Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, ho ...
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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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Business is a battle, and we came here to WIN! Carrie and Ian Richardson are partners and serial entrepreneurs who specialize in strategic growth and exit planning for SMBs. Every week, we ask business owners two important questions: "What's Important Now?" "How are you winning?" Created by entrepreneurs and featuring entrepreneurs, we interview business owners at all stages of growth across multiple industries. Learn from experts sharing their strategies and the tactics they use to identify ...
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Viim, CEO and Passion on Purpose; Leaders on Center Stage podcast host Steph Hilfer. She previously hosted, The Weekly Share with CayCare, discussing with her guests their businesses and other industry specific topics of discussion. She's been on more than 20 podcast guest appearances herself. Her company, Viim is your visual, integrated and intentional marketing partner. They help you think bigger and envision new levels of success through strategic planning to enhance your overall business ...
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The Lawyers Money Show" is your go-to podcast for mastering the dual arts of law firm management and personal financial acumen. In each episode, our hosts Ian Weiner and Todd Whatley delve into the practical aspects of running a successful legal practice, from optimizing operational efficiency to innovative client engagement strategies. We also zoom in on the personal financial management of law firm owners and partners, offering insights on wealth building, tax planning, and retirement stra ...
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C.K. McWhorter is the Chairman & CEO of CTRL USA™, an American based private investment company operating within a variety of sectors ie. : (private equity, real estate, acquisitions & etc.). Not only is Mr.McWhorter a successful CEO at the age of 29, but he is also a multi millionaire that created his wealth by investing in a variety of sectors including the stock market and etc C.K. McWhorter is an American businessman, investor & philanthropist. Mr. McWhorter partners with world renown en ...
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Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
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Dive into the unfiltered stories of today's top business trailblazers with the Forbes Books Podcast. Join Joe Pardavila as he sits down with pioneering entrepreneurs and CEOs to unpack their greatest challenges on the journey to success. Hear raw accounts filled with hard-learned lessons as guests open up about their most difficult setbacks and strategic pivots. From scrappy startups exploding in growth to established corporations reinventing themselves, you’ll discover the defining moments ...
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Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstor ...
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Property Investing Insights, a podcast partnership between Smart Property Investment and leading property buyers’ agents Steve Waters and Victor Kumar from the Right Property Group, delivers investors real-world strategies to create wealth through property. The team delve into the hard issues that property investors face, demystifying complex terms and strategies and providing practical solutions to maximise your investment potential – regardless of the size of your portfolio. The team cover ...
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Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life. Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to ...
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Welcome to the PLMR Podcast, where we review the major talking points in Westminster. Tune in for key insights from our team of experts. Our team of experts has worked at the highest levels of media and politics. It contains former Special Advisers and senior civil servants, backed by a wealth of strategic communications and campaigning experience including ex-heads of NGOs, former national journalists, and PR and public affairs consultants, consistently recognised as some of the best in the ...
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Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans. Star Mountain’s specialty is helping ...
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Future Delivered. The Motive Partners podcast.
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The Deal Flow Channel from Alpha Dog Capital brings investment and business deals to you from industry experts and deal makers. From real estate to health care, crypto, cannabis, and NFT's, learn about the deals first hand from guests who are creating business and investment opportunities and find out how you can participate. #alphadog
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In today’s fast-paced world, keeping up our businesses in an ever-changing environment can be troublesome, even for elite brand leaders. Welcome to Brand Enabled! This show brings together the most sophisticated brand leaders around the world to discuss the complex issues they face on a day-to-day basis. Each episode delves into a specific brand challenge, and how the problem was solved. Our goal is to provide insight, remind you that you are not alone in the challenges you face, and help yo ...
