))
A podcast on reason, moral law, and culture.
…
continue reading
Simplicity is the ultimate sophistication. Anne-Marie Henson transforms intricate concepts into digestible insights, helping financial leaders navigate with clarity and confidence.
…
continue reading
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
…
continue reading
SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
…
continue reading
The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
…
continue reading
Are you ready to become the CEO of your career? Join Kemi Doll – physician, surgeon, researcher, coach, and career strategist – as she guides you on the journey to transform your academic life, so that you can channel your ideas, passions, and skills into a successful and nourishing career. In each episode, she’ll be taking a deep dive into one CORE growth strategy so you can gain confidence and effectiveness in pursuing the dream career in academic medicine that you worked so hard to achiev ...
…
continue reading
Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
…
continue reading
Join Eric Vogel and Josh Boyd on The On Purpose Investor podcast, where they guide you towards achieving financial freedom through the power of clarity, hyper-intentionality, and focus in real estate investing. These are the very same principles that have helped them achieve success in their own investing journey, and now they want to share their knowledge with you. Whether you're a beginner or an experienced investor, Eric and Josh will help you gain clarity on your investment goals, focus ...
…
continue reading
Hey Sue is a live coaching podcast, where dynamic leaders let down their guards to engage in an intimate, authentic real-time coaching session with one of the most sought after conscious leadership executive coaches in the world. Sue Heilbronner advises hundreds of leaders and teams, with a primary focus on tech. She was an executive in the sector for 15 years, following her work as a lawyer with the US Department of Justice. Sue also is the co-founder of the MergeLane VC fund. Techstars men ...
…
continue reading
Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
…
continue reading
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
…
continue reading
The Clarity Man podcast is about conversations with inspiring driven people who have achieved success, or on the way to achieve great things in life so that the listeners can gain insight to these phenomenal mindsets and ideas to implement in their own life for growth.
…
continue reading
Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
…
continue reading
…
continue reading
Welcome to Pro Pharma Talks, where we bring clarity to a variety of healthcare topics -- from pharmacy to medical insurance, and more!
…
continue reading
Are you sitting on your dream instead of acting on it because the voice in your head is telling you, “no”? Are you afraid of failure? Maybe you think you’re just too old to begin a new adventure.What if, instead, you could squash these fears and silence the scared voice that prevents you from taking the leap and live your TRUE purpose?If you can learn to change just ONE thought, then I promise you will change your life.This podcast will show YOU how to STOP fear in its tracks so you can take ...
…
continue reading
“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
…
continue reading
Hi, I’m Diane Tarshis — a strategic startup consultant and founder of Startup Distillery, where I partner with entrepreneurs who are experts in what they do, but have never built a business before. Together we dive into the details of their vision so we can dial in their business model and financial roadmap — giving them the clarity and guidance they need to grow and get funded. I’ve spent the last 20-plus years helping entrepreneurs from all walks of life build successful businesses and get ...
…
continue reading
PwC specialists share insights and perspectives on key issues impacting the ever-changing tax landscape. Our podcasts aim to provide quick, easy and up-to-date tax developments to help you stay current and competitive in today's challenging business environment. Listen to episodes at your convenience via your desktop computer or smart device.
…
continue reading
The Note Closers Show Podcast covers everything you don’t know about real estate investing today, specifically the world of note investing. Scott Carson, CEO of We Close Notes, interviews experts in the note investing field, including vendors he works with, and students he has trained. Prepare to be educated and entertained on the secrets of how you can control millions of dollars’ worth of property for pennies on the dollar, through investing in distressed real estate notes. Scott and his s ...
…
continue reading
Tune in for conversations with eclectic and enlivening marketers. Imagine your weird shower thoughts and disparate liberal arts references took a road trip. This podcast is the soundtrack. Great marketing ideas can come from anywhere. So let’s talk about some.
