Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement. Natalie's mission is to empower her clients to set and achieve th ...
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Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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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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Thanks for joining us on the Forensic and Valuation Services (FVS) Podcast, brought to you by AICPA and CIMA, together as the Association of International Certified Professional Accountants. Twice monthly on the 1st and 3rd Thursday, listen in as we share conversations with nationally recognized forensic and valuation experts who will deliver insights that will help you to best serve your clients and employers. Check out the additional resources in the show notes for every episode! The FVS p ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Grow Thrive Prosper Collective empowers businesswomen to excel in their professional and personal lives. Through strategic growth, financial autonomy, and leadership development, our services, including the transformative ’Freedom Formula,’ help visionary entrepreneurs master their finances and time, building sustainable and impactful legacies. Elevate your business to new heights with guidance and redefine success on your terms.
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For those in Los Angeles seeking expert assistance to repair their credit, White Jacobs & Associates offers premier credit attorney services. Specializing in attorney-managed credit repair, their team conducts thorough credit audits and disputes inaccuracies with credit bureaus and creditors. Their unique approach, backed by legal expertise, ensures higher success rates in removing negative items from credit reports. By also providing tailored financial advice and personalized strategies, Wh ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Dante Royster, a seasoned mortgage broker and the author behind the book "The Ultimate Mortgage Guide," is a dynamic professional dedicated to transforming lives through financial empowerment. With a career spanning over two decades, Dante's journey in the mortgage industry began in 2002, and he wants to share his knowledge with you. With licensing in nine states, Dante interacts with individuals from diverse backgrounds and financial situations, utilizing his expertise to make the dream of ...
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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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With a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the jurisdiction. Our 15/15 Regulatory Update podcasts are released on the 15th of each month. The podcasts cover the latest Cayman Islands regulatory developments in the past month and include our partners, of counsel and associates as sp ...
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Introducing the YouTube Creators Hub podcast - your ultimate destination for taking your YouTube channel to new heights, whether for business or personal growth! Join our host, Dusty Porter - a certified YouTube expert with a wealth of knowledge - as he delves into the fascinating world of online video creation every week. Dusty sits down with an exceptional YouTube Creator in each episode to explore their unique journey and share invaluable insights, strategies, and tips. If you're looking ...
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Algorithm Integrity Matters: Insights for Financial Services Leaders Seeking to Enhance Fairness and Accuracy in AI and Data Processing
Risk Insights: Yusuf Moolla
Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores existing and emerging challenges and solutions related to algorithmic integrity, including discussions on navigating independent audits. The goal of this podcast is to give leaders the knowledge they need to ensure their data practices benefit customers and other stakeholders, reducing the potential for harm and upholding industry standards.
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“It is He Who makes the stars [as beacons] for you; so that you may guide yourselves, with their help, through the dark spaces of the land and the sea: We have detailed Our signs for people ” – Surah Al-An’am (6:97) Our weekly podcast has a mix of lecture series, jummah lectures, and short reminders. At Najam Institute Foundation our vision is for every person in the world’s most fragile settings to have the opportunity for a brighter future. We envision a world where all individuals have ac ...
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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Introducing the YouTube Creators Hub podcast - your ultimate destination for taking your YouTube channel to new heights, whether for business or personal growth! Join our host, Dusty Porter - a certified YouTube expert with a wealth of knowledge - as he delves into the fascinating world of online video creation every week. Dusty sits down with an exceptional YouTube Creator in each episode to explore their unique journey and share invaluable insights, strategies, and tips. If you're looking ...
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The Angel Room is a weekly podcast- A place for those who love angels and want to know more about them. Enjoy spiritual, healing, personal growth, enlightening, and empowering topics. Voted one of the best Best Soul Path Podcasts in 2024 by PlayerFM. Top 100 Spiritual Podcasts on Feedspot. ListenNotes.com ranks it in the top 3% of most popular shows globally. Ivory LaNoue is a respected angel communicator based in central Arizona. She is also the author of Let Your Angels Lead, and Celestial ...
