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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Wealth in Christ will be giving you insight into how you can increase your wealth without comprising your faith in Christ
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can ...
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When business owners have clarity in their financial actions, they’re able to use their wealth for good. We're here to provide clear communication on steps you can take to accelerate your profit and build financial resiliency as a business owner. Profit first!
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Get the motivation and spiritual support you need to breakthrough your fears, awaken your soul wealth and ignite your money flow, business, and relationships. Spiritual life and business coach Ryan Yokome delivers you abundant episodes every week to advance the agenda of your soul while doing work that you love. Ryan Yokome is the creator of the Soul Wealth Method, a breakthrough process to reveal your soul's purpose and get your work out to inspire and transform the world. Each episode is i ...
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Are You Trapped in a Life Someone Else Chose for You? Let's Change That, Together. 🎙️ Hey there, I get it. You're stuck in a world that doesn't get you, right? Everyone around you talks about 'safe jobs,' 'retirement at 65,' and you're just sitting there thinking, "There has to be more than this." I know how heavy that can feel. You've been told to follow the "traditional track," get a stable job, and save pennies for your retirement. Deep down, you sense this isn't for you. But the fear... ...
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Welcome to The Property Investor Playbook, your ultimate guide to building wealth through property investment. Hosted by Daniel Chadrawy and Lara Osborn, this podcast offers step-by-step insights into growing your financial portfolio through real estate. Join us as we bring you in-depth interviews with industry experts, successful investors, and everyday Australians on their journey to financial freedom. Learn from those who have successfully navigated the path to prosperity and gain invalua ...
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Welcome to Not Ordinary Wealth podcast, where amazing things happen! Here we will go through my journey on creating my very first ever podcast. We will also interview the top leaders and marketers in order to find the best strategy and plan in order to make money online quick. Why you ask! Listen to the first episode to find out...
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Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you. We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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Welcome to The Broker’s Lounge with Eddie & Carlo - the podcast where we make the world of mortgages and finance feel a whole lot less intimidating. If you’re here, chances are you’re thinking about buying a home, maybe your first, or maybe you’ve been down this road before. Either way, you’re in the right place. So, who are we? We’re Eddie and Carlo, two senior mortgage brokers from Link Wealth Finance with over 30 years combined experience helping people just like you navigate the sometime ...
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The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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The Business Bitcoinization Show will introduce you to executives and entrepreneurs who are using Bitcoin - the hardest money on planet earth - to improve their lives and their businesses. What's with the name? It's a play on the term, "Hyperbitcoinization," which is a word used to describe the eventual, rapid adoption of Bitcoin as other currencies continue to weaken in relation to it. Hear how other business owners are using Bitcoin and begin using it yourself so that, when we get to the o ...
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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast, where talking about money isn't taboo, and you can leave your past money mistakes at the door! Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand. Tune in as they demystify the realm of dollars, so it all makes cents, while ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Welcome to the Mind Wealth Podcast where we teach you to think differently about money and make changes in the way you manage your money so that you can take home more profit, pay less taxes and live a better life.
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If you’re a young person living in California, the challenges of home ownership are hard to overcome. This podcast shows young couples in California the path towards happy homeownership. Owen and Camille Schwaegerle are successful real estate owners, investors, and happy house hackers who are dedicated to showing other young couples in California how to buy their first home and leverage it to create real wealth and happiness. The Happy House Hacking Podcast is your House Hacking Guide to Hap ...
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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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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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This is the Hawaii Money Guy Podcast by Indar Lange. Indar created the top real estate investment team in Hawaii. With experience on over 100 projects, 150 rentals, and $130 million in deals, he has a wealth of knowledge to contribute. Check out Hawaii Money Guy every Monday morning Hawaii time, to get all the tips & tricks about being smart with your money.
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A channel for high achievers to excel under pressure and become a powerhouse. To make it work no matter the cards one is dealt. Engaging conversation and interviews on a wide range of topics from business and real estate, to investing, wealth building and current events!
