The Capital Advisor Podcasts

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1
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist

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13h ago13h ago

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The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.

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Redefiners

Russell Reynolds Associates

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1d ago1d ago

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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...

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Tortoise QuickTake Podcasts

TortoiseEcofin

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24d ago3w ago

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Podcasts from Tortoise

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Financial Advisor Success

Michael Kitces

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2d ago2d ago

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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...

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Take on Tomorrow

PwC

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2M ago6w ago

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How can business help solve society’s biggest problems? Take on Tomorrow brings together leading experts from around the globe to figure out what business could and should be doing to tackle the greatest challenges facing the world; from privacy to climate change to crypto. Join hosts Ayesha Hazarika, columnist and senior political advisor in London and Lizzie O’Leary, business journalist in New York, and hear some of the brightest minds and boldest thinkers on how they’re taking on these pr ...

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Investments Unplugged

Macan Nia, Kevin Headland

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10d ago1w ago

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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

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The ERP Advisor

ERP Advisors Group

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1d ago1d ago

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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...

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The Active Advisor

Harbor Capital

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10d ago1w ago

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...

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Advisor Success Series

Freedom Investment Management, Inc.

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29d ago4w ago

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...

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Doll Capital Insights

Scott Doll

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9d ago1w ago

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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Bullington Capital Report

Bill Bullington / Investment Advisor

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8d ago1w ago

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Simple investment strategies to help individual investors navigate financial markets. You won’t need a degree in finance to understand the answers. The show is a recording of a live call in radio show hosted by Bill Bullington every Saturday morning at 11 a.m. on 1420AM THE ANSWER. We appreciate your feedback! If you enjoy this podcast and have found value in it, please leave your feedback under "Ratings and Reviews". Thank you!

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The Flexible Advisor

Laura Gregg and David Partain

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17d ago2w ago

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...

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Venture Unlocked: The playbook for venture capital managers

Samir Kaji

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6d ago6d ago

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Venture Unlocked is the playbook for starting, operating, & scaling a successful venture capital firm. Samir Kaji, Host of Venture Unlocked has +20-years of experience assisting & advising startups and venture firms. Listen for VC fund guidance. ventureunlocked.substack.com

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Managing Your Financial Future with Lucia Capital Group

Lucia Capital Group

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3d ago3d ago

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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...

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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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3d ago3d ago

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A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, R ...

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The Ins and Outs of Selling a Business

Keith Dee, Osage Advisors

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17h ago17h ago

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This podcast taps the expertise of Keith Dee, President and CEO of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions.

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Alpha Dog Capital - Deal Flow Channel

John Marion

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5h ago5h ago

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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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Affordable Freedom

Bryan Huhn

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14d ago1w ago

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The Affordable Freedom podcast is your guide to achieving financial and personal freedom. Hosted by Bryan Huhn, this show is dedicated to helping you live the life you desire. Not the life created by society's default path. Affordable Freedom empowers you to reject the pursuit of external rewards (climbing the corporate and status ladders) in favor of a more purposeful and fulfilling life. You'll hear from several people who've cracked the code: that relationships with people are more import ...

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Building Blocks

SS&C ALPS Advisors

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30d ago4w ago

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The Building Blocks podcast features financial services thought leaders sharing investment perspectives, market trends and economic insights. SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies. Please follow, share and subscribe.

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The Weekly Take from CBRE

CBRE

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3d ago3d ago

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What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake

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TRAilblazing

Parallaxes Capital

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8d ago1w ago

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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...

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Money Talk For ER Docs™

ER Doc Advisor

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3d ago3d ago

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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...

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The Business Brew

Bill Brewster

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7d ago0w ago

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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...

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Winning in Retirement

Akers Financial Group

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6d ago6d ago

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...

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Capital Fit

Daniel Barnard

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3d ago3d ago

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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick

Brittany Mason

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2d ago2d ago

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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.

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Inside the Rope with David Clark

David Clark

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10d ago1w ago

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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...

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The Startup CEO Show

Mark MacLeod

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4d ago4d ago

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The Startup CEO Show hosted by coach and advisor Mark MacLeod, brings you veteran CEOs each week who have collectively had had billion dollar valuations, 9 figure exits, and millions in revenue each week. Subscribe to join the leading podcast produced exclusively for the CEOs of high-growth startups and the VCs who back them. This podcast offers concise, yet deep dives into specific themes within each episode, focusing on providing actionable insights for busy leaders. The format includes in ...