…
continue reading
If you’re tired of feeling disconnected from the political world, or if you’re simply curious and want to learn more, ”Current Situation” is your go-to source that cuts through the noise of politics, delivering clear, insightful, and engaging information directly to you. Join South Carolina State House Representative Jordan Pace and his long-time friend Joshua Gale as they navigate the complex realm of politics, breaking it down into digestible, understandable pieces. Joshua Gale, a man of m ...
…
continue reading
1
The eCommerce Mom Show | Online Business, Productivity, Make Money Online, Ecommerce Business
Kayla Herrera | Business Life Coach
Start an Ecommerce Business Without the Overwhelm! Are you trying to start an online business without being totally overwhelmed by all the moving parts? Do you want to figure out what you're good at and turn that into a profitable business that you can actually enjoy? Are you afraid that your home life will get out of hand because you don't have enough time to do both? If so, you're in the right place! In this podcast, you'll find the encouragement and resources to start a side hustle that y ...
…
continue reading
Check out Red Beard Radio every week, as we dive into the world of Web3 through the lens of venture investors. Our goal is simple: to explore the latest news, various sectors, and standout companies driving Web3 adoption. Expect deep dives into the heart of Web3, where we untangle its complexities and uncover what's propelling its rapid growth. Our focus is on what matters to investors—identifying trends and opportunities in this decentralized landscape. Each episode features a guest—an expe ...
…
continue reading
Disruptive change begins here. It’s up to us, the leaders, executives, and rebels of the world to create the disruptive change our world requires. All the good intentions in the world just won’t cut it. Disruptive change requires sustainable and scalable businesses that can fund and fuel the momentum... for generations. You’re beyond just giving facetime to what matters. You know hashtags and blacking out your profile picture just won’t cut it. You know true change requires creativity, curio ...
…
continue reading
1
Growth to Freedom™ - Transform Your Life, Business, and Relationships with Clarity, Confidence, and Direction
Dan Kuschell
Freedom only happens when you are driven by purpose. As one of my friends Joe Polish says: “… if you want a breakthrough, you’ve got to break something…” The Growth to Freedom™ Show helps you transform your life in business and in relationships. It’s a fresh mix of strategy, resources, and entertainment that guides you to create the personal and business breakthroughs you need. Your success and freedom will only grow to the extent you do, and the The Growth to Freedom™ Show will help you fin ...
…
continue reading
The official podcast of the California Workforce Association. CWA's mission is to enhance and inspire California’s local workforce development boards and their partners through strategic advocacy, partnership convening, and capacity building. Your host is Bob Lanter, Executive Director of CWA. To learn more about CWA, visit http://calworkforce.org/
…
continue reading
Welcome to The Happy Black Woman Podcast for black women entrepreneurs who want it ALL! Learn more at: https://happyblackwomanpodcast.com Join your host Rosetta Thurman to get the inspiration, strategies, and “tough love” you need to manifest the life and business of your dreams.
…
continue reading
Actionable Insights & Inspiring conversations on Work, Well-being & Wealth to learn from and use in your Career & Life.
…
continue reading
Each week on this show, you'll get to learn from world class Mentors who are sharing behind the scene strategies which will help you level up your life and business. Jim Rohn said, "You are the average of the 5 people you spend the most time with." If you're interested in upgrading your 5, and living "The Good Life" then this podcast is for you!
…
continue reading
The Note Closers Show Podcast covers everything you don’t know about real estate investing today, specifically the world of note investing. Scott Carson, CEO of We Close Notes, interviews experts in the note investing field, including vendors he works with, and students he has trained. Prepare to be educated and entertained on the secrets of how you can control millions of dollars’ worth of property for pennies on the dollar, through investing in distressed real estate notes. Scott and his s ...