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Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans
Vanessa and Shana | Budget Besties | Bougie On A Budget | Dave Ramsey Fans
***TOP 1% MONEY & FINANCIAL SUPPORT PODCAST*** Do you make good money but have nothing to show for it? Tired of using your bank account & credit card balances as your budget? Want to get debt-free but don’t want to sacrifice everything to do it? Ready to save money and build generational wealth? You’re in the right place! We’re telling you exactly how to budget, pay off debt, save money & stop living paycheck to paycheck. We’re Shana & Vanessa: BFFs, business partners & Dave Ramsey Solutions ...
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Welcome to Profit and Prosper, hosted by entrepreneur and mentor Sarah Young. This podcast is for women with service-based businesses who aspire to take home six figures or more without working around the clock. As a successful agency owner who achieved financial freedom through her business, Sarah shares practical strategies, insightful lessons, and actionable tips to help you scale a business that supports your goals. Tune in for episodes packed with valuable content designed to optimize y ...
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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Jose and Russell, lifelong friends of over 15 years, united by a profound love for the great outdoors and an unwavering commitment to wildlife conservation. This captivating podcast paints a vivid picture of their shared adventures. Their camaraderie sets the stage for engaging discussions and reflections of the beauty of the natural world. With a Masters in Range and Wildlife Management, Jose brings a wealth of knowledge to the conservation conversation. Together with Russell, an engineer i ...
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Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
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Welcome to Sales Mama, the podcast made for busy moms who are scaling their businesses while keeping family first! Hosted by Sausha, a sales coach with over 20 years in sales and 8+ years in high-ticket sales, this show is your ultimate guide to mastering sales skills, boosting conversions, and implementing systems—all without sacrificing precious family time. If you’re a mom juggling business growth, managing your family, and trying to avoid burnout, you’re in the right place. At Sales Mama ...
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The Deep Wealth Podcast - Your Blueprint To Maximize Your Business And Personal Deep Wealth
Deep Wealth by Jeffrey Feldberg
As a busy entrepreneur, you know how to build a successful business. But here’s the harsh reality: The skills that built your business are not the same ones that will sell it. And if you think you can wait until the last minute to prepare for your exit, you’re putting everything you’ve worked for at risk. Why Should You Care? You’re not alone in thinking you can prepare for your exit when you’re ready to sell. But this common misconception can cost you millions. Up to 90% of liquidity events ...
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Introducing your host, Boris Musheyev, CPA. In this podcast Boris debunks the tax code by teaching you simple and effective tax strategies, so you can keep the most of what you make. His mission is to help you cut taxes and build wealth using the power of proactive tax strategies. Every episode you will gain a better understanding of how the tax code is designed to be in favor of money-making entrepreneurs like yourself. 🆓 Download FREE PDF: 7 Write-Offs Every S-Corporation Business Owner MU ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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My name is Austin Brawner, and my purpose is to help eCommerce entrepreneurs build wealth and live more fulfilled lives. You can expect weekly interviews with world-class eCommerce operators, deep dives into what's working right now, and a refreshing break from the "crush-it culture" plaguing our industry. This podcast will change your perspective on building a business, and, hopefully, change your life.
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The podcast focuses on teaching traditional, conservative, and/or Christian men & women how to become successful in this culture, become better versions of themseleves, and practice what they preach, so they can be more influential in the culture.
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The Angela Henderson Online Business Podcast focuses on helping women in business/female entrepreneurs to make more money in a way that is in alignment for them. Host Angela Henderson has worked with 1000's of women in business owners around the world and she's seen first-hand the challenges they face in growing their businesses. Whether it's developing the right strategy, working on their mindset or creating lasting wealth; she knows what it takes to succeed in today's digital age. And that ...
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We discuss essential steps and processes for buying a single-family 🏠. Everything from:- Partnering with the right Lender🧑🏾💼👩💼👨🏿💼 - Partnering with the right Realtor🧑🏾💼👨🏿💼👩💼- Insuring the home📄🏠- Maintaining the house🛠️🏠- When to refinance🏦 and Leverage the Home Equity💰.These things are essential🤔 for anyone who wants to buy a home🏠, and we think you'll find them helpful🆘 If you wish to learn🤓 more about purchasing a home🏡, join us👋🏽! We promise you won't be disappointed.
