Asset Strategy Podcasts

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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations

Eptura™

168

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44m ago44m ago

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The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...

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Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

189

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3d ago3d ago

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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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The Asset Preservation Hour

Stewart Willis

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2d ago2d ago

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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.

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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

191

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3d ago3d ago

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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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PineBridge Investments Insights Podcast

PineBridge Investments

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13d ago1w ago

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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

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Protect Your Assets

Protect Your Assets | Cumulus Media San Francisco

578

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6d ago6d ago

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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

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Center For Investment Excellence

J.P. Morgan Asset Management

177

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7d ago1w ago

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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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Resonanz Spotlight

Vincent Weber

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4d ago4d ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

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Estate Planning Strategies

Christopher Small

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9h ago9h ago

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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.

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Macro Voices

Hedge Fund Manager Erik Townsend

300

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4d ago4d ago

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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Compak Market Wrap

Moe Ansari

199

299

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7d ago0w ago

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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.

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Perspectives

MSCI Inc

137

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3d ago3d ago

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

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The Wealth Enterprise Briefing

WE Family Offices

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5d ago5d ago

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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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Jake Claver Live Q&A on Bitcoin, Ethereum, XRP & Wealth Strategies | Crypto Podcast Digital Assets Deep Dive

Jake Claver

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4d ago4d ago

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Here, Jake Claver, an expert in blockchain technology and digital finance, hosts live Q&A and Ask Me Anything (AMA) sessions tailored to enthusiasts, investo...

1
Liquid Assets: A Beverage Industry Podcast

Rabobank

100

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7d ago1w ago

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Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

130

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3d ago3d ago

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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Cashflow Ninja

M.C Laubscher

154

839

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4d ago4d ago

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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...

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Digital Transformation Podcast

Kevin Craine

223

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11d ago1w ago

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Kevin Craine hosts best-selling authors, top technology innovators and top-shelf executives all exploring digital transformation success.

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Partnering to Create Wealth

New York Private Finance / David Marcus

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2h ago2h ago

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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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L&G Talks Asset Management

L&G

373

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2h ago2h ago

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...

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Assets and Taxes

Asset Strategy

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1M ago6w ago

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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...

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Multiple Perspectives

EquityMultiple

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5h ago5h ago

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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.

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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

299

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18m ago18m ago

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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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Pay or Quit

Shawn Austin Johnson

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4h ago4h ago

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the podcast for entrepreneurs and business owners ready to face the raw truth of what it takes to succeed. Host Shawn Austin Johnson goes beyond polished success stories to explore the real, often messy, and challenging aspects of business ownership. This podcast is for those who feel isolated in their entrepreneurial journey, battle imposter syndrome, or face burnout. Shawn offers candid insights and isn't afraid to tackle tough conversations on what truly matters in business. Expect in-dep ...

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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5d ago5d ago

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

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Asset Guild

Micah Miller

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6+ y ago6+ y ago

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Join the host, Micah Miller, where he talks about his experience and tips in business and investing.

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ReliabilityRadio

Scott MacKenzie

337

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5d ago5d ago

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Reliability Radio brings you the latest information on reliability from Reliabilityweb.com and Uptime Magazine

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Conversations with Institutional Investors

Investment Innovation Institute [i3]

118

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34m ago34m ago

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Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry experts to inspire smarter, more innovative investment approaches. For further insights go to i3-inve ...

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One Big Fire

Jay Kinder, Albie Stasek and John Kitchens

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13d ago1w ago

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So the big question is… How are agents like us… who didn’t get an opportunity to invest in a franchise early … who are spending time and money to sale homes building someone else a saleable asset… how do we grow our business, but still build wealth and get a piece of the pie that’s not dependent on us working more hours… that is the question and this podcast will give you the answers… The best life to live is a life by strategy. Not by your next transaction.

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View Legal Podcast

View Legal

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25d ago3w ago

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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.

1
Daily Crypto Report

Daily Crypto Report

226

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11d ago1w ago

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The longest-running daily podcast briefing for news about bitcoin, blockchain, NFTs, and all other global cryptocurrency, digital asset, metaverse, and DLT updates. A daily, 2-4 minute report of everything you need to know to be informed about the cryptocurrency and blockchain space including prices, policy, developments, and governance. The information presented should be considered developing news and not investment advice.