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Target Date Mutual Funds Explained: Pros, Cons, and Smart Investment Tips, Ep. 277
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In the latest episode of the "Capitalist Investor" podcast, hosts Derek and Luke dive deep into the nuances of retirement planning, with a special focus on target date mutual funds. 1. Target Date Mutual Funds: An Overview The episode kicks off with Derek and Luke explaining what target date mutual funds are. These funds, offered by financial custo…
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Episode 18 | What makes a successful business owner Part 2
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In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally. Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", buildi…
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Justin Breen WINS by Connecting Visionaries to Serve Humanity
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Send us a Text Message. In this compelling episode, Carrie Richardson interviews Justin Breen, a master connector who spends his days linking some of the world's most brilliant and misunderstood visionaries. Justin delves deep into the world of high EQ and IQ individuals—those rare few who are focused on creating lasting legacies rather than just b…
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Kamala Harris Tax Proposal Broken Down - August 2024
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On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal. We will discuss: ➡️ E…
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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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Game Changer: George Tinsley's Path from Basketball Star to Franchise Success
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Joe speaks with George Tinsley Sr., a former professional basketball player turned successful entrepreneur. George shares his remarkable journey from humble beginnings to becoming a prominent franchisee, managing dozens of restaurants across multiple brands. He provides valuable insights into the world of franchising, explaining the dynamics betwee…
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Breaking Down Kamala Harris's Tax Proposals: Unrealized Gains, Corporate Taxes, and Price Controls, Ep 276
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In the latest episode of "The Capitalist Investor," hosts Luke Lloyd (Cool Hand Luke) and Derek (Diamond Hands D) dive into some of the most pressing issues in the current economic landscape. With Tony out on assignment, it was an engaging and insightful dialogue between the two hosts covering a multitude of topics that could significantly impact t…
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Better Retirement Decisions for Couples, Ep. 275
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1. Divide and Conquer: Luke and Tony discuss the importance of dividing responsibilities between spouses, especially when approaching retirement. This strategy can help couples manage their tasks more efficiently and reduce stress. 2. Maximizing Retirement Contributions: The hosts emphasize the significance of contributing to both spouses' IRAs or …
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Implications of Small Business Bankruptcies, Ep. 274
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1. Rising Bankruptcy Rates: While still below pre-Covid levels, bankruptcies have increased by 16% year-over-year, with small business bankruptcies up a staggering 60%. The rate of change is alarming and may signal future economic troubles. 2. Notable Bankruptcies: The hosts discussed several high-profile bankruptcies, including Red Lobster, which …
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EP 129 Scott Dillon’s Decade of Strategic Growth
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In this insightful episode of Property Investing Insights, Victor Kumar engages in a candid conversation with Scott Dillon, a seasoned investor and long-time client. Scott recounts his journey from taking his first steps into property investing to developing a robust and diverse portfolio over the past decade. This episode delves deep into the stra…
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Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
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Inflation Hitting Parents; Affecting back to School Shopping, Ep. 273
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1. Rising back-to-school costs: Back-to-school spending has increased significantly, from around $26 billion in 2019 to about $38 billion today, with the average cost per parent being around $850. This increase is attributed to inflation, which has been around 8% annually over the past five years. 2. Social pressure on students: Due to the influenc…
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Is Kamala Harris Getting Good Financial Advice? Ep. 272
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In this episode of Capitalist Investor, hosts Tony Tiger and Cool Hand Luke dive into a range of engaging and at times provocative topics affecting today’s financial landscape. Here are the five hot topics they discussed: 1. Government Officials and Tax Inefficiency Tony and Luke explore the apparent disconnect between government officials' persona…
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Could A Trump Victory Create More Inflation? Ep. 271
