Best Financial Finesse Podcasts (2024)

1
Building Trust: Corporate Culture In Transition. With Lina Bilkha 33:41

6h ago33:41

33:41

DON'T FORGET YOUR FREE GIFT FROM ME TO YOU! LINK at bottom... In this episode of Bold Conscious Connections, I spoke with Lina Bilkha, a global consultant and coach with over 30 years of experience in Diversity and Inclusion. Lina has worked across India, the UK, Indonesia, and Europe, coaching over 5000 senior leaders from more than 20 nationaliti…

1
Preparing for Change: Strategies for a Successful Transition in Any Aspect of Life 20:09

4h ago20:09

20:09

Change, change, change! So many of us don’t like it, resist it, or are afraid of it. You could be: Starting a new job Starting or ending a relationship Moving to a new location Adopting new technology Getting older Becoming an empty nester Starting a new habit It’s all change, and it’s the one thing that is constant in all of our lives. Whether you…

1
Open Bar or No? 19:34

10h ago19:34

19:34

In this episode Martine gives the low down on the different types of alcohol packages you might consider having at your wedding. Jason, being the big alcohol novice asks a lot of questions and compares/ contrasts the drink menu and consumption levels at his own wedding. In sum, know your people and order accordingly. To connect with Martine for wed…

1
Ep. 29 Can't We Just Stay in One Place? 14:02

2d ago14:02

14:02

In today's episode of New York Wedding Jam, Jason and Martine discuss the benefits of having your wedding in one wedding venue location Having a wedding at an all-inclusive wedding venue offers numerous benefits that make the planning process smoother and the big day itself more enjoyable. One of the most significant advantages is convenience. An a…

1
The Past, Present and Future with Morningstar Retirement’s Brock Johnson 19:35

1h ago19:35

19:35

Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…

1
Season 1 Wrap Up 2:34

25d ago2:34

2:34

In this episode, JaeVic wraps up Season 1 of Finance, Fitness, & Finesse and announces a short break to prepare for an even better Season 2. With fall approaching, the show will focus on leveling up your understanding of investing—not just in the stock market, but in yourself. JaeVic is refining the podcast to be more engaging and efficient, and li…

1
Having a Plan is Powerful 22:37

27d ago22:37

22:37

If you’re looking to improve your financial well-being, it’s important to understand the impact of your financial attitudes or “money scripts” on your future. In today’s episode, you’ll discover that, with the right support and financial plan in place, you can rewrite these money scripts and take control of your financial destiny! Julie Everett is …

1
Savvy Sunday Scholar: Eating Disorders & Money Pt. 2 27:56

29d ago27:56

27:56

Welcome to part two of exploring something we use every day and can’t live without: food and money. LCSW and certified eating disorder specialist supervisor Kaitlyn Cornell, the founder of KC Counseling Eating Disorder Clinic, is here to discuss the impact of eating disorders on financial strain and vice versa. In this two-part episode, Kaitlyn sha…

1
The Future of Work is Remote: Essential Lessons from Remote Entrepreneur, Henrik de Gyor 37:46

30d ago37:46

37:46

In this exclusive episode, I had yet another chance to host Henrik De Gyor, a renowned consultant, podcaster, author, and speaker. Known for his pioneering work in remote entrepreneurship, Henrik shares pivotal moments that defined his journey and the bold decisions that shaped his approach to remote work long before it became a global necessity. {…

1
Ep. 28 Wedding Attire Dos and Don'ts 30:18

13d ago30:18

30:18

In this episode of the NY Wedding JaM Podcast, Jason and Martine discuss the importance of wedding attire. Proper attire for a wedding is of paramount importance, not only for the couple getting married but also for the overall atmosphere and significance of the event. The wedding day is a milestone, a celebration of love and commitment, and the at…

1
Becoming an Opportunity Maker: Character Traits of those who Succeed in Business and Corporate 43:40

6d ago43:40

43:40

Many people wonder how to successfully blend corporate life and entrepreneurship, often believing they must choose one or the other to make a significant impact. What if there was a way to be impactful and successful regardless of your professional status or location? What if there was a way to navigate systemic barriers and still achieve success? …

1
Exploring Retirement Income Strategies with Joshua Grass and Todd Levy 18:31

8d ago18:31

18:31

The retirement landscape is undergoing a dramatic shift, characterized by unprecedented challenges such as increased longevity and unpredictable market conditions. Traditional retirement models centered solely on wealth accumulation are no longer sufficient. A more holistic approach is imperative to effectively manage risks, generate sustainable in…

