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Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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This podcast interviews the best experts in the world to bring emerging themes in athletic performance, neurology, sleep physiology and medicine. Louisa regularly consults for technology development companies, professional athletic organizations and consults with the biggest names in NBA, MLB and NFL. Louisa is on the scientific advisory board of Tonal, Hone Health, Klora and Momentous. Find Louisa on Instagram @louisanicola_
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Welcome to the Tactical Cyber Podcast, where we transform strategic cyber insights into actionable tactics for everyday implementation. Join your hosts, retired FBI Supervisory Special Agent Darren Mott, and Risk Advisory Practice Leader at Warren Averett, Paul Perry. Together, they bring decades of experience from the front lines of cybersecurity and risk management to help business owners and individuals take the actions that will keep their business and personal digital data safe. Each ep ...
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Margin Maximizers

Resonance Media Agency

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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Integrity Risk

The Risk Advisory Group

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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Vax Matters

Louisiana Office of Public Health

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Vaccines matter. But how do we separate the truths about vaccines from the myths that we hear? In today’s instant social world, we’re flooded with factual and fictitious information every day. In Vax Matters, the new podcast from the Louisiana Office of Public Health, we work to uncover the truth and expose the myths surrounding vaccines and immunization. If you’ve got questions about vaccines, we’ve got answers. From the first vaccine ever used to the vaccines created to fight the current p ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Risk Talking

Manhattan Institute

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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what’s happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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RoozCast

Roozbeh Aliabadi

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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Your Money Momentum

Global Wealth Advisors

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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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Resilient

Lori Lorenzo, Deloitte Risk and Financial Advisory

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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you’re in, the basics of great leadership are universal. In this podcast, we’re bringing you the voices of leaders who put these attributes into action.
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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We will hear from experts from our Investment Services, Real Estate Management, Capital Markets, Valuation and Advisory services, Leasing, Occupier Services and Project Leaders business.
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The Voice of Corporate Governance

The Council of Institutional Investors

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CII’s podcast is one of many platforms CII offers members to access timely information and perspectives and to increase public attention to critical issues and developments in corporate governance and capital markets. The target audience for our podcast is CII Members, other institutional investors, public companies, securities lawyers, proxy advisory firms and other institutional investor service providers.The podcast is free to the public and available on all major podcast listening platfo ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value. Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as bu ...
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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TRAilblazing

Parallaxes Capital

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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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We launched Navigating Our World in 2008 to mark our 10th anniversary as an independent firm. Each NOW conference—this year would have marked our seventh—is meant to embody our commitment to seeking out fresh and diverse views, learning from experts across disciplines, and challenging conventional assumptions. While we have shifted our conference format to a podcast series due to the pandemic, we remain steadfast in our belief that thoughtful inquiry, encompassing varied perspectives, helps ...
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The Business of Dairy podcast will look at aspects of management of dairy businesses from both within the farm gate and outside the farm gate, speaking to farmers and service providers with skills, information and knowledge of value to you and your business. We will bring to you monthly discussions on topics that will grow your knowledge and understanding of management areas that will drive strong farm business performance into the future. This series is brought to you by the NSW DPI Dairy B ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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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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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Businesses everywhere are struggling with change due to digital disruption. They are now at an inflection point: give up obsolete marketing practices, or risk being denied a meaningful role in the lives of people. The goal is no longer to amplify the voice of the brand – it is to serve the needs and interests of customers at every stage of the relationship lifecycle. This new marketing model is characterized by the strategic embrace of Customer First Thinking, where the emphasis is on delive ...
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What's in the SOSS? features the sharpest minds in security as they dig into the challenges and opportunities that create a recipe for success in making software more secure. Get a taste of all the ingredients that make up secure open source software (SOSS) and explore the latest trends at the intersection of AI and security, vulnerability management, and threat assessments. Each episode of What's in the SOSS? is packed with valuable insight designed to foster collaboration and promote stron ...
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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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All across the globe, businesses are looking for ways to achieve operational excellence. In this podcast series, we’ll address the growing challenges for today’s businesses when it comes to mitigating risk, increasing agility, and improving working capital. You’ll hear from industry experts on how to explore, select, and leverage Source-to-Pay and Order-to-Cash technology to enhance your digital transformation.
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Future of Mobility

