Best Simplifying Small Business Insurance Podcasts (2025)

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S3 EP08 AI for SMBs: Why Clean Data Matters: Unlocking the Power of AI for Business 35:39

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23h ago35:39

35:39

It’s the season finale of One Step Beyond Cyber. We’re closing out this season with a big conversation—how small and mid-sized businesses can unlock AI the right way. Our guest, Christopher Carter, is a globally recognized AI cloud expert, best-selling author, and founder of Approyo. Together, we dive into why clean data matters, how private AI is …

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343 retirement was never the goal, what Warren Buffet told him & navigating change (former CEO of 7-Eleven & Blockbuster) 41:03

3d ago41:03

41:03

Former 7-Eleven and Blockbuster CEO Jim Keyes joins Glen live from SXSW to share stories from leading two of the world’s most recognisable companies, the lessons that came from collapse, and his “three C’s” for success - change, confidence and clarity. 👉🏾 what retirement means to Jim & why he thinks it’s outdated 👉🏿 the idea of education is freedom…

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Billion Dollar Secrets: How Global Giants Use India to Scale R&D | Planview Inc. | Paisa Vaisa 45:12

6d ago45:12

45:12

Is AI a bubble, or is it the future? Shalini Sankarshana, MD of Planview Inc. India, joins Anupam Gupta on Paisa Vaisa to discuss the most disruptive forces in business today: AI and Global Capability Centers (GCCs). Planview, a leader in strategic portfolio management, is now an AI transformation partner, and Shalini dives into how this technology…

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342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more 44:06

8d ago44:06

44:06

In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group: 👉 gifting equity to your children to purchase a property 👉🏼 shifting investments to 100% cash 👉🏽 "Glen's guest is talking rubbish!" 👉🏾 can I open a second account-based pension? 🏡 Join the Retire Righ…

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15,000 Crores in Wasted Points: Turn Your Loyalty Rewards into Social Good | Points For Good Startup Story 33:46

13d ago33:46

33:46

In this special festive episode of Paisa Vaisa, host Anupam Gupta sits down with Brian Almeida, founder of Points For Good, a revolutionary platform changing the face of individual giving in India. Did you know there are an estimated ₹15,000 crores worth of reward points lying unutilized in Indian wallets? Brian reveals how his platform converts yo…

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341 changes coming to the $3m super tax + big super fund wait times (Glen and Vince live from Sydney SXSW) 28:55

15d ago28:55

28:55

In today’s episode, Glen is joined by Vince Scully from LifeSherpa to unpack the latest shake up to the $3 million super tax proposal. They explain what’s changed and what it means for high and low-income Australians alike. 👉🏽 what’s actually changed in the $3m super tax 👉 why taxing unrealised gains was dropped 👉🏿 the LISTO increase and who benefi…

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TAX EXPOSED! Stocks for Indians? | Paisa Vaisa 40:53

18d ago40:53

40:53

This episode is your definitive step-by-step guide to investing in US and global markets from India. We break down the complex regulations, costs, and tax implications, from linking your Indian bank account and navigating the $250,000 LRS limit to repatriating your profits. Learn the difference between short-term (under 24 months) and long-term cap…

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340 money habits, marriage & making retirement work (with Joe Saul-Sehy live from Fincon) 34:49

23d ago34:49

34:49

Glen sits down with Joe Saul-Sehy from Stacking Benjamins live at FinCon in Portland, Oregon. They chat about the money lessons Joe learned the hard way, how to have better money conversations with your partner and more, touching on: 👉🏾 you can’t out-earn bad money habits 👉🏿 who you surround yourself with shapes your success 👉🏻 what makes a success…

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Beyond Quarterly Results: The Financial Discipline Required to Build a 30-Year Retail Platform | Paisa Vaisa | Anupam Gupta 49:27

27d ago49:27

49:27

You see the brand name on the tag, but we found the company that powers everything behind it. PDS Limited is the Value-Focused global infrastructure powerhouse. Group CEO Sanjay Jain gives us a rare look into how major retailers define the single most important word in fashion: Value. He also shares a personal lesson from a favorite movie character…