1
Fitness Finesse Fridays: Health Doesn't Care 18:32

1M ago18:32

18:32

In this episode of Fitness Finesse Fridays, JaeVic tackles the confusing and costly U.S. healthcare system, sharing personal struggles with unexpected medical bills and lack of transparency. Highlighting alarming statistics and real-life examples, including the tragic story of Alec Smith, the episode critiques the system’s profit-driven approach an…

1
Ep . 27 Why First Looks are Great 13:34

27d ago13:34

13:34

The Magic of First Looks: Enhancing Your Wedding Day In this episode of the New York Wedding Jam Podcast, Jason and Martine discuss first looks. What are they and why we are fans of the first look. A wedding day is a symphony of emotions, traditions, and meticulously planned moments. Among the many customs, the first look stands out as a contempora…

1
M.O.R.E Money Mondays: Gimme Some Credit 20:48

1M ago20:48

20:48

In this episode of More Money Mondays, JaeVic guides us into the world of credit, exploring its history, the role of credit cards in our economy, and practical advice on choosing the right card. JaeVic covers the confusing but essential topics like credit scores, utilization ratios, and the difference between APR and APY. Listeners will learn about…

1
Revolutionizing Women's Finance: Breaking the Mold. With Priti Rathi Gupta, Founder of LXME 46:16

17d ago46:16

46:16

In this episode of Bold Conscious Connections, I engage in a profound discussion with Priti Rathi Gupta, the visionary founder of LXME and Director of Anand Rathi Group. Priti, a champion of financial literacy for women, shares her journey from the traditional finance sector to launching LXME, a fintech platform focused on empowering women financia…

1
Ep. 26 Wedding Bands vs Wedding DJs 22:09

2M ago22:09

22:09

Thanks for checking us out here at the New York Wedding JaM podcast. Join us as we delve into the age-old debate of wedding entertainment: bands versus DJs. In this episode of the New York Wedding JaM podcast we explore the pros and cons of hiring a live band or a skilled DJ for your special day. Whether you're planning a classic wedding with timel…

1
What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt 13:47

1M ago13:47

13:47

It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer. Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a uniqu…

1
Savvy Sunday Scholar: Eating Disorders & Money Pt. 1 34:56

2M ago34:56

34:56

Welcome to part one of exploring something we use every day and can’t live without: food and money. LCSW and certified eating disorder specialist supervisor Kaitlyn Cornell, the founder of KC Counseling Eating Disorder Clinic, is here to discuss the impact of eating disorders on financial strain and vice versa. In this two-part episode, Kaitlyn sha…

1
Fitness Finesse Fridays: Health is Wealth 16:59

2M ago16:59

16:59

In this Fitness Finesse Fridays episode, JaeVic explores the critical connection between financial wellness and physical health. Discover how financial stress can lead to serious health issues such as chronic conditions and mental health struggles, creating a vicious cycle of stress and poor health. JaeVic also highlights the impact of financial in…

1
Ep. 25 Ceremony Seating: Beyond the Traditional Isle 18:44

2M ago18:44

18:44

In this episode of New York Wedding Jam, Jason and Martine explore different and alternative seating arrangements for your ceremony. We've done the church inspired rows with the center isle for so long, do we consider anything else?By Jason and Martine

1
M.O.R.E. Money Mondays: You're Such a Loaner 19:39

2M ago19:39

19:39

In this episode of More Money Mondays, JaeVic demystifies the confusing world of loans, explaining their origins, types, and key terms. From personal and business loans to auto and student loans, we cover how they work, who offers them, and the ties to them. Practical tips are provided to help you navigate loans responsibly and make informed financ…

1
From Medicine to Mindfulness, with Dr. Sapna Sharma... 34:22

2M ago34:22

34:22

In this episode of Bold Conscious Connections, I sit down with Dr. Sapna Sharma, a former ophthalmologist who courageously shifted her career to become a counselor, life coach, and motivational speaker. Now the Director at Mind Junction Multispeciality Counseling and Psychology Center in Nagpur, India, Dr. Sharma brings over twenty years of experie…

1
Making 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix Okwaning 22:07

29d ago22:07

22:07

No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first pla…

1
Today is a Great Day to Start 17:04

2M ago17:04

17:04

Who do you turn to when a financial crisis hits? During this episode, Jennifer joins us to share her story of building a relationship with an expert before finding herself in a time of crisis. Starting with her transition from working in academia to taking on a corporate role, Jennifer shares the highlights of her path to creating more financial se…

