Best Financial Finesse Podcasts (2024)

1
From Financial Fears to Fiscal Finesse: The Excelstra Effect. CEO Eunicia Peret explains... 40:46

14d ago40:46

40:46

Eunicia Peret is the visionary CEO & Founder of Excelstra, an award-winning financial strategist, and a former corporate entrepreneur. With a passionate commitment to making a tangible difference in her clients' lives, Eunicia has transitioned from a successful corporate career to empowering solopreneurs and business owners. At Excelstra, she focus…

1
How AI is Changing the Game with Financial Finesse’s Liz Davidson 15:27

25d ago15:27

15:27

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer fo…

1
Cultivating Resilience and Abundance: The Art of Relationships, Personal Growth, and Spiritual Wealth with Chief Amir Zaire & Don Kilam 1:02:35

10h ago1:02:35

1:02:35

As the neon lights of Las Vegas fade behind us, Amir Zaire and I, Don Kilam, set the stage for an invigorating exchange on how our surroundings craft the essence of our perseverance and growth. From the electric vibe of a city that never sleeps to the intimate realm of Royal Exclusive Nails, where lessons spring from unexpected sources, we draw par…

1
Ep. 16 Please Feed Your Vendors 30:33

2d ago30:33

30:33

In this episode of New York Wedding Jam, we discuss the importance of properly nourishing your wedding day vendors. Some of the folks you've invested in to make your wedding day an enjoyable and memorable experience require care and breaks.By Jason and Martine

1
EP. 50 Clever Financing Solutions for Real Estate Investors New and Established 55:53

4d ago55:53

55:53

Embark on a journey to financial empowerment as we, Ibrahim and Ahmed, celebrate an entire year of untangling the complex web of real estate investment. Our latest Do the Talk podcast episode unpacks the mysteries of real estate loan products, ensuring you can navigate these waters with confidence. Imagine the possibilities as we delve into the adv…

1
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart 11:37

4d ago11:37

11:37

There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…

1
Cue the pregnant pause: the awkward etiquette of pregnancy 28:00

4d ago28:00

28:00

Get ready to chuckle and cringe in equal measure on the latest episode of "Awkward Etiquette with Kiki Astor" as host Kiki Astor tackles the confounding and sometimes cringe-worthy world of pregnancy etiquette. From belly pats to baby showers, Kiki dishes out witty insights and practical advice on navigating these sticky social situations. Join Kik…

1
The Hidden Truths of Trusts, Nationality and Citizenship in Financial Empowerment 1:45:00

7d ago1:45:00

1:45:00

Unlock the enigmatic world of trust law and discover the tools to navigate the financial and legal landscapes of your life. From the transformative potential of trustee roles to the strategic use of trusts and pass-through entities, this episode sheds light on the power of financial education. As we reveal the secrets behind living and irrevocable …

1
Ep. 15 The Difference Between Wedding Planners and Coordinators 30:15

10d ago30:15

30:15

Discussing some of the main differences between wedding planners and coordinators so you can make an informed decision about which one to book for your wedding day.By Jason and Martine

1
Airplane etiquette: fly the polite skies 27:27

11d ago27:27

27:27

Join your Auntie Kiki, etiquette expert, romance novelist, and nouveau pauvre jet setter Kiki Astor, on a journey through the dos and don'ts of airplane travel in this insightful episode of the "Awkward Etiquette with Kiki Astor" podcast. Whether you're a seasoned jet-setter or a first-time flyer, mastering airplane etiquette is essential for a smo…

1
EP. 49 Unveiling the 'Why' Behind Your Business: A Guide to Purpose-Driven Success in Real Estate 55:47

13d ago55:47

55:47

Embark on a journey with myself, Ibrahim Ojani, and my esteemed colleague, Hamed Lawal, as we dissect the very essence of your business's driving force - your 'why'. This isn't just about real estate investing; it's about cultivating a purpose that transcends the allure of quick profits, guiding you towards lasting and meaningful success. We dive i…

1
Ready For Redemption With Don Kilam, Jordan Smith of The NFL, Kam Young, & Equity 2:45:50

14d ago2:45:50

2:45:50

Uncover the keys to a future of financial empowerment and personal sovereignty in our latest episode, where we navigate the complex relationship between legal structures and individual rights. Engage with the enlightening perspectives of Equity, transitioning from a consumer report aficionado to a trust and system operation maestro, and follow youn…

1
Ep. 14 The Importance of a Great Wedding Party 15:03

16d ago15:03

15:03

New York Wedding Jam: The Podcast for Modern Couples In this episode, we delve into the heartwarming world of weddings and explore the significance of assembling a stellar wedding party. From lifelong friends to cherished family members, the individuals chosen to stand by the couple's side on their special day play a crucial role in shaping the ent…