Deloitte Voices

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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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Welcome to Charter Engage: Know IT, the new podcast series from Charter (www.charter.ca), an award-winning technology solutions integrator established in 1997 in Victoria, BC, Canada. Our mission is to align people, process, and technologies to build better organizations, enhance communication, boost operational performance, and modernize businesses. Leveraging a design thinking methodology and a human-centered approach, our team of experts drives successful business transformation for clien ...
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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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Conscious Governance

Conscious Governance that helps Boards & CEOs make the choices that create the future for the communities they serve

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Conscious Governance is an advisory service that helps Boards & CEOs make the choices that create the future for the communities they serve. We do this by creating clarity from complexity in governance, strategy, risk and leadership.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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In this episode, we tackle the topic of market volatility and its potential impact on your retirement plans. Navigating through fluctuating markets can be challenging, especially when planning for the long term. We’ll discuss key insights and considerations that every retiree or soon-to-be retiree should keep in mind during these uncertain times. T…
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With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, CII General Counsel Jeff Mahoney interviews Michael Ewens, the David L. and Elsie M. Dodd Professor of Finance at Columbia Business School. Professor is the co-author of a research paper recently published in the Journal of Financial Economics entitled "Regulatory Costs of Being Public: Evidence From Bunching Estimation."…
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Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Se…
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Just like the laws of physics, there are some basic laws or principles of finance that should be considered when building your financial plan so you can retire with freedom and have the life you want for yourself. From future tax implications to inflation, there’s much to consider in your financial future. On top of all that, women also play a cruc…
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Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking t…
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…
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Summer is winding down, and there is a lot to unpack from the past few months. All the medals have been awarded and as we step off the podium and look towards fall we can’t forget some key takeaways. In the episode, Melissa Joy, CFP®, CDFA® reflects on the summer of 2024, discussing the stock market volatility and the lessons she learned from the O…
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Rent or buy? How much as a down payment? Most Americans have most of their net worth in their home equity. In this episode, Aaron and Trishul discuss the pros and cons of making a down payment and buying a home. Is it worth making a larger down payment to lower the monthly mortgage? Is it dependent on the growth assumptions of various asset classes…
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In this episode, Anthony reflects on the CrowdStrike incident that impacted millions of businesses and users across the globe. He talks about what happened and what some of the key lessons that we can take away from the incident - including the importance of testing, ensuring backups are in place and working, clear, timely, and transparent communic…
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Retirement can create some uncertainties, and in our many years of helping people plan for retirement, we’ve discovered several common concerns retirees often have. From family dynamics and lifestyle to inflation and financial security (plus lots more!), we’re discussing common retiree concerns and how to address them on this episode of The Retirem…
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In this episode, we explore the income gap, touching on its causes and effects. Get a broad perspective on this economic issue and its impact. Don’t forget to like, share, and subscribe for more financial tips and advice! Watch now for actionable advice! Don't forget to subscribe for more content from GulfCoast Financial! For more information conta…
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If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plan…
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In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses. Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of bus…
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Where some people see a crisis, others see opportunity. Some of it has to do with your mindset, some of it might have to do with the circumstances of your life. In this episode, Tad and Toni explore some financial curveballs that might not seem ideal at first, but could lead to a better opportunity for the right person… For example, it can be frust…
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Children and grandchildren are a gift to many but they also introduce a unique set of financial responsibilities and questions that you may not have otherwise faced. In today’s episode, we explore how these family dynamics impact your financial planning, especially when it comes to legacy and long-term care. Join Trent and Brandon as they dive into…
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As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is e…
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Vax Matters is joined by Dr. John Vanchiere to discuss all things respiratory syncytial virus, more commonly known as RSV. Dr. Vanchiere takes us on a deep-dive into the virus including its complications, symptoms and the new immunization option available.By Louisiana Office of Public Health