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For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound principles, innovative strategies, and impassioned dedication to what he calls the Three Dimensions of Authentic Wealth. Join us to learn how you can create wealth in all 3 Dimensions of Life. We believe that Wealth Comes By Balancing 3 Dimensions, Not Just One. For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound ...
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How do I get on the same page as my partner? How do we navigate conversations around finances, assets, debt, and goals? How do I feel confident as a woman in my marriage? And the biggest question of all... How do I get a prenup and feel really good about it? Whether you're single, engaged, married, or divorced, this podcast is for you. The HelloPrenup Podcast is a Q&A style educational podcast committed to bringing you thought leaders in the wedding / marriage / life planning space. We break ...
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How I Planned My First In-Person AI Workshop
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Send us a text In this episode, I talk about how I put together my very first workshop for business owners. This was my biggest event in terms of attendance. We had roughly 65 people in attendance. Support the show HOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast…
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Decoding the Refinancing Puzzle: Strategies for a Wealthier Tomorrow - The Property Investor Playbook
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Get ready to unravel the complexities of refinancing as we welcome Jeffrey Eskaff from Liviti Finance, a true expert in the field. Have you ever wondered why refinancing is becoming a hot topic, especially with interest rates on the rise? We promise you'll walk away from this episode with actionable strategies to secure lower interest rates or extr…
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BJ + Haley’s HelloPrenup Experience | Having Intentional Financial Conversations Before Marriage
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Say hello to BJ Geller, an actor, and Haley Geller, a photo stylist. They’re a married couple from Northern California who used HelloPrenup and wanted to share how HelloPrenup helped them have more intentional conversations about their finances. This is a real, unscripted account of their experience and recommendation for using HelloPrenup, along w…
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Episode 25. How RICH Avoid Capital Gain Taxes
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! Ever wonder how the wealthy pay so little in capital gains taxes while continuing to grow their wealth? In this podcast, we cover the top strategies they use and how you, as a business owner, can apply these SAME techniques to low…
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157: The Only Sales Funnel You Need to Close High-Ticket Sales
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Sales call, discovery call, free consultation - no matter what you call it, that initial call with a potential client is crucial for closing the sale. What if you provided so much value in that first call, it boosted the close rate of your high-ticket offers? In this episode, I’m showing you how to do just that through a microservice to build an in…
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Reviewing 2024 Markets & Looking Toward 2025
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Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Mu…
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Ever wondered how to turn a small residential lot into a gold mine? Joining us in this episode is John Rourke, a local real estate investor and neighborhood infill expert. John shares his journey from flipping houses to developing ADUs and utilizing SB 9 to create wealth with small properties. Discover the potential of urban infill, the benefits of…
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WCI #392: Heroes of My Life, Part 1
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We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telli…
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Dodgers Executives smart Business Move and Yankees- Youthful yet Talented team with Errors
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Max Muncy shares how close the Dodgers are which gave them leverage over all MLB teams. Yankees embrace talent over fundamentals. Run bases w/purpose and aggression. Yankees will self inflict harm according to a report by Joel Sherman - https://www.si.com/mlb/dodgers-simple... Worst base running team by every metric. Value high to put ball in play …
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Mayoral Candidate, Larry Turner Reveals Bold Plan to Make San Diego Happier | Pressure to Run
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The current Mayor is a seasoned candidate that has a divided San Diego on whether his performance is satisfactory or not. So, will Larry Turner be a better performer and lessen the division considering he's an Independent candidate for Mayor? #Mayor #pressure #Citymanager Covered topics: Rising costs in Housing Pressure of running for office agains…
