Podcast by Jeff Zufall
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
…
continue reading
Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
…
continue reading
Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
…
continue reading
We hold our DJs to the highest standards, evaluating them based on the quality of their creativity, content, and their dedication to speaking out against injustice. At BLAZIN 420 WPAM, we stand firm in our pledge to amplify voices and spark change in our communities.
…
continue reading
Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
…
continue reading
You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
…
continue reading
We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
…
continue reading
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! ...
…
continue reading
Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
…
continue reading
The ARC Sustainability Podcast is an interview-based format where science, technology, and sustainability come together. Our conversations involve many sectors of sustainability such as supply chain management, ESG, the energy transition, industry infrastructure, and manufacturing. Through each discussion we reveal strategies, tools, and processes that leaders and companies are taking to achieving sustainability. For More Information Visit us at: https://www.arcweb.com
…
continue reading
Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
…
continue reading
Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
…
continue reading
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
RAPM Focus is a podcast devoted to exploring the provocative and impactful aspects of the research published in Regional Anesthesia & Pain Medicine (RAPM). Authors of articles from the journal are joined by Editor-in-Chief, Dr. Brian Sites, and other members of the RAPM Editorial Board to discuss and debate the findings that matter most for clinicians, patients, and policy makers. At RAPM, we believe well-done pain medicine improves health and well-being. Thanks for joining us. @RAPM_Online ...
…
continue reading
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 ...
…
continue reading
The founder of LeBrun Advisory Group and Get It Done Entrepreneurs podcast host, Rich LeBrun. He has been in the commercial real estate business for 30+ years and has managed over a billion of dollars of real estate for his institutional clients all throughout the country. Then transitioned over to helping small and mid-sized companies by coaching their executives on business skills, leadership, and management principles to help them grow. He has been on multiple podcasts as a guest himself ...
…
continue reading
Cavell is a leading research and consulting firm specialising in the telecommunications industry with a particular focus on business communications technologies including UCaaS, collaboration, contact centre and customer engagement software, business messaging, and Microsoft Teams. Cavell provides insights, analysis, and advisory services to help their clients navigate and succeed in these rapidly evolving sectors. Cavell Cloud Conversations will bring you bitesize podcasts with some of the ...
…
continue reading
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
…
continue reading
"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group
…
continue reading
Welcome to Leadership Rising - the podcast from Accelerate Leadership Group. The voices of Leadership Rising: Jim Urban, a passionate and highly skilled communicator and leader. Jim is also a licensed therapist, group private-practice owner, and specialist in working with couples and business leaders. He has a high level of training in individual and organizational psychology, relationships, and conflict-resolution. Rebecca Gruenemeier, - her mission in life is simple... to teach people how ...
…
continue reading
Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
…
continue reading
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
…
continue reading
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 ...
…
continue reading
Podcast by Momentum Advisory Group
…
continue reading
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 ...
…
continue reading
Sounds of Health seeks to shine a light on the path to improved health. The podcast highlights the people, organizations, and resources available to help improve physical, emotional, and financial well-being. Join us on a journey of self-discovery and empowerment as we explore expert insights, practical tips, and real-life stories to help you achieve a balanced and healthy life. In each episode, our host David MacNiven engages in thoughtful conversations with health and wellness professional ...
…
continue reading
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 ...
…
continue reading
Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
…
continue reading
Y2K GROUP CHAT is a series about how artists navigate through their practice and a behind the scenes look into their lives. Y2K group is an art agency and advisory focused on supporting emerging artists in New York and beyond. Follow us on Instagram: @y2kgroup and Subscribe to our YouTube channel for more content about contemporary art. #y2kgroupchat
…
continue reading
Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
…
continue reading
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
…
continue reading
Welcome to the Fitness + Technology Podcast for club owners, operators, and fitness professionals! This show is your #1 trusted resource for the accelerating world of fitness technology. Each week, we bring you an expert interview with a global influencer at the crossroads of fitness and technology. You’ll get the insights, tools, and inspiration you need to stay connected to the pulse of what matters most for your fitness business in the age of exponential technologies. This podcast is brou ...
…
continue reading
What's in the SOSS? features the sharpest minds in security as they dig into the challenges and opportunities that create a recipe for success in making software more secure. Get a taste of all the ingredients that make up secure open source software (SOSS) and explore the latest trends at the intersection of AI and security, vulnerability management, and threat assessments. Each episode of What's in the SOSS? is packed with valuable insight designed to foster collaboration and promote stron ...
…
continue reading
1
The Styling Advisory Podcast - Personal Styling Business Interviews
Sarah Cohen: Founder, The Styling Advisory
How does a personal stylist build a profitable business in 2024? Join Personal Styling Business Expert, Sarah Cohen, as she interviews successful image experts from around the world to learn about the marketing tactics that helped them build successful businesses. You'll find out how these successful stylists: ✨Built a social media audience using different platforms (not just Instagram!) ✨Connect meaningfully with that audience ✨Build an huge email list of subscribers ✨Nurture those subscrib ...
