Best Financial Journey Podcasts (2024)

1
Optimizing Customer Acquisition Costs in the SaaS Universe 5:48

7M ago5:48

5:48

Join host Carla McRae, CPA, CGMA, as she discusses launching your business to new heights while keeping your budget grounded with customer acquisition costs. Focusing on how Software as a Service (SaaS) businesses can effectively measure and optimize efforts to acquire new customers, Carla unravels the strategies behind calculating and interpreting…

1
S2 E2 The Journey of Mario Payne 1:00:06

12M ago1:00:06

1:00:06

Mario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals. He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee …

1
S2 E1 The Journey of Natalie Bergsma 1:07:00

1y ago1:07:00

1:07:00

Welcome to season 2 of Journey The Financial Advisor experience. To kick off our new season, we had a chance to chat with Natalie Bergsma. Natalie is the founder of BeyondFA. As a consulting firm, BeyondFA, provides leadership and business coaching, plus hands-on implementation consulting to progressive firms and financial services leaders committe…

1
S1 E14 The Journey of Alex David 48:53

1+ y ago48:53

48:53

Alex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in …

1
S1 Ep13 The Journey of Brandon Dixon-James 52:01

1+ y ago52:01

52:01

Thank you, Brandon Dixon-James, for enlightening our show with your philanthropic, caring, and giving attitude. He is the embodiment of paying it forward and giving back. He’s an active volunteer in the Fresno underserved communities, and he volunteers as a regular presenter for financial literacy courses to the youth; he’s a member of Kappa Alpha …

1
S1 E12 The Journey of Nola Kulig 53:02

2y ago53:02

53:02

Nola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services. This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst. In that regard, amongst the first to be so well versed. Our conversation was collegial and thoroug…

1
S1 E11 The Journey of Jessica Lamb 49:03

2y ago49:03

49:03

It is not often that we Marine Corp diesel mechanic and CDL Long Haul truck driver as part of the journey in financial services. If fact, we have never heard of that. With the CB handle “Lamb Chop”, Jessica Lamb went from the trucking company owner to President of her own independent financial planning practice. While helping anyone that needs soun…

1
S1 E10 The Journey of Lee Baker 58:01

2y ago58:01

58:01

When we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t p…

1
S1 E9 The Journey of Ellen Rogin 52:40

2y ago52:40

52:40

We had the great pleasure of having financial and prosperity keynote speaker and NY Times Best-selling author Ellen Rogin on the show. A seasoned financial advisor that now spends her time making a global impact and teaching individuals how to create prosperity on purpose. With her innovative and thought-provoking strategies, she now impacts the wo…

1
S1 E8 The Journey of Nikki Gajoo 58:48

2y ago58:48

58:48

Nikki Gajoo joined us from South Africa. She brought with her a refined professionalism that was very refreshing. Nikki started in a graduate recruitment program at one of the four top banks in Johannesburg. She completed her intense training and was selected to join the private bank. That banking career exposed her to the world of financial planni…

1
S1 E7 The Journey of Jerome Franklin 1:00:53

2y ago1:00:53

1:00:53

If you ever need an encouraging word or a positive spin, be sure to contact Jerome Franklin. He started his career in Financial Service with AG Edwards which later became Wells Fargo. He was one of a few African American advisors in Memphis, TN. When he became the branch manager his unique path became more demanding. Earning the trust and respect o…

1
S1E6 The Journey of Shardea Ages 1:01:19

2y ago1:01:19

1:01:19

When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during …

1
S1E5 The Journey of Alexandra Stewart 34:09

2y ago34:09

34:09

Alexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financi…

1
S1E4 The Journey of Brooklyn Brock 1:02:08

2y ago1:02:08

1:02:08

An advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and…

1
S1 E3 The Journey of Grier Rubeling 1:00:43

2y ago1:00:43

1:00:43

A few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure. It was jarring, raw, and so true. She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude. Male attitudes toward women. F…

1
S1E2 The Journey of Jean Archary 56:02

2y ago56:02

56:02

Jean Archary of Money Messages is a mother, author, teacher, and master motivator. She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic: Money. Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace…