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Welcome to the Let's Talk Paralegal podcast, where we engage in candid discussions with genuine legal experts. We dive deep into the world of the legal field from a multitude of perspectives. Our esteemed guests encompass a diverse range, including administrators, professors, court reporters, legal technicians, lawyers, and yes, paralegals! If you're a legal professional seeking guidance and eager to cultivate your legal career, then this podcast is tailor-made for you. Hosting Let's Talk Pa ...
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In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment ...
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Stephen Jeung is not only the host of the enlightening show but also the visionary founder and CEO of Jeung Agency. With a passion for finance, investing, and planning for the future, Stephen established the agency to provide expert financial guidance, life insurance solutions, and retirement planning services to individuals seeking a secure and prosperous future. Through his show and agency, Stephen Jeung continues to empower people with valuable knowledge and practical tips, shaping a brig ...
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Level up your financial fitness and place yourself in the driver’s seat of your career success. Kendra Rommel hosts “Rommel Report,” a monthly podcast that takes your side hustle, real estate projects, or other investments to the next level through stories from young entrepreneurs like you who share the hard work, failures, and triumphs that helped them scale technical skills into a profitable business. Hard work alone won't make you a millionaire–just like a pro athlete, it takes grit, disc ...
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The Cashflow Hustle provides actionable content focused on discovering, creating and growing multiple income streams with the intent of achieving financial independence and freeedom for you to LIVE the life of abundance that is RIGHTFULLY YOURS. The podcast provides listeners with massive value through guidance, tips and stories from active entrepreneurs and thought leaders in the real estate, business (online and offline) and financial services sectors. Our guests have been there and done t ...
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Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
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Banking Compliance Insights by Wolters Kluwer® delivers insights on compliance trends and strategies for navigating today's regulatory and risk environments. Please join us for future podcasts as we focus on navigating regulatory compliance in our forever changing digital world and beyond. Wolters Kluwer is a market-leading provider of advisory services and technology solutions for optimizing compliance programs. For more information and additional guidance, visit www.WoltersKluwer.com or ca ...
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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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Family Lawyer in Auckland NZ Divorce Lawyer Best Family Lawyer South Auckland Top Rated West Auckland Family Lawyer Child Custody Lawyer
naomiscramer
Auckland Family Lawyer Naomi Cramer prides herself on delivering comprehensive and expert legal services tailored to the diverse needs of families throughout New Zealand. Our esteemed team of Family Court Lawyers is dedicated to guiding clients through the intricate landscape of family law with unparalleled compassion, professionalism, and expertise. Whether you’re seeking a Family Lawyer in West Auckland, Manukau, South Auckland, or Auckland CBD, our seasoned attorneys stand ready to offer ...
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Leadership positions in corporations are overwhelmingly held by men. Women who want to advance their careers and have equal representation at the table face enormous obstacles in today's society. They are frequently viewed through the lens of stereotypes, making it difficult for them to demonstrate their worth. In response, it's only natural that they keep their heads down and wallow in their insecurities. Don't you wish there was a guidebook for women to use as they enter the workforce? Wit ...
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Stronger Together: Amplifying Voices of Resilience and Community Support
IMPACT Community Services
IMPACT Community Services proudly presents “Stronger Together,” a podcast series that stands as a testament to the resilience and strength found in collective support and shared experiences. Hosted by Tanya O'Shea, IMPACT's Managing Director, this series embarks on a profound journey into the heart of community wellbeing, mental health, and the transformative power of empathy and understanding. Through a compelling blend of personal narratives, expert insights, and lived experiences, “Strong ...
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
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Welcome to the Savvy Property Investors Show, a show about ascending the property industry through educated and wise investment decisions. Hosted each week, by Ms. Sapphire Gray, our show seeks to educate the newbie and season property investor, with insightful knowledge from top industry leaders and experts about the challenges and benefits of building a property business. Tune in each week to learn the different tips and techniques that experts apply to assist investors to get the best fin ...
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Join best selling author, confidence trainer and inspirational speaker Lunaria Gaia on all things Confidence, Authenticity, Mindset, Success and what it takes to be truly Happy. From inspired moments to full length interviews with some confidence and mindset legends, your self worth and self esteem will be transformed. Self Love is a skill and you can learn it. Let me show you how. Download your Free Magnetic Confidence Guidebook at www.lunariagaia.com.