…
continue reading
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 ...
…
continue reading
Youth Voices in Mental Health - a podcast produced by and about the personal experiences of NAMI New York State’s NextGen Youth Council. The producers and hosts of this show are a 10-person, lived-experience young adult advisory group dedicated to guiding the world toward kinder, innovative, and inclusive outcomes for mental health youth and young adults. Harnessing the spirit of the next generation, the podcast explores personal experiences through the lens of how NAMI and the mental health ...
…
continue reading
Be Advised - The Mary Free Bed Advisory Group Podcast shines a spotlight on the field of medical rehabilitation and why it’s a critical component of health care. We feature interviews with industry leaders and medical experts on topics such as care transitions, patient access, virtual care, program design and space planning, research and nursing education. Subscribe and listen to learn how you can align your team for success.
…
continue reading
Thanks for visiting and for joining the Safe and Secure Money System revolution! “Yes. Safe Money is what we all want. We all want to safely grow our money. We are all tired of worrying about our money – our financial future – whether we’ll have enough at retirement.” For 30 years Bernie and Tyler have invested TENS of millions of their client’s “can’t afford to lose” retirement plan money— and they have never lost a dime using their Safe and Secure Money System strategies. Retirees Wealth P ...
…
continue reading
Uplifting reminders to connect with the best in yourself, others, and the world! With so much negativity in the world, we can use some inspiration. Join us as we spend a few moments reflecting on the wisdom and beauty around us. If we are just meeting, thank you for stopping by! I’m Lisa and I’m glad you’re here. When I was just an eight-year-old kid, my dad used to play motivational stories on cassette tapes as we’d zip around in his sports car on the weekend. From that age I have been draw ...
…
continue reading
Featured here are original and timely podcasts from ARC analysts and guest speakers on topics such as Digitization, New Business Models, Internet of Things, Industry 4.0, and Smart Manufacturing. We dive into technologies such as additive manufacturing, machine learning, asset performance management, device connectivity, IIoT architecture, cybersecurity, augmented reality, and more related to digitalization and transformation of industries. For More Information Visit us at: https://www.arcwe ...
…
continue reading
PARENTAL ADVISORY EXPLICIT CONTENT - Saturdays 10 am - AllNiteRadio brings you The Expansion Sports Hour with your sport fanatics Jay, Ray & Bigg Rich. Tune in as the fellas give your their interpretation of today's sports!
…
continue reading
'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
…
continue reading
On a mission to transform personal finance. Teaching people how to use money as a tool to increase their return on life. Have a question? We would love to answer it, email them to mike@asktheadvisor.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Heritage Financial Advisory Group and Cambridge are ...
…
continue reading
Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
…
continue reading
The Retirement Guide - A Retirement Planning Education Podcast The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode. Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement. In a world of misinformation and sales ...
…
continue reading
Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
…
continue reading
Here in the Kingdom of My Castle Life, we journey down to the financial district where we have candid conversations about, you guessed it, financial endeavors.
…
continue reading
The PCAOB Audio feed hosts open meetings, advisory group meetings, podcasts, and archived webcasts from the Public Company Accounting Oversight Board.
…
continue reading
We spend a lot of time focusing on savings strategies, but at a certain point you’ll want to use that money, and the process for withdrawing from your assets should also be approached strategically. Donna and Nathan discuss how to make tax smart withdrawals from your investment accounts. Also on MoneyTalk, budgeting practices and frequently asked M…
…
continue reading
1
Online Scheduler: GReminder and Your Office
22:39
22:39
Play later
Play later
Lists
Like
Liked
22:39
Manager of Technology Solutions Consulting Team Mark Matheny has a chat with Mark Hill from GReminder about the power of the online scheduling tool and the potential it has to revolutionize your office. GReminder specializes in servicing the financial services industry, with integrations into both Redtail and Wealthbox CRMs. Listen to Mark and Mark…
…
continue reading
1
Settling An Estate As An Executor - Replay
13:26
13:26
Play later
Play later
Lists
Like
Liked
13:26
In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
…
continue reading
1
Success Leaves Clues: Ep202 with guest Matt Brady, Director of Business Development at Advica Health
29:43
29:43
Play later
Play later
Lists
Like
Liked
29:43
In this episode of the Success Leaves Clues podcast, we interview Matt Brady, Director of Business Development at Advica Health. This company supports executives and individuals who want to personalize their healthcare journey to help improve their health outcomes. Matt discusses the services offered by Advica Health, including executive health ass…
…
continue reading
In this conversation, Jim discusses the importance of understanding taxes in retirement and how it can impact your savings. He highlights the complexities of the U.S. tax code and the various hidden taxes that retirees need to be aware of. Jim also emphasizes the need for comprehensive retirement planning that takes into account taxes and fees. Add…
…
continue reading
1
[Encore] Why can't providers and plans just get along?
