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This is the Roots to Risk podcast hosted by Eric Schneider alongside Isaac Bock. Roots to Risk brings you insights, the latest stories, and long-form discussions about the cannabis industry. You’ll hear interviews with industry leaders and their perspective on current and future trends, how they’ve built success and what challenges they have faced.
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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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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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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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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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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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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Sharing the wisdom, experience and insights from the people who work to keep you safe.
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Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. Learn more at: www.newtonim.com/double-take-podcast/ Disclosures For Institutional Clients Only. Issued by Newton Investment Management North America LLC ("NIMNA" or the "Firm"). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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The NABIP Healthcare Happy Hour podcast is released every other Thursday afternoon by the National Association of Benefits and Insurance Professionals, and includes a recap of the week’s top issues in healthcare and health insurance politics and policy.
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What are the most pressing matters facing global businesses? Berkeley Research Group picks the brains of BRG experts and other luminaries about the big issues of the day in finance, healthcare, security and other sectors. BRG is a leading global strategic advisory and expert consulting firm that provides independent advice and dispute consulting around the world to corporations, law firms, government agencies and financial institutions. For more, please visit ThinkBRG.com.
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In the ever-changing world of federal agency management and technology, you need expert guidance to stay on course. Emerging cyber threats, rapidly advancing technology, and ever more complicated management and governance puzzles challenge even the most experienced federal agency leaders. Get insights you can act on through the new CGI Voices podcast, hosted by agency veteran Pete Tseronis. Pete is the founder of Dots and Bridges and is a former Chief Technology Officer at the Departments of ...
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Ord Minnett is a leading Australian private wealth management group that provides advice and tailored investment solutions. Ords has more than $59 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. In December 2020, Ord Minnett acquired financial advisory firm EL&C Baillieu. The Ord Minnett Podcast is where we discuss key issues, developments and opportunities in the Austr ...
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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosu ...
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INTL FCStone Inc. (Nasdaq: INTL) provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. A pioneer in specialized financial services, we open markets for underserved mid-market clients with insight, guidance and access. Our Vision We believe that every company—regardless of size, regardless of industry, regardless of how long they’ve been in business—deserves access to the best advice, t ...
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
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6 Tips For Choosing the “Right Fit” Financial Advisor - Replay
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Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…
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Nobody wants stress and anxiety in retirement, especially after working so hard and sacrificing so much to get there. If you want to learn the keys to a stress-free retirement, you've come to the right place because that's what we're going to reveal to you on this episode of The Retirement Income Show with Dave Stearns. You won't want to miss it!…
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When it comes to retirement planning, especially in the age of the internet, there are a lot of folks who feel like they have the know-how to tackle it alone. However, going solo often means overlooking key questions and considerations that could make a huge difference down the road. In this episode, Tad and Toni discuss why some people choose to t…
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Make Health Planning Part of Your Retirement Planning, with Regan Archibald - Replay
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You feel healthy so everything is okay, right? Have you ever thought that health planning should be part of your retirement planning efforts? If you’ve answered ‘yes,’ pay close attention to Regan Archibald! Regan joins host Brian Skrobonja to discuss how people should approach health planning, the world of preventive care, the role of nutrition, a…
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10. IBIT 2024, Roxana Luca, Alexandra Von Samson and May-Britt Morgenstern
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In this episode, I start with a solo chat about my experience at IBIT 2024 conference on event safety and security in Cologne, Germany before sharing three interviews with Roxana, Alexandra and May-Britt, three women who are spearheading change in the industry. With varied backgrounds in production and event safety, they share their views on their …
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Tackling Seniors’ Cost-of-Living Crisis with Shannon Benton
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Finding balance in a shifting market landscape
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A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape. In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Re…
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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
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In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com.…
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Just like a football field has 100 yards, we’re celebrating episode 100 of Retire With Freedom! In football, the area from the 20-yard line to the end zone is known as the ‘red zone.’ But what does the ‘financial red zone’ mean, and when does it begin? We’ll dig into that in this episode! It’s also Halloween, so Tad and Toni share a funny story fro…
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Navigating the Changes in Medicare Commissions with NABIP Director of Public Policy & Advocacy Nicole LePetri
In this episode of Healthcare Happy Hour, sponsored by RxBenefits, host David Saltzman discusses the recent decision by Centene Corporation, through its subsidiary WellCare, to stop paying commissions to agents and brokers for enrolling Medicare beneficiaries in standalone Part D drug plans. Nicole LePetri, director of public policy & advocacy at N…
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Kevin Collins, executive vice president of sports marketplace strategy at MAGNA Global, joins Double Take to discuss the evolving playing field of sports broadcasting rights, highlighting the growing influence of streaming platforms and the economic implications for leagues and advertisers.By Newton Investment Management North America LLC