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Cyber Insurance for Small Businesses: You're a Bigger Target by Being Small 24:17

29d ago24:17

24:17

It's Cybersecurity Awareness Month and we invite insurance agents to listen to this episode to get their small business clients prepared. In this episode, Ashleigh Burden and Eder Ribeiro discuss the critical importance of cybersecurity and cyber insurance for small businesses. They explore common misconceptions about small business security, the i…

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339 aged care case study: costs, funding strategies & changes from 1 Nov 2025 50:58

29d ago50:58

50:58

Need to move a parent or loved one into residential aged care? Glen James and financial adviser Nathan Fradley explain the four types of fees, what changes from 1 November 2025 and different ways to pay for aged care. They cover: 👉 the first steps in seeking aged care support 👉🏼 four key fees: accommodation (RAD/DAP), basic daily, means-tested & ad…

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Be ready for possible changes to your ACA insurance plan – Health Insurance Simplified 5:18

1M ago5:18

5:18

In this episode, we discuss the expiration of enhanced premium tax credits coming on Dec. 31, 2025. It's a big change to the Affordable Care Act, or the ACA, that could affect millions of Americans. Our guests are experts from Sanford Health Plan: Jennie Nickles, senior director of sales, and Dylan Wheeler, head of government affairs.…

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The Biggest Financial Mistake India Is Making Right Now (and how to fix it) | Arun Chaudhry | Paisa Vaisa | Anupam Gupta 45:58

1M ago45:58

45:58

In this episode, we welcome back Arun Chaudhry, Director and CBO at m.Stock, to discuss the monumental changes in India's financial markets since their last meeting three years ago. From the surge in demat accounts to the growing influence of retail investors, this conversation dissects every major trend. Arun speaks candidly about the industry's c…

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S3 EP07 Stacks, Stats & AI: The Cybersecurity Playbook for Small and Mid-Sized Businesses 33:07

1M ago33:07

33:07

Podcast Video One Step Secure IT - YouTube Learn about our services https://www.onestepsecureit.com/ Host by: Scott Kreisberg - CEO & Founder of One Step Produced by One Step Secure IT ---- LinkedIn: https://www.linkedin.com/company/onestepsecureit/mycompany/ Facebook: https://www.facebook.com/OneStepSecureIT Twitter: https://twitter.com/onestepsec…

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Sanford Health Plan care management helps cancer patient navigate her health care 15:31

1M ago15:31

15:31

By Sanford Health Plan

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How Coterie is Using AI to Simplify Insurance with Human-Centered Innovation 4:39

1M ago4:39

4:39

In this conversation, Steve Barnard, Principal AI Engineer at Coterie Insurance, shares how the company is leveraging artificial intelligence and machine learning to make insurance faster, simpler, and more accurate for agents, brokers, and policyholders. Steve discusses the challenges of balancing innovation with compliance, the importance of trus…

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338 how much do you need to retire in Australia? 1:00:16

1M ago1:00:16

1:00:16

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Don't Fall for Financial Fraud: The Ultimate Guide to Your Credit Report | Paisa Vaisa | Anupam Gupta 46:41

1M ago46:41

46:41

The face of lending has changed forever. In this episode, we unpack the new era of digital lending and its impact on the modern consumer. Our special guest, Sachin S from CRIF, explains how credit bureaus work, the rise of quick loans and EMIs, and the importance of monitoring your credit score. Learn how to build a healthy score from scratch, unde…

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337 granny flat provisions explained: Centrelink rules, risks & case study 54:04

1M ago54:04

54:04

In this episode, Glen is joined by financial adviser Nathan Fradley to unpack the often-misunderstood “granny flat provision” also known as a granny flat interest or right. They chat about how Centrelink assesses these arrangements, when they can work well, a real case study, plus risks to watch out for. The cover: 👉 what a granny flat right actual…

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Why Your Job Is Not Your Identity | Roopa Kudva on Work-Life Integration | Paisa Vaisa | Anupam Gupta 49:26

