This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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Podcasts from Tortoise
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Educating All Learners Alliance (EALA) is an uncommon coalition of organizations committed to resource sharing and community-building that supports the efforts of the education community to meet the needs of students with disabilities. This podcast will feature people, resources, and useful information to provide you with content that highlights best practices for schools and educators. We hope you enjoy this podcast, find useful resources from our community, and use it for the betterment of ...
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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A Wealth Podcast For Doctors
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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A weekly reality check on sensible investing and financial decision-making, from two Canadians. Hosted by Benjamin Felix and Cameron Passmore, Portfolio Managers at PWL Capital.
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Hosted by Wealth Advisor Chris Galeski, The Financial Commute is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging enviro ...
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Welcome to The Draya Love Experience. Its a thang. Author. Intuitive. Executive Energy & Wellness Advisor. De-coding energy and waking up in this human experience. My version of happy and love. The Draya Love Frequency.
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Henfruit Radio
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Conversations that equip you to reclaim your purpose, live intentionally, cultivate curiosity, pursue the extraordinary, create immense value, and become a WayMaker in business, community, and everyday life. Jon Mayo is an author, entrepreneur, strategic advisor, veteran, and founder of the WayMaker Movement.
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Elizabeth Mahusay is passionate about thought transformation. Through her writing, speaking, and accountability groups, she helps individuals and organizations identify the foundational thoughts that form the basis of their beliefs, reject those that have a negative impact, and replace them with thoughts that lead to personal as well as organizational change.
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Coming Up Clutch with J.R. Helping Pro and Executive Athletes maximize their success and significance
James "J.R." Reid
James “J.R.” Reid goes behind the scenes with the elite of the elite and shares strategies to help you thrive under intense pressure and come up clutch more often. Discover how you can master your mind, relationships, and money to ensure they’re an asset during your pursuit of greatness instead of a liability. Since 2005, J.R. has been a trusted coach, mentor, and advisor to the world’s top athletes, public figures, and executives and is considered one of the “Navy Seals of Life Coaching.” C ...
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Welcome to Smarter Lawcast, the official podcast of Hall & Wilcox, a leading independent Australian law firm. We pride ourselves on our Smarter Law approach, where we work with our clients to creatively solve their legal and business challenges. Tune in to be educated and entertained by our experts’ take on topical legal issues. LinkedIn:@Hall & Wilcox Facebook:@HallandWilcox Instagram:@hallwilcox https://hallandwilcox.com.au/
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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Welcome to Ellisons Connects The official podcast by Ellisons Solicitors where we bring together expert professionals from a wide range of areas to discuss key developments and trends.
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A multi-stakeholder initiative led by Connex Health Consulting.
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A podcast for Californians who still believe in the American dream. We want to help you make Tennessee home. If you're discouraged and disappointed in the Golden State and thinking about moving, Tennessee should be in your cross-hairs. Join Tennesseans and former life-long Californians, Paul & Joanne Kraft, as they share what they love about the south, teach you what they've learned while living here and help you decide for yourself if moving to Tennessee is right for you. Once you decide, P ...
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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Any reference to Eventide’s Busines ...
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Welcome to DNForum Domain Fireside Chats Join Helmuts Meskonis, the proud owner of DNForum.com and AcornDomains.co.uk, and the visionary founder of the London Domain Summit, as he takes you on an engaging journey through the world of domain name investing and operating various domain name businesses. In each episode, Helmuts sits down with industry professionals, sharing insightful conversations and insider insights that domain enthusiasts, IT professionals and investors won't want to miss. ...
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Podcasts from Beef + Lamb New Zealand, the farmer-owned industry organisation representing New Zealand’s sheep and beef farmers.
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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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An extension of Uphill Conversations, this podcast dives in to the world of YPs with theses three goals in mind: elevating the voices of Young Professionals, building a bridge connecting past, present and future generations, and providing inspiration for YPs to lead.
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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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Growth Masters Federal: Thinking, Planning and Collaborating to Build Value in the Federal Market
Shirley Collier, President
Lively discussions among thought leaders across the country on how to survive and thrive in the federal marketplace through excellence in business development management practices.
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Welcome to Literacy Talks, a podcast from Reading Horizons, where reading momentum begins. Each episode features our trio of literacy champions: Stacy Hurst, an assistant professor of reading at Southern Utah University and Chief Academic Advisor at Reading Horizons; Donell Pons, a dyslexia specialist, educator, presenter, and writer, who now works with adults with reading challenges; and Lindsay Kemeny, a dedicated elementary teacher who is a CERI-certified Structured Literacy Classroom Tea ...