…
continue reading
Welcome to VINTed with Scout Driscoll. Come along with Scout on her journey into the wine world where she talks sales and marketing with top leaders in wine. Get ready for industry insights on marketing, design, and answers to the ultimate question.... "what moves wine?" In Season One: • Branding and Marketing for Wineries • Ops Talk: Pricing, Pitfalls, and Scaling Your Winery • Shaping Your Winery's Strategic Brand Story • Leveraging Design Thinking and Insights to Drive Wine Sales • Virtua ...
…
continue reading
1
19 || Top 3 Mistakes to Avoid When Starting an Online Business
22:58
22:58
Play later
Play later
Lists
Like
Liked
22:58
I’ll never forget this one mistake I made with my online business. I started it with no real plan for how to make money or no products to sell. But we all live and learn, right? Sometimes we never start because we are avoiding mistakes that we haven't even made yet. If you want to sidestep the missteps, I’ve shared the top 3 mistakes to avoid with …
…
continue reading
1
What might the November elections mean for investment strategy?
18:06
18:06
Play later
Play later
Lists
Like
Liked
18:06
Watch the video version on YouTube. The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk t…
…
continue reading
Are you focusing solely on “the numbers” when determining your investment success? Perhaps you should reconsider. There are many other aspects of financial planning that deserve your attention. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. …
…
continue reading
1
Breaking Down Two Illinois Sub Performing Notes
26:02
26:02
Play later
Play later
Lists
Like
Liked
26:02
What is a sub-performing note? How do you determine the value and return on these types of deals? Scott Carson breaks down two sub-performing notes from the Land of Lincoln (Thank God they aren't in Chicago). He shares how he found them, the numbers, and the tale of the tape. Scott also discusses the potential returns on the different exit strategi…
…
continue reading
Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Janice Mays (Managing Director in PwC’s Tax Policy Services) who boasts a 40 year career on the Hill including 22 years as the Democratic chief counsel and staff director for the House Ways and Means Committee, to discuss the upcoming US election’s impact on tax policy. Doug…
…
continue reading
Answering a Listener's Question on Working CA NOD Lists Have you heard these myths about working with California foreclosure lists? Myth 1: You can only work with big banks, not smaller lenders. Myth 2: It's impossible to find out who the lender is from the foreclosure list. Myth 3: Buying mortgage debt is a complicated process. I'll share the trut…
…
continue reading
1
Brad Baldridge: Mastering the College Admissions and Funding Game
1:00:43
1:00:43
Play later
Play later
Lists
Like
Liked
1:00:43
Thinking about college for your child but worried about the costs? This episode promises to shed light on how you can make college more affordable and whether it’s even the right path for every student. I'm joined by Brad Baldrige, a top expert in college financial planning, who will guide us through the maze of options available for students and f…
…
continue reading
If you're wanting to start a side hustle or small business from home, but don't know if you have time, this is the episode for you! Maybe you only have a few hours each day (or even each week), but you want to do something to help your family financially so that you can pay off debt, go on vacation, or even buy a house! I'm spilling all the details…
…
continue reading
WHY FIVE MINUTES A DAY TO PLANT SEEDS WILL HELP EXPONENTIALLY GROW YOUR REAL ESTATE INVESTING BUSINESS Johnny Appleseed was a revolutionary figure who changed the landscape of the Midwest by planting apple trees all across the country and helping settlers secure their homesteads. Most people don't know of this historical figure and how his daily ac…
…
continue reading
1
The ETF Investor - Episode 59 – Actively Managing Global Property Investments
40:23
40:23
Play later
Play later
Lists
Like
Liked
40:23
With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF inve…
…
continue reading
Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Th…
…
continue reading
1
Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning
38:53
38:53
Play later
Play later
Lists
Like
Liked
38:53
In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
…
continue reading
1
Five Ways To Buy Your First Investment Property
27:22
27:22
Play later
Play later
Lists
Like
Liked
27:22
From Fix-and-Flips to Note Investing: 5 Routes to Real Estate Riches Are you tired of feeling stuck and frustrated, trying to break into real estate investing? You may have been told that you need a lot of money saved up, great credit, or connections to even get started. But let's face it, those barriers can be disheartening and make you feel like …
…
continue reading
1
434 Managing Expectations and Embracing Volatility: Insights from 20 Years of Market Data
10:22
10:22
Play later
Play later
Lists
Like
Liked
10:22
In today's podcast I want to talk about expectations and the recent market volatility and give you some historical data to help put some of this recent volatility into context.By Jason Parker
…
continue reading
1
How will rising federal debt impact the markets and the economy?
