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The ERP Advisor

ERP Advisors Group

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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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Fast and Finance

Patrick McCrindle

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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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On The Tape

Risk Reversal Media

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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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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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Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guida ...
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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Group Coach Nation with Chris Williams

Chris Williams | Group Coaching | Mastermind Advisor

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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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Redefiners

Russell Reynolds Associates

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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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Winning in Retirement

Akers Financial Group

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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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The Stewardology Podcast

The Stewardology Podcast

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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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SMSF News and Strategies Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate re ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Wealth Beyond Riches

Abbey Henderson, CFP®

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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support Support this podcast: https://pod ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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DEI Advisors Podcast

David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott

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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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Financial Strategies Group, Inc.

Financial Strategies Group, Inc

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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Property Development Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Free Game Real Estate Podcast

Free Game Real Estate Podcast

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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Ambulatory Healthcare Today

The NextGen®️ Advisors

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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you navigate challenges from COVID-19 and the “new normal” to value-based care.
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Pondering AI

Kimberly Nevala, Strategic Advisor - SAS

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How is the use of artificial intelligence (AI) shaping our human experience? Kimberly Nevala ponders the reality of AI with a diverse group of innovators, advocates and data scientists. Ethics and uncertainty. Automation and art. Work, politics and culture. In real life and online. Contemplate AI’s impact, for better and worse. All presentations represent the opinions of the presenter and do not represent the position or the opinion of SAS.
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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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Cashflows with Cash Matthews

Cash Matthews, Kenneth Baucum

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Financial behavior, entrepreneurship, and the path to success in what we like to call the Good Life! Investment advisory services offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and The Solomon Group are independent of one another. Please note, registration with the SEC does not denote a specific skill level or guarantee the success of a particular investment strategy.
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What Dewey Do?

Great Lakes Wealth

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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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CISO Talk

Techstrong Group

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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
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The Bethany Buzz is hosted by our Communications Advisor, Abby, who interviews different staff and residents to give you an insightful look into our organization and the supports we provide.
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The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
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One Question Leadership Podcast

