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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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Curious about the inner workings of the mining industry but don't have a background in geology or engineering? Rock Talk is a weekly interview show that takes you behind the scenes with industry experts. Each episode, host, Karl Woll of VRIFY Technology, sits down with an expert from the mining world to discuss the latest trends, technologies, and challenges facing the sector. From exploration and extraction to processing and sustainability, we cover the full mining lifecycle in an engaging, ...
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
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Do you have a burning desire to live an enriching life: physically, mentally and spiritually? Boom Vision ® podcast is all about health, wealth and higher self! This show dives deep on how to create a fulfilling and abundant life: it starts with a powerful mindset! Your host, Benjamin Yeh, is a Business Alignment Coach. His diverse background as an ex-corporate executive, investment officer deploying over $1 billion in real estate & investments, serial entrepreneur, investor, advisor and coa ...
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What Got You There is a weekly podcast that focuses on the journey behind some of the world’s most successful people, uncovering the mindsets, strategy, routines that helped them get there. Guests include billionaire entrepreneurs, olympic gold medalists, Wall Street titans and other high performers across vastly different disciplines! It's hosted by Sean DeLaney who for the last 15 years has been working at the intersection of elite performance, entrepreneurship and personal development. As ...
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
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Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Author, Actor, economist, lawyer, professor of law and economics, columnist for the Wall Street Journal, Presidential speechwriter, multi Emmy Award winning game show host, investment advisor, and America’s humble servant and Co-host of The World According To Ben Stein, published writer for many well renowned publications, former nationally syndicated radio host and addiction specialist, Judah Friedman are quickly becoming the most popular and talked about Podcasters on the internet. Three t ...
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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Welcome to The Weekly Fintape, a show where we highlight some of the biggest hits in Finance. Each week, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out on The Weekly Fintape.
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Talking about money is hard. All over the world, people are taught never to talk about money, politics, sex or religion in polite company. On 50 Fires: A Podcast About Money and Meaning from Executive Producers Chip and Joanna Gaines, host and financial conversationalist Carl Richards will remove money from that list by having frank, funny, and often difficult conversations about money - the kind we were all told not to have! - with guests from all walks of life. In each episode, Carl will i ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Welcome to the Women Choosing Growth podcast, your go-to show actionable advice to grow your business to be worth millions while sharing empowering stories of triumph and navigating obstacles from women entrepreneurs, industry experts, and thought leaders who have experienced the inevitable challenges that come with entrepreneurship. Whether you're embarking on your entrepreneurial journey or seeking to elevate your business to new heights, our podcast is your ultimate resource hub, providin ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Venture Unlocked is the playbook for starting, operating, & scaling a successful venture capital firm. Samir Kaji, Host of Venture Unlocked has +20-years of experience assisting & advising startups and venture firms. Listen for VC fund guidance. ventureunlocked.substack.com
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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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In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
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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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Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of SEI Novus unpacks what has helped them and hindered them on their diverse roads to success. Modeled after the values of SEI Novus industry research, this is where managers and allocators alike tune in for engaging discussions on how to succeed in the investment world.
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Responsible Investing for a Sustainable Economy is a weekly podcast that unpacks the environmental, social, and governance issues that companies need to tackle as investors like you demand more than just the bottom line. Host Tim Nash has been helping people understand how to invest responsibly for over a decade. When he started, few knew what sustainability, impact investing, ESG, CSR, or the transition to a low carbon economy really meant. Now responsible investing is a hot topic for new i ...
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Welcome! I am Paul Chen, your host. I am an investor, author, startup advisor and business writer. I am a former senior investment manager at Alibaba and former tech banker at Goldman Sachs. On this show, we have conversations on innovations in China that we can learn as Americans. It is my goal to tease out the first principles of entrepreneurship and innovation in China and compare them with Silicon Valley. I believe, your next billion dollar idea will come from China. So Watch the Panda, ...
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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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Welcome to Good in Motion, your inspiring Canadian, feel-good podcast packed with step-by-step actionable tips, genuine experiences and interviews with experts who want to help you live your best life. If you’re ready to move away from negativity, thinking that good things only happen to others, and you want to take control of your life, it’s time to ask yourself the right questions: What does my best life look like? Who do I need to be to reach my full potential? How to create the best vers ...
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Welcome to Real Estate Investing Uncovered with BC Property Agents, where we talk to experts in the real estate industry. We discuss everything from how to find deals to how to finance your investments. We also answer your questions about real estate investing. Your host is Bruno Calfapietra, a real estate agent with over 30 years of experience. He has bought and sold dozens of properties and has helped hundreds of people achieve their financial goals through real estate investing. We interv ...