14:57
14:57
Play later
Play later
Lists
Like
Liked
14:57
Watch the video version on YouTube. Deficit spending is not at all a new phenomenon in the United States. In fact, it is the norm, and the U.S. has run a budget deficit in 81 of the last 95 years, or 85% of the time since 1929. What is abnormal, however, is how large the pile of U.S. debt has grown relative to the broader economy. In fiscal year 20…
…
continue reading
Maintaining a balanced portfolio is an important part of your investment strategy. There are times, due to a surge in one market sector for example, where you may find your portfolio too heavily weighted in one company or type of investment. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM pro…
…
continue reading
1
Final RMD Regulations: What You Need to Know
19:51
19:51
Play later
Play later
Lists
Like
Liked
19:51
The first week of August might be National Simplify Your Life Week, but one thing that remains complex is managing your IRA and other tax-deferred accounts. These accounts are subject to the Required Minimum Distribution (RMD) Rules, which can be confusing to navigate. Fortunately, the IRS recently issued final regulations to help clarify these rul…
…
continue reading
1
What Happens After Foreclosure: Exploring Vendor & Tenant Rights
19:54
19:54
Play later
Play later
Lists
Like
Liked
19:54
When The Bank Takes Back The Building: Navigating Foreclosures What if I told you that after a foreclosure, there's a surprising twist that could affect tenants, vendors, and even note investors? You won't believe the unexpected implications that come into play after the gavel falls. Stay tuned to find out how this foreclosure aftermath could turn …
…
continue reading
1
Mastering Success: Jeff Lerner's Journey from Jazz to Digital Mogul
1:04:47
1:04:47
Play later
Play later
Lists
Like
Liked
1:04:47
What if you could balance a flourishing career, meaningful personal relationships, and top-notch self-care, all without compromise? Join us as we uncover the extraordinary story of Jeff Lerner, who skyrocketed from a struggling jazz musician to a digital mogul with over a hundred million in sales. Jeff shares his unique philosophy on blending succe…
…
continue reading
1
Dealing with a Harassing Beneficiary: Guidance for Executors and Trustees
9:55
9:55
Play later
Play later
Lists
Like
Liked
9:55
Learn how executors and trustees can manage the challenges posed by beneficiaries, including addressing harassment and setting realistic expectations.By Klenk Law
…
continue reading
Summary: In this episode of the On Purpose Investor, hosts Eric and Josh dive into the importance of automating your rental portfolio. They discuss the use of tools like Rent Ready and Latchel, sharing personal tips and strategies for making landlord responsibilities more efficient. The conversation also covers the fears and benefits of automation,…
…
continue reading
1
Double Digits in Detroit - Performing Note Case Study
22:28
22:28
Play later
Play later
Lists
Like
Liked
22:28
With the stock market in free-fall and Wall Street locking the doors or shutting down trading to Main Street investors, note investing should look much more inviting to you and me! However, some people would say that finding above-average returns is difficult to find in performing notes. That's not the case in this Detroit, MI CFD that could yield …
…
continue reading
1
165 The Talent Trap Revisited (Listener Letter)
33:29
33:29
Play later
Play later
Lists
Like
Liked
33:29