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Today John revisits the theme 'Shady Trees' from episode 90 of The Above Board Podcast, highlighting the importance of staying the course during market volatility. Drawing inspiration from Warren Buffett's quote about planting seeds for future success and the recent ups and downs in financial markets, we discuss strategic course corrections, the pi…
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What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potenti…
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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If you’re a business owner, you know that the numbers matter. Accurate tracking of cash flow, expenses, and income help you keep tabs on the financial health of your company. In this conversation, Melissa Joy speaks with Ronisa Clark, an expert in bookkeeping for business owners and founder of her own company, Dream Joy Consulting. You’ll hear abou…
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Episode description: Andrew Pollock is a Senior Software Engineer at Google, currently working on https://osv.dev. With a background as an Enterprise Security Engineer, he has extensive experience in large-scale Linux Systems Administration and GCP Security. Andrew is passionate about the human factors in security, focusing on scalable solutions, g…
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In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a com…
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Two seismic forces that are shaping our world--deglobalization and digitization--are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher. In this convers…
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Dr. Vivian Chen, a passionate advocate for recognizing the impact of environmental toxins on health, has a rich background in medicine, specializing in internal medicine and family medicine. Her journey into environmental health was personal, driven by her daughter's health challenges which were linked to dietary allergies and, she suspects, enviro…
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The Millennium Alliance Podcast welcomes one of the industry's leading figures driving innovation in data management. Taylor Brown, Co-Founder and COO of Fivetran, joins the podcast to discuss the future of data management and integration, and explore the emerging trends and opportunities in data management for C-suite leaders. In this episode, we …
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Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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We've all heard the expression "Make hay while the sun shines," but we never really know how long the sun is going to shine. When it comes to investing for income, the sun is getting ready to set, so you don't want to miss this special episode of The Retirement Income Show with Dave Stearns where we're explaining why now is the time to make hay inv…
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In this episode, we cover the basics of annuities, life insurance, and long-term care (LTC). Discover the key points and considerations for each. In this video, we cover the basics of annuities, life insurance, and long-term care (LTC). Discover the key points and considerations for each. Don't forget to subscribe for more content from GulfCoast Fi…
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As cybersecurity threats continue to evolve, the role of PAM in protecting organizational assets has never been more critical. In this episode of the Millennium Alliance Podcast, we’re joined by John Richardson, Director of Channels, NA for senhasegura, to dive deep into the world of Privileged Access Management (PAM). Discover why implementing a r…
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Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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We’re taking a break from the financial talk on today’s episode to have some fun getting to know Tad and Tyler. Join us as the duo explores their biggest irrational fears! Tyler kicks off the conversation with her fear of loose hair and recounts a cringe-worthy dining experience that many of us can relate to. Tad then takes us on a trip down memory…
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John Kennedy, CFP®, and Michael Scott, CFA, address market volatility, emphasizing the importance of staying the course and understanding the economic landscape. They discuss the nuances between garden variety corrections and bear markets, the impact of Federal Reserve decisions, and the significance of earnings reports. This episode provides a bal…
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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Amy Chan, the acclaimed author of "Break Up Bootcamp: The Science of Rewiring Your Heart" joins Louisa Nicola today. Amy shares her expert insights on the neuroscience behind heartbreak, practical strategies for healing, and how to rewire your heart for healthier relationships. Discover the science of emotional recovery and learn how to embrace sel…
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Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…
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Medicare can seem like a mystery. Whether you are nearing the age to sign up or your parents have questions you’re trying to help them answer, this episode is dedicated to demystifying all the options. Melissa Joy and Joanne Giardini-Russell, Owner of Giardini Medicare, talk about what your healthcare can look like in retirement. Understanding Medi…
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Knowing who has access to your systems and that they have the right level of access is a key tenant of good cybersecurity hygiene. The challenge is that users forget their passwords or can't navigate the multifactor authentication (MFA) process - meaning a call to the Help Desk. CEO of Nametag Inc, Aaron Painter talks to us about how organisations …
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