1
The Aaron Katsman Show

Aaron Katsman

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2d ago2d ago

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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...

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The Fort - An Entrepreneurship Podcast

Chris Powers

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16h ago16h ago

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The Fort is an entrepreneurship podcast. Here, we uncover the proven strategies, insights, and inspiring stories of today’s greatest leaders in the worlds of business, real estate, entrepreneurship, and investing. Each episode’s mission is to help you to level up your entrepreneurial game by hearing directly from the men and women in the arena. Chris is able to uniquely uncover things not commonly discussed because he is an entrepreneur himself. We not only cover business, but we also cover ...

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The Cash Flow Academy Show

The Rich Dad Media Network

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1d ago1d ago

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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...

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Genius Loves Company

Rockefeller Capital Management

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23d ago3w ago

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...

1
New Retirement Radio with Dennis Prout Podcast

Dennis Prout and Shea Petaja

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18d ago2w ago

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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...

51
Back Bay Life Science Report

Jonathan P. Gertler and Peter Bak

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9d ago1w ago

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Back Bay Life Science Advisors brings you expert insights from our advisors and investment bankers in the world of BioPharma & MedTech. On this podcast, you’ll hear from our experts in life science development, commercialization, and investment banking, scientific investigators, biotech and medtech executives, physicians, and strategists who excel at guiding global life sciences companies and their investors through complex decisions. Join us for insights generated from in-depth scientific, ...

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Sandpit Startups

Sam Drake & Abhishek Chatterjee

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1M ago4w ago

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Hosted by Sam & Abhishek, the Sandpit Startups podcast is the show where they explore entrepreneurship by journeying into the minds of the brightest and the best the Middle Eastern startup scene has to offer. This podcasts connects the entrepreneurs in the studio, with the entrepreneurs listening at home. Sam and Abhishek sincerely hope you find our content educational, motivational or inspiring. And if you do, you know where the follow button is!

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The Erika and Abi Show

Erika & Abi

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2d ago2d ago

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Explore the unseen paths to success with Erika & Abi. Our guests range from industry leaders, innovators, and artists each with a story that will inspire and inform. Subscribe to join our community of curious and passionate listeners. Erika: NYC Affordable Housing Director turned full-time land investor and entrepreneur. Her company, Gokce Capital, buys and sells land throughout the United States. Don't miss her insightful book, "Land Investing Mistakes," now on Amazon. Abi: Wall Street tech ...

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Orion's The Weighing Machine

Orion Portfolio Solutions

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3d ago3d ago

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...

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The Climate Pod

The Climate Pod

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4d ago4d ago

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The Climate Pod is a wide-ranging conversation with leading experts on the politics, economics, activism, culture, science, and social justice issues at the heart of the climate crisis. Hear from guests like Jane Goodall, Bill McKibben, Al Roker, David Wallace-Wells, Katharine Hayhoe, Adam McKay, Bill Nye, Robert Bullard, Catherine Coleman Flowers, Ted Danson, Gina McCarthy, Paul Krugman, and many more. Hosted by brothers Ty and Brock Benefiel.

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Guide 2 the Grind

Jonathan Tillger & Geoff Edie

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21d ago3w ago

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Jonathan Tillger worked his way up from the bottom to own one of the largest Mortgage Brokerages in Canada, and now works as a capital markets advisor on Billion dollar plus deals. Geoff Edie has a background in sales, marketing, and even the film business. A small town boy with humble beginnings, he's graduated to working with Investment Banks, Hedge Funds, Family Offices and a whole bunch of other institutional investors.Together the two offer a unique and offbeat approach to understanding ...

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Rocket Networker

Rick Longenecker

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6d ago6d ago

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Welcome to The Rocket Networker Podcast! You're in the right place if you're interested in building and managing your relationship network. As an entrepreneur, executive, advisor, and technologist I've had the privilege of living across the United States and working around the world. Over four decades, I've engaged with people from all walks of life - - all day, every day. It's what I love to do. So, in every episode of The Rocket Networker, I interview incredible people that I've met along ...