You can text us here with any comments, questions, or thoughts! Have you ever felt that being highly competent and organized can sometimes feel like a double-edged sword? If so, you're not alone. In our latest episode, Kemi addresses a listener's letter about the challenges of being overly competent in the workplace. Kemi dives into this concept, w…
…
continue reading
No matter the circumstance, divorce is hard, especially when considering your children’s current and future wellbeing. This week, we look closely at estate planning strategies to protect your legacy and the inheritance you intend for your children. Mac and Jason discuss how to update vital documents, and ways to leverage irrevocable trusts to keep …
…
continue reading
1
Listener Q&A: Tax Strategies, Inheritances, Annuities, and More
28:58
28:58
Play later
Play later
Lists
Like
Liked
28:58
In this episode, Devin and John dive into a variety of listener questions, discussing annuities, maxing out retirement plans, why HSAs aren't widely talked about, IRMAA, and more. Tune in as we explore: Claudia's Situation: Understanding the distribution requirements for inherited qualified and unqualified MYGA accounts in light of recent tax law c…
…
continue reading
Watch the video version on YouTube. Before 2021, the United States hadn’t seen a major bout of inflation for almost 40 years. And even when inflation peaked in June 2022, consensus estimates showed that most thought inflation would be almost back to 2% by the end of 2024. However, the journey to 2% has been more challenging than expected. Since mid…
…
continue reading
In today's podcast, I’m excited to share what I am calling the Pyramid of Investing Success. We will begin by exploring the foundation of the pyramid and then progress layer by layer until we reach its pinnacle.By Jason Parker
…
continue reading
1
Benefits of Your Delayed Retirement # 453
23:40
23:40
Play later
Play later
Lists
Like
Liked
23:40
Retiring early is the dream of many, but delaying your planned retirement may offer an upside. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several benefits you may experience by extending your worki…
…
continue reading
1
From Silicon Valley to Spiritual Awakening: Ra Netjer’s Transformative Journey
55:42
55:42
Play later
Play later
Lists
Like
Liked
55:42
What happens when a high-flying Silicon Valley tech professional trades in their lucrative career for the life of a Buddhist monk? Ra Netjer's story is nothing short of captivating. Raised in a small coastal village in India by spiritual healer parents, Rod had his first awakening at just five years old. However, his journey was not without its str…
…
continue reading
1
US Supreme Court Update: Chevron is no Moore
36:23
36:23
Play later
Play later
Lists
Like
Liked
36:23
Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Wade Sutton, International Tax Leader for PwC’s Washington National Tax Practice. Doug and Wade kick off with the persona of a law school professor, providing an overall perspective on the US common law system, and how the US court system works. They then cover the importanc…
…
continue reading
1
These LinkedIn Hacks Will Help You Explode Your Real Estate Investments
48:45
48:45
Play later
Play later
Lists
Like
Liked
48:45
LinkedIn Hacks to Find More Deals and Funding Sources If you're feeling frustrated because you're not finding any deals or making enough money as a real estate investor, then you are not alone! Many investors struggle to generate leads and close deals, but the key to success may lie in a simple five-minute daily routine. Imagine turning those frust…
…
continue reading
1
The ETF Investor - Episode 58 - Actively Managing Factor and Style Investments
49:56
49:56
Play later
Play later
Lists
Like
Liked
49:56
Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.