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This is the High Growth Founders Podcast, where we give you unfiltered truth and ideas about accelerating the growth of your start-up and becoming the founder you were born to be. No fluff, no games, just straight to business. Your host is Kasey Jones. Throughout her career as a coach, consultant, advisor, and mentor she has worked with hundreds of founders on their go-to-market strategy, building an authentic personal brand, and growing as a leader. This show is dedicated to helping founder ...
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Picture how different life could be if you were confident in how you spend, save, invest, give and earn money! How much time and energy would you gain by silencing your money "shoulds?" Learn how to think differently and set up simple systems from financial advisor and host Jen Sapel as she shares insights from 20 years in financial services and her own stories and struggles with money as well as other guests. As a high earning mother, caregiver, and mother of multiple toddlers, she knows yo ...
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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This podcast is dedicated to helping our listeners Think, Act, and Prosper not only in wealth but in every area of life. No matter what level you are at financially, we address the basics of money to the more complex macro economic concepts. Our host Darrell Dominic, is not a financial advisor or accountant but comes with a vast amount of knowledge and experience in the economic realm. You will hear from guest professionals and their experience with finances as well. Feel free to submit any ...
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STW Radio was born out of the crisis of 2008 and was the mission of its host, Bruce Weide, to fill a massive void in most American's retirement portfolio. This safety net would have literally saved them any grief in the crash of '08-'09 and let them pick right back up on the historic gains from there. America seems to believe that investment risk is a thing of the past. But STW Radio is dedicated to reporting all sides to the stories that matter to those close to retirement or in retirement. ...
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Tom is back for a new episode featuring: 0:04 Welcome Back Banter 5:01 Shifting Investment Trends 7:13 Generational Investing Shifts 12:27 The Pitfalls of Trading 15:29 VTWAX vs. VT 17:59 Asset Allocation Adjustment 19:36 Advisor Interview Form Review Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Shocking Truth About Employee Benefits You Didn't Know
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The Shocking Truth About Employee Benefits You Didn't Know Unlock the secrets to employee retention with this episode. Dive deep as Eric Miller and Eric Gersch tackle crucial strategies for maximizing employee satisfaction and engagement. In this eye-opening discussion, you'll discover innovative approaches to benefits that go beyond the basics of …
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Feeling Overwhelmed? Try My Weekly Planning Routine for Calm and Control
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If you're feeling overwhelmed, if you have about a thousand things to do, if your routine is all over the place, maybe you even have been eating your feelings or binge-watching Netflix to avoid doing the things you know you have to do, and you know you need to get things done to feel better, then you are not alone! No way I'm sacrificing my health …
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Husband Passed, Should I Pay Off Mortgage?
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My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about liste…
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A Fireside Chat with the Host: Bogumil answers Christian Billinger’s questions
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We talk about managing family fortunes with an infinite investment horizon. It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Mattew Stafford. I’ll also mention that the next Fireside chat will …
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In today's episode: 3:31 The Dow and Small Company Stocks 6:37 The Value in Small Cap Investing 13:01 Beware of Gimmickry in Investing 15:06 Understanding Risky Investment Strategies 21:09 Get a Second Opinion for Your Financial Future 27:42 Overcoming Hodgepodge-itis in Your Portfolio 36:44 Recommendations for Small Cap Value Funds Learn more abou…
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In what was supposed to be the Tuesday podcast: 1:46 The Truth About Annuities 5:37 A Bright Financial Future 6:25 Financial Decisions Made Easy 6:43 Slamming the Insurance Industry 7:03 Properly Placed Annuities 7:16 Beware of Variable Annuities 16:52 Basket Portfolios and ETFs 27:33 Overcoming Hodgepodge-itis 30:43 Prioritizing Financial Goals 35…
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The great startup reckoning event of 2023 and 2024, but why startups should now start going back on offense featuring Tom Loverro of IVP
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Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Tom Loverro, General Partner at IVP is our guest as part of our Venture Unlocked Shorts series intended to go deep on a single topic. We revisit Tom’s Twitter post from early 2023, which spoke to the market shift that was in moti…
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What Impact Will the 2024 Elections Have on Your Financial Plan?