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Are you working in healthcare market research or competitive intelligence or market intelligence? Do you often face information overload, from the pharma news portals, clinical trial registries, regulatory agencies, financial reports, investor releases, pharma summits, investment news, and financial summits etc.? It is hard to keep a track of all the forces (external and internal) that affects a product’s development and performance in the healthcare/ pharmaceutical market. We at RAS Life Sc ...
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How to Keep Your Teeth: Oral Health in Every Scenario Welcome to How to Keep Your Teeth, the podcast that takes an unconventional and engaging approach to dental care. We explore how you can maintain a healthy smile in a variety of real-life and fictional scenarios, no matter how extreme or unusual. From everyday challenges to extraordinary circumstances, our goal is to provide you with practical tips and expert advice to ensure your teeth stay strong and bright. Episodes include: Substance ...
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The coronavirus and COVID-19 diagnoses in the United States have quickly changed our lives in many ways. While health and public safety are top priority, many of us are concerned about our personal finances, and how we will take care of ourselves and our families. Some of us have lost jobs. Some of us have had our hours drastically reduced. Some of us do not have child care so we cannot go to work. Some of us are ill or caring for someone who is ill. Some of us have seen the value of our inv ...
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Are you a student or new graduate early on your career journey? A bit stressed trying to work out your next steps? You're in the right place. Hosted by qualified careers guidance professional Gina Visram from Your Career And Future, The Dive into your Career podcast is the hub for all things "early careers" and is created with secondary (high) school and university (college) students in mind. Gina's supports students and new graduates on their journey from education to employment in a spirit ...
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3. Navigate Algorithm Audit Guidance: some aren't relevant to your context
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Spoken (by a human) version of this article. AI and algorithm audits help ensure ethical and accurate data processing, preventing harm and disadvantage. However, the guidelines are not yet mature, and quite disparate. This can make the audit process confusing, and quite daunting - how do you wade through it all to find the information that you need…
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Nick Andrews: Understanding How To Structure A YouTube Video The Correct Way
28:58
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This week's guest is Nick Andrews, a semi-retired entrepreneur who runs the 'Sports Card Madness' YouTube channel and podcast, focusing on sports card collecting. Nick shares his journey from starting the podcast with basic equipment to optimizing videos and thumbnails, leveraging YouTube and community-building strategies, and monetizing through af…
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Nick Andrews: Understanding How To Structure A YouTube Video The Correct Way
28:58
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This week's guest is Nick Andrews, a semi-retired entrepreneur who runs the 'Sports Card Madness' YouTube channel and podcast, focusing on sports card collecting. Nick shares his journey from starting the podcast with basic equipment to optimizing videos and thumbnails, leveraging YouTube and community-building strategies, and monetizing through af…
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Vacation Special 2024: The Beauty of Jackson Hole
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I spoke with Craig Robrock, the Assistant General Manager at The Wyoming Inn. We discussed the secret to taking advantage of a hotel's natural environment, how guest preferences have changed, and best practices for encouraging team members in various roles to collectively support a vacation property’s mission.…
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Purpose-Driven Success: How Companies Can Transform The World With Carol Cone
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Have you ever thought about your purpose and what that means? What about the company you either work for or run? What is its purpose? According to the Oxford Dictionary, the definition of purpose is “the reason for which something is done or created or for which something exists.” My guest today, Carol Cone, has been called the purpose queen and un…
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Target Date Funds: The Good, The Bad, The Ugly
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When planning for retirement, one of the most common investment options you'll come across is the target date fund. These funds are designed to simplify investing, especially for those who might not have extensive financial knowledge. But are they truly the best choice for your retirement savings? This week on Phil’s Tax Hacks, we’re bringing you t…
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Don’t Assume These Things About Retirement Planning
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When it comes to retirement planning, people often make a few key assumptions. Some think they'll spend less or pay less in taxes, while others fear they may never be able to retire at all. We’ve all heard the saying about what assumptions do, and it’s a good reminder that making them might not be the best approach when it comes to our finances eit…
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AI vs. Authenticity: Marketing Trends for Financial Advisors
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Today’s show highlights include: Why recording video content is becoming more accessible for financial advisors. The significance of having various digital touchpoints for client engagement. Addressing why in-person events are a growing trend in financial services. The benefits and pitfalls of using AI for visual versus written content. How prospec…
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What started as a small idea has grown into 200 episodes of deep conversations, personal breakthroughs, and transformative growth. In this milestone episode, I’m taking you on a journey through trusting your inner wisdom. ABOUT LUNARIA Connect with me on Instagram. Follow me on TikTok. Click here to get your FREE Magn…
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Wealth & Wellness: Reverse Mortgages and the Opioid Epidemic's Financial Impact
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Understanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as…
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How Can Your Money Mindset Transform Your Financial Future?
