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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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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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Exit Strategies Radio Show is our way of giving back to the community. We're here to empower you through financial literacy and real estate education. So, if you're out there hustling to make things happen for your family, if you're striving to secure a better future for your children and their children, then this podcast is tailor-made for you. Our host is Corwyn J. Melette, Broker/Owner of EXIT Realty Lowcountry Group in North Charleston, South Carolina. He is passionate about sharing insi ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Skytale Insights offers business, financial, and operational strategies for leaders in the dental and aesthetic industries. If you’re a healthcare business owner with an appetite for growth, tune into each episode for key insights on opening your next location, scaling your business, or positioning yourself to sell. Each episode features experienced members of Skytale team and other healthcare industry experts, providing tactical and strategic guidance for growing your business and helping i ...
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach ...
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The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
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This is for busy professionals who are looking for financial freedom through passive income, with a focus on cashflow assets in Multifamily Real Estate. We will be covering a variety of topics such as buying, managing, and selling real estate assets, specifically apartments. To learn more about us, visit tricityequity.com
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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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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Join Derek Moffatt, and his wife and business partner, Jennifer, as they discuss the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.
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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Welcome to Wisdom and Wealth, where we explore a variety of wealth management topics! Featuring Frank Astorino, President of the Astorino Financial Group, Inc., we're highlighting the very strategies, solutions, and conversations that Frank is having with his clients on a regular basis. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that ...
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We will chat with Fierce Female Entrepreneurs and share the good, the bad and the ugly of Entrepreneurship and discuss obstacles we have faced and how to overcome them to reach the success you desire.
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Seed Time Money (Christian living & Personal Finances)
Bob & Linda Lotich | Christian Financial Coaches
We have a different take on money than most financial experts. Kind of like if Chip and Joanna talked about money. You know, down-to-earth, approachable, easy to understand, and even fun. We aren’t going to judge you for your past mistakes and we haven’t forgotten the pain of being broke so we can relate. We believe simple always beats complicated. And we believe money isn’t the goal, but is simply a tool that can be used to fulfill what God has called us to do. Success with money. Success i ...
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
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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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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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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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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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No sector or region is immune from challenges. Each episode we visit a different UK location, putting a client in the frame. Get insights to inspire your own business as we delve into the issues they’ve faced – and the big picture strategies that led to success. Barclays Bank PLC is registered in England (Company No. 1026167) with its registered office at 1 Churchill Place, London E14 5HP. Barclays Bank PLC is authorised by the Prudential Regulation Authority, and regulated by the Financial ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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The world's best podcast about the mindsets, behaviors, attitudes, and activities for the Appraisal, Real Estate, and Lending industries. Hosted by well known Real Estate and Appraiser Success Coach, Blaine Feyen, founder and CEO of the Real Value Group and Real Value Coaching Academy in Grand Rapids, Michigan, the Real Value Podcast covers a variety of topics involving all three of those businesses, as well as the topics of success, communication, leadership, balance, marketing, social medi ...
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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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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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News and Views Podcast Show
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
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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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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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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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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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Futurum Tech Webcast Leading tech analysts from The Futurum Group share weekly deep dives on the latest tech news, new products and services, mergers, earnings, regulations, and more. The Futurum Tech Webcast will keep you current on what’s happening in the tech space — from startups to industry leaders, emerging tech, and what’s ahead for industries across the globe, along with interviews with tech industry leaders and experts. Subscribe now and stay connected to this exciting journey into ...
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Sounds of Health seeks to shine a light on the path to improved health. The podcast highlights the people, organizations, and resources available to help improve physical, emotional, and financial well-being. Join us on a journey of self-discovery and empowerment as we explore expert insights, practical tips, and real-life stories to help you achieve a balanced and healthy life. In each episode, our host David MacNiven engages in thoughtful conversations with health and wellness professional ...
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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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In the world of eCommerce, a legendary WhatsApp group is rumoured to hold the secrets to unimaginable success. The catch? You must have nine figures in revenue to gain entry. The worlds biggest brands have denied its existence for years, until now. Three titans known as "Operators" are leaking the secret contents in an effort to share its wealth of knowledge with people like you.
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Gain practical insights for safeguarding your restaurant's financial health and profitability on the Self Insurance Podcast. Hosted by Kaya Stanley, seasoned attorney and CEO of CRMBC, this series features insightful discussions with industry leaders and experienced operators. Learn how to navigate work comp challenges, optimize insurance strategies, and implement best practices from top performers and advisors in the restaurant industry. Success leaves clues, and this podcast is designed to ...