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How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested swing state. But the tragic events in Pennsylvania and the Republican National Convention in Milwaukee have probably changed that perception for all A…
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RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse
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In many couples, one person handles the money and the other thinks as little as possible about it. That's certainly true with my wife. To help her, should I pass away, I created what I call the Blue Binder. To supplement the binder, I've started creating videos where I share my computer screen and walk through our finances. This allows me to show h…
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Doing Well: Must-Have Practices for a Healthy Life with Daphne Javitch
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#079: “A crust eaten in peace is better than a banquet partaken in anxiety.” ― Aesop *Trigger Warning: In this episode, you'll hear some sensitive topics. So if you got little ones around, please grab your headphones now. Folks, this week's guest is my good friend, Daphne Javitch, Nutritionist and Founder of Doing Well. From experiencing an ovarian…
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Ep 24 - The Power of Charitable Giving for Your Portfolio (PART 1)
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Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importan…
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A report from the Consumer Price Index showed inflation cooled last month, faster than expected. The Federal Reserve has been waiting for inflation to slow before cutting its key interest rate. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter…
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Preschool Drug Dealer, Professor, and Author J. Dana Trent
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Born to drug-dealing parents in rural Indiana, J. Dana Trent was a preschooler the first time she used a razor blade to cut up weed and fill dime bags for her schizophrenic father, King. This is the opening log line to her new memoir “Between Two Trailers”, and it is a wild story. She talks with Carl about the experience of hustling with her father…
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What do top-performing teams have in common?
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How well a leadership team performs can make or break an organization. But, given that market conditions are in constant flux, and C-suites are shouldering more responsibility than ever before, getting the balance right in your top team is far from easy. So, what are some of the key characteristics of a high-performing leadership team? How do succe…
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Minesplaining and Effective Stakeholder Engagement (Guest Chris Stevens, Coda Minerals)
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In this interview, Chris Stevens, CEO at CODA Minerals, discusses how junior miners can better communicate with investors and other stakeholders. Here's what you will learn: Chris' background in mining and impressive personal skills and hobbies. A high-level overview of the Elizabeth Creek Project. An overview of the Elizabeth Creek Copper-Cobalt P…
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Episode 24: Secrets to Successful Business Sales with Richard Betsalel
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Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Richard Betsalel, a senior investment banker with Crosbie and Company. They explore the intricacies of mid-market business sales and strategic financing, shedding light on effective preparation and the impact of competitive tension on achieving …
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Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
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Have you ever wondered how financial stress impacts mental health and what can be done to address it? In this episode, Melissa Joy and Lindsay Bryan-Podvin discuss the Financial Empowerment Initiative at the University of Michigan, focusing on the intersection of money and mental health. Lindsay shares insights from her work and the impact of the w…
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Ep #196: Decreasing Compensation and Increased Interest in Unionization
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It’s no surprise EM has experienced volatility over the past decade. Whether it’s in the form of general healthcare structure, insurance, government programs, private equity, and, importantly, compensation, it’s clear things may not be running as efficiently as they should be. This has led to talks of unionization growing in popularity as a means t…
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I know you don't usually recommend paying off a mortgage, but with a loan at 6.99%, should I aggressively pay it down? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about liste…
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4 Ways To Get More Money Into Tax-Free Roth Accounts, #210
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Why would you want to make a Roth contribution? If you believe tax rates will be higher in the future, it could benefit you. How? The contributions grow tax-deferred. When you withdraw the money, it’s tax-free. A tax-free income can be very beneficial in retirement. In 2024, you can contribute $7,000 to a Roth IRA. If you’re over 50, you can contri…
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Trixy Castro | Empowering Business Growth Through Smart Investments
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Episode 52 - Empowering Business Growth Through Smart Investments Summary In this episode, Tina Sue dives into the world of investments with Trixy Castro, a seasoned investor with experience in over 50 investments. Trixy shares invaluable insights on the nuances of business investments, from understanding the real needs of your business to choosing…
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RBS 142: 7 Timeless Investing Principles That Never Change
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Change is everywhere: AI, the climate, interest rates, global conflict, and inflation, to name a few. So often, investors try to predict where all this craziness will take us so they can position their portfolio. Perhaps a better question to ask is what isn't going to change. Here are 7 timeless truths about successful investing that apply no matte…
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How COVID Changed Money Forever w/ Felix Salmon
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Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy…
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Am I being crazy to think of leaving a very well-paying career? Is there something I'm missing? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privac…
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John Purkiss: The Power of Letting Go: How to Drop Everything That's Holding You Back
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What if being wealthy was all about rewriting the mental software we run on?My guest today is John Purkiss. He is the author of a truly wonderful book, a best seller called the “Power of Letting Go.”John has had a successful corporate career first, learned mindfulness later, only to combine both in his later and current pursuits.John studied econom…