…
continue reading
The reality of becoming suddenly single can be overwhelming, but you're not alone. In this episode, Jason and Mac discuss the unique financial challenges and opportunities that arise after the loss of a partner, whether through uncoupling, divorce, or death. In this episode, we cover increased living costs, managing fixed expenses, and understandin…
…
continue reading
51
Listener Q&A: Navigating Taxes, Trusts, and More
42:55
42:55
Play later
Play later
Lists
Like
Liked
42:55
In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additiona…
…
continue reading
1
You’ve Got Life on Backwards. Live Coaching with Nick Smith
35:36
35:36
Play later
Play later
Lists
Like
Liked
35:36
Nick Smith is the CEO and Co-Founder of Hauska, which uses AI to make home remodeling easier. But the real challenge in his life right now is how to raise a house full of teenage girls. Sue and Leah dive into what that responsibility means to Nick, as well as his core belief that “you either pay now and play later, or you play now and pay later.”Th…
…
continue reading
Watch the video version on YouTube. Going into 2023, almost everyone was predicting a recession within the next 12 months. However, what we saw was quite the opposite: the U.S. economy grew at a 2.5% year-over-year pace, and the unemployment rate stayed below 4%. This positive momentum has continued into this year, although the economy is gradually…
…
continue reading
1
Beyond Acronyms: Unfiltered Marketing Takes with Devin Bramhall and Margaret Kelsey
40:03
40:03
Play later
Play later
Lists
Like
Liked
40:03
Devin Bramhall and Margaret Kelsey, the co-hosts of Don't Say Content, bring their frank perspectives to bear on everything from how we should be measuring brand marketing, to the uncanny valleys of AI, to why marketers need to stop blaming their orgs.By Steve Pockross
…
continue reading
1
Baby Boomers Wealth Transfer: Helping You Understand Its Impact # 452
31:23
31:23
Play later
Play later
Lists
Like
Liked
31:23
The baby boom generation is the wealthiest in U.S. history. As the boomers age beyond retirement and pass their wealth to their heirs, collectively our country will experience the largest ever transfer of wealth. Today, John Walker, Regional Vice President, and Jason O’Meara, CERTIFIED FINANCIAL PLANNERTM professional, Wealth Advisor and Sr. Direct…
…
continue reading
1
Retirement Milestone Ages You Need To Know
22:04
22:04
Play later
Play later
Lists
Like
Liked
22:04
Age is just a number- except for when it comes to retirement planning. In fact, the financial planning process is filled with key milestones that you need to be aware of as you plan for a secure future. In today’s episode, we’ll talk about the birthdays you need to pay close attention to. From catch-up contributions at 50 to Medicare at 65, tune in…
…
continue reading
1
Authentic Success: Navigating Digital Noise and Building Genuine Connections with David A Specht
1:02:30
1:02:30
Play later
Play later
Lists
Like
Liked
1:02:30
Unlock the secrets to authentic success as we celebrate an incredible milestone of over 150 episodes today. Omar is joined by special guest David A Specht. Have you ever wondered how to cut through the relentless noise of social media and marketing? David shares his transformative journey in leadership and health coaching, offering invaluable insig…
…
continue reading
1
What are you doing with ONE MILLION DOLLARS
46:34
46:34
Play later
Play later
Lists
Like
Liked
46:34
Summary: In this episode of the On Purpose Investor Podcast, hosts Eric and Josh explore hypothetical and practical uses of a million dollars both from their perspectives five years ago and today. They discuss how their priorities and mindsets have shifted from desiring status symbols and temporary pleasures to focusing on legacy, financial educati…
…
continue reading
You can text us here with any comments, questions, or thoughts! Struggling with team performance? Our latest podcast episode dives deep into the art of managing workplace relationships. Join Kemi as she explores two critical areas that often lead to performance issues. She breaks down these concepts into relatable scenarios, providing a structured …
…
continue reading
1
Texas Nonperforming Note Case Study - Round Rock Equity Deal
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31
Equity deals can often be difficult to make happen with market pricing being often at 80% of the legal balance and in states with longer foreclosure time frames. But that's not the case for nonperforming notes in Texas, where foreclosure is the fastest in the United States. In this specific Round Rock, Texas nonperforming note case study, Scott Car…
…
continue reading
1
Financial Independence for Women - Episode 66
11:48
11:48
Play later
Play later
Lists
Like
Liked
11:48
Empower yourself and take charge of your financial future with Jason and Mac as your guides. This week, they discuss the financial hurdles single women face, and offer proven strategies for achieving financial independence. Drawing from years of experience, they discuss essential topics like wage gaps, retirement planning, and preparing for time aw…
…
continue reading