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Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime explores the critical relationship between mindset and money. She emphasizes how our beliefs and attitudes toward money can significantly impact financial success. Natalie shares personal experie…
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Borrowing to invest he is unquestionably a frequent contributor to wealth accumulation. Few of us would buy a home without using a mortgage, and it is a rare business that is able to grow without some form of debt. Borrowing to invest in the stock market has many positive attributes. Shares can be sold quickly, enabling you to reduce or clear your …
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Leveraging Generative AI for Business Development
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I spoke with Jody Glidden, the Founder and CEO of Postilize, a company leveraging generative AI to support business development for lawyers, accountants, and professional services firms. We discussed pitfalls that legal services providers should avoid in marketing, how the type of professional service that one provides affects the approach to marke…
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This week, Phil discusses the latest comments from the Federal Reserve, expectations for a rate cut, and European versus American taxes with special guests Ben Dennis, CFA from Ladenburg Research.
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The Divine Feminine: Guest, Christina Franz - Channel
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I'd love to hear from you Have you ever sensed a nurturing energy within you, urging you to embrace intuition, compassion, and creativity? Christina Franz, our esteemed guest, is a channel who illuminates the concept of the divine feminine, a unifying force that defies gender and resides within us all. Our enlightening dialogue explores how tapping…
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Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7)
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It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 29
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In this 29th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2024, the practical application of generative AI, and creating new opportunities.By Ari Kaplan
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Anderson Bluu: The Power Of Short Form Content and Consistency
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In this episode of the YouTube Creators Hub Podcast, host Dusty Porter sits down with Anderson Bluu, a successful graphic designer and YouTube content creator with over 350,000 subscribers. Anderson shares his journey, from starting his YouTube channel in 2016 after a personal loss to growing his audience through engaging videos and YouTube Shorts.…
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1
Anderson Bluu: The Power Of Short Form Content and Consistency
38:34
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In this episode of the YouTube Creators Hub Podcast, host Dusty Porter sits down with Anderson Bluu, a successful graphic designer and YouTube content creator with over 350,000 subscribers. Anderson shares his journey, from starting his YouTube channel in 2016 after a personal loss to growing his audience through engaging videos and YouTube Shorts.…
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Interest Rates, Job Numbers, Insane Food Concoctions, Making Market Moves
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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2. Choice vs obligation: motivation shapes the effectiveness of your audit
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Spoken (by a human) version of this article. The motivation(s) for commissioning an audit can determine how effective it will be. Consider a personal health check-up: Sometimes we undergo medical check-ups because we don’t have a choice. We need to - for example for workplace requirements or for insurance. At other times, we choose to undergo such …
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Joshua Mercer: Diverse Ventures and Community Impact
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Joshua Mercer is a true Chicago visionary with a heart for the community and a knack for entrepreneurship. A graduate of Howard University with a degree in marketing, he later received a master's in elementary education. His journey has been marked by impactful ventures, from founding Swish Dreams Sports and Educational Foundation to pioneering the…
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The Busy Person's Guide To Balanced Health And Performance With Dr. Susan Lovelle
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As a Type-A overachiever and recovering perfectionist, I will come clean about something: I often override my body’s signals to get one more thing done. How does this look in real life? • It may be squeezing in another hour of work when I am tired and know I should go to bed. • It may be me being consistently late for appointments which causes my h…
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What to Know About the IRS Changes to Inherited IRAs and RMDs
16:34
16:34