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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5 Minutes with A'Seret Dokubo: A School Study Tour Advisor's Perspective
7:21
7:21
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EALA is joined by A'Seret Dokubo, the Managing Director of Fellowships for SELF and former School Study Tour advisor. Listen in to hear about her experience as a School Study Tour advisor, and how this experience has furthered her work in this field. Access the full podcast transcript at: https://bit.ly/5minwithASeretDokubo…
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Is your IRA/401(k)/TSP a tax trap and can you live with the worst-case scenario in your current retirement plan
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In this week's episode, we'll discuss the US debt and how that will impact your retirement. Is your IRA a tax trap? How should you pay the taxes due on all your tax-deferred accounts? Is it possible to not pay taxes at all on tax-deferred money? Can you live with the worst-case scenario in your retirement plan? Isn't it time to get answers to the t…
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Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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123 Empowering Mortgage Success Through Culture and Strategy
27:48
27:48
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 123: Empowering Mortgage Success Through Culture and Strategy Special Guests…
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Episode 320 - Kyla Scanlon: In This Economy?!
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Economics can often seem daunting, filled with complex theories and jargon that can leave the average person scratching their head. But today’s guest, Kyla Scanlon, is on a mission to change that. In this episode, we have an insightful conversation with Kyla, a financial educator, content creator, and host of Wealthsimple's TLDR podcast, who has bu…
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Ep 31: The Recipe for Growing a Bank in 2024 with WesBanco’s Jeff Jackson
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28:21
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As Jeff Jackson, the CEO of WesBanco, sees it, M&A activity can only go up. In this episode, Al and Steve chat with Jeff about why that is and what is at stake for community banks across the country. They also explore other banking classics, including what the future of delivery in banking looks like, how to retain employees and what has helped the…
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Purposeful Planning - Using Reflection to Shape Your Future
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: "Where are you going with your life?" Using a blend of personal reflection and a structured framework, Darryl challenges listeners to take a step back and evaluate the direction of their careers, businesses, and overall li…
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Phil Nicaud | How Legendary Leaders Become That Way
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Join me and my Special Guest, Phil Nicaud, a seasoned entrepreneur and the CEO of Legendary Leadership Consultants. Phil has coached hundreds of top-level leaders across America and has become their highly confidential and strategic sounding board and tactical coach in his role at Legendary. On today’s episode, we explore several topics around lead…
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Fad Fiction: What the Latest Financial Trends Really Do to a Financial Plan
21:09
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Are you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in…
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Health and aged care – international perspective: Healthcare: Australia and UK trends
33:12
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Hall & Wilcox partner and co-lead of our healthcare sector group Alison Choy Flannigan chats with Julian Smith and Jill Mason, partners at UK firm Mills & Reeve, about healthcare trends in Australia and the UK, including key issues when entering into the UK market, opportunities for Australian businesses, M&A trends in the healthcare sector, wider …
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Grant Williams on Investing vs. Speculating in Uncertain Times
25:37
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We are celebrating our 100th episode of THE FINANCIAL COMMUTE this week! Thank you for listening and supporting Chris and our guests these past two years. We are excited to continue empowering our listeners with financial confidence and knowledge through this podcast. To make this episode extra special, host Chris Galeski had a conversation with Gr…
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#84 Finding Unlimited Opportunities Through a Shift in Perspective with Patricia Gomez Pimentel
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What would you do if you realized you’d hit the ceiling of your potential in your home country? Welcome back to another episode of Thinking That Matters! I’m truly excited to introduce you to someone extraordinary today—Patricia Pimentel, a woman who dared to dream beyond the limitations placed on her and embodies the essence of resilience, faith, …
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By Steven Briggs
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Why We're Having Wrong Thoughts About the Election
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This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube…
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Navigating the Waters of Financial Marketing With Robert Sofia
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Robert Sofia is the Co-founder and CEO of Snappy Kraken, an award-winning marketing platform for financial advisors. With two decades of experience, he has served thousands of companies across the financial services spectrum. A former marketing agency owner, Robert has since focused on empowering advisors with technology-driven marketing tools. He …
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Perspective on the Fed and Market Sell-Off
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To paraphrase Ernest Hemingway, changes in the stock market often happen "gradually, then suddenly." This week Brian and Ryan discuss how, over the past month, there has been a rotation from large-cap technology stocks to small caps and other sectors. However, following the latest jobs report, global stocks experienced a sharp pullback due to conce…
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Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key ...
