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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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The Business Benchmark Group Podcast, hosted by Stefan Kazakis, gives business owners insight and advice delivered by some of the best business coaches in Australia. We're dedicated to helping all business owners create and sustain, easy-to-run and profitable businesses that enhance their lives. Tune into recordings from live events, interviews with business owners who are kicking goals and discussions with thought leaders.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guida ...
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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Podcast by Carson Group
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate re ...
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A trusted advisor in Human Capital Management for 30 years.
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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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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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The Market Moment is an educational finance podcast for the everyday investor.
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Enjoy captivating interviews with characters from the Eastern Iowa Corridor as Gary Watts sits down with local business leaders, accomplished athletes, industry experts, and more! Watts Happening Music Intro Composed by Ace Jones ( www.AceJonesMusic.com )
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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support Support this podcast: https://pod ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you navigate challenges from COVID-19 and the “new normal” to value-based care.
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Big Blend Radio travel podcast featuring expert interviews and conversations covering Travel and Leisure, Destinations, and Event News.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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A RopesTalk podcast series from Ropes & Gray’s sponsor solutions group focused on issues that matter most to private equity sponsors.
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Jolyon Bulley, CEO, Americas & Group Transformation Lead, Luxury & Lifestyle, IHG Hotels & Resorts
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Jolyon Bulley shares the ways in which working internationally has shaped his career and the role one particular mentor/champion had on his path. He discusses why it's important to not underestimate yourself, have courage, and develop others around you. Jolyon talks about his evolution in thinking about work life balance, why and how he has develop…
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This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future. Subs…
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For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ...
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In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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The Market’s Wonderwall with Stuart Sopp, Co-Founder and CEO of Current
46:29
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Guy Adami, Danny Moses, and Dan Nathan are joined by Stuart Sopp, co-founder & CEO of Current. The discussion covers a wide range of topics, including the resilience of the consumer market, the Federal Reserve's impending decisions on interest rates, and the impact of AI on business efficiency. Sopp provides insights into the financial health of Cu…
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S3E1 - Taking Ownership: Leading Your Team Beyond Excuses
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In this episode, Stefan Kazakis examines a critical issue plaguing many businesses today: a culture of excuses and blame. Are you frustrated with team members who deflect responsibility? Is a victim mentality holding your business back from achieving its true potential? Join Stefan as he explores actionable strategies to foster accountability and o…
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GP-Led Secondaries Outlook with Devon Park Advisors (Part I)
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Join Deb Lussier, partner and co-leader of the sponsor solutions practice at Ropes & Gray, and Marc Migliazzo, counsel in the sponsor solutions practice, as they delve into the dynamic world of GP-led secondary transactions with special guest Jon Costello, founder and managing partner of Devon Park Advisors, a boutique investment bank with a core f…
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Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.By Geoff Severson
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On this episode: We have a large news slate Starbucks poaching Chipotle's CEO, Annual inflation lowest since '21 and Walmart is upbeat on US consumers. QOTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! https://ancho…
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Transforming Public Media to Serve Modern Audiences with Amy Shaw of Nine PBS
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How does a 70-year-old PBS station evolve new approaches to public media to remain relevant and impactful even as the media landscape around it changes? Through innovative new approaches and a commitment to its community! Nine PBS is a St. Louis cornerstone with a long history of adapting to fit the changing times, and that constant evolution helpe…
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Did you know that the first week of August was National Simplify Your Life Week? Just as decluttering your home can ease the stress of cleaning and upkeep, decluttering your finances can reduce stress when it comes to planning for your retirement. Join Scott as he outlines five key strategies to simplify your retirement plan and reduce stress. Here…
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Why you need to add the preservation phase to your retirement plan and how to "opt-out" of market risk
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In this week's episode, we'll discuss how to wisely make the transition from accumulation to distribution of retirement funds. What is the preservation phase and how does that impact your retirement plan? How can you know where you'll be with your income 20 or 30 years into retirement? How can you "opt-out" of market risk? Isn't it time to get answ…
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The ERP Minute Episode 151 - August 13th, 2024
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Sage announced its financial results for the first nine months of 2024. Oracle released the Primavera Unifier Accelerator base to help speed up execution and efficiency. Salesforce announced new AI and data capabilities for Nonprofit Cloud to help nonprofits improve efficiency, personalize donor engagement, and increase funding. Connect with us! ht…
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EPISODE 38: Financial Coach Reacts to Caleb Hammer with Ryan Roi
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In this episode of the Artful Dollar Podcast, Ryan Roi, a professional financial advisor, critiques the controversial methods of YouTube sensation Caleb Hammer. Ryan contrasts Hammer's abrasive, berating style with his own supportive, structure-focused financial coaching approach. Highlighting the importance of emotional, psychological, and structu…
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Unlocking Your Investment 'Why' with Bryan Wing
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and Advice Research Manager at PAX, to discuss the intricate landscape of investment strategies. They break down the importance of having a clear 'why' behind investment decisions and the role of behavioral …
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Being Human in the Age of AI with Joe Marchese | Okay, Computer.