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Ben Stein and cohost Judah Friedman discuss, how in the year 2024 this was allowed to happen. How in The year 2024 a day and a half later we have not been updated.By Judah Friedman, Ben Stein
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Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pra…
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Now that I'm making a lot more money, what are the next financial steps I should be taking? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pr…
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In this Q&Apisode: 0:04 On the Road Again 5:24 Planning for Retirement 8:58 Handling Inherited Accounts 13:08 Maximizing Retirement Savings 14:24 Balancing Investment Focus 18:48 Role of Real Estate in Portfolio Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One
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The new Secure Act 2.0 introduced the IRA Gift Annuity starting this year. It allows you to make a one-time charitable contribution out of an IRA for as much as $50,000 and get monthly income for life. Join the newsletter: https://robberger.com/newsletter/?utm...By Rob Berger
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447: Thriving in Midlife Part 4: 6 Keys to Living an Intentional Life
26:48
26:48
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Who are you without your career? How do you find meaning outside of your professional life? These are questions you might ask yourself while stepping into retirement or in the thick of midlife, but in order to truly know yourself better, you first need to understand how to lead yourself better. In this episode, we discuss: How your tendencies impac…
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A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Go…
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Social Security | Airline Industry | Estate Planning
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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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Ep 117: Vanessa Chan - Chief Commercialization Officer and Director, Office of Technology Transitions, U.S. Department of Energy
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1. Vanessa’s move to the United States and her early interests in the STEM field, as well as the passion for creation that eventually led to Vanessa being a seller on QVC 2. How Vanessa was introduced to the Department of Energy and began her career there 3. A deep dive into the work of the Office of Technology Transitions (OTT) and the mission beh…
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Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss: 3:09 Financial Planning Teaching Methods 8:23 Taxation and Financial Planning History 12:25 Efficacy of Fee-Only Planners 16:58 Transition to Lower Commission Annuities 21:10 Portfolio Analysis and Index Fund Consideration 26:54 Stoicism and Investing Philosophy 29:06 Road Trip Updat…
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Market Trends To Consider When Investing In An Election Year
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In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…
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Election Fears? Why It Shouldn't Impact Your Investments!
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Are election fears paralyzing your investment decisions? Don't let the noise derail your path to financial freedom! In our latest episode, "Election Fears? Why It Shouldn't Impact Your Investments!", we dive deep into how elections truly affect the market and why you should remain focused on your long-term investment strategy. Join your Eric Miller…
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I am on the fence about whether I should invest in index funds or in a higher interest CD. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pra…
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Another episode on the road: 0:03 Bad Year for Stock Pickers 3:24 Property Value and Lease Analysis 4:35 Triple Net Lease Concerns 5:19 Seeking a Second Opinion 5:31 Fiduciary Advisors at Apella 6:18 Creating a Bright Financial Future 13:17 Starting a Retirement Plan 15:02 Retirement Planning for Contractors 25:24 Reality Radio and Index Funds 27:0…
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Finding greatness in non-consensus startups, the story of Twitch from Justin.TV, and why great companies need insights and inflection points with Mike Maples
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Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're re-joined by Mike Maples, Jr. of Floodgate, this time to discuss his just released new book "Pattern Breakers." Mike was first on the pod in 2021 and it was great to catch up again, this time to discuss the importance of id…
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The Power of Entrepreneurship: Inspiring Stories of Success
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In this episode, we host three impactful entrepreneurs: John Lee Dumas of Entrepreneurs On Fire, Brandon Schlichter of InvestmentJoy, and Gwen Whiting, co-founder of The Laundress and The Fill, sharing their unique insights and journeys. Innovative Approaches to Entrepreneurship Entrepreneurship isn't just about starting a business. It's about crea…
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RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio
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So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder just how the performance of this absurd portfolio compares to a simple, 2, 3 or perhaps 4 fund portfolio. Here's how to evaluate your advisor's portfolio with a free tool. Join the newsletter: https:/…
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World Series Champion Dexter Fowler On Investing In Himself After a 14 Year Career in Major League Baseball
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When former Major League Baseball Player Dexter Fowler was drafted out of high school in 2004, he signed for $1 million dollars and immediately got a wealth advisor. He played 14 years in the league, and despite all of his success on the field, he attributes his success off the field to his parents, wife, and children. As Dexter explains to Carl in…
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Ep 23 - Is Tesla Losing Its Edge in the EV Market?
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Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what …
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I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Go…
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Pharma Profits: Mixing Markets and Medicine
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Andy, Noah, and Corey discuss treating investing like a student, the difference between amateur and professional investors, the need to manage risk, and the significance of a formal investing education. The team also discussed the growing popularity of some prescription drugs. The team emphasized the importance of understanding the mechanisms of a …
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