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The Ins and Outs of Commercial Lending with Martin Stone
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In this episode of The Broker’s Lounge, Eddie sits down with Martin Stone, a seasoned broker with 25 years in business banking across the UK and Australia. With expertise in everything from startups to listed companies, Martin has worked with a range of industries. He talks about why he’s transitioned to broking and how shifting customer needs have…
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The Tears I Shed This Last Week with Angela Henderson
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Today’s episode is all about embracing vulnerability and staying true to what really matters in business and life. I share with you the tears that have come this week from running my business. I shed light on why it’s crucial to stay true to my own path, break free from societal expectations, and create a business that aligns with my values and goa…
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From Broke Jazz Musician to Business Mogul: Jeff Lerner’s Blueprint for Life Transformation and Unstoppable Success (#384)
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Send us a text “Forgive them, for they know not what they do.” - Jeffrey Lerner The episode features Jeff Lerner, whose journey from a broke jazz musician to achieving $100 million in online sales and building multiple eight-figure businesses is highlighted. Jeff focuses on educating entrepreneurs through the ENTRE Institute with over 250,000 stude…
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Thinking about a career switch from the classroom to corporate? In this episode, Jess and Brandon explore the roadmap to making that change. Tune in as Jessica recounts her journey from teaching in the Carolinas to securing a role with a Fortune 100 tech giant, highlighting how often-overlooked skills can become your greatest asset. Learn how to ne…
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Late Life New Romance, Financial Exploitation, and Undue Influence with Lisa Cukier (Ep. 22)
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Imagine a later-life romance that brings not just love but also the risk of financial exploitation. Abbey Henderson is joined by Lisa Cukier, a partner at Rubin and Rudman and a highly regarded professional in family law, trust, and estates. Drawing from her extensive legal experience and background in social work, Lisa sheds light on the growing d…
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325 | Real Talk About Money: How To Stop Overspending and Get Your Spouse On Board With Finances
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Snag Our Simplified Budget System! In this episode, the hosts explore common financial challenges couples face, highlighting the impact of miscommunication, unclear expectations, and differing financial habits. They discuss strategies to help clients better align as a team in managing finances, emphasizing the importance of clear communication, sha…
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Have questions? Send me a text here How do Time Profit and Time Deficit affect you and your business? What are they and why do they matter? All are questions discussed in this episode of the Financial Momentum Podcast. You're invited to send me a text message by clicking the link above this description. You can ask a question, leave a comment or ju…
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STRENGTH IN NUMBERS Means BIG Wins for Small Business!
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Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration. Small businesses are the backbone of the American economy, but the statistics are sobe…
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30. Winning on Tax Strategy with Ian Sloan
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Today’s guest is a master at his craft: complex, high net worth tax strategy. Where most CPA’s take a reactive approach to planning, Ian Sloan helps clients be proactive where it matters most. Our conversation today is a brief masterclass on high-net-worth tax strategies with an emphasis on entrepreneurial leverage. We'll be diving deep into smart …
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Do gift receivers pay income tax? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money
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Mergers and Acquisitions for Dummies with Bill Snow
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and se…
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261: Your Invitation to Play the Game of Yes (7 Steps to Wealth, Step 4: Ask)
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Welcome to one of the most elusive steps of the 7 Steps to Wealth framework: Ask. This step is life changing, because when you embody the Ask step, it means you embody the expectation that you will reach financial freedom. That said, this step is also especially difficult for women. I’m going to explain why that is–and what you can do to overcome t…
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Can a beneficiary see a Will or Trust before the creator dies?