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Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the …
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Leadership Lounge: Leading on Empty: How to Tackle Leadership Burnout
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No one is immune from burnout. Not even accomplished leaders. In fact, we often find that it’s the highest performing, most passionate leaders who are most at risk from burnout. So, what can you do to address this growing problem? What are the warning signs of burnout? And, when a leader reaches burnout, what are the consequences for the individual…
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What's Working & What's Not in the Market
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People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and lo…
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The Retirement Clinic-8-3-24 – Determining Your Insurance Needs
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Aaron Kowal and guest Mike Smith of CPS Horizon discuss how to determine how much insurance you need, examine a Supreme Court ruling on buy-sell agreements, and share an alternative for paying taxes on inherited IRAs under the SECURE Act.By Kowal Investment Group
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Finding Balance and Harmony in Retirement Planning
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The podcast episode discusses the recent volatility in the stock market and emphasizes the importance of having a realistic financial plan. It also explores the challenge of converting stocks into a reliable income stream in retirement. The episode highlights the need for balance and harmony between income-generating assets and market investments. …
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Jim Ciprioti discusses the current state of the stock market and the impact of interest rates on retirement planning. He emphasizes the importance of having a plan in place to navigate market fluctuations and protect retirement savings. Jim also discusses the potential impact of the upcoming election on the market and the need for tax planning in r…
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It's Time For Your Mid-Year Money Checklist!
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We're half way through 2024, and it's time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There's still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out. So what's left to do?…
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203: If You Don’t Earn Interest, You’ll Pay Interest
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how the wise steward earns interest instead of paying interest. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5…
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Dan Nathan, Guy Adami, and Liz Young Thomas discuss the recent market volatility and the economic outlook for the week ahead. They examine last week's market moves, the performance of the S&P 500, and the 10-year Treasury yield. The team highlights key economic data releases, including the PPI and CPI, and their potential impact on rate cuts and ma…
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Are You Getting the Top 4% of the Market?
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How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question. Subscribe & Connect with Us! Kent Kramer Michael Westphal Financial Perspectives Foster Group Facebook LinkedIn X YouTube…
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Wildlife Safari in Etosha National Park, Namibia
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We're going on a wildlife safari through Etosha National Park in Namibia on this episode of Big Blend Radio's JO GOES EVERYWHERE! Podcast with travel writer and photographer Jo Clark. Etosha is the largest salt pan in Africa, and is Namibia’s largest wildlife sanctuary that's home to a wide variety of birdlife as well as lions, elephants, giraffes,…
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Send us a Text Message.By Akers Financial Group
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Travel Writer Barbara Redding Explores Wonderful Wales
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From Castles and Roman City Walls to the lively capital city of Cardiff, Snowdonia National Park, and the Wales Coastal Path, this episode of Big Blend Radio's "Food, Wine & Travel" Show with IFWTWA travel writer Barbara Redding focuses on what you can experience in Wales. On a recent visit to Wales, Barbara quickly discovered that this small count…
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The Retirement Clinic-7-27-24 – Proper Planning for Your Retirement
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Jeff Kowal and Anthony Priester examine what you need to know about Roth 401ks, discuss phasing in the retirement dream, and share insights regarding whether you should or should not start gifting money to your heirs now.By Kowal Investment Group
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120 Strategic Pauses II: Hold That Listing And Sell Smarter
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 120: Strategic Pauses II: Hold That Listing And Sell Smarter…
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Stormy Monday & A Conversation With Dennis Debusschere of 22V Research
1:08:29
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Guy Adami, Dan Nathan and Danny Moses discuss the recent volatile market conditions, the impact of macroeconomic factors like the yen and Federal Reserve policies, and their implications for the S&P 500 and VIX. They delve into consumer spending patterns, rising credit card debt, and the performance of regional banks, addressing the potential for a…
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Heather Balsley, Chief Commercial & Marketing Officer, IHG Hotels & Resorts, interviewed by Lan Elliott
35:04
35:04
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Heather shares how her love for solving big, complex problems has led her to spearhead transformative initiatives within IHG, and she describes how she navigates cross-functional, multi-year challenges. She explains why having champions is critical the more senior you become, why public speaking is important, and how she crafts presentations that a…