51
Inspired Money

Andy Wang, Runnymede Capital Management

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2d ago2d ago

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Improve your money mindset with host Andy Wang, named a top influential financial advisor by INVESTOPEDIA, as we explore positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, listen to Inspired Money because big things begin with just a little inspiration.

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Ready For Retirement

James Conole, CFP®

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3d ago3d ago

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...

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The Contrarian Investor Podcast

Nathaniel E. Baker

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1d ago1d ago

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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.

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The Wise Exit

Todd Sullivan

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1M ago4w ago

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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...

show series

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Exploring the 2024 REITs Landscape with Nick Tannura, GSI Capital Advisors 13:14

29d ago13:14

13:14

An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing. Shares of ETFs are bought and sold at market price (not NAV) and are not individu…

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Property Management with Sandra Watkins and Georgia Rental Group 51:27

5h ago51:27

51:27

#34 - Property Management with Sandra Watkins and Georgia Rental Group Sandra Watkins is the Broker and owner of Georgia Rental Group in Canton, GA. Sandra manages properties in the metro Atlanta area. In this episode, Sandra talks about how she started managing rental properties over 15 years ago and how the company has developed property manageme…

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Harnessing the Power of CRM: A Blueprint for Business Growth with Jeff Clair 18:05

38m ago18:05

18:05

Discover the intricacies of sales processes and the importance of analytics in our latest episode of 'The Ins and Outs of Selling a Business' with our guest Jeff Clair. We talk about real-life examples and the vital role of tools like CRM systems. Gain valuable insights on setting goals, fostering accountability, and navigating the complexities of …

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Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert) 4:20

1h ago4:20

4:20

On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New…

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#349 - Mark Hart - CEO/CIO Corriente Advisors - How He Predicted The ‘08 Housing Market Crash (And Won BIG) 1:16:53

4h ago1:16:53

1:16:53

Mark Hart is the CEO and Chief Investment Officer of Corriente Advisors and an active investor in private technology companies. Throughout his career, Mark has developed a unique process and reputation for identifying potentially powerful macro and investment trends and opportunities ahead of consensus. Mark’s contributions and concepts have been w…

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Episode 135 - The ERP Minute 2:51

2h ago2:51

2:51

Oracle’s Oracle Corporation Japan announced that it plans to invest more than $8 billion over the next 10 years to meet the growing demand for cloud computing and AI infrastructure in Japan. NetSuite announced a series of new product innovations to help businesses in the UK optimize finance processes, expand insights, and increase efficiency. SAP a…

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9-Figure Money Strategies for Everyday Investors: Tips from a Top Financial Advisor (Adam Katz Interview) 56:59

1d ago56:59

56:59

In today's episode, we are talking to Adam Katz, a renowned wealth advisor for 9 figure entrepreneurs. We'll delve into the fundamental principles of wealth accumulation that anyone can use regardless of their financial status. Stick till the end to learn how to retire early with only 300,000 in savings.…

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Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital 1:09:24

1h ago1:09:24

1:09:24

This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page. Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpow…

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The Waves Of Investing 34:31

1h ago34:31

34:31

Discover how the social moods impact the markets. Robert Prechter joins Andy to discuss the types of technical analysis you can use to leverage societal moods into productive trades. For a special offer only for The Cash Flow Academy Podcast listeners, visit www.elliottwave.com/AndyBy The Rich Dad Media Network

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman 45:25

3h ago45:25

45:25

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How to Become a Millionaire on a Low Salary 11:49

15h ago11:49

11:49

Tired of the endless rants about the rich getting richer and the perceived lack of opportunities? In this video, I break down how even those on a low salary can become millionaires through patience, disciplined investing, and a positive mindset. My no-nonsense approach dismantles excuses and offers a refreshing perspective on building long-term wea…

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How to nail your first year as CEO 17:10

1h ago17:10

17:10

It’s not easy being a CEO. In fact, it’s the most challenging role in business. The scope, gravity, responsibility, accountability, and exposure of the position are unparalleled. Despite its complexity, it's also often hailed as the most rewarding and life-affirming move of an executive’s career. It’s a time when you can truly execute your vision a…

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Unlocking the Secrets of Successful Retirement 1:05:47

