Best MA Financial Group Podcasts (2024)

1
Empowering Women: The Financial Literacy Movement That Changes Lives with Danielle Piskadlo (Ep. 15) 25:23

9d ago25:23

25:23

Empowering women financially can transform entire communities, and the numbers prove it! This week on Wealth Beyond Riches, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, sits down with Danielle Piskadlo, Executive Director at Women’s Money Matters, to explore the vital role of financial empowerment for women and the community impact of their …

1
'Money, Children and Happiness' with The Barefoot Investor, Scott Pape 52:01

16d ago52:01

52:01

This episode features an in-depth conversation with Scott Pape, also known as ‘The Barefoot Investor’. Pape is one of Australia’s most successful authors. His book, The Barefoot Investor, is one of Australia’s all-time best-sellers, with over 2 million copies sold and counting. Pape’s most recent book, Barefoot Kids, had the fastest selling debut i…

1
Empowering Lives One Paw at a Time: The Inspiring Journey of NEADS with Cathy Zemaitis (Ep. 14) 32:33

24d ago32:33

32:33

How are service dogs trained to transform lives while staying loyal to their mission? In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. Discover how NEADS supports i…

1
Proactive Aging: Healthy Aging, Retirement, and Estate Planning with Sam Van Kalkeren (Ep. 13) 29:31

1M ago29:31

29:31

Aging doesn’t need to be a daunting subject. While many people choose to avoid the topic of estate planning and retirement, healthy conversations and proper planning are cornerstones to aging with health and grace. In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Sam Van Kalkeren, Director of Aging Services at O'Conno…

1
Ep 22 - Building an Individual Giving Program from Scratch 28:51

2M ago28:51

28:51

Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we're delighted to visit with the remarkable Kelly McLaughlin. Kelly has consistently made waves in the nonprofit world, from fundraising with bake sales when she was just five years old to becoming a seasoned professional fundraiser. As the visionary behind “…

1
Navigating Estate Planning: Choosing the Right People for Your Legacy (Ep. 12) 33:59

2M ago33:59

33:59

Estate planning is a crucial, yet often overlooked step in securing your legacy and ensuring your wishes are honored. How do you choose the right individuals to carry out your estate plan? What qualities should they possess, and how can you communicate your desires effectively? In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, ex…

1
Lessons on investing and success with investment banking legend Ken Moelis 51:13

2M ago51:13

51:13

This episode features a rare and in-depth conversation with Wall Street icon Ken Moelis who discusses his predictions for the US election and the state of the economy. Ken is the Founder, Chairman and CEO of Moelis & Company and has built a global firm valued at almost $US4.0 billion in just 15 years. During his earlier banking career, he advised s…

1
Ep. 21 - How Nonprofits are Using AI 27:26

2M ago27:26

27:26

In this episode of the Nonprofit Podcast, May Harris, Esq. visits with Kate Azar from PNC Institutional Management. Kate emphasizes the importance of nonprofits’ investment strategy, particularly when managing endowments. She stresses that seeking professional advice is crucial in this regard. While endowments can benefit nonprofits, Kate highlight…

1
Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11) 28:05

2M ago28:05

28:05

Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important. In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services. This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® ,…

1
Ep. 20 - Public Policy & Nonprofits 28:03

3M ago28:03

28:03

May Harris, Esq. is honored to have Geoff Green, CEO of the California Association of Nonprofits, join us for the 20th episode of The Nonprofit Counsel Podcast! Geoff shares his insightful predictions for the future of nonprofits in California, shedding light on the opportunities and challenges ahead. He delves into the intricacies of Assembly Bill…

1
Building a Better World: Philanthropy in Action with Jay Kim (Ep. 10) 26:36

3M ago26:36

26:36

Are you ready to explore the world of philanthropy and make a positive impact on your community? In this episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, dives into the power of philanthropy with Jay Kim, Executive Director at the Community Foundation for MetroWest. Discover how you can align your values with your…

1
Ep. 19 - How Social Enterprise Intersects with Governance 26:31

3M ago26:31

26:31

Dr. Crystal Trull, the head of CT Consulting, a company that offers expert guidance to nonprofit entities for their long-term viability, meets with May Harris, Esq. to discuss crucial topics relevant to anyone engaged with nonprofits. Crystal delves into the array of resources accessible to nonprofits and explores the intricate dynamics of board me…

1
Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9) 32:30

3M ago32:30

32:30

How can you prepare your partner for financial crises before it's too late? Learn the most crucial aspects today! This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected s…