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The ERP Minute Episode 150 - August 7th, 2024
3:28
3:28
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Microsoft announced results for the quarter ended June 30, 2024, as compared to the corresponding period of last fiscal year. Blackbaud announced financial results for its second quarter ended June 30, 2024. ECI announced the completion of its acquisition of ProfitKey International LLC, an ERP platform for discrete manufacturers. Salesforce signed …
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Longevity insurance and how it can help you live longer and a financial plan vs an income plan
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In this week's episode, we'll explore if longevity insurance can actually increase longevity. What is longevity insurance? How can it impact your retirement years? What is the difference between a financial plan and an income plan? Which is more important in retirement? Isn't it time to get answers to the tough retirement questions now? Join Certif…
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On this episode: We have a Mid Year Financial Review Checklist for you! https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support Thank you for listening. --- Support this podcast: https://podcasters…
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Exploring Vienna - From Majestic Palaces to Coffeehouse Culture
27:51
27:51
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It's all about Historic Vienna on this shared episode of Big Blend Radio's WANDER THE WORLD WITH SHARON podcast with Sharon K. Kurtz. Vienna, Austria’s capital, is where history, art, and culture come together. With its stunning architecture, grand palaces, and top-notch museums, it’s a city that captures the imagination. Vienna is a perfect blend …
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EPISODE 37: Healing Money Trauma with James Kerr (@captainkerr707)
56:07
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In this episode of The Artful Dollar, Ryan Roi is joined by tattoo artist and trauma coach James Kerr. Together they explore the impact of trauma, the journey of self-exploration, and how personal experiences can shape one’s mindset and career. Learn about the intersection of money, art, trauma and life, and learn how to navigate these complex topi…
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How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)
32:36
32:36
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Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation. How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively? This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Adviso…
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A Couple of Talking Heads on GenAI, Crypto & The State of Fintech with Trevor Marshall
42:52
42:52
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Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in…
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A Secure Retirement: Mastering Pivot Planning
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“Retirement is not the end of the road. It’s the beginning of the open highway.” In this week’s episode of Retire in Texas, CEO and co-founder of PAX Financial Group, Darryl Lyons, explains the innovative concept of pivot planning. The goal, to provide a flexible framework that helps retirees transition smoothly into their next chapter without feel…
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August Adventures in Asheville, North Carolina
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From the Pisgah National Forest and Great Smoky Mountain National Park to Wellness Retreats and Foodie Fun, this episode of Big Blend Radio's 1st Tuesday "Adventures in Asheville" Show celebrates the month of August as American Adventures Month. Featured Guests are Big Blend Radio regulars Steve & Karen Wilson, owners and innkeepers of The Lion & T…
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Common Questions We Get as Finance Advisors
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26:58
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How much do I need before I retire? How should I be invested? Should I get a credit card? These are some of the common questions that finance advisors Matt, Lee, and John hear on a routine basis, and they're here to answer those questions! 💬 Email us your comments and questions at TheMarketMoment@mach1fg.com 🍿 Watch Next: Our Brand New Series! "No …
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The Real Cost of Hiring a Financial Advisor: Part 2
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43:06
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Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice. In this episode, Dawn breaks down: • Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning • Benefits of institutional access to alterna…
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Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane
45:39
45:39
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising …
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Ep 58 | Bobby Thompson | Founder of Thompson & Co Salon Parlor
1:10:21
1:10:21
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We’re joined on the podcast this week by local award-winning hair stylist & salon owner, Bobby Thompson! Bobby is the founder of Thompson & Co Salon Parlor, which now has locations in Iowa City as well as Coralville. Join Gary and Bobby as they discuss the origins of Thompson & Co, the struggles & success of owning a business, current trends in cos…
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Becoming a Wise Steward of Money in Retirement
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16:15
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In this episode of Financial Straight Talk, Jim Fox discusses the financial mistakes made by NFL players and the importance of financial planning. He emphasizes the need for a good plan and working through that plan to avoid financial pitfalls. Jim shares his personal experience of going bankrupt and losing everything, which taught him the lesson t…
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