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In recent years, there have been significant changes to the rules governing inherited IRAs and Required Minimum Distributions (RMDs), primarily due to the introduction of the SECURE Act. These changes have left many people confused and unsure about how to proceed with their financial planning. Thankfully we have clarity now that the IRS has issued …
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Financial Mailbag: Retirement Savings, Life Insurance Claim, Finding an Advisor & More
19:40
19:40
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19:40
In this special mailbag edition of the show, Mike answers a wide range of listener questions. From life insurance and alimony to savings and retirement planning, this episode covers many of the financial planning conversations we have with clients every day. Here are some of the questions we’ll answer in this episode: I’ve heard that you need to ha…
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Your Guide To Medicare’s Open Enrollment Period
19:56
19:56
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The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Here’s some of what we discuss in this episode: 0:00 – Intro 2:01 – What is Medi…
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Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
46:35
46:35
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In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…
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Financial Laws & Empowering Women in Finance
10:48
10:48
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Just like the laws of physics, there are some basic laws or principles of finance that should be considered when building your financial plan so you can retire with freedom and have the life you want for yourself. From future tax implications to inflation, there’s much to consider in your financial future. On top of all that, women also play a cruc…
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Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly check-ins can effectively keep your business aligned with its goals and drive continuous improvement. *Strategies for leaders to encourage growth by challenging employees and embracing discomfor…
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The Changemakers Report and Modern Law Firm Leadership
19:38
19:38
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I spoke with Debbie Foster, CEO of Affinity Consulting, Jen Sherman, Chief Operating Officer at CARET, and Laura Wenzel, Global Marketing and Insights Director at iManage. The three companies are part of a consortium that supported The Changemakers Report: How Midsize Law Firms Are Achieving Growth Through Adaptation, featuring the perspectives of …
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Are you wondering how to navigate the complexities of starting your own business? Curious about the secrets to managing business taxes and securing funding? In Episode 16 of the Women of Wealth podcast, hosts Hawley Woods Gray and Allie Ramo unpack the essentials of launching and sustaining a successful business from a female perspective. We kick t…
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#199 On relieving financial stress, Pressure to overwork and Embracing work-life balance
56:02
56:02
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56:02
In this episode, Sandra Morneau discusses the stark differences between U.S. work culture and other countries, highlighting the pressures to overwork and accumulate material possessions. She emphasizes the importance of redefining success, embracing work-life balance, and breaking free from social media's comparison trap. Sandra shares her personal…
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Retirement Planning Revisited: Understanding Social Security, 401(k) Accounts, and RMDs with Steve Kent
53:11
53:11
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Tell Natalie what you love about this episode, text here! I am revisiting one of the first episodes because everyone needs to hear this again. What are you doing to prepare for retirement? Enjoy this incredibly informative interview with Steve Kent. In this episode of "Nickels and Dimes Finding Financial Freedom," host Natalie Kime and guest Steve …
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Welcome back to the What's Possible podcast where we explore people who've lived interesting lives and consider what lessons we can draw to have the fullest, most fun life possible. In this episode, we dive into Hillary Clinton's journey and what she's achieved alongside that. Subscribe to GainingCHOICE Disclaimer…
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Invest smarter - Risk vs. reward in superannuation
23:52
23:52
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On the show we’re peeking behind the curtain of our super investment team to see how they look after members’ money. Join our host Anne Fuchs and Australian Retirement Trust’s Head of Investment Strategy and Head of Private Corporate Assets as they talk portfolios, investment decisions and the Covid-fuelled rise of the ‘meme stock’. Listen to learn…
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This week Phil talks about the Federal Reserves Jackson Hole meeting where we'll hear about interest rate policy. Phil also has a special guest, Matt Crosby, to discuss how mutual funds are converting into exchange trade funds.