1
S1E1 The Journey of Garry Bridgeman 43:26

2y ago43:26

43:26

Garry Bridgeman may not call himself a pioneer. Those that have tried to follow in his enormous footsteps may beg to differ. For 40-plus years Garry was first or among the first. -He was Mississippi's first African American to be employed by a major broker-dealer -He was Merrill Lynch's Top African American Financial Advisor -He was named to Barron…

1
The Financial Advisor Experience - Pilot Excerpt 2:39

2+ y ago2:39

2:39

Join Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe. In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series. Stay tuned for the full episode. Buckle up as this is guaranteed to b…

1
346. How To Trade Fed Events As A Beginner [What’s New] 11:07

2+ y ago11:07

11:07

Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventure Welcome to the Market…

1
345. Chat Room Stock Trading, Is It Worth It? [Only way it works] 6:40

2+ y ago6:40

6:40

Thanks to everyone who still tunes in. I know I haven't been around as much, but I'm going to make it up to you! Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answe…

1
344. Never Lose As A Beginner In The Stock Market [Crazy, But True] 8:34

2+ y ago8:34

8:34

Thanks to everyone who still tunes in. I know I haven't been around as much, but I'm going to make it up to you! Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answe…

1
343. Bonus - Surprise Stock Market Test [Can you get an 100%] 4:15

2+ y ago4:15

4:15

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Question 1: What is a stock? A stock (also known as equity) is a security that represents the ownership of a fraction of a corporation Question 2: Describe how an options contract works. Options are contracts that give the bearer the right—but not…

1
342. Is this a Bear Market or a Buy Market? [Stocks I’ve been buying] 11:11

2+ y ago11:11

11:11

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Check out: Raising Financial Freedom Podcast You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to …

1
341. Two Strategies When The Stock Market Is Crashing [Any experience level] 13:11

2+ y ago13:11

13:11

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Check out: Raising Financial Freedom Podcast You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to …

1
340. The One Thing You Must Know Before Trading Stocks [This leads to profits] 11:51

2+ y ago11:51

11:51

Free Discord. Join today: marketadventures.co/communityVisit the Website: https://marketadventures.coCheck out: Raising Financial Freedom PodcastYou DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to lif…

1
339. Why Beginners Should Always Use Indicators When Trading Stocks 10:25

2+ y ago10:25

10:25

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Check out: Raising Financial Freedom Podcast You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to …

1
338. This Is Just An Idea, For Now [Stock Market Prediction Inside!] 10:57

2+ y ago10:57

10:57

Free Discord. Join today: marketadventures.co/communityVisit the Website: https://marketadventures.coCheck out: Raising Financial Freedom PodcastYou DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to lif…

1
337. Is This The Ultimate Stock Trading Indicator Combo? [Try For Yourself] 12:36

2+ y ago12:36

12:36

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Tools: Fibonacci Retracement, MACD You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this epi…

1
336. Best Time To Buy & Sell Stocks [what I’ve noticed] 10:32

2+ y ago10:32

10:32

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
335. My Current Stock Trading Plan and Stock Market Prediction [Am I right?] 10:50

2+ y ago10:50

10:50

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
334. How Start Being Profitable As A New Stock Market Trader Pt 4 w/ Adrian Reid 16:21

2+ y ago16:21

16:21

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/Free Discord. Join today: marketadventures.co/communityVisit the Website: https://marketadventures.coYou DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. R…

1
Is Stock Trading Natural? Why Is It So Hard? Pt. 3 w/ Adrian Reid [Secret To Profits] 11:27

2+ y ago11:27

11:27

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
All My Open Stock and Options Trading Positions [what to do next] 6:51

2+ y ago6:51

6:51

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
Should Beginners Trade Overseas Stock Markets w/ Professional Stock Trader Adrian Reid [Pt 2] 9:37

2+ y ago9:37

9:37

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
How To Make A Profit Trading Stocks w/ Professional Stock Trader Adrian Reid Pt 1 [Must Listen For Beginners] 13:11