1
AI and Emotional Intelligence for Leadership Development 39:47

1M ago39:47

39:47

In this episode, I discuss: The importance of self-advocacy and awareness in business collaboration How entrepreneurship supports belonging and inclusion at work How to use AI and Emotional Intelligence to increase your leadership and efficiency How to leverage professional development to avoid self-sabotage Resources Mentioned in the Episode: Emot…

1
Ep. 24 Alternate Bachelor Party Ideas 17:01

2M ago17:01

17:01

In this episode of New York Wedding JaM, Jason and Martin discuss some alternatives to the standard bachelor party scene. It's always important to keep in mind what your group of guys enjoys doing, who you are as a person and what is the realistic budget of the fellas in your crew. To connect with Martine for wedding planning services, feel free to…

1
Savvy Sunday Scholar: What Gets in the Way, Money & Relationships Pt. 2 25:29

2M ago25:29

25:29

In part 2 of this episode of Finance, Fitness & Finesse, we sit down with Savvy Sunday Scholar, Chaazè Roberts, founder of CPR Counseling and a licensed marriage and family therapist. With degrees from Northwestern University and the University of Illinois, Chaazè brings a wealth of expertise in dealing with various family and relationship issues. …

1
Fitness Finesse Fridays: The Money Mirror, Finding Your Money Identity 17:24

2M ago17:24

17:24

In this episode of Fitness Finesse Fridays, JaeVic goes into how our money identity evolves throughout our lives. Discover the difference between financial independence and financial freedom, and how our childhood experiences, personal values, and societal expectations shape our financial behaviors. Learn practical tips for aligning your financial …

1
Ep 23 Non-Traditional Wedding Officiants 19:55

2M ago19:55

19:55

In this episode of the New York Wedding JaM, Jason and Martine chat with Daniella VillaRamos of Once Upon a Vow, a non-traditional wedding officiant company serving the NYC Tri-State area and the globe. During our chat, we discuss the process of getting to know their clients and customizing the ceremonies to meet their specific needs. Daniella (Dan…

1
M.O.R.E. Money Mondays: Inflation Nation 15:48

2M ago15:48

15:48

In this episode of Finance Fitness & Finesse, JaeVic delves into the complexities of inflation and practical strategies to protect your finances from rising prices. Learn about inflation’s causes, impacts, and how central banks and government policies influence these phenomena. Additionally, JaeVic introduces the concept of Money Dysmorphia, explai…

1
From Vision to Venture: Kindling The Entrepreneurial Spirit. How Akshaara Lalwani did it... 40:51

2M ago40:51

40:51

Akshara Lalwani, founder and CEO of Communicate India, shares her journey as an entrepreneur and the challenges she faced. She emphasizes the importance of being passionate and deeply spiritual in any role. We dived into the pivotal moments that led her to start her own business and the transformative personal experiences that shaped her vision. Sh…

1
Non-Traditional Food Menus 21:27

3M ago21:27

21:27

In this episode of the New York wedding JaM, Jason and Martine explore the topic of food at your wedding and how can make the best choices for you as a couple but also accommodating the culinary demands of your guests. the days of terrible wedding food is over. Expectations are a bit higher. what will you choose? To visit Martine's wedding planning…

1
Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil 14:04

2M ago14:04

14:04

Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …

1
Savvy Sunday Scholar: What Gets in the Way, Money & Relationships Pt. 1 28:58

3M ago28:58

28:58

In part 1 of this episode of Finance, Fitness & Finesse, JaeVic sits down with Savvy Sunday Scholar, Chaazè Roberts, founder of CPR Counseling and a licensed marriage and family therapist. With degrees from Northwestern University and the University of Illinois, Chaazè brings a wealth of expertise in dealing with various family and relationship iss…

1
Fitness Finesse Fridays: Money Moods 14:46

3M ago14:46

14:46

In this episode of Fitness Finesse Fridays, JaeVic dives into the intriguing relationship between our emotions and our financial decisions. Discover how stress, anxiety, happiness, and excitement can influence spending habits, investment choices, and debt management. Learn the importance of emotional intelligence and emotional maturity in making th…

1
Ep. 21 Our Favorite Wedding Venues in the Hudson Valley 29:47

3M ago29:47

29:47

Today, in our season 2 premiere, we discuss our favorite wedding venues in the Hudson Valley. We initially wanted the list to include non traditional wedding venues, but then realized we could not agree on what makes a venue non traditional. So we decided to list our top 6 venues along with our reasons why. Hope you enjoy! Also https://www.wedding-…