2M ago49:26

49:26

In this eye-opening episode of the Paisa Vaisa podcast, host Anupam Gupta sits down with the legendary Roopa Kudva, former MD of Crisil and author of Leadership Beyond the Playbook. Roopa shares her extraordinary journey from growing up in Assam and Meghalaya with almost no exposure to the business world to becoming a veteran business leader and a …

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336 timing the market, inheriting property & CGT, 6-year rule refresh & transfer balance caps 1:08:04

2M ago1:08:04

1:08:04

In this episode Glen and Martin unpack your questions: 👉 should you change your super investment strategy when the markets are volatile 👉🏼 inheriting property and CGT rules after 2 years 👉🏽 strategies to reduce tax when selling inherited property 👉🏾 how the 6-year rule works if you rent out your PPOR 👉🏿 what the transfer balance cap means in retire…

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The ₹200 Cr. Business Built on Bunk Beds: A Deep Dive into goStops | Anupam Gupta | Paisa Vaisa 55:23

2M ago55:23

55:23

On this episode of Paisa Vaisa, host Anupam Gupta sits down with Pankaj Parwanda, the co-founder of goStops Hostels, to explore the booming youth travel industry in India. Pankaj shares the fascinating story of how a backpacking trip in Europe led to the creation of goStops, a company that has become a leader in the youth travel and hostel market. …

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335 Centrelink work bonus test, member directed super options, partner that’s 7 years younger + more 43:35

2M ago43:35

43:35

In today’s episode, Glen and Martin unpack: 👉 how the Centrelink work bonus test works 👉🏼 member-directed super options like Choice Plus 👉🏾 their thoughts on DIY'ing your super investments 👉🏻 super strategies when one partner is 7 years younger 👉🏿 how much do you need to self fund in retirement? If you’d like to chat with someone about your persona…

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Branding & Marketing: How Independent Insurance Agents Can Own Their Name, Niche + Narrative 21:03

2M ago21:03

21:03

In this episode of the And I Quote podcast, Ashleigh Burden interviews Laura Gruselski, a bilingual independent insurance agent. They discuss Laura's journey in the insurance industry, her mission-driven agency, and her focus on serving underrepresented communities. Laura shares insights on branding, community engagement, and the importance of educ…

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The Future of Indian Markets: A Deep Dive into Active vs. Passive Investing | Paisa Vaisa 48:52

2M ago48:52

48:52

Join Anupam Gupta on the Paisa Vaisa podcast as he sits down with Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, to explore the monumental shifts in India's financial landscape. In this episode, they discuss the power of equity investing, the explosive growth of SIPs, and the future of India's $30 trillion economy by 2047. This is the u…

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S3 EP06 Rethinking Risk: A Framework for Businesses Below the Poverty Line 33:22

2M ago33:22

33:22

Discover how we can assist you in identifying and closing gaps in your IT strategy to help keep your business safe, scalable, and secure. https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cyber-contact-form In this episode, Scott Kreisberg and CISSP Tim Derrickson break down: Why many SMBs remain below the poverty line—even after buying e…

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334 productivity roundtable, tax, housing, intergenerational wealth + more with Allegra Spender 38:52

2M ago38:52

38:52

The productivity commission roundtable was held last week in Canberra. To discuss what was on the table, Glen is joined by Allegra Spender, Independent Member for Wentworth, so you can stay up to date. They talk about: 👉 the context of the productivity commission roundtable 👉🏼 Allegra Spender's background and her current role 👉🏽 what the productivi…

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Decoding the Indian Shopper: A Masterclass with Retail Legend B.S. Nagesh | Paisa Vaisa | Anupam Gupta 47:28

2M ago47:28

47:28

Welcome to Paisa Vaisa In this incredibly insightful episode, we sit down with a true titan of the Indian retail sector, BS Nagesh, the founding employee (not founder, as he humbly corrects) of the iconic Shoppers Stop. From being the first employee in 1991, even before the economic reforms came in, Mr. Nagesh takes us on a fascinating journey of h…

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333 selling inherited shares, share brokerage terms, non-concessional contribution vs mortgage, downsizing property to super + more 43:58