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An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay
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What comes to mind when you think about retiring? Is it enjoying your "golden years?" That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…
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The outlook for securitized as Fed commences rate-cutting cycle
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A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets. In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector cre…
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In almost all of life, there are more than two ways to do something. Even a complex math problem with only one correct answer has many ways to solve for that answer. Did you know that there have always been and will always only be two ways to get return on your money? If you want to learn what those two ways are and how they work, don't miss this e…
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Generalists Vs. Specialists Of The Financial World
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In construction, you have general contractors who can handle a range of tasks, and specialists, like electricians and roofers, who focus on one specific area. The same is true in the financial world, which has both general advisors and specialists. This distinction is important when it comes to planning for retirement. In today’s episode, Tad and T…
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In this episode of Healthcare Happy Hour, sponsored by RxBenefits, host David Saltzman speaks with John Jasinski, senior vice president at CalSurance, about the complexities of Errors and Omissions (E&O) insurance, particularly in the context of the evolving landscape of self-funded plans. They discuss the various risks associated with professional…
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The Potential Ripple Effects of Taxing Unrealized Capital Gains
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In this episode, Brian Skrobonja breaks down Kamala Harris' proposed tax plan and how it aims to tax unrealized capital gains for the ultra-rich. He sheds light on how the tax plans will affect all Americans regardless of their income level, what to do if Kamala Harris is elected president, and how taxing unrealized gains could contribute to consta…
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The Deeper Meaning of Wealth and Retirement with George Nichols III
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We all want the same thing from our investments: maximum return with minimum risk. It sounds simple, but it's not easy. If you could improve your return while reducing your risk, you'd want to know how to do it, right? You're in the right place because that's on the menu on this episode of The Retirement Income Show with Dave Stearns!…
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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
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In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com.
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Could investors hit the jackpot with virtual gambling? Jeff Ifrah, founder and general counsel for iDEA Growth, joins Double Take to discuss whether there will be a big payout for those willing to bet on this emerging industry or if regulatory challenges will make them fold.By Newton Investment Management North America LLC
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Retirement Today: Not Your Parents Retirement
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Retirement today is vastly different from what your parents or grandparents experienced. Not only are people working longer, but they’re also living longer, too. With advances in medical technology and an increase in life expectancy, retirement has taken on a whole new meaning. In fact, retirement can often be more costly than your working years, e…
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Episode #52 - Building Cannabis Brands with Expert Insights from Kyle Bergman, The Co-Founder & Chief Operations Officer at Pinkberg
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In this episode of Roots to Risk, hosts Eric Schneider and Isaac Bock sit down with Kyle Bergman, a serial entrepreneur and co-founder of Pink Berg, a marketing firm that specializes in helping digitally native cannabis and lifestyle brands tell their stories through customized creative strategies. Kyle takes listeners through his journey from buil…
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Identity Theft: How to Protect Yourself and Take Action if You’re Targeted
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In this episode, Brian Skrobonja shares tips and insights on how to help protect yourself against identity theft. He sheds light on the best identity theft tools in the market, what to consider when someone steals your identity, and ways to minimize the risk of your data ending up in the dark web. Brian starts the conversation by sharing what he le…
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Have you ever been a coach, or have you ever played on a team without a coach? If you answered "yes" to either of those questions, you know how critical a coach can be, especially if you want to win. If you want to win the game of retirement planning and investing, you won't want to miss this episode of The Retirement Income Show with Dave Stearns …
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Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
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Chess, Roulette, and Poker: Financial Comparisons To These Well-Known Games
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Chess, roulette, and poker are games that illustrate different balances of luck and skill. Similarly, some financial situations can be compared to these games. Join Tad and Toni Hill as they break down some retirement planning decisions you might encounter, and whether those decisions are most like chess, roulette, or poker. When making financial d…
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In this episode of Healthcare Happy Hour, host David Saltzman interviews NABIP PAC Chair Joshua Haberman to discuss the importance of political action committees (PACs) in the health insurance industry. Haberman shares his journey into the insurance business and his involvement with NABIP. They explain what a PAC is and how NABIP PAC works to suppo…
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The 4 Biggest Obstacles to Effective Estate Planning - Replay
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Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…
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Getting to the Truth About Longevity Risk with Jackson’s Glen Franklin
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Eric Zitzewitz, professor of economics at Dartmouth College, joins Double Take to discuss prediction markets during elections, focusing on their reliability and what insights investors can gather from them compared to traditional capital markets.By Newton Investment Management North America LLC
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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
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In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com.