6h ago1:05:47

1:05:47

In this episode, we discuss the complex yet rewarding journey towards a successful retirement. Joined by guest panelists Connie Inukai, Dr. Ross Andel, and Jamie Patrick Hopkins, we navigate through the psychological shifts, strategic financial planning, and the essence of a fulfilling post-work life. Transitioning to a New Chapter Retirement is no…

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A Taste of Success: Andy’s First Fine Wine Investment 1:02:42

36m ago1:02:42

1:02:42

A Comprehensive Exploration with Leading Experts Join us on a journey into "A Taste of Success: Andy's First Fine Wine Investment." This episode uncovers the multifaceted world of fine wine investment, blending historical richness with modern innovation, guided by the expertise of our distinguished panelists. Exploring Fine Wine Investment Andy, jo…

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Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray 1:33:21

1d ago1:33:21

1:33:21

Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacat…

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How to Manage Taxes When You Win the Lottery - 478 52:06

25m ago52:06

52:06

So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…

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Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy 21:54

36m ago21:54

21:54

Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which could result in a higher tax bracket for her. Jennifer is considering whether to convert her traditional accounts to Roth to lower future taxes or to ch…

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Ep #184: Did You File an Extension for Your Income Taxes? 27:22

2h ago27:22

27:22

Taxes are cumbersome and oftentimes painful (for most people). There are no two ways about it. But through proper planning throughout the year, plus a simple working knowledge of how the deadlines work, that combination really makes this responsibility manageable. On today’s episode, we’ll reference IRS statistics on extensions for high-earning tax…

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Ep. 42 - Connecting Trailblazers with Family Offices: Ryan Austin of Arondight Advisors 55:26

5h ago55:26

55:26

Join us for a dynamic conversation with Ryan Austin, CEO of Arondight Advisors, as he dives into the intricacies of raising capital and building influential networks within Family Offices. In this episode, Ryan shares his journey from Military Academy, Stony Brook University, to spearheading a unique advisory firm that connects groundbreaking compa…

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#348 - Omar Morales - Investment Sales @ Berkadia - Meet The 30-Year-Old Who’s Sold $3.3B Of Miami Real Estate 1:12:51

16h ago1:12:51

1:12:51

Omar Morales is an investment sales broker at Berkadia that sells land & multifamily properties across South Florida. He has sold over $3.3 billion worth of real estate ranging from $130M land deals to $355M multifamily properties, even though his average deal size is roughly $50M. In this episode, Chris and Omar discuss: - The state of the Miami R…

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Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them with Ricky Schneider of Fort Washington Investment Advisors 32:34

1d ago32:34

32:34

Today Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washingt…

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Why “Blending” Your Buckets May Produce Better Results 35:24

2d ago35:24

35:24

You may have heard that a basic Bucket Strategy® consists of a 3-, 4- or 5-Bucket plan, with each bucket separated into groups of short-term, mid-term, and long-term assets. What you may not have heard is that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome. What do we mean by “blending”…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall 47:18

2h ago47:18

47:18

1
ERP Imp Case Study Series: Private Equity Platform Companies - The ERP Advisor Podcast Episode 98 52:10

2h ago52:10

52:10

Private equity-backed companies implementing a platform strategy can face complexities when selecting a single ERP. How can Private Equity firms define the best ERP strategy for their portfolio companies? And how can they overcome the barriers to a successful implementation, especially when migrating two or more companies into a new ERP simultaneou…

1
Land of Hope and Dreams: Nashville is booming. What’s next for the Music City? 37:25

3d ago37:25

37:25

What’s attracting young people, businesses and investment capital to Nashville? Highwoods’ Alex Chambers and CBRE’s Elizabeth Goodwin explain how the Music City has created a cool culture. Insights to Share: · Nashville has attracted talent and businesses due to its affordability and high quality of life. · Nashville’s local government has fostered…

1
The American Climate Corps Explained (with White House National Climate Advisor Ali Zaidi) 35:16

1h ago35:16

35:16

The American Climate Corps, an initiative that will employ 20,000 Americans in its first year to combat the climate crisis, is launching this week as the Biden Administration delivers on another campaign promise. Learning from previous national service programs such as FDR's Civilian Conservation Corps and AmeriCorps, the American Climate Corps wil…