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Obehi Podcast: In-depth interviews

Obehi Ewanfoh

671

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11d ago1w ago

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The Obehi Podcast features in-depth conversations with leaders, experts, and changemakers, primarily from the African diaspora. They share their personal journeys, professional insights, and lessons learned. Explore topics like Storytelling, Cultural & Heritage Tourism, and Hospitality. Obehi also covers Entrepreneurship, History, Memory, Identity, and Self-mastery. Learn how to turn your experience into impact today. 🎧 Watch Obehi Podcast on YouTube: youtube.com/c/ObehiPodcast 🌍 More info: ...

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Passive Income Pilots

Tait Duryea and Ryan Gibson

125

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12d ago1w ago

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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...

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Investing Insights

Morningstar

162

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3d ago3d ago

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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

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America‘s Commercial Real Estate Show

Bull Realty

216

778

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6d ago6d ago

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America’s Commercial Real Estate Show™ is the nation’s leading show on commercial real estate related topics. Leading economists, analysts and market leaders including show host Michael Bull share valuable market intel, forecasts and strategies. New shows every week since 2010.

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Dakota Live! Podcast

Robert Morier

144

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5d ago5d ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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Assets & Alchemy

Jake The Alchemist

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2M ago7w ago

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Assets & Alchemy blends financial strategy with intuition, making wealth-building simple and transformative. Hosted by Jake, an investor and wealth strategist, this podcast breaks down money management, investing, tax codes, and the energetics of abundance. Whether you're a beginner or a seasoned investor, you'll learn to master money by combining logic, psychology, and vibrational awareness. Financial freedom isn’t just a goal—it’s a reality you create.

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BetterWealth with Caleb Guilliams

BetterWealth Media

600

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3d ago3d ago

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The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth.

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The Awfully Quiet Podcast

Hannah Sosa

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5d ago5d ago

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Are you someone with a quiet nature, yet dare to dream big when it comes to your career? The Awfully Quiet Podcast is here to show you how your being awfully quiet is often misconstrued, but can become a killer asset in the workplace, in board rooms, at dinner tables. We cover subtle career strategies that get you noticed for your unique strengths and introduce you to introvert leaders and experts who have built widely successful, exceptional careers for themselves. This Podcast is hosted by ...

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The Advisors Option

The Options Insider Radio Network

151

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30d ago4w ago

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...

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Success in the New Retirement

Damon Roberts, Matt Deaton

328

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7d ago0w ago

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...

show series

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Legendary Trading Strategies – How Maximus, Optimus, & REX Are Protecting Your Money | Your Money Podcast – Episode 562

2h ago

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Jake Claver Live - 9-12-2025 - XRP & Digital Assets Q&A 1:51:29

3d ago1:51:29

1:51:29

EFTs approved! Volatility inbound! VIDEO CHAPTERS: 00:00:00 - History of Money: From Seashells to Digital Currencies 00:01:00 - What Are ETFs? XRP and Solana ETF Approval Rumors Explained 00:02:00 - Bitcoin Dominance, Altcoin Rotation, and Market Liquidity Flows 00:03:00 - How to Structure Wealth: Dallas Blockchain Insights 00:04:00 - Philanthropy,…

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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning 38:16

6d ago38:16

38:16

Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s inter…

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22 - Is Your Portfolio Ready for the Next Big Change? Smart Strategies for Volatile Times 23:02

27d ago23:02

23:02

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis broadcasts from the Pacific Northwest and gets straight to the point about today’s market turbulence, interest rate swings, and the sometimes-confusing world of retirement income tools. Stewart and Spike Spengel break down what’s really happening in the markets, why co…

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119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World 43:58

34m ago43:58

43:58

In this episode of the [i3] Podcast, I'm speaking with Richard Brown, who is a Client Portfolio Manager with Janus Henderson Investors. And today we are going to talk about global small caps. We look at whether small caps are affected by the increasing concentration of the equity markets, particularly in the US, where technology stocks have dominat…