1
From old money to nouveau pauvre or rags to riches? Navigating financial ups and downs in style 28:16

18d ago28:16

28:16

Join Kiki Astor on a riveting episode of Awkward Etiquette as she delves into the complexities of transitioning between extreme socioeconomic statuses. In this thought-provoking discussion, Kiki shares her personal journey and insights on what it's truly like to experience the rollercoaster ride from riches to poverty and vice versa. From the nuanc…

1
EP. 48 HOW TO IDENTIFY A GOOD DEAL IN REAL ESTATE 55:44

19d ago55:44

55:44

Unlock the key to profitable real estate deals with our latest entrepreneurial insights! Have you ever wondered how to spot a diamond in the rough within the realm of real estate investments? We navigate through the minefield of market strategies, sharing personal stories and hard-earned lessons that could save you from the pitfalls of emotional in…

1
Transforming Debts to Dollars: Accounting Secrets and Tax Form Tactics With GAAP 30:30

22d ago30:30

30:30

Unlock the secrets of financial empowerment in our latest episode, where we demystify the complex web of accounting principles that could be the gateway to your prosperity. Ever wondered how debts and charge-offs could actually become income for a savvy business? Our discussion peels back the layers of this accounting enigma, revealing the critical…

1
“Navigating crisis with integrity” using the Principle of Dharma... with Ajay Anand, CEO, Faze3 31:48

22d ago31:48

31:48

In this conversation, Raju Panjwani speaks with Ajay Anand, CEO and Founder of Faze3, a company that manufactures and supplies home textiles and automobile fabrics. Ajay shares his journey as an entrepreneur and the importance of staying true to oneself and seeking the eternal truth. He emphasizes the need to surround oneself with conscious and rig…

1
Ep. 13 Don't Sweat the Small Stuff 23:14

24d ago23:14

23:14

You've already accounted for so much. You're tired of talking to vendors and you might think you're running low on money. but overlooking a few small details now could cost you in the future. Take the time to fill out your wedding with the sand that matters.

1
Secrets of old money aesthetic homes: Interior design hacks 27:44

25d ago27:44

27:44

Join your Auntie Kiki, Kiki Astor, on the latest episode of the Awkward Etiquette podcast as she delves into the art of interior design, offering expert tips to transform your home into a haven of sophistication and elegance. Discover the secrets to infusing your home with the timeless charm and refinement of the old money aesthetic. From classic f…

1
EP. 47 Unlocking the Secrets of Early Real Estate Investment Triumph: Strategies, Risks, and Global Opportunities 58:54

26d ago58:54

58:54

Ready to unlock the secrets of early real estate investment success? Join us, Ahmed Lawal and Ibrahim Ojani, as we celebrate the journey of our podcast and share a wealth of knowledge that could alter your financial trajectory. Embrace the insights from over six months of deep dives into the dynamic world of real estate, and prepare to be empowered…

1
The Alchemy Of Prosperity With Nfl's Jordan Smith, Dj Coleman, Cam Thomas & Don Kilam 29:33

29d ago29:33

29:33

Ever find yourself fantasizing about financial independence but think it's out of reach? Buckle up, because this episode is your roadmap to turning that thousand-dollar dream into a reality, no matter where you're starting from. We get into the nitty-gritty of how a shift in mindset, coupled with strategic action, can unlock entrepreneurial potenti…

1
Ep. 12 Managing Family Expectations 15:59

1M ago15:59

15:59

Managing family expectations while planning and executing a wedding can be a delicate balancing act, requiring tact, communication, and compromise. At the heart of it lies the challenge of harmonizing individual desires with familial traditions and expectations. Firstly, open communication is paramount. Couples should initiate honest conversations …

1
Sorry, not sorry- The delicate art of the apology 24:27

1M ago24:27

24:27

Sometimes "sorry" is not an apology, but rather an insult. In this episode of Awkward Etiquette with Kiki Astor, we delve into the fine art of apologies. Tune in and explore the intricacies of saying sorry, including knowing when to apologize and when it's best to refrain. Discover essential etiquette tips on navigating social situations with grace…

1
Charles Patti: The Synergy of Psychedelics and Entrepreneurship in Personal and Professional Growth 50:22

1M ago50:22

50:22

Mental health and entrepreneurship: the transformative potential of psychedelics. This episode is a deep dive into that world, where personal breakthroughs fuel professional revolutions. I open up about my experience with ketamine therapy and how it played a pivotal role in not just my recovery, but also in reshaping my approach to business. We exa…