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Can a beneficiary see a Will or Trust before the creator dies? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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Welcome back to another episode on the podcast! Today we’re talking about trusting God’s plan and how the supernatural world creates the physical world. Enjoy! Let’s Connect! Instagram: http://instagram.com/ryanyokome/ Connect with Ryan: http://www.ryanyokome.com/ Much Love, Ryan Yokome Soul Wealth Podcast I'm a husband, father, entrepreneur, busin…
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324 | End the Paycheck to Paycheck Cycle Rollercoaster: How to Build a Predictable Budget
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Snag Our Simplified Budget System! Hey, budget besties! Today, we’re diving into a seriously common question from our friend April in the Facebook group: “How do I stop living paycheck to paycheck?” April, you are not alone—so many of us feel the pain of balancing paychecks with bills, often feeling like we’re barely keeping up. Key Highlights fro…
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Spending more, tipping, and price versus value
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Dan and Daniel discuss when and how people should decide to spend more, then debate modern trends in tipping, and finally the issues of price versus value.By MY Wealth Planners
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Savings Goals for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3YpIRTO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age: …
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In the inaugural episode of the Crazy Wealthy Podcast, host Jonathan Blau, CEO of Fusion Family Wealth, shares his personal story and how it shaped his approach to wealth management. He explores the cognitive and emotional biases that influence financial decision-making, such as loss aversion and regret aversion, and discusses how understanding the…
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MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
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This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retired if he wanted to. He said going part time has re-sparked his love for his work and he thinks he will keep working far longer than he thought he would want to. His biggest advice to you is to invest i…
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Unlock the Secret to Business Success with Entrepreneur, Author, And Thought Leader Barry LaBov: Stand Out or Stand Aside! (#383)
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Send us a text “Don't be so hard on yourself and allow yourself to be who you are.” - Barry LaBov In this multifaceted episode of the Deep Wealth Podcast, host Jeffrey engages with Barry Lebov, renowned brand strategist, entrepreneur, and author. The episode traces Barry's journey from a young musician to the CEO of Lebov Marketing, highlighting ho…
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to prot…
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I Spent $6,500+ On The Best Summer Networking Event In CT
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Send us a text In this episode, I share the behind the scenes of what it took to plan my biggest event as of yet. My first annual summer kickoff was amazing, here's how I put it together. Support the show HOW TO SUPPORT THE WALK 2 WEALTH PODCAST: 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform.…
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Executors are not required to give you a copy of the Will.
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Executors are not required to give you a copy of the Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Have questions? Send me a text here Live events are everywhere! No matter what your business happens to be there is a live event for it somewhere. Even if you are a Goat Herder! What can you get out of attending a live event? Check out this episode to find out. If you are sitting on the fence about whether or not to attend an event you should proba…
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Tax consequences of giving too much in 2024.
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Tax consequences of giving too much in 2024. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally selling investments in taxable accounts at a loss. While it may be useful for a complex taxable account, it does…
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323 | Living Bougie on a Budget: Enjoy Life While Building Financial Stability
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Snag Our Simplified Budget System! Hey Budget Besties! 🎉 We’re thrilled to share a replay of one of our absolute favorite podcast chats—this time as guests on the Grace-Filled Leader Podcast with the amazing Tanya! In this episode, we dive into what it means to manage finances without losing sight of the bigger picture, like being present with our …
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Bitcoin as a Secret Weapon: Double Your Earnings & Build Brand Loyalty - Mario D'Elena
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DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE This free, 27-page resource includes: Six ways ANY business can benefit from Bitcoin Some of the best Bitcoin-only businesses to partner with Key Bitcoin concepts for people getting started Mario D'Elena is Head of Relai Business with a background in wealth management. Previously, he …
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465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts
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What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduction vs. ongoing tax deferral Impact of the SECURE Act Why tax location is important How to factor in tax-free accounts Today's article is from Mornin…
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Warning! Trust + s-corp can equal trouble. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Episode 24. Solo 401(k) Tax Strategy for S-Corporation Owners
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Interested in Tax Strategy for your Business? Send us a message with your email address and we’ll help you get started! In this podcast, we're diving into the Solo 401(k) — what it is, who it’s for, and why you should care. Whether you own a sole proprietorship, run an LLC, or have an S-Corp, you'll learn how to make a Solo 401(k) work for you. Plu…
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This *one* thing is the cheapest and first line of defense in your cybersecurity protection
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It's estimated there are 2200 cyberattacks every day and that's likely under-reported. You see the headlines of hackers getting into government departments, email servers and demanding ransom payments. But the notion breaches are coming from guys sporting hoodies, living in dark basements and hacking into the FBI is largely the stuff of Hollywood. …
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