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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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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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We talk to the smartest people in the golf business to get the inside stories and strategies driving the business of golf forward. Hosted by PGA Tour player Roberto Castro and Dan Ferreira.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Money only matters if it helps you live a life you love. On the podcast, we interview remarkable people and share strategies for mastering money and living a meaningful life. Topics include money, entrepreneurship, investing, mindfulness, philosophy, and more. Hosted by Grant Sabatier, Author of the international bestseller Financial Freedom, Creator of MillennialMoney.com, and CEO of the holding company MMG Media Group.
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Going Rogue Money Ministry | Learn More About Finances, Retire Early, Travel Frequently
Melissa Myers- CFP* Professional & Producer- Holleigh Urbanik
Does thinking about money cause unnecessary stress in your life? Are you tired of feeling anxious, guilty or embarrassed about your financial situation? Has fear of being judged, or perhaps, being taken advantage of, ever held you back from sharing your financial accomplishments? Do you struggle with impostor syndrome and feel like you should know more, do more, or be better with money? Have your financial responsibilities trapped you in your career? Speaking of work, how would it feel to wo ...
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What Is Your Wealth Distribution Strategy?
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There are two distinct phases of your financial life. The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement. The first phase is usually the one th…
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Ep 17 - How Pro Athlete Contracts Can Guide Your Financial Decisions
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How can you apply the financial strategies of pro athletes to your own financial game plan? In this episode, Josh dives into the thrilling intersection of professional sports finance and personal financial management. He explores how high-stakes decisions in the sports world can inspire you to bolster your own financial strategy. Josh kicks off by …
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In this episode of Protect Your Assets, host David Hollander delves into the "100 Days of Darkness," comparing the early days of parenthood to the initial phase of retirement. He discusses the challenges faced by new retirees and offers practical steps to navigate this transition. You'll also hear from a caller dealing with complex family trust iss…
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Some approach retirement planning as a set -it-and-forget-it process, while others take an overly tactical approach, but a strategic retirement plan is a delicate balance of patience and prudent rebalancing. Donna and Nathan discuss some examples of calculated retirement planning moves intended to keep you on track for meeting your financial goals.…
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A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
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Maximizing Tax Strategies for Retirement Savings
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In this conversation, Jim Ciprioti discusses retirement planning and investment strategies. He emphasizes the importance of considering interest rates and inflation when making investment decisions. He also highlights the benefits of investing in Roth accounts and provides insights on tax strategies for retirement. Jim encourages listeners to seek …
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Alternative Options For Funding Long-Term Care
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Ryan Herbet discusses the potential impact of healthcare and long-term care expenses on retirement savings and the transfer of wealth to future generations. He highlights the need for tax planning and what the tax implications may be of passing wealth down to children. Ryan also explores alternative options for funding long-term care and the challe…
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210: How you approach precision medicine matters—for some patients more than others
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It's no secret that healthcare is becoming more and more personalized – or “bespoke” – as increasingly sophisticated diagnostics and therapeutics continue to explode into the market. This vast pipeline is redefining the industry in several ways—but there is real risk associated if the stakeholders responsible for developing, delivering, and paying …
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The HSA Advantage: 5 Strategies for Retirement Success | The Limitless Retirement Podcast
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"By strategically contributing to your HSA throughout your working years, you can build up a substantial balance to help mitigate this impact of the rising health care costs that you're likely to face in retirement." Unlock the full potential of your Health Savings Account and take control of your financial future as our host Danny Gudorf of Gudorf…
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How Much Money Do You Need to Retire Comfortably?
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How much money does it take for you to retire in comfort? Is it $1 million? $2 million? Far more than that? Far less? Large investment firms and many media outlets often throw out big "retirement" numbers based on small surveys they took of people who may or may not have any clue about how much money they actually need. But it's a fair question. An…
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Interview with Arthur Cohen, Founder of Arthur Cohen Insurance Discussing Policy Review
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With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “s…
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"Take the 'Ex' out of Ex-athlete" - Roxie Perregaux - Healthy Moves For you
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Board certified health & wellness coach, certified personal trainer, certified senior fitness specialist, and owner of Healthy Moves for You, Roxie Perregaux says we should "take the 'ex' out of ex-athlete." Roxie encourages everyone, young and old, to do, "whatever it is that gets you up and moving and using those muscles; improving your positive …
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EP 140: Achieving Homeownership Through Significant Subsidies on New Townhomes in North Charleston with Latarsha Giles
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Have you ever wondered how a dedicated community advocate can drive a significant change in a local neighborhood? In this episode, we are joined by Latarsha Giles, a passionate board member of the Bridge North Charleston organization, a nonprofit organization building affordable townhomes. Latasha is a tireless community activist working to transfo…