1
EP. 46 Sailing Through Stormy Real Estate Markets with Investment Finesse 58:05

1M ago58:05

58:05

Become the real estate maven you've always dreamed of as you journey through the ebbing tides of the market with me, your host, and my esteemed co-host Ahmed. This week, we're breaking down the impact each percentage point increase in interest rates has on your investment portfolio, while exploring the invincible dance between supply and demand tha…

1
EP #7: Navigating the Seas of Private Equity M&A: Charting the Course for Financial Finesse and Strategic Exits 19:02

1M ago19:02

19:02

Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…

1
Mastering Financial Artistry: Illuminating Tax Wisdom, Asset Protection, and Empowerment with Don Kilam 2:41:23

1M ago2:41:23

2:41:23

Embark on a transformative quest into the world of finance, law, and empowerment, as we navigate the complexities of asset protection and the wisdom of tax strategies with the guidance of industry titans Rihanna and Lady Prosperity. Join us as we venture beyond the surface of financial documents, uncovering the potent synergy of mentorship and the …

1
The Leap of Faith: Navigating Career Transformation, with Jennifer Murphy 40:57

1M ago40:57

40:57

In this episode, I am joined by Jennifer Murphy, a former corporate leader who embarked on a transformative journey towards entrepreneurship, driven by faith and a vision for leadership. Jennifer shares her experiences of leaving behind the security of a well-defined career to navigate the uncertain waters of starting her own business. Key Takeaway…

1
EP. 45 Strategies for Home Buying and Investing through Creative Financing 54:07

1M ago54:07

54:07

Unlock the door to innovative real estate strategies with us, as we delve into the world of lease options and land contracts—a treasure trove for aspiring homeowners and investors. Imagine the possibility of transitioning from renter to owner without the conventional hurdles of financing, and that's exactly what we dissect with my co-host Ibrahim. …

1
Ep. 11 Where to Spend Your Money 27:40

1M ago27:40

27:40

Congratulations! You're getting married! Cue the confetti and get ready for the ride of a lifetime! But wait... before you get lost in a sea of tulle and cake samples, let's talk about where to sprinkle that hard-earned cash for the ultimate wedding day experience. First up, let's chat about budget. It's like the forbidden "B" word of weddings, but…

1
Old Money vs New Money Travel, Travel Dupes, Instagram Travel, and Palm Beach 31:39

1M ago31:39

31:39

Modern Jet-Set Travel in the age of Instagram: Travel Tensions and the Palm Beach Identity Crisis Join romance author and etiquette maven, ex rich person Kiki Astor, as she celebrates the launch of the Palm Royale TV show on Apple TV and the release of her latest book, "Pink Palazzo," set against the opulent, tropical backdrop of Palm Beach. When y…

1
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan 16:39

1M ago16:39

16:39

The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for t…

1
Tarry Summers: Unveiling the Empire of Single-Family Real Estate and the Harmony of Business and Life 50:45

1M ago50:45

50:45

Prepare to be taken on a whirlwind journey with Tarry Summers, the real estate maestro, as he lays bare the blueprint of his single-family property empire. We're not just talking about buying and selling; we're getting into the lifeblood of the trade – managing numerous properties, deciphering market swings, and the smart play of 1031 exchanges. Ta…

1
EP. 44 Real Estate Investors Guide to Tax Deduction Mastery 55:47

1M ago55:47

55:47

Dive deep into the world of real estate investment with us, and walk away with a wealth of knowledge on how to navigate the taxing seas of IRS regulations. Alongside my astute co-host, Hammed Lawal, we demystify the often intimidating realm of passive loss limitations under IRC Section 469. Grasp the essence of why passive losses should only counte…

1
Unlocking Your Legacy Account and Treasury Direct Account Finesse: The Road to Prosperity with Don Kilam 3:32:00

1M ago3:32:00

3:32:00

Unlock the door to financial mastery and legal finesse with our latest episode, where tranquility and prosperity go hand in hand. Lady Prosperity joins us, exemplifying the eager spirit needed to absorb the treasure of knowledge we share. Together, we peel back the mystique surrounding TDA accounts, and I candidly discuss my own financial triumphs …

1
Ep 10 Non Traditional Wedding Photography 25:05

2M ago25:05

25:05

We have our first guest!! Help us to welcome international photographer and all around cool person Kathryn Cooper. Listen in as she takes us inside the world of non traditional wedding photography. Check out her origin story as well as the weddings she just WON'T take. To see more of Kathryn's work visit https://www.kathryncooperweddings.com/ To ex…