1
Ep. 18 - Social Enterprise 27:51

4M ago27:51

27:51

Calling all changemakers! Are you looking for inspiration to tackle the world's toughest challenges? That’s precisely what Paula Cordeiro, EdD. has exemplified throughout her professional journey. Join Paula and May Harris, Esq., as they delve into the exciting world of social entrepreneurship and global philanthropy. Gain insights on how your nonp…

1
Teaching Kids About Money and Financial Responsibility (Ep. 8) 34:15

4M ago34:15

34:15

Financial literacy is a crucial skill that empowers individuals to make informed and effective decisions with their financial resources. Instilling this knowledge from a young age not only prepares children for the complexities of economic life but also lays the foundation for a future of financial independence and security. In this episode, Abbey …

1
Ep. 17 - Making Strategic Plans Work for Nonprofits 34:29

4M ago34:29

34:29

Andrea Ortega, the Founder and CEO of Palante Nonprofits, has structured her company to aid nonprofit organizations with strategic planning, offering implementation guidance and customized training programs in English and Spanish. In a conversation with May Harris, Esq., MA, Andrea will explore various topics, including transitioning grassroots non…

1
Leaving the Corporate World for Personal Growth (Ep. 7) 30:39

4M ago30:39

30:39

Is fear of the unknown keeping you in a job that no longer fulfills you? Welcome to 'Wealth Beyond Riches,' where host Abbey Henderson, CEO, Wealth Advisor & Coach, takes you on a journey of holistic personal growth and professional fulfillment. In this episode, we explore the transformative power of career transitions. Meet Martha Moreau, a former…

1
US Election '24 - Who wins and how it will change the world 28:11

4M ago28:11

28:11

The 2024 US Presidential Election will have major implications for the economy and global markets. MA Financial Group Vice Chairman and Sydney Swans Chairman Andrew Pridham AO discusses US politics and Trump v Biden with special guest Eric Cantor, Vice Chairman and Managing Director at Moelis & Company and former US Representative for Virginia. The…

1
Ep. 16 - Finding Your People 38:39

5M ago38:39

38:39

Trevor Blair, the founder of Blair Search Partners, joins May L. Harris, Esq., MA today on the Nonprofit Counsel podcast to discuss how to find the right people to help your nonprofit grow. Are all your preparations in order before commencing the hiring process? Where do you source your candidates from? How is your hiring process structured? Do can…

1
The Neuroscience of Change with Ursula Pottinga, CPCC, PCC (Ep. 6) 33:17

5M ago33:17

33:17

Whether it is for our money, health, or relationships, change is inevitable, but not always easy. Our brains are wired to resist change and prefer familiarity, comfort, and certainty. However, change can also be an opportunity for growth, learning, and transformation. In this episode, Abbey Henderson, CEO, Wealth Advisor & Coach, sits down with Urs…

1
Ep. 15 - Nonprofit Leadership 29:45

5M ago29:45

29:45

Mike Gellman, the founder of High Five Career Coaching, specializes in collaborating with nonprofit executives and leaders for them to reach their full potential. In this conversation, Mike and May Harris, Esq., MA, explore the essential qualities needed for effective nonprofit leadership and discuss the available resources to support these executi…

1
Ep. 14 - Differences Between Charities and Private Foundations 34:47

6M ago34:47

34:47

Are you familiar with the distinctions between a public charity and a private foundation? Is fundraising permissible in states where you lack registration? When is the appropriate time to utilize a 1023 EZ Form? Danika Mendrygal, CEO and founder of Mendrygal Law firm in Dallas, Texas, joins May Harris, Esq., MA in this episode of the Nonprofit Coun…

1
Effective Strategies for Budgeting as a Couple (Ep. 5) 29:41

6M ago29:41

29:41

Money is often considered a taboo topic in many relationships, but avoiding it can lead to unnecessary stress and misunderstanding. That’s why it’s important to be organized and have positive and intentional money conversations with your significant other. What strategies do we have for this? Is creating a budget as difficult as it seems? In this e…

1
Value-Based Investing with Jessica Golson (Ep. 4) 26:51

6M ago26:51

26:51

It’s time to think about investing beyond the numbers! Value-based investing is a way of investing that focuses on aligning your financial goals with your values and beliefs, but does this approach affect our potential returns? Can we really make a difference in the world while growing our wealth? In this episode, Abbey Henderson, CEO, Wealth Advis…