2M ago43:58

43:58

In today's Q&A, Glen and Martin discuss: 👉🏻 should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained 👉 extra non-concessional contributions vs paying down the mortgage 👉🏼 can I still salary sacrifice up to the $30k cap even if my super balance is over $500k 👉🏽 retire with an IP or sell IP and put money in super? …

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The Great Indian Property Boom: A 30-Year Real Estate Journey with Sanjay Dutt | Anupam Gupta | Paisa Vaisa 48:57

3M ago48:57

48:57

In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 75…

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332 age pension deep dive - living on the pension (part 2) 1:13:10

3M ago1:13:10

1:13:10

In this 2-part mini series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In part 2, Glen and Justin discuss what you need to know about living on the pension, touching on: 👉🏾 changes you must tell Centrelink within 14 days 👉🏿 how working affects your p…

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Sagar Kochhar on Building a Food Empire: From Faasos to the World's Largest Internet Restaurant | Anupam Gupta | Paisa Vaisa 1:10:08

3M ago1:10:08

1:10:08

In this exclusive Paisa Vaisa episode, host Anupam Gupta sits down with Saga Kochhar, co-founder of Rebel Foods, the company that revolutionized the food industry with the cloud kitchen model. Sagar shares the strategic decisions and "lightbulb moments" that turned Rebel Foods from a single QSR chain into the world's largest internet restaurant pla…

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331 age pension deep dive - getting ready to claim (part 1) 1:04:51

3M ago1:04:51

1:04:51

In this 2 part mini-series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In this episode Glen and Justin discuss preparing to claim. Stay tuned for next week where we cover living on the pension. In this episode they touch on: 👉 when to start preparing…

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Building Leaders & Businesses: Lessons from a Financial Services Veteran | Paisa Vaisa | Anupam Gupta 1:00:59

3M ago1:00:59

1:00:59

Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diver…

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330 money in your 70's: simplify, optimise, enjoy 47:51

3M ago47:51

47:51

Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retirement. They talk about: 👉🏾 maximising age pension and seniors health card 👉🏿 considering funeral bonds and gifting strategies 👉🏻 managing pension income an…

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Inside the Bank: Rates, Risks, and Responsible Credit | Paisa Vaisa 33:01

3M ago33:01

33:01

In this insightful episode of Paisa Vaisa, join host Anupam Gupta as he explores the intricate world of Indian banking with Narendranath Mishra, Head of Retail and Agri Loans at DCB Bank. Discover how bank deposits stack up against the booming mutual fund industry and what this means for your financial planning. Mr. Mishra breaks down the impact of…

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S3 EP 05 Insured or Exposed? The Truth About Cyber Insurance in 2025 28:37

3M ago28:37

28:37

Cyber insurance has evolved—have you kept up? In this episode, we reconnect with Joseph Cook from The Arizona Group for an in-depth look at how cyber liability insurance has changed over the past two years. From rising claim costs to policy exclusions and shifting underwriting standards, we unpack what business leaders need to know to stay covered—…

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329 money in your 60's 59:14

3M ago59:14

59:14

Your 60s are all about fine-tuning your retirement game plan. In today's episode Glen and Martin cover the key financial moves to make during this decade, from topping up your super to planning how and when you’ll retire. They touch on: 👉 how to use concessional and non-concessional super contributions 👉🏽 transition to retirement (TTR) pensions exp…

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Beyond the Boundary: KheloMore's Vision for India's Sporting Future | Paisa Vaisa 1:18:35

3M ago1:18:35

1:18:35

Get ready for a deep dive into India's booming sports tech landscape! In this exclusive Paisa Paisa episode, we're joined by Jatin Paranjape, Founder, and Ujwal Deole, Co-founder & COO of KheloMore, the trailblazers revolutionizing sports participation across the nation. Discover how KheloMore is building a true "super app" that connects players wi…

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328 money in your 50's 47:09

4M ago47:09

47:09

Your 50s are an exciting time to start laying the groundwork for a great retirement. In today’s episode, Glen and Martin cover: 👉 stopping extra mortgage repayments 👉🏼 topping up concessional contributions 👉🏽 checking that your investments align with your preferences 👉🏾 reviewing insurance as needs change 👉🏿 building your retirement vision 👉🏻 seein…