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Is outbound sales right for you? | Ben Smith 59:15

4h ago59:15

59:15

Send us a text Mastering Outbound Sales with Ben Smith In this episode, Shawn interviews Ben Smith, the founder of Bright Reach Sales, who has over seven years of experience in driving revenue through effective sales strategies. Ben shares his journey from insurance sales to founding Bright Reach, emphasizing the importance of outbound sales for bu…

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Why do People Love Nevada Trusts so Much? 0:58

9h ago0:58

0:58

Why do People Love Nevada Trusts so Much? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm …

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What Your Irrevocable Trust Guru Isn’t Telling You... 1:03

15h ago1:03

1:03

What Your Irrevocable Trust Guru Isn’t Telling You... 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded C…

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Why do Probates Take So Long? 1:34

17h ago1:34

1:34

Why do Probates Take So Long? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goa…

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How can policy power portfolios? 31:05

1h ago31:05

31:05

Watch the video version on YouTube. As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions…

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Legendary Trading Strategies – How Maximus, Optimus, & REX Are Protecting Your Money | Your Money Podcast – Episode 562

2d ago

—

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5 Reasons to Use a Big Law Firm. 4:52

4h ago4:52

4:52

5 Reasons to Use a Big Law Firm. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one …

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How Reverse Mortgages Can Create Lifetime Retirement Income | with Harlan Accola 54:45

9h ago54:45

54:45

Learn how reverse mortgages can create lifetime retirement income by unlocking home equity for cash flow, tax benefits, and financial security. In this video, Caleb Guilliams and Harlan Accola break down the myths, strategies, and real-life benefits of using reverse mortgages as a powerful retirement and wealth building tool. Want a Life Insurance …

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What You Need to Know Before Choosing a Stock ETF 13:55

10m ago13:55

13:55

Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the…

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Ep. 160: “The Future is Already Here” – Operations and Maintenance in Facilities Management with Vaughn Halliday, MSc, CFM, SFP, FMP, PMP, ProFM of Central Bank of Trinidad & Tobago 21:07

4d ago21:07

21:07

Vaughn Halliday, MSc, CFM, SFP, FMP, PMP, ProFM is Manager of Support Services and Facilities for the Central Bank of Trinidad & Tobago where he is a seasoned management executive with a specialized focus on facilities and project management, underpinned by a fervent commitment to sustainability. Mike Petrusky asks Vaughn why he believes that FM pr…

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The Portfolio Pie, Reimagined 27:21

10h ago27:21

27:21

Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. In this episode, Oleg Ruban, MSCI's Head of APAC Research, and Ian Patrick, Chief Investment Officer o…

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Revocable Living Trusts Don’t Save on Income Taxes. 0:41

3h ago0:41

0:41

Revocable Living Trusts Don’t Save on Income Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS…

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Inside the World of Family Office Direct Investing with François de Visscher 31:10

2h ago31:10

31:10

François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from …

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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+ 1:01:28

2h ago1:01:28

1:01:28

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Fr…

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Why Mindset Beats Analysis in Long-Term Investing: Insights from Brian Feroldi 45:23

5h ago45:23

45:23

In this episode of Multiple Perspectives, hosts David Lofgren and Daniel Brereton sit down with investor and educator Brian Feroldi to unpack the psychology behind successful investing. From his early mistakes in day trading to building long-term conviction, Brian shares how mastering mindset matters more than market analysis. Listeners will learn …

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377: Do famous investment sayings hold water? 16:58

2h ago16:58

16:58

Anyone who has spent time thinking about markets is likely to have heard at least a few time-honoured investing aphorisms. But do they actually work? In this episode, three experts discuss the findings from their recent whitepaper, which aimed to answer this question, separating the pearls of wisdom from the specious sayings. Our speakers are: Chri…

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Martin Brückner – Cracking the Code of Merger Arbitrage 28:21