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Welcome back, Capitalist Investor listeners! In today's episode, Tony the Tiger and Cool Hand Luke dive deep into some compelling economic topics that are sure to spark your interest. Here's a recap of the five hot topics discussed in this episode. 1. Inflationary Fears and Presidential Policies The primary focus of today's episode centers around a…
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Welcome back to another episode of the "Capitalist Investor," where Tony and Luke dive into some of the most pressing financial topics that keep investors on their toes. Episode 8-8 was nothing short of insightful, featuring an in-depth discussion on the ongoing market turmoil and various global economic trends. Here are the five hot topics that ou…
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Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)
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In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out…
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Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *…
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Kirk Halpern: Restaurants, Redemption Stories, and WINNING
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Send us a Text Message. In this episode of "What's Important Now," host Carrie Richardson sits down with Kirk Halpern, the visionary behind Farmers and Fishermen Purveyors. Kirk shares his remarkable journey from practicing law to becoming a major player in the meat and seafood industry. With a passion for supporting small farmers and fishermen, Ki…
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Bullish or Bearish? Examining the Cryptocurrency Market's Potential, Ep. 269
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1. Trump's Pro-Crypto Stance The hosts discuss President Trump's recent statements at a crypto convention, where he expressed his love for crypto and his intention to fire SEC Commissioner Gary Gensler. Trump plans to establish a crypto advisory council and aims to make the United States the crypto capital of the world. 2. Crypto Adoption Among Ame…
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The Importance of Coordinating Your Investment Strategy for a Complete Retirement Plan, Ep. 268
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1. Scattered investment accounts. Having old 401ks and IRAs in many different places, often not properly invested, is a common problem. This makes it difficult to have a coordinated investment strategy. 2. Mismatched risk tolerance. Many people believe their investments are more or less aggressive than they actually are. Analyzing the underlying ho…
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From Adversity to Advocacy: Will Jones' Mission for Children
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In this episode of the Forbes Books Podcast, Joe welcomes Will Jones, President and CEO of Thompson Child & Family Focus. With nearly three decades in human services, Will shares his journey from overcoming childhood adversity to leading a nonprofit that serves over 10,000 clients annually. He discusses the evolution of child welfare and behavioral…
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Today’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of more advisors wanting independence means for the RIA space as a whole. *The difference between a state registered RIA and an SEC registered RIA. *What an advisor really means when they say “I …
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Inflation, Chinese Housing Market, the Election, the NFL Onside Kick Rule Change, and More, Ep. 267
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1. Assessing Q2 Earnings Season Hosts Luke, Tony and Derek dive into what Q2 earnings reports are signaling about the state of the economy and markets. They discuss Microsoft's earnings miss on cloud/AI growth, AMD's strong AI-driven results, and what it means for the tech sector outlook. The hosts also highlight weak earnings from consumer-facing …
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Maximizing Wealth: Tax Strategies and Financial Planning Essentials, Ep. 266
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In this episode of "The Capitalist Investor, hosts Derek ("Diamond Hands D") and Luke Lloyd ("Cool Hand Luke") discuss various aspects of financial planning, focusing particularly on taxes and 401(k) plans. With Tony absent, the duo ensures his favorite segment, the "Planning Corner," continues to deliver valuable insights. The discussion kicks off…
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The Future of Technology: Crowdstrike Failures and Tesla Innovations, Ep. 265
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In this episode of The Capitalist Investor, hosts Luke Lloyd and Derek delve into the intersection of technology and economics, focusing on a recent major disruption caused by CrowdStrike. This incident led to the "blue screen of death" on 8.5 million Windows computers, effectively shutting down numerous businesses and causing chaos across various …
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Episode 16 | End of financial year market update
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In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets. The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the glob…
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Can you spot the difference between good debt and bad debt?In this episode of Property Investing Insights with Right Property Group, Victor and Reshmi Kumar speak with Phil Tarrant about how to secure finance in a challenging economic landscape.The Kumars emphasise the importance of getting your financial baseline right first before venturing into …