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The Case for Equities in Retirement w/ David Blanchett
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How can you make your retirement plan truly bulletproof? In this episode of The Financial Quarterback, Josh interviews retirement planning expert David Blanchett. They start by discussing the importance of understanding longevity risk and how annuities can be valuable tools to provide lifetime income. They break down the different types of annuitie…
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Mindy Van Vleet - Building Community Through Authentic Relationships
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Here's what to expect on the podcast: How did Mindy discover Polkadot Powerhouse, and what motivated her to join this community? The importance of building a community through authentic relationships. How does Polkadot Powerhouse connect women worldwide? Mindy's personal challenges and the importance of a supportive community during difficult times…
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Financial Planning Strategies if Tax Cuts Expire
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The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these tax cuts will expire at the end of next year, and rates will revert to where they were in 2017. We're discussing what planning strategies you need to be considering right now should this happen on thi…
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(💸08/40) The one rule that turned a janitor into a multimillionaire (and how you can use it to secure your financial future)
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Today, we're diving deep into a powerful concept that might seem counterintuitive at first—focusing on what NOT to do to achieve financial success. This episode is packed with stories, biblical insights, and practical steps you can apply right away. 🔍 Key Highlights: The Power of What Not to Do: Discover how avoiding certain financial mistakes can …
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Accelerating Application Modernization with AveriSource - Infrastructure Matters
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On this episode of the Infrastructure Matters, host Steven Dickens is joined by AveriSource's Stephanie Walter, Head of Product for a conversation on how AveriSource is innovating in the realm of mainframe modernization. Our discussion covers: An overview of AveriSource as a new entrant in the mainframe modernization space A deep dive into AveriSou…
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A new study from Vanguard shows that more people than ever are setting aside money in their retirement accounts at increased levels. The average balance in retirement accounts has gone up by 19% however, retirement planning goes beyond just looking at investment account balances. It is important to consider other factors such as health, taxes, and …
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Dead Lobster? | NVIDIA | Consumer Has Yet to Stop Spending
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths an…
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On the MoneyTalk show or mission has long been to serve the community by promoting financial education, but we also like to acknowledge the organizations out there serving the health and welfare of our community directly every day. Nathan invites to the show Meghan Grady, Executive Director of Meals On Wheels of RI, to discuss the important work be…
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Post-Pandemic Pressures: Lisa Nilmeier on Adapting to a Changing Restaurant Landscape
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Join Kaya Stanley and guest Lisa Nilmeier, Chief Administrative Officer and General Counsel for Milano Restaurant Group, as they discuss the challenges and strategies of navigating the restaurant industry post-COVID. Learn how minimum wage changes, PAGA claims, and cybersecurity impact operations and what proactive measures can be taken to ensure r…
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In this episode, Blaine talks about the concept of creating your own business category where you become known as the owner of the category and, therefore, have no competition. Examples of new business categories are: 1. Tesla creating the 'direct to consumer' and single brand dealership only model. 2. EXP Realty creating a completey virtual, no bri…
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Celebrating the Launch of our Brand New Book
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The long process of writing a book has finally wrapped up for Scott and we’re excited to be rolling it out very soon. In anticipation of the launch of Exceptional Retirement: Tools and Strategies for Retiring On Your Own Terms, we wanted to share some background on the book, the chapters that we think you’ll like most, and the personal stories that…
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This one goes to the grads! Whether you know someone graduating high school, college, or even preschool, graduation marks a new stage and season in life. Similarly, retirement is a new chapter in life. It's a time of change, celebration, and sometimes, uncertainty. On today’s show, we talk through the similarities between leaving school and enterin…
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Send us a Text Message. Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings. In this episode, …
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The 5 Most Important Things in Your Retirement Today
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In this week's episode, we'll discuss the 5 most important things that need to be in your retirement plan today. Is retirement really all about how your retirement assets will be taxed? Can decisions you make really affect the tax rate you will pay? Why is a Roth account so smart long-term? How many years should you be planning for in retirement? I…
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CMO Eric Herzog on The Art & Science of The Sales-Marketing Relationship
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On this episode of Marketing Art and Science, I am joined by Infinidat’s CMO, Eric Herzog, for a lively conversation on marketing and business as a team sport, the symbiotic value of a strong sales-marketing relationship, and what Eric believes is the true art of marketing. Our discussion covers: An introduction to charismatic CMO Eric Herzog and h…
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#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss how to run a successful probate real estate business in a worrisome economy, effective scripts for probate real estate success, and more! If you are exploring the idea of b…
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Strategic Real Estate Investments and Expert Advice from Stewart Heath
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Welcome to the latest episode of "The Cashflow Project"! Today, we're excited to have Stewart Heath, a seasoned financial expert and real estate investor, join us. Stewart's expertise in fractional CFO services and commercial asset investments makes him a goldmine of knowledge for aspiring investors. In this episode, Stewart shares the importance o…