1
MORE Money Mondays: Budgeting Brilliance 12:33

3M ago12:33

12:33

In this episode of "Finance Fitness & Finesse," JaeVic breaks down the essentials of budgeting brilliance to help listeners take control of their financial wellness. The episode includes a visualization exercise, key concepts like net worth and assets are explained, followed by addressing common misconceptions about budgeting. JaeVic introduces the…

1
Purpose Over Profit: Transforming Business and Society. How Harsh Mariwala sees it... 56:26

3M ago56:26

56:26

Harsh Mariwala shares his wealth of knowledge and experience, offering a rare glimpse into the mind of one of India’s most influential business leaders. This episode is a must-listen for anyone seeking to understand the confluence of business acumen, innovation, and social responsibility. Known for his strategic leadership and dedication to innovat…

1
Systematic Patience: Lifestyle Design for Financial and Time Freedom 34:16

2M ago34:16

34:16

Maurice Philogene is a man who looks at the rules differently. He understands systems and structures in order to navigate them effectively and ethically in his pursuit of freedom. Whether it's travel hacking, working 3 jobs simultaneously, or becoming location independent, Maurice is a man who embraces the patience, consistency and discipline requi…

1
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes 16:03

3M ago16:03

16:03

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…

1
Savvy Sunday Scholar: The Tax Game w/Darion Wiggs, CPA 51:26

3M ago51:26

51:26

In this episode of Finance Fitness & Finesse, JaeVic kicks off Savvy Scholar Sundays with Darion Wiggs, a 27-year-old entrepreneur and founder of Wiggs CPA Tax and Accounting. Darion shares his journey of building a six-figure business in seven months, his passion for helping small businesses, and his commitment to expanding financial literacy in u…

1
Fitness Finesse Fridays: Overthinking Doesn't Exist 6:59

3M ago6:59

6:59

In this episode of F^3, we explore how financial wellness impacts our other dimensions of well-being. Today, we challenge the concept of "overthinking" and its negative connotations. We'll uncover why this stigma is not only invalidating but fundamentally false, and how embracing deep thought can empower your financial decisions. Join us as we refr…

1
MORE Money Mondays: High Yield Savings Accounts (HYSAs) 7:05

3M ago7:05

7:05

In this episode of F^3, JaeVic reveals that investing isn't only about stocks, highlighting High Yield Savings Accounts (HYSAs) as a smart, low-risk way to grow wealth. Listeners learn about the advantages of HYSAs, which offer higher interest rates than traditional savings accounts, and the importance of choosing FDIC-insured online banks. The epi…

1
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske 10:29

3M ago10:29

10:29

Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …

1
You're Not Woke, You're Broke 3:47

3M ago3:47

3:47

In this introductory episode of F^3, we're giving you a sneak peek of what's in store for the show. We'll break down money basics and provide practical tips for taking charge of your finances and boosting your overall well-being. F^3 will show you exactly why if you're not financially woke, you're broke. https://financefitnessfinesse.podbean.com/ I…

1
Conscious Leadership & Entrepreneurial Balance, with Nilesh Nanavati 38:21

3M ago38:21

38:21

In this episode I speak with Nilesh Nanavati, an entrepreneur and management consultant with nearly three decades of experience in financial services technology. Nilesh shares profound insights from his journey transitioning from a corporate career to entrepreneurship, reflecting on the philosophical shifts that have defined his understanding of su…

1
Ep. 20 Wedding Videography: Glossary of Deliverables 30:44

4M ago30:44

30:44

In this episode of New York Wedding Jam, Jason and Martine discuss several video options available from most wedding videographers. Often times, since there is no standard or certification process for wedding videographers (or any wedding professional for that matter) couples are often confused about the lingo that many of our colleagues use to des…

1
Ep. 19 Wedding Cakes, They're so Fun! 27:09

4M ago27:09

27:09

Today we welcome a special guest and friend to the New York Wedding Jam Podcast. Vin...of Vincenzo Salvatore Cakes. Vin joined us for a fun filled, informal discussion about the wedding cake industry. He pulled back the curtain to reveal some not so well known facts about wedding cakes and the process he uses in his craft from consultation to deliv…

1
Fred Reish Unpacks the DOL’s New Fiduciary Rule 17:04

4M ago17:04

17:04

The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, a…

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