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How Retirement Planning and Estate Planning Go Hand in Hand with Anne Moses
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Anne Moses with Moses & Moses P.C. is not affiliated with Freedom Financial Group or AEWM. In this episode of Retire With Freedom, we welcome Anne Moses from Moses & Moses, P.C. to discuss the vital relationship between your financial advisor and estate planner. It takes a village to get your retirement in order and to ensure you’re leaving your ch…
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Exploring potential in commercial real estate-backed debt
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Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
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Episode #51 - Unlocking Cannabis Industry Growth with Wurk CEO Deborah Saneman
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Join hosts Eric Schneider and Isaac Bock in this special episode of Roots to Risk as they sit down with Deborah Saneman, CEO of Wurk, the leading HCM provider for the cannabis industry. Deborah shares game-changing insights into how Wurk’s cutting-edge compensation benchmarking tool and real-time data analytics are helping cannabis operators stay c…
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Longevity: The Retirement Problem No One Is Discussing - Replay
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Did you know that a good part of American households haven’t thought about retirement planning? When it comes to planning for retirement, there are some key concepts to understand and three traps you should do your best to avoid. Listen to learn why a money increase doesn’t always equal a lifestyle enhancement, the three things people often look at…
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Dreaming about retirement is easy, but planning for a successful retirement is another story. It can be tricky, and if you’re not careful, you may find yourself affected by pitfalls along the way that can be catastrophic to your retirement dreams. We’ll help you avoid those pitfalls on today’s chapter of The Retirement Income Show with Dave Stearns…
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European equities tapping into global tech themes
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European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.By Janus Henderson Investors
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Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.By Janus Henderson Investors
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Say What You Mean: Decoding The Language Of The Financial World
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In the financial world, some people may use fancy terms or phrases that don’t always mean what you think. But when it comes to managing your money, transparency and honesty are key. You deserve to work with someone who tells it like it is. Join Tad and Toni as they dig into why it’s important to truly understand the financial tools you're using, th…
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In this episode of Healthcare Happy Hour, host David Saltzman speaks with Andy Bonner, co-founder, president and CEO of Healthcare2U, about his personal journey into the healthcare industry after a misdiagnosis led to a cancer diagnosis. Andy discusses the creation of Healthcare2U, a direct primary care model that aims to provide affordable healthc…
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Energy transition in Curaçao and Suriname
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Curaçao has long been home to one of the Western Hemisphere’s largest refineries and Suriname is a rapidly rising petro-state. In the 2020s they face considerable challenges in defining their future role in the global energy business and how this relates to climate change and the global energy transition from fossil fuels to renewables. Curaçao and…
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Grappling with AI risk in federal agencies
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Artificial intelligence is rapidly spreading as its capabilities mature and organizations find innovative uses for it. It’s important to understand that AI comes in different forms, and carries with some unique risks. While those risks are manageable, agencies must be aware and ready to mitigate them. Moreover, AI isn’t a solution for everything. S…
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In Financial Planning, Consider Your ‘Fuel Tank of Capability’ - Replay
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You can live without saving money, and you can live with debt, but you cannot live without cash flow. In fact, if you want your personal finance to flourish, cash flow is a key element you need to focus on – passive income too. Why is that the case? Find out about critical personal financing missteps you should avoid making, what to focus on to mea…
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