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Strategic Moves: Embracing Transition Deals in Today's Market
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Today's show highlights include: Understanding the narrow differences among top broker-dealers in today’s market. Why embracing transition money can be a strategic move when switching firms. The rationale behind the larger transition deals being offered now more than ever. How to balance culture, technology, compliance, and economics when making a …
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Market Uncertainty Amid Biden's Drop Out and Kamala's Rise, Ep. 264
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In this episode of "The Capitalist Investor," hosts Derek and Luke Lloyd delve into significant political developments and their economic implications. The key focus is the unexpected exit of Joe Biden from the 2024 presidential race, with Kamala Harris stepping in as his successor. Luke discusses historical market trends during election cycles, pa…
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Discover the Unique Way You're Designed to Build Wealth
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🎙 Episode #101: On Center Stage we have Dan Nicholson! Join Steph and Dan while he shares his passion for building wealth. Check him out here: getViim.com/podcast Are you interested in being a guest on the Passion on Purpose; Leaders on Center Stage podcast? Apply at getViim.com/podcastBy Steph Hilfer
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Small Cap Stocks and Treasury Yields: A Deep Dive, Ep. 263
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The latest episode of Capitalist Investor, hosted by Luke, Tony, and Derek, packed a punch with robust discussions on several pressing financial topics. Here's a recap of the five hottest topics discussed during the episode: 1. Small Cap Stocks Surge Small cap stocks have been on a tear recently, showing significant upward momentum. The hosts attri…
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Mastering the Terminal Dollar: Strategic Wealth Transition and Financial Planning for Legal Professionals
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Imagine reaching a point where you've earned the last dollar you'll ever need. What would you do next? On the latest episode of the Lawyer's Money Show, we promise to transform your financial mindset by exploring the concept of the "terminal dollar." We dive deep into understanding when enough is truly enough, and how this realization can revolutio…
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Checking, Double Checking, and Optimizing Your Retirement Plan, Ep. 262
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In the latest episode of the Capitalist Investor, hosts Derek, Tony, and Luke dive deep into crucial strategies for optimizing your financial health. If you missed it, here are the top five hot topics that were discussed: 1. The Necessity of a Second Opinion One of the major topics brought up in this episode is the value of seeking a second opinion…
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EP 127 Breaking Barriers: Dr. Anna Pham's Journey to Financial Empowerment for Medical Professionals
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Breaking Barriers: Dr. Anna Pham's Journey to Financial Empowerment for Medical ProfessionalsIn this insightful episode, we explore trends in real estate and property investment with Dr. Anna Pham. She shares her journey of overcoming adversities, decision-making process in property investment, and her efforts in educating doctors about financial s…
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The Hidden Pitfalls of Private Equity Deals
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Today's show highlights include: *Why taking private equity money might not be the right decision for you and your firm. *The emotions involved in deciding on a successor who will acquire your business. *How selling your practice to a private equity firm could be a risk to your company's culture and employees. *The benefits of finding a successor i…
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Market Movements Amidst Political Turbulence: Trump, Assassination Attempt, and RNC Highlights, Ep. 261
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Welcome to the latest episode of the Capitalist Investor, where hosts Derek, Tony, and Luke delve into the most pressing financial and economic developments affecting investors today. In this episode, the crew tackles a number of hot topics, offering keen insights and thoughtful analysis on recent events and their potential market impact. Here are …
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Empowering Intential careers, Thriving Businesses, and Fulfilled Lives
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Can you believe it we're at 100 episodes!!! 🎙 Episode #100: On Center Stage we have Nicki Krawczyk! Join Steph and Nicki while she shares her passion for Empowering Intential careers, Thriving Businesses, and Fulfilled Lives. Check her out here: http://getviim.com/podcast Are you interested in being a guest on the Passion on Purpose; Leaders on Cen…
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Election Market Movements and Nike's Plummeting Stock Ep. 260