Spades Media Group - Roots of Wisdom LLC

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The One Question Leadership Podcast is designed to highlight executive and organizational leadership with a heavy emphasis on college athletics. 1Q is primarily hosted by @TaiMBrown, but features occasional guest hosts. Subscribe here: 1quest.co/itun
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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On this Advisor Roundtable we provide an update on the market as we approach the mid-point of 2024. Listen in as we talk about the sentiment in the market right now and what investors can be looking forward to for the rest of the year. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Pr…
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@1QLeadership Question: Can for-profit businesses be mission driven and drive profits all while delivering a public good? Joe Karlgaard, former Director of Athletics at Rice, discusses his current role advising entrepreneurs with GSV Ventures, a global education technology company. He talks about the education he is receiving in terms of how for-pr…
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Over the past few years, the path of interest rates has been highly unpredictable due to factors like inflation, economic growth, and the Federal Reserve's policies. The 10-year U.S. Treasury yield exemplifies this volatility, having surged from 3.8% at the end of last year to a peak of 4.7% in April, before recently settling around 4.2%. These hig…
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– – – – – – – – – – – – – 📍Connect with CHRIS WILLIAMS: https://linkedin.com/in/chriswilliamshq 👉 JOIN OUR COMMUNITY: https://www.facebook.com/groups/groupcoachnation 👍 GET ACCESS TO CHRIS AND OPPORTUNITIES LIKE THIS: https://groupcoachnation.com 👀 Want to see these episodes on video? Check out our Youtube Channel: https://www.youtube.com/@GroupCoa…
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 115: Priced Out: Navigating The Real Estate Squeeze…
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Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. …
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Jim Cipriotti discusses the impending expiration of the Trump tax cuts and its potential effects on retirement planning. He highlights the significance of accounting for taxes in retirement strategies and examines the advantages of Roth IRAs and Roth 401(k)s. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every …
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On this episode: We have a large news slate with YouTube as streaming's true king, $2T Amazon aims at rivals, and SpaceX nears record $210B valuation. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! https://ancho…
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In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answe…
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Salesforce announced the general availability of Life Sciences Cloud, a platform for pharmaceutical and medical technology organizations to help personalize patient and healthcare professionals (HCP) engagement and streamline clinical operations with data, automation, and trusted AI. NetSuite announced a new solution to help healthcare organization…
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In this episode of The Artful Dollar, Ryan Roi talks with Christopher Hedlund, a veteran tattoo artist specializing in color realism. They get into the highs and lows of a tattooing career, emphasizing the need for adaptability and continuous self-analysis. Christopher shares his personal journey from a challenging start to becoming a successful ar…
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, breaks down a number of strategies to get your investment portfolio unstuck. Drawing inspiration from the challenges of navigating quicksand, Darryl applies these survival tactics to managing your investments. Key highlights include: *Understanding t…
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CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…
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Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…
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The dangers of market timing and the importance of preparing for potential reductions in Social Security benefits. Jim Cipriotti emphasizes the negative impact of trying to time the market, and the need for proactive planning and suggests exploring other sources of income to supplement potential reductions in Social Security benefits. Catch Freedom…
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss Biblically Responsible Investing and ESG Investing See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send us e…
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Dan Nathan returns from his grand European tour and joins Guy Adami to discuss current market trends. They explore the implications of recent activities in the SPX, including divergences between the market cap weighted and equal weight indices, and delve into Tom Lee's bullish 15,000 S&P 500 prediction by 2030. Other topics include Nvidia's recent …
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We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.…
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The Business of Creativity Podcast highlights creativity in business leadership, management, and entrepreneurship. For this episode of 1Q, we will listen to a recent episode of The Business of Creativity Podcast. Urina Harrell started her company, Vox Pop Branding, while she was a student-athlete at Duke. At the time, college athletes couldn't make…
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Does this sound familiar? You've been told to market your group coaching program in various ways, but somehow, the results just aren't coming in. The frustration and confusion of not knowing which marketing strategy to choose can be overwhelming. If you're seeking clarity and enhanced marketing strategies for your group coaching programs, then it's…
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 114: New Rent City Chronicles: The Rental Mindset In Real Estate…
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In this episode of the On the Tape podcast, Guy Adami and Danny Moses are joined by Cameron Dawson, CIO of NewEdge Wealth. They kick off by celebrating Cameron's recent award and delve into the passing of iconic actor Donald Sutherland. Cameron provides insights on the dominance of U.S. growth leaders and the potential inflection points that could …
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In this latest episode, we discuss the year-end checklist for SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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I wanted to dedicate this episode to something that normally goes unnoticed, or unattended to over time. In past episodes, I’ve discussed the importance of having an emergency fund of cash, enough to last for 4-6 months of expenses. You see most people just leave that cash either in their checking account, or a savings account not getting the best …
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On this episode: We have a large news slate with Nvidia stirs dot-com era parallels, LA schools ban cellphones, and LuLu Lemon's slow year. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! https://anchor.fm/delano…
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In this week's episode, we'll discuss an exciting new health innovation and how that will affect your retirement plan. What is your plan to get rid of longevity risk? How can you overcome the risk of running out of money before you run out of life? How are you hedging inflation? How long will your current plan last? Isn't it time to get answers to …
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Sage launched Sage Distribution and Manufacturing Operations (SDMO) in the United States and South Africa. Oracle announced fiscal 2024 Q4 and full-year 2024 results. Epicor announced it has acquired KYKLO, a provider of Product Information Management (PIM) and content-driven lead generation solutions to drive sales for manufacturers and distributo…
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In this episode of The Artful Dollar, Ryan Roi explores the teachings of Darryl Anka's channeled entity, Bashar, highlighting the intricate relationship between money, consciousness, and authentic self-expression. Ryan shares insights on how our beliefs and attachments can block us from achieving our true purpose, and offers actionable steps based …
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How are service dogs trained to transform lives while staying loyal to their mission? In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. Discover how NEADS supports i…
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Marianna B. Ganapini contemplates AI nudging, entropy as a bellwether of risk, accessible ethical assessment, ethical ROI, the limits of trust and irrational beliefs. Marianna studies how AI-driven nudging ups the ethical ante relative to autonomy and decision-making. This is a solvable problem that may still prove difficult to regulate. She posits…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the effects of news consumption on our mental and financial health. Through insightful analysis and personal experiences, Darryl challenges listeners to reconsider their relationship with news and social media. Today’s show highlights incl…
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When Tony Capuano took over as President and CEO at Marriott, the company was wrestling with the most significant challenge it’s ever faced as travel essentially shut down due to the COVID-19 pandemic. Further complicating matters, Marriott’s beloved, iconic CEO, Arne Sorenson, had recently passed away and many in the company were dealing with the …
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Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition.…
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The current state of the stock market, its potential impact on retirement savings, and the implications of recent stock sales by notable individuals. Jim Cipriotti will also discuss the possibility of a market crash, the advantages of Roth IRAs, and the importance of effective tax planning for retirement. Catch Freedom To Retire with Jim Cipriotti,…
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A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor. Ready to begin planning for your retirement? Visit Financial Str…
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In this episode of the She Lift Project Podcast, host Cynthia Kirkpatrick sits down with Nicki Ball, the Chief Operating Officer at Mary Engelbreit, to explore the fascinating journey of her multifaceted career. From her beginnings in hospitality and wine expertise to healthcare and art licensing, Nicki shares her experiences of navigating through …
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how giving is not the only way to make a positive impact on the world. Christian Investing can promote human flourishing. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: …
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