24:40
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
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122 Moving Forward in a Changing Real Estate Market
27:37
27:37
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 122: Moving Forward in a Changing Real Estate Market…
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Special Guest - Financial Advisor Zach Hurd
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Are you contemplating a move from the bustling coast of California to the scenic landscapes of Tennessee? If so, you're in for a treat! We’re joined today by Zach Hurd, a seasoned financial advisor from SageSpring Wealth Partners. Zach helps many of our California to Tennessee clients navigate retirement and a host of other financial decisions. The…
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How long are people living today and how do bull and bear markets impact your retirement plan
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In this week's episode, we'll explore the facts about longevity and how you need to plan for living longer than you think. What are the top 8 factors that help with longevity? What is the difference between a bear market and a bull market? How do bears and bulls impact your plan? Isn't it time to get answers to the tough retirement questions now? J…
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Episode 319 - The Ultimate RRSP vs. TFSA Showdown
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Which account should you choose, a registered retirement savings plan (RRSP) or a Tax-free savings account (TFSA)? This is one of the most common decisions that Canadians must make when it comes to investing, but it will also elicit some of the most passionate responses. RRSPs especially get a lot of undue skepticism, with some even labelling it as…
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5 Minute Drill | R.O.A.R. Instead of React
20:38
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Today, we’re going to talk about what to do in those moments where you feel under attack by the people closest to you. When I say under attack, I’m talking about those moments when something was said to you that triggered negative emotions, or when someone called you out on something you didn’t like being called out on. This topic means a lot to me…
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Turning Off the Noise: Managing Market Stress
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on August 5th and its impact on the financial markets. Sharing a personal story from his recent trip, Darryl walks listeners through the challenges of managing market volatility and the relentless nature…
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How Financial Advisors Prey on Human Psychology
27:23
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Are your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don'…
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Health and aged care – international perspective: Life sciences: Australia and UK trends
32:33
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Hall & Wilcox partner and co-lead of our National healthcare sector group Alison Choy Flannigan chats with James Fry, a partner and head of life sciences at UK firm Mills & Reeve about key trends in life sciences in the UK, Europe and Australia, including the accelerated pace of technology and the associated legal issues it brings, regulatory chang…
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7 Sources of Income During Retirement | SLW #145
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Send us a Text Message. Do you know where you will receive your income after you retire? Whether you are a young adult or preparing to retire, Mark and Jesse cover 7 different ways you can financially plan for your future. Watch or listen to this week's episode to learn more about your income options for retirement planning. Want to sit down with M…
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Real Estate FAQ: Investing in a Challenging Market
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On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss the current real estate environment and investment opportunities. Here are some key takeaways from their conversation: - There is a noticeable drop in real estate transaction volume due to high interest rates and sellers h…
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Breaking Barriers and Making College Accessible with Ethical AI: A Deep Dive with ESAI
19:56
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In this podcast, EALA talk with Julia Dixon, the founder and CEO of ESAI, an AI platform aimed at making higher education and professional opportunities accessible for all students. Listen in as they discuss the complexities and inaccessibility of the admissions process, and how ESAI is trying to help level the playing field in higher education adm…
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#83 Recognizing Burnout, Building Mental Resilience, and Embracing Lasting Success with Lisa Hammett
31:10
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Welcome to another insightful episode of Thinking That Matters. Today, I'm thrilled to introduce you to someone who has not only been a professional acquaintance but also a longtime friend, Lisa Hammett. Lisa is a powerhouse- a certified Positive Intelligence (PQ) coach, a mental fitness expert, a transformational speaker, and an author of a bestse…
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Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
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Shaun Kapusinski is the Founder of HIFON, a premier community for RIA operations professionals, and the Senior Director of Technology at Sequoia Financial Group. With two decades of experience, he started HIFON as a modest study group and grew it into a thriving network of nearly 300 members. Shaun is also the co-author of The Financial Advisor M&A…
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Market Minutes Recap - Market Update (Perspectives on the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call)
20:50
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
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121 The New Norm: A Breakdown of NAR Changes and What They Mean
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 121: The New Norm: A Breakdown of NAR Changes and What They Mean…
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Episode 318 - Assia Billig: Is Canada Pension Plan (CPP) Sustainable?
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If you’re in the Canada Pension Plan (CPP), then you won’t want to miss today’s conversation with Canada's Chief Actuary, Assia Billig. Assia’s knowledge of the CPP is extensive, having joined the Office of the Chief Actuary (OCA) in 2008, where she was involved in the preparation of statutory actuarial reports on the Canada Pension Plan and Old Ag…
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Bruce and Jackie Bowie of Mt Marchant had a farm succession challenge to navigate, and they weren’t sure if they could make it work. With help from people they trusted, they came up with a successful plan for themselves and their children Daniel, Natalie and Tom. Hear the family’s story in this podcast, and you can read more about it in the factshe…
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Domain Fireside Chat: Unveiling dnsdetect.com - Your FREE AI-Powered Domain Name Generator!