1
From Pain to Purpose: Erin Bury on Building a Business with Intention 47:12

1d ago47:12

47:12

Want to receive the best Startup CEO Insights? SUBSCRIBE TO MARK MACLEOD'S NEWSLETTER: https://markmacleod.me/newsletter/ ------------------------------ In this episode of the Startup CEO Show, explore the power of long-term vision and work-life integration with our host Mark MacLeod and the inspiring Erin Bury, co-founder and CEO of the innovative…

1
430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson) 1:05:34

13m ago1:05:34

1:05:34

Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection. In this episode we cover: Evaluating Emerging VC Firms and Co-Investing Opportunities Overcoming Challenges in Investing in Emerging Managers with Limited Track Records Evaluating Ve…

1
Retire Once - Retire and Stay Retired 52:01

6d ago52:01

52:01

By Akers Financial Group

1
LP Unlocked shorts: What We're Hearing about Venture Liquidity with Meghan Reynolds of Altimeter 25:00

1h ago25:00

25:00

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we have another version of Venture Unlocked shorts, and this time it will be focused on topics within the GP/LP world. Joining me again is Meghan Reynolds, who leads capital formation at Altimeter Capital. This time we disc…

1
Episode 8 - Eric Hren (Innowell in Sydney, Australia) 36:16

5d ago36:16

36:16

Tune in now to meet Eric Hren, Chief Growth Officer, Innowell in Sydney, Austrlia. Join us to celebrate Eric’s life journey and learn about the power of using The Threads of Connectivity to build your relationship network. Thank you Eric for being such an inspiring role model! At Rocket Networker, we help you Launch Connections To Ignite Your Succe…

1
Episode 7 - Colonel Bob Mitchell (US Army Retired in Dotham, AL) 42:53

6d ago42:53

42:53

Tune in now to meet Colonel (retired) Bob Mitchell, US Army Medevac Battalion Commander. Join us to celebrate Bob’s life journey and learn about the power of using The Threads of Connectivity to build your relationship network. Thank you Bob for your service to our country and for being such an inspiring role model! At Rocket Networker, we help you…

1
Darren Fisk 1:07:03

33m ago1:07:03

1:07:03

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …

1
Investor Stories 344: Best LP Question (Kaiser, Jones, Jain) 7:09

13h ago7:09

7:09

On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders ou…

1
TRAs, Tax Law, and The Path to Ubiquity with Phill DeSalvo 30:27

15h ago30:27

30:27

Early on, folks were hesitant as to whether the technical tax rules that underpin TRAs would work. As it turns out, it’s not terribly controversial. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Phill DeSalvo. Phill is a principal in KPMG’s National M&A Tax practice and th…

1
The Bullington Capital Report 4 13 2024 54:12

8d ago54:12

54:12

1
End of the Bull Market or a Correction?| Doll Capital Insights 5:00

1d ago5:00

5:00

1
The ERP Minute Episode 134 - April 16, 2024 3:47

1d ago3:47

3:47

Deltek unveiled Dela, its AI-powered, intelligent business companion. QAD released the latest enhancements to its comprehensive suite of Adaptive Applications. ECI announced that its job shop product, JobBOSS2, has now integrated uniPoint to deliver advanced quality management and enhanced customer service. Microsoft announced new Microsoft Dynamic…

1
Shorten Market 43:07

1d ago43:07

43:07

Andy, Corey, and Noah dissect investment strategies amidst market uncertainty, emphasizing education, long-term investments, and Federal Reserve impacts. They analyze market perceptions, such as Michael Burry's banking sector moves and oil price shifts under the Biden administration. Addressing challenges in crash prediction, they explore psycholog…

1
CNN's Bill Weir On The Life Lessons Found In Climate Reporting 1:09:27

1d ago1:09:27

1:09:27

For years, we've watched as Bill Weir has brought climate storytelling to one of the biggest news networks on television. On CNN, Bill has traveled the world to cover everything from extreme weather disasters to cutting-edge climate solutions. And throughout an incredibly eventful career, he's learned life lessons he hopes his children and others w…

1
Financial Morality and Biden Student Loan Debt Forgiveness 8:43

2d ago8:43

8:43

Excuse me while I take a few minutes to vent. Am I the only one triggered by Biden's student loan forgiveness plan and other financial breaks that the rest of us tax-paying citizens have to pay for? I break down how these policies are actually unfair and stick it to responsible people who play by the rules. But hey, listen in and let me know your t…

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