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What a fun and informative mixtape from #ILTACON2024, featuring Susana Branum, Director of Marketing, Opus 2, David Cambria, Managing Director - Legal Business Advisory, Epiq, Aaron Crews, Chief Innovation Officer, UnitedLex, Mike Fouts, Global VP, Sales & Marketing, ShareFile, Ross Guberman, CEO, BriefCatch, David Horrigan, Discovery Counsel & Leg…
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1
Surrendering to Your Spiritual Mission: Finding Purpose and Fulfillment Through Divine Guidance
27:47
27:47
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I'd love to hear from you What happens when you surrender your personal will to a higher purpose? Join us as we explore the transformative power of spiritual surrender, especially for lightworkers feeling an inner pull towards more meaningful, service-oriented lives. We'll break down the practical steps that can help you align with your spiritual m…
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Updates from the Department for International Tax Co-operation (DITC) and to the Beneficial Ownership Regime (BOR)
25:24
25:24
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In this episode, Chris Capewell, Alex Howard, Anthony Mourginos and Jennifer Parsons discuss: Department for International Tax Co-operation (DITC) Update Beneficial Ownership Regime (BOR) Update Speakers: Chris Capewell, Partner | +1 345 814 5666 | chris.capewell@maples.com | View bio Alex Howard, Partner | +1 345 814 5179 | alex.howard@maples.com …
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1
Expert Credit Attorney Services in Los Angeles
1:02
1:02
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For those in Los Angeles seeking expert assistance to repair their credit, White Jacobs & Associates offers premier credit attorney services. Specializing in attorney-managed credit repair, their team conducts thorough credit audits and disputes inaccuracies with credit bureaus and creditors. Their unique approach, backed by legal expertise, ensure…
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From Financial Services to Full-Time YouTube: Mark Lewis’s Story
44:19
44:19
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In this episode of the YouTube Creators Hub podcast, host Dusty Porter is joined by fitness YouTuber Mark Lewis. With 325,000 subscribers, Mark discusses his journey from financial services to full-time YouTube content creation. They talk about the importance of niching down, storytelling, and the challenges of monetization. Mark shares insights in…
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1
From Financial Services to Full-Time YouTube: Mark Lewis’s Story
44:19
44:19
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44:19
In this episode of the YouTube Creators Hub podcast, host Dusty Porter is joined by fitness YouTuber Mark Lewis. With 325,000 subscribers, Mark discusses his journey from financial services to full-time YouTube content creation. They talk about the importance of niching down, storytelling, and the challenges of monetization. Mark shares insights in…
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1
Sweet and Salty Acquisition, Burritos and Coffee, & Macro Data
45:17
45:17
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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1. How reliable is the algorithm / workflow audit that you have commissioned?
10:14
10:14
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Spoken (by a human) version of this article. One common issue with audits is undue reliance. Can you rely on the audit report to tell you what you need to know? Could you be relying on it too much? https://riskinsights.com.au/blog/reliable-audits About this podcast A podcast for Financial Services leaders, where we discuss fairness and accuracy in …
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Using AI in Your Valuation Practice – Part 1
35:24
35:24
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Rod and Josh discuss the impact of artificial intelligence (AI), on business and life: the talent crunch in the business valuation profession and the high salaries offered by large firms make it difficult for smaller firms to hire junior analysts. Imagine growing your business without being able to hire additional staff - could AI be a solution to …
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How Legal Professionals Should Evaluate AI-Powered Applications
17:05
17:05
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17:05
I spoke with Eleanor Lightbody, the CEO of Luminance, a provider of artificial intelligence technology that empowers contract generation, negotiation, and analysis. We discussed the company's artificial intelligence platform, its $40 million Series B round of funding to expand its operations in the U.S., and how legal professionals should evaluate …
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Achieving A Balanced Ego With Mags Bell
1:00:15
1:00:15
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It's a big day at Brave Women at Work! I am excited because I have my first Scottish guest and Australian resident, Mags Bell, joining me today. Besides having a beautiful accent and being a wonderful conversationalist, Mags brings the goods during our show. She is very knowledgeable on all things related to mindset and confidence, which are founda…
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