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Join Tony, Luke, and Derek in this exhilarating episode of "Capitalist Investor" as they dive into the latest market updates amidst election uncertainties. Get their expert analysis on how the political landscape might influence the economy for the rest of the year. They also break down the shocking 25-30% dip in Nike’s stock, exploring whether the…
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Saddles to Spirits: How Blake Johns Built an Award-Winning Bourbon Brand
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This week, Joe chats with Blake Johns, the founder of Smokeye Hill Whiskey, who shares the incredible story of his premium craft bourbon's meteoric rise. Blake recounts his journey from world champion equestrian to whiskey entrepreneur, detailing how his family's Arizona ranching heritage inspired the authentic brand story behind Smokeye Hill. The …
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Michelle Accardi WINs by Unlocking Growth
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Send us a Text Message. In this engaging episode of the WIN podcast, host Carrie Richardson sits down with Michelle Accardi, the dynamic CEO of LionGard. They discuss Michelle's unique approach to leadership, the importance of working in your flow state, and how LionGard is making strides in the cybersecurity industry. Michelle shares insights into…
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Rising Unemployment and Real Estate Concerns Ep. 259
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Join hosts Derek, Tony, and Luke on this insightful episode of the Capitalist Investor as they delve into the misconceptions surrounding the stock market's current highs and the underlying economic factors at play. From rising unemployment rates and the fluctuating housing market to the alarming trends in ACT scores and credit card debt, the trio e…
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Bonus | Steven Boyce on what makes a successful business owner
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In this episode, Aden interviews Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common. (0:00-0:12) Introduction and welcome (0:12-0:39) Steven shares h…
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Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report
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Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we unde…
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Greatest Hits - Do You Have A Crystal Ball for Your Business?
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Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business.…
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Making It Despite the Odds: Jacob Furbee's Path to the C-Suite
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In this candid conversation, Joe sits down with Jacob Furbee, CEO of XFS Global. He shares his unlikely journey from being nicknamed "Furball" during his grueling Marine Corps bootcamp to leading a major defense manufacturing company. Furbee opens up about the challenges of government contracting, navigating bureaucracy, and the leadership lessons …
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Are You Taking Unnecessary Risk With Your Retirement Funds?, Ep. 258
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In the latest episode of The Capitalist Investor, hosts Derek, Luke, and Tony discuss a variety of crucial topics that resonate with both seasoned investors and newcomers to the financial world. Let's break down the five hot topics that dominated this episode: 1. Taking Unnecessary Risks Tony brings to light the often-overlooked issue of unnecessar…
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🎙 Episode #99: On Center Stage we have John Hernandez! Join Steph and John while he shares his passion for alchemy. Check his episode and others out here: getViim.com/podcast Are you interested in being a guest on the Passion on Purpose; Leaders on Center Stage podcast? Apply at getViim.com/podcastBy Steph Hilfer
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Avoid These Common IRA Mistakes for Better Retirement Savings, Ep. 257
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In this week's engaging episode of the Capitalist Investor, hosts Derek, Tony, and along with guest Dave Abate, delved into some crucial financial planning subjects. Here are the top five hot topics discussed: 1. Common IRA Mistakes Derek kicked off the discussion by underscoring common mistakes people make with their IRAs. A major point was the co…
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From Forklift to Finance: Astrid Soto on Breaking Barriers and Redefining Success in Private Equity
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On this episode of The Forbes Books Podcast, Joe speaks with Astrid Soto, a renowned entrepreneur and impact investor named one of the most influential women in mid-market M&A. Astrid shares her journey from working in her family's business at age 12 to becoming a powerhouse in private equity, offering insights on fundraising, navigating career cha…
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Rob Senatore WINS by surrounding himself with WINNERS.
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Send us a Text Message. From Sprint to CEO: Rob Senatore’s Journey with Data2Go Wireless In this episode of the WIN podcast, host Carrie Richardson interviews Rob Senatore, CEO of Data2Go Wireless. Rob shares his inspiring journey from being a sales rep at Sprint to becoming the CEO of a thriving wireless company. He discusses the pivotal moments, …
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