1:04:12
1:04:12
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We're excited to introduce the Loan and Adam, the team of a brand-new project that's still in beta, and the team needs your help to make it even better! View the live stream recording on YouTube: https://youtube.com/live/eO6mYkOeTIUIntroducing dnsdetect.com, a FREE tool that uses AI to generate domain names based on your prompts.🔍 What’s It About?-…
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Why you need to add the preservation phase to your retirement plan and how to "opt-out" of market risk
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In this week's episode, we'll discuss how to wisely make the transition from accumulation to distribution of retirement funds. What is the preservation phase and how does that impact your retirement plan? How can you know where you'll be with your income 20 or 30 years into retirement? How can you "opt-out" of market risk? Isn't it time to get answ…
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Ep 30: Who's Swimming Without a Bathing Suit?
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The frequent flyer miles are overflowing for Steve and Al as they continue to visit banks across the country. In this episode, they dish on the burning C-suite issues, including: recession risks, core deposit growth challenges (and ideas to overcome them) and an area they believe bankers need to step it up on – their succession planning. Don’t worr…
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Mike Pinto | Cheat Life As Long As You Can
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From all-time leader in wins to unemployed, but still finding joy in life. Whaaaaat? Yep. And that’s just part of Mike Pinto’s story. For 15 years, Mike built the Southern Illinois Miners from the ground up into one of the winningest and most respected organizations in professional baseball. Mike was the all-time leader in managerial wins with 770,…
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Unlocking Your Investment 'Why' with Bryan Wing
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and Advice Research Manager at PAX, to discuss the intricate landscape of investment strategies. They break down the importance of having a clear 'why' behind investment decisions and the role of behavioral …
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Which is more important to being more financially responsible: (1) the daily expense or (2) the major financial decision? Is penny-pinching and skipping small treats the key to financial freedom? Or, could it be that, if you get large expenses figured out, you can let the small things take care of themselves? What if there's a middle ground with wa…
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On this week’s episode of THE FINANCIAL COMMUTE, Wealth Advisor Priscilla Brehm joins host Chris Galeski to discuss ways to build financial confidence. Here are some key takeaways from their conversation: - Access to too much information does not necessarily lead to true knowledge or confidence, highlighting the importance of one’s mindset towards …
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SXSW EDU Special: Breaking Down Barriers: Inclusive Technology in the Classroom
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Join us for an SXSW EDU special with Tara Courchaine, Michelle Soriano, Kelli Suding of CAST as they explore the transformative power of inclusive technology in education. Discover how universal design for learning breaks down barriers for students with learning disabilities, fostering engagement and belonging in the classroom. Our guests share pra…
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Episode 11: Are companies ready for the polycrisis?
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We talk with Alice Kalro, the Founder of arkH3, a corporate systemic leadership platform. We will talk about sustainability, how prepared companies and investors are for the world ahead, ecological overshoot, social undershoot, and pressing sustainability issues.By ED4S
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Are You Getting the Top 4% of the Market?
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How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question. Subscribe & Connect with Us! Kent Kramer Michael Westphal Financial Perspectives Foster Group Facebook LinkedIn X YouTube…
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MARKET UPDATE | August 2024 ClearVista Financial Perspectives
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Send us a Text Message. Stay ahead of the curve with ClearVista's Financial Perspective Monthly Market Update for August 2024! Gain valuable insights, stay ahead of market trends, and get your questions answered by two industry professionals. Join Mark & Jesse as they analyze current economic changes, tailored to today's market environment. Want to…
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#82- Barber Principles: How Cutting My Husband Fred's Flat Top Taught Me Life Lessons
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In today’s episode, I want to take you back to a moment when the world shut down due to the COVID-19 pandemic. One of the unexpected challenges was the closure of barbershops and hair salons, leaving my husband Fred’s flat top in need of a haircut. Now, if you know anything about a flat top, you know it’s got to be precise, and we were weeks into l…
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Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
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39:52
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Mark Friedenthal is the Founder and CEO of Tolerisk, a company revolutionizing risk tolerance assessment technology for investment advisors. With a rich background that includes risk management roles at Citigroup, Cendant, and GE Capital and experience as an analyst with the Federal Reserve, Mark has the perfect amalgamation of insights to lead in …
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