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In today’s episode Greg and Colin discuss the upcoming changes to how capital gains are taxed in Canada. Listen in to find out more and enjoy the show!By The CM Group
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E057: Operators in Session with Cherene Aubert
1:13:08
1:13:08
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00:00 Introduction 03:41 Chaurene's Career Journey and Leaving Bobby 08:06 Growth and Challenges at ILIA Beauty 14:17 Lessons from Bobby and the Importance of Customer Obsession 22:07 Skills and Insights from the Agency World 27:25 Remote Work and Managing High-Performing Teams 34:22 Generating Sustainable Growth 36:38 Building an Organic Customer …
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18. Guest Star: Educator, Sober-Curious Coach, Cari Wolters; Empowering Others to Lead Fulfilling Lives & Break Free From Guilt & Shame
38:28
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We are celebrating downloads in over 13 countries on the Going Rogue Money Ministry! --we're now over 800 downloads ;) What has been bringing you joy? -Family -Friends -Nature -Living in the present Cari Wolters, a seasoned educator with over two decades in the teaching arena and a mother of 2. Her transformative journey unfolded as she transitione…
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Ep 16 - The Rise of Financial Scams: What YOU Need to Know
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How can you protect yourself from the ever-evolving world of financial scams? In this gripping episode, Josh tackles the alarming surge in financial fraud that cost Americans a record $10 billion last year. Josh delves into the mechanics of modern scams, offering historical insights and contemporary examples to arm you against becoming a victim. St…
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How the Annuity Sausage Is Made: Shootin’ It Straight With Stan
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In this episode, The Annuity Man discussed: The pricing mechanism of annuity products Annuities are commodity products Buy only the products that you understand Key Takeaways: Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in annuity pricing is that annuity prices change based…
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For nearly 9 decades, Social Security has been a critical part of the US retirement system, but like most entitlement programs, its inherent complexity requires thoughtful planning if you hope to use it to its full advantage. Donna takes us through Social Security planning strategies for those approaching eligibility age. Also on MoneyTalk, SECURE …
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The Pitfalls of Investing Overly Conservative In Retirement | The Limitless Retirement Podcast
30:39
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“Creating a three-bucket retirement plan is essential for a successful retirement that enables you to avoid being unnecessarily conservative.” Could your well-intentioned, conservative investment strategy for retirement actually be setting you up for financial instability? In this episode of The Limitless Retirement, our host Danny Gudorf flips the…
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Is the 'Sell in May and Go Away' Strategy Still Relevant?
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Jim Cipriotti of Retire Ready Financial Group discusses the strategy of "Sell in May and Go Away' and whether it still holds water in today's market. He analyzes historical data and concludes that sitting out of the market from May to October can result in higher returns and lower volatility. However, he suggests that instead of sitting out of stoc…
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Roger Whitney: How To Rock Your Retirement (TAM Classic)
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44:38
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In this episode, The Annuity Man and Roger Whitney discuss: The two retirement crises Balancing on the teeter-totter Before going into fancy tactical stuff Focusing on what you can control Key Takeaways: There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for…
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209: Predicting what oncology will look like in 2030
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There has been a lot of change in the oncology space in the last few years. These changes have brought new pressures, like workforce strain, increased competition, rising spend, and more. While many leaders are worried about the "right now," it is crucial to consider how you can best position yourself for the future of cancer care. That's why, in t…
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Interview with Samuel Dixon, RFC Co-Founder of Oxford Advisory Group
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As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan. Samuel, with his expertise as a RFC, also co…
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Title: 9 Types of People You'll Meet in Retirement
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In this episode of Protect Your Assets, host David Hollander explores the diverse personalities you'll encounter in retirement. From the superhero volunteer to the tireless mover, David walks you through nine unique types of retirees, sharing valuable lessons each one offers. Whether you're just entering your golden years or planning ahead, this ep…
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Enterprising Insights, Episode 25 - Low Code Development, Skills Development, AI Safety, and AI Optimization
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25:13
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In this episode of Enterprising Insights, host Keith Kirkpatrick discusses news from the world of enterprise applications, HR, and AI. He focuses on the growing use of no-code/low-code development platforms, the focus on enterprise skills development, the use of AI guardrails within a CRM, and discusses how AI can be used to optimize digital custom…
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As we age, it’s only natural to look to the next generation with hopes that they won’t make the same mistakes that we did. Donna and Nathan reflect on the lessons we can impart on millennials as they struggle to pave their way through the challenges of today’s world. Also on MoneyTalk, how investors are attempting to navigate the choppy internation…
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EP 139: From Shrimp Trading to REITs: Journey to Wealth with Theo Darringer
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24:06
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Have you ever wondered how a young entrepreneur can create significant wealth through smart investing and business ventures? Theo Darringer, a high school student with an impressive track record in business and investing, joins the show to share his journey from trading shrimp and managing a gumball machine empire to making strategic stock picks an…
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