1
The etiquette of insults: how to maintain your dignity around rude people 32:22

2M ago32:22

32:22

Discover the Art of Graceful Comebacks and Social Poise in this 'The Awkward Etiquette with Kiki Astor' Podcast Episode. Respond to Insults with panache and confidence! Join etiquette expert Kiki Astor as she delves into the question of navigating insults with finesse. Learn the intricacies of maintaining your dignity while facing rude remarks, exp…

1
Breaking the Chains of Conventional Wealth with Don Kilam & Guest Student Mansa 34:44

2M ago34:44

34:44

Imagine rising from the unforgiving grip of homelessness to amass wealth that defies the odds. That's the reality for Mansa Sielle, who joins me to discuss his transformation, a testament to the incredible power of knowledge and the law of attraction. We navigate the tale of his come-up, exploring the acquisition of a vehicle with a bank check and …

1
EP. 43 The Great Debate Property vs. Stocks and the Path to Wealth 56:24

2M ago56:24

56:24

Ever weighed the solidity of brick-and-mortar against the thrill of the stock ticker? Join Sibriah and me, Hamed Lawafi, on a compelling journey into the investment landscape where we put real estate's enduring strength up against the dynamism of the stock market. We'll equip you with insights on the tangible benefits of property ownership, the art…

1
Ep. 9 Biggest Client Regrets 17:30

2M ago17:30

17:30

In today's episode, we are exploring some of the more common regrets we hear about from clients (and friends). Why are we doing this episode? So that you can have the foresight to avoid some of these heartaches before the wedding day happens. You'll thank us later. To connect with Martine and her wedding planning service https://www.wedding-md.com/…

1
The etiquette of dress codes, from the sublime to the ridiculous 35:09

2M ago35:09

35:09

Dive into the world of dress codes with your hostess, your Auntie Kiki Astor, on this episode of the Awkward Etiquette podcast. From deciphering what dress codes entail to calling them out when they seem absurd, discover expert tips on navigating, adopting and enforcing dress standards gracefully. Gain valuable insights from the timeless wisdom of …

1
Defending the 401(k) with ICI's Sarah Holden 16:49

2M ago16:49

16:49

The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute …

1
NFL Mentor's Playbook for Wealth and Wisdom With Jordan Smith, DJ Coleman, & Cam Thomas 27:43

2M ago27:43

27:43

Unlock the transformative power of mentorship with Don Kilam and his illustrious guests, Former West Point Quarterback Cam Thomas of Evol Apparel Company, NFL's Jordan Smith, and NFL’s DJ Coleman, share their extraordinary journeys and the mentorships that propelled them to success. Witness how these leaders have not only soared to remarkable heigh…

1
Defining Destiny Through Sovereignty: Mansa Sielle's Triumph from Poverty to Private Wealth 34:44

2M ago34:44

34:44

Imagine hitting rock bottom, with nothing to your name—not even a roof over your head. Now picture a complete 180-degree turn to prosperity, thanks to a mindset shift and some unconventional wisdom. That's the real-life saga of Mansa Sielle, our guest on today's Dream Keepers podcast. Mansa's story, fueled by my teachings, unravels the intricacies …

1
Ep #6: Exploring the Nuances of M&A Deal Valuation 11:24

2M ago11:24

11:24

Unlock the enigma of company valuation with us, Russell Cohen and my co-host Jeremy Wolf, as we dissect a mammoth $100 million M&A deal. Ever wondered what really drives the price tag of a business? We're peeling back the layers of EBITDA, uncovering how this financial cornerstone influences a company's market value and why the multiples of EBITDA …

1
EP #5: Mastering Multi-Million Dollar M&A: Russell Cohen's Guide to Funding and Deal-Making Success 15:24

2M ago15:24

15:24

Unlock the secrets to multi-million dollar deal-making with M&A maestro Russell Cohen in our latest podcast episode. He's peeling back the curtains on the recent $100 million roofing company acquisition, revealing the pivotal role of funding structures in large-scale M&A. This is not just another business talk; it's a rare opportunity to absorb the…

1
Finding Your Voice: Transformative Lessons in Leadership and Etiquette... 43:53

2M ago43:53

43:53

Caroline shares her insights on leadership, communication, and the power of etiquette in the professional world. Whether you're a young adult just stepping into your career or a seasoned professional looking to refine your executive presence, this episode is packed with actionable advice and heartfelt stories that will inspire you to show up as you…

1
Ep. 8 The Importance of Booking a Cohesive Team. 20:21

2M ago20:21

20:21

Welcome to Episode 8...an important one. In this episode of New York Wedding JaM, we discuss the importance of booking a cohesive team of vendors for your wedding day. Why? When organizing a wedding, choosing a cohesive group of providers is essential because it has a big impact on the event's overall success and seamless execution. For the couple …

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Financial Finesse Podcasts

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