1h ago28:21

28:21

Send us a text Merger arbitrage has long been seen as a strategy of instinct and judgment — a game for star traders who “just knew” which deals would close. But what happens when you take that gut-driven approach and rebuild it as a systematic process? In this episode, host Vincent speaks with Martin Brückner, CFA, Co-Founder and CIO of First Priva…

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Reliability Radio EP 335: STOP OVERBUYING PARTS, Jeremiah Woodford – Verusen AI (MRO Strategy 16:40

4d ago16:40

16:40

Jeremiah Woodford – Verusen AI: Optimizing spares inventory tends to be a forgotten item with the focus being on day-to-day operations and maintenance activities. Often enough, companies are over buying parts and/or not accounting their use property to know where to start. We speak with Jeremiah Woodford of Verusen AI to discuss their current capab…

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E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth 56:57

5d ago56:57

56:57

Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or explo…

1
Are South Dakota Trust Better than Other States? 0:58

2h ago0:58

0:58

Are South Dakota Trust Better than Other States? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS La…

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Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach 49:19

6h ago49:19

49:19

In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management. From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected…

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300 Episodes of Wealth: Celebrating the Journey & Shaping the Future 21:56

6d ago21:56

21:56

This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it’s headed next. They highlight the importance of family, recurring incom…

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Jake Claver Live - 9-10-2025 - XRP & Digital Assets Q&A 2:03:28

3d ago2:03:28

2:03:28

Making it Happen - XRP, BTC, and the Greatest Wealth Transfer in history VIDEO CHAPTERS: 00:00:00 - Welcome and Introduction to the Live Stream 00:00:30 - Motivational Insights: Consistency and Overcoming Hardship 00:01:00 - Building Trust Through Consistent Content Creation 00:02:00 - How to Succeed Despite Life's Challenges 00:06:34 - XRP and Sol…

1
Schlomo on Slow Pay - Loan Workouts with Schlomo Chopp 33:14

5d ago33:14

33:14

Michael Bull, CCIM is joined by Schlomo Chopp of Case Property Services to discuss commercial loan workout strategies. Discussions include first steps, missteps to avoid, and crucial timing considerations. These commercial real estate experts share powerful insight for lenders, brokers, and investors. C5 + CCIM Global Summit 2025 - The premiere com…

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Cooling Job Openings, Falling Yields, and a Likely Fed Cut 6:25

6d ago6:25

6:25

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview…

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Don’t Make this Revocable Trust Mistake. 0:55

9h ago0:55

0:55

Don’t Make this Revocable Trust Mistake. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm w…

1
The Inner Workings of The Rockefeller’s Life Insurance Strategy 25:03

5h ago25:03

25:03

Check Out Edward Collins Channel: https://www.youtube.com/@edwardcollins_upleveled Get 'What Would The Rockefellers Do?' Book for FREE! Click Here: www.betterwealth.com/wwrd-book Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault Wa…

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25 - America’s Retirement Wave: Planning for 2040’s 80 Million Seniors 25:40

6d ago25:40

25:40

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and co-host Spike Spengel explore the staggering demographic shift ahead. By 2040, over 80 million Americans will be age 65 or older. Stewart unpacks how this “retirement wave” could reshape the stock market, strain state infrastructures, and change the way we think ab…

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From Stress to Strategy: One Couple’s Retirement Wake-Up Call 13:52

7d ago13:52

13:52

What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build conf…

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#98: Things you downplay, but leadership notices 24:18

4h ago24:18

24:18

Some of the things you shrug off as “just doing my job” are the exact things leadership notices. It’s time you start giving them credit for what they are: quiet power moves. In this episode, I’m sharing 5 quiet flexes almost every introvert has but overlooks. The ones that feel tedious, admin-y, “early career,” obviously not what’s going to put you…

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Inflation Data On Deck 22:42

5d ago22:42

22:42

Join Javaid as he discusses the market action last week and what to expect this week. How is the market handling the upcoming rate cut from the Fed? Will markets keep making new highs or is this the market top? What is the high yield bond market signalling to investors? Listen now to find out the answers to these questions and more!…

1
Estate Planning Do’s and Don’ts. 0:29

7d ago0:29

0:29

Estate Planning Do’s and Don’ts. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one …