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Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience 16:43

4M ago16:43

16:43

In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the sig…

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The Big Shift: India's Financial Future & Your Portfolio | Anupam Gupta 40:12

4M ago40:12

40:12

Hey everyone! Anupam Gupta is back with an exclusive conversation with Sandip Raichura, a key figure at PL Capital, a firm with a storied history spanning over 80 years in Indian finance. Get ready to unlock the secrets to India's burgeoning wealth creation! We're going deep into the transformative journey of India's equity culture, driven by innov…

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327 is my money safe with a super fund or financial adviser? 1:13:30

4M ago1:13:30

1:13:30

Worried about whether your super is safe? In this episode, Glen and Vince Scully from Life Sherpa dive into the structures behind super funds and financial advice, from industry funds and wrap accounts to red flags and diversification. They answer Angela's question from the Facebook group and unpack what to look for (and what to avoid) when decidin…

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Beyond Hospitals: How Home Healthcare is Reshaping Indian Medical Care 36:14

4M ago36:14

36:14

Explore the future of healthcare in India with Vishal Lathwal, CEO of Apollo HomeCare. Uncover the booming Indian home healthcare market (projected to hit USD 64.4 Billion by 2033), a vital solution for hospital bed burden and high costs. Learn how Apollo HomeCare delivers integrated home healthcare services, including skilled nursing care, physiot…

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326 the key changes from 1 July 2025 and how they impact you 39:56

4M ago39:56

39:56

It’s the start of a new financial year and with that comes a bunch of changes that could impact your retirement planning. Glen and Martin unpack what’s changed from 1 July 2025 and what you need to watch out for before 30 June 2026. They cover: 👉🏽 super guarantee increase and how it affects your pay 👉🏾 transfer balance cap changes explained 👉🏼 new …

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PMS Masterclass: Finding Multi-Baggers in India's Small & Mid-Cap Stocks 32:55

4M ago32:55

32:55

Ready to elevate your equity investment strategy? Join Sheetal Malpani, CIO of Tamohara Investment Managers, as he demystifies Portfolio Management Services (PMS). Explore the benefits of PMS, including customized portfolios and the pursuit of alpha returns, compared to traditional mutual funds. Gain a fresh perspective on the Indian stock market's…

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S3 EP 04 Cybersecurity & Compliance for Auto Dealers: A Conversation with ComplyAuto 35:23

4M ago35:23

35:23

Built for dealerships. Backed by experts. IT and Cybersecurity for Car Dealers https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cyber-contact-form In this episode, Scott Kreisberg sits down with Nick Moyes, Regulatory Compliance Manager at ComplyAuto, for a must-hear conversation on what auto dealerships need to know now about data priva…

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325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more 34:43

4M ago34:43

34:43

In today's community Q&A, Glen James and Martin McGrath unpack: 👉 what is spouse super splitting and who would this strategy suit 👉🏼 can/should anon open a new pension account for an inheritance? 👉🏽 when to fill out a notice of intent to claim for a super contribution 👉🏾 can my motorhome be deemed my primary residence for Centrelink purposes? If yo…

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Stable Returns & Smart Strategies: Your Guide to India's Bond Market | Anupam Gupta | Paisa Vaisa 43:41

4M ago43:41

43:41

Unlock the secrets of the Indian Bond Market with Vishal Goenka, Co-founder of IndiaBonds! In this in-depth guide, we break down everything you need to know about investing in bonds in India. Learn about bond market liquidity (from AAA to BBB-), understand how to easily buy and sell bonds, and get clarity on capital gains tax for bond investments. …

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324 when to cancel life insurance, do I still need it, how much do I need + more 41:22

5M ago41:22

41:22

If you’ve paid off the mortgage, the kids are grown, and retirement is on the horizon, you might be wondering... do I still need life insurance? In this episode, Glen and insurance adviser Phil Thompson from Skye Wealth dig into how to know if you're overinsured, how to reduce premiums without going cold turkey, and the real reasons people hang ont…