1
Ep. 13 - The Form 990 27:12

6M ago27:12

27:12

Genevra Williams, an attorney practicing at Mendrygal Law in Dallas, Texas, specializing solely in representing tax-exempt organizations, joins May Harris to explore the Form 990 and its different iterations. May underscores the distinction that while all tax-exempt organizations are nonprofit, not all nonprofits enjoy tax-exempt status. The conver…

1
Introducing Wealth Beyond Riches with Abbey Henderson (Ep. 1) 24:55

6M ago24:55

24:55

One of the most important aspects of personal development is finding a balance between the different areas of your life. But how do you achieve this balance? How do you align your financial goals with your life vision? How do you cultivate a positive mindset and healthy relationships? Introducing Wealth Beyond Riches with your host, Abbey Henderson…

1
Abaris Financial Group and Our Approach to Wealth Planning (Ep. 2) 28:28

6M ago28:28

28:28

What does it mean to be wealthy? Is it about having money and assets, or is there more to it? How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being? In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of…

1
The Model of Authentic Wealth (Ep. 3) 27:39

6M ago27:39

27:39

Transcend your traditional notions of wealth! In this episode of Wealth Beyond Riches, Abbey Henderson, CFP® , CEO, Wealth Advisor & Coach, explores the Model of Authentic Wealth, a three-step process to personal development and growth. She talks about the importance of discovering our values and desired impact, dreaming and designing our vision, a…

1
Ep. 12 - Serving as a Nonprofit Board Member 48:55

6M ago48:55

48:55

Is your nonprofit progressing toward achieving its mission? Is it ensuring long-term sustainability? Our host May Harris discusses these crucial matters with David J. O’Brien and Matthew D. Craig, coauthors of "Building Smart Nonprofits, a Roadmap to Mission Success." The conversation delves into key insights about potential challenges in nonprofit…

1
Wealth Beyond Riches: Coming Soon 1:11

7M ago1:11

1:11

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 repr…

1
Holiday edition 1:05:03

7M ago1:05:03

1:05:03

In this special holiday edition, media personality Adam Spencer and MA Financial co-founder Andrew Pridham talk the business of sport. Listen to their insightful chat with former CEO of the AFL Gillon McLachlan and MA Financial Chairman and Collingwood President Jeffrey Browne. Andrew also hosts an expert panel discussion with MA Financial’s Head o…

1
Ep. 11 - Nonprofit Finances 14:32

7M ago14:32

14:32

Rick Dahlseid, who serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division, presents an interesting acronym to our host May Harris that he shares when teaching nonprofit financial management courses at UCSD. He refers to an acronym called M.A.R.L.I.N. The idea is that it is beneficial for nonprofit boards to hav…

1
Ep. 10 - Managing a Nonprofit in California 39:13

8M ago39:13

39:13

May is excited to visit with Gene Takagi, the founder of NEO Law Group in San Francisco and a prolific writer for the Nonprofit Law Blog. During their conversation, they delve into the nuances of California nonprofits, exploring the differences between adhering to state laws versus federal regulations. The discussion extends to the general lack of …

1
Ep. 9 - Working with a Nonprofit Attorney 19:51

8M ago19:51

19:51

Today, on the Nonprofit Counsel Podcast, May is joined by Jacob Zerkle, a dedicated attorney in the nonprofit sector employed at Michael Best and Friedrich. He is also the brains behind Nonprofit Office Wisdom, a noteworthy feature on his LinkedIn profile. May and Jacob discuss the evolving landscape of nonprofit funding in the aftermath of the COV…

1
Ep. 8 - Is Serving on a Nonprofit Board a Good Fit for You? 29:24

9M ago29:24

29:24

May is excited to welcome Nicole Miller-Coleman, a professional fundraiser and consultant to nonprofits. Together, they extensively explore the realm of nonprofit board membership. When presented with the opportunity to join a nonprofit's board, what actions should you consider to protect yourself? Furthermore, what potential breaches of the bylaws…

1
Ep. 7 - Nonprofit Accounting, Bookkeeping & Tax Reporting 33:29

9M ago33:29

33:29

On this episode of Nonprofit Counsel, May visits with Terrell Turner, a bookkeeper and financial advisor who specializes in working with nonprofits. He brings valuable bookkeeping and tax reporting insights to startup nonprofits and those operating for some time. Terrell’s expertise as an accountant specializing in nonprofits and his podcast and we…