2+ y ago13:11

13:11

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends…

1
I'M BACK...Is the Bull Market Back In Stocks Too? [Answer Inside] 12:34

2+ y ago12:34

12:34

Free Stock Course w/ Enlightened Trader: https://enlightenedstocktrading.com/marketadventures/ Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventur…

1
What’s A Good Stock Trading Win Rate For A Beginner Trader? [This Will Surprise You] 5:44

3y ago5:44

5:44

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek …

1
What Is Trading, really? [Stocks and Options] 7:17

3y ago7:17

7:17

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co So what is trading, at its very root level.....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, s…

1
Where Is The Stock Market Going? Determining Major Trends For Beginners 5:31

3y ago5:31

5:31

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co The trend is your friend, but how do you find it....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek securi…

1
Can You Really Predict If A Stock Will Go Up or Down? [They’re lying to you] 7:28

3y ago7:28

7:28

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co So, can people really predict if a stock will go up or down? Here’s what it would be to be able to predict stock price movement....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for…

1
How To Take Advantage Of The Stock Market Crash As A Beginner [Super Easy] 6:57

3y ago6:57

6:57

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co If the stock market crashes, what should I do as a beginner? For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. se…

1
2 Skills It Takes To Be A Successful Stock Market Trader [Beginner To Professional] 4:23

3y ago4:23

4:23

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventure Welcome to the Market Adventures …

1
3 Ways To Use Puts When You’re Bullish [Options Lesson] 8:36

3y ago8:36

8:36

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Using puts can be very confusing. Options in general can be very confusing. Hopefully today's lesson shed some insight into the possibilities for the use of put options. For beginners in the stock market, this episode is crucial. Share with friend…

1
The Very First Step To Becoming A Stock Market Trader [You’ll lose without it] 8:38

3y ago8:38

8:38

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co I wish I had this insight when I first starting trading stocks and options. In my ignorance and arrogance, I thought the market would bend to my will and that it owed me something. Boy was I wrong. So, for beginners in the stock market, this episo…

1
Biggest Principle Of Investing That New Stock Traders and Investors Miss [Think Again!] 10:39

3y ago10:39

10:39

Feedspot Blog: Best 45 Financial Freedom Podcasts (https://blog.feedspot.com/financial_freedom_podcasts/) Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co There are opportunities everywhere, but our prejudices often hold us back from taking advantage of them. Do you research and determine your r…

1
Why Not Having A Lot Of Money Is An Advantage In Stock Trading [Best Advice] 9:04

3y ago9:04

9:04

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Starting small is how all great things are created, don't forget that. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventure Welcome to the Market Adventures Podcast w…

1
One Reason The Stock Market Is Not The Best Way To Get Rich [Did you know this?] 9:28

3y ago9:28

9:28

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co The stock market isn't for everyone. But it is for me, and it might be for you too. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventure Welcome to the Market Adventu…

1
Stock Market Live Stream: Getting Your Stock Questions Answered Live 3:50

3y ago3:50

3:50

Stock Market Live Stream Channel: https://www.twitch.tv/alkeemist Visit the Website: https://marketadventures.co Free Discord. Join today: marketadventures.co/community I'm here for you. If this helps, we'll doing them more regularly to further your education in the stock market and mine as well. Tune in and bring a friend. Remember, as you begin s…

1
3 Things To Look For in Stock Market Earnings Reports 14:41

3y ago14:41

14:41

Visit the Website: https://marketadventures.co Free Discord. Join today: marketadventures.co/community Investing and trading stocks during earnings season can be tough. Here are some things to look for when trying to navigate for profits. Learn how to build one in this episode. Remember, as you begin searching for answers to life’s challenges, don’…

1
Stock Market Rules For Beginners: Using Stop Losses 9:52

3y ago9:52

9:52

Visit the Website: https://marketadventures.co Free Discord. Join today: marketadventures.co/community A trading plan is the only thing that protects a trader's account balance against their human emotions. Stop losses are an integral part of that plan as a beginner in the stock market. Learn how to build one in this episode. Remember, as you begin…

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