market. In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerat…
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Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations
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In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. Tom shares insights on the evolution of private markets, the rise of evergreen structu…
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