1
Ep. 6 - Nonprofit Fundraising: Events 43:10

10M ago43:10

43:10

May is excited to welcome A.J. Steinberg, an expert in nonprofit event coordination and engagement strategies, to discuss the intricate details of orchestrating an event for your nonprofit entity. A.J. shares her wisdom about the three tiers of donors and the importance of cherishing them. She will dissect the factors leading to event failures and …

1
Ep. 5 - Nonprofit Advocacy 34:48

10M ago34:48

34:48

In this week’s episode, May is excited to host Pat Libby, a management consultant specializing in nonprofits and philanthropies. Pat delineates the array of services offered by her company while delving into the rationale behind nonprofits advocating for their causes. She illustrates instances where impactful legislation has been enacted in Califor…

1
Ep. 4 - Nonprofit Strategic Planning 31:31

11M ago31:31

31:31

Today, May speaks with Dr. Lyn Corbett, the visionary behind the Pivotal Group. Dr. Corbett boasts almost three decades of work experience in the nonprofit domain, and he brings a wealth of invaluable insights to the forefront. One key to a nonprofit's success lies in the underlying motivation of its board members who serve. We shall delve into boa…

1
Ep. 2 - Nonprofits and Insurance 32:58

12M ago32:58

32:58

May Harris hosts Bill Brennan, Principal, CRO of CMR Risk & Insurance Services, to discuss the often overlooked necessity of insurance for a nonprofit. Often a start-up is unaware or doesn’t believe insurance coverage for a nonprofit is necessary. The simple fact is board members can be liable; employment litigation is common, and not having the pr…

1
Ep. 1 - Introduction to the Nonprofit Counsel Podcast hosted by May Harris 3:36

12M ago3:36

3:36

Welcome to the inaugural episode of Nonprofit Counsel, where our passion is to provide the tools for you to start and lead a nonprofit that will change the world. Hosted by May Harris, the founder of For-Purpose Law Group, this podcast will feature guests sharing their knowledge that will help you avoid the pitfalls of starting a nonprofit. If you …

1
Ep. 3 - Nonprofit Leadership 34:30

12M ago34:30

34:30

May is joined by Dr. Laura Dietrick, an expert from the Nonprofit Institute at the University of San Diego, to delve into leadership within the nonprofit sector. Together, they explore two impactful initiatives offered by the university that equip students with comprehensive knowledge about managing a nonprofit organization. By shedding light on co…

1
Nonprofit Counsel Podcast Trailer 4:14

1y ago4:14

4:14

Welcome to the Nonprofit Counsel Podcast, your go-to source for expert insights and practical advice on all things related to starting and leading a nonprofit organization. If you're looking to start your own nonprofit organization, gain tax-exempt status, manage your board, communicate your purpose or fundraise for your cause, this podcast is the …

1
It's Personal Managing Yourself 42:56

2+ y ago42:56

42:56

In our final episode of the What Matters podcast series, we sit down for the last time to talk about self-management. looking back at planning your career, investing in yourself, maintaining healthy levels of paranoia and most importantly celebrating your successes but remembering to remain grounded. See omnystudio.com/listener for privacy informat…

1
Teams and Playing the Game with Tom Harley 39:08

2+ y ago39:08

39:08

In each episode of this podcast series, Australian author and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group (formerly Moelis Australia), Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. Today's episode features a great conversation with AFL Le…

1
Winning Habits and a Few Tricks of the Trade with Rhonda Brighton-Hall 48:40

3y ago48:40

48:40

In each episode of this podcast series, Australian author, and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group, Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. A huge thank you to today's special guest Rhonda Brighton-Hall, CEO and Founder of M…

1
People Management and Leadership 44:06

3y ago44:06

44:06

In each episode of this podcast series, Australian author, and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group (formerly Moelis Australia), Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. People should be the core of every business but people m…

1
101 Of Starting and Building a Successful Business 45:36

3y ago45:36

45:36

In each episode of this podcast series, Australian author, and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group (formerly Moelis Australia), Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. In today's episode, Andrew reflects on his learnings and…

1
Change and Crisis with Brian Tyson 32:28

3y ago32:28

32:28

In each episode of this podcast series, Australian author, and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group (formerly Moelis Australia), Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. On this episode discussing change and crisis, we are for…

1
Culture and history with Adam Goodes 49:30

3y ago49:30

49:30

In each episode of this podcast series, Australian author, and media personality Adam Spencer talks with Andrew Pridham, Group Vice Chairman of MA Financial Group (formerly Moelis Australia), Chairman of Sydney Swans and author of What Matters, Navigating a Lifetime in Business and Investing. In today's episode, we're joined by very special guest A…

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MA Financial Group Podcasts

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