31:10
31:10
Play later
Play later
Lists
Like
Liked
31:10
(This episode originally aired on March 12, 2024.) The relationship between health plans and providers has always included an element of friction, but lately, it seems like the temperature is rising. And you've probably noticed – public contracting disputes increased by 69% between 2022 and 2023. That's why, in this episode, host Abby Burns invites…
…
continue reading
1
201: What does it mean to be Rich Toward God?
39:09
39:09
Play later
Play later
Lists
Like
Liked
39:09
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss what it means to be rich toward God. 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 episode ideas! …
…
continue reading
1
Rust Foundation’s Bec Rumbul and Succeeding as a “Non-Techie” in a Tech-Heavy Industry
18:28
18:28
Play later
Play later
Lists
Like
Liked
18:28
Bec Rumbul is the Executive Director and CEO of the Rust Foundation, a global non-profit that stewards the Rust language, supports maintainers, and ensures that Rust is safe, secure, and sustainable for the future. She holds a PhD in Politics and Governance and has worked as a consultant and researcher with governments, parliaments and development …
…
continue reading
Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets are protected for the long haul. Also on MoneyTalk, …
…
continue reading
1
"Happy to be of Service" - Andrew Jambor - Amston Home Transition Solutions
47:50
47:50
Play later
Play later
Lists
Like
Liked
47:50
Sounds of Health welcomes Andrew Jambor of Amston Home Transition Solutions to share their moving and storage solutions for you or your loved ones. Offering stress-free transition solutions, their services include: decluttering, packing, moving, home repairs and modifications, and clean outs. To learn more and schedule a free consultation, visit: W…
…
continue reading
The upcoming presidential election opens the possibility of significant changes to the tax code. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in t…
…
continue reading
You only retire once, so it's important that you get it right. We're sharing some key retirement needs - and a few wants - with you on this episode of The Retirement Income Show with Dave Stearns.By Dave Stearns
…
continue reading
1
89 - The Journey to Unlocking Human Potential with Human Potential Project's, Chris Majer
39:11
39:11
Play later
Play later
Lists
Like
Liked
39:11
Join us in this captivating episode featuring Chris Majer, the visionary founder of The Human Potential Project. Chris shares his journey from athlete to successful entrepreneur, emphasizing the importance of mental and physical performance improvement, customer understanding, and modern management practices. Key Highlights: - Entrepreneurial Inspi…
…
continue reading
Send us a Text Message. Jeff and Brian Akers discuss charitable giving and retirement planning, emphasizing the importance of prioritizing one's time and money, understanding tax implications, and giving back to the community. They share strategies for maximizing charitable deductions, aligning financial decisions with values, and leveraging retire…
…
continue reading
By Parental Advisori Media Group, L.L.C.
…
continue reading
By Parental Advisori Media Group, L.L.C.
…
continue reading
By Parental Advisori Media Group, L.L.C.
…
continue reading
As money managers, we tend to consult history as a guidepost for where markets may be headed, and the further back you look, the clearer the picture often becomes. Nathan and Steve take us on a journey through 100 years of stock market returns, highlighting trends that may surprise you. Also, on our MoneyTalk Moment in Financial History we discuss …
…
continue reading
1
Success Leaves Clues: Ep201 with guest Drew Lindsay, founder of GuruLink
42:38
42:38
Play later
Play later
Lists
Like
Liked
42:38
In this episode, host Robin Bailey and guest host Joshua Siegal interview talent strategist Drew Lindsay, co-founder of GuruLink—a candidate recruitment and career services provider with a reputation as the go-to resource for scaling technical teams in Canada. Drew shares insights on the impact of talent in startups, the challenges of management, a…
…
continue reading
A bonus episode with a brief update on our forthcoming book: The Good Steward. Read the update and get the book proposal 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 episode ideas! S…
…
continue reading
1
Supply Circles: Update on Global Container Shipping industry with Jim Wilson, Shipping Australia
46:52
46:52
Play later
Play later
Lists
Like
Liked
46:52
In this episode, Jim Wilson mounts a passionate and cogent argument for the global shipping industry, especially in support of the industry’s performance during the Covid years.James and Jim discuss the current issues of the industry and look to the future. Issues discussed include:Recent and future expectations of container pricingThe issues for s…
…
continue reading
With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increa…
…
continue reading
1
Generations in the Workplace: Navigating Blind spots, Boundaries, and Gaps
40:38
40:38
Play later
Play later
Lists
Like
Liked
40:38
We're looking into the four generations in the workplace today: Baby Boomers, Generation X, Generation Y, and Generation Z. Steve Seay is guiding us through this conversation about "generations in the workplace". Along with our other Relational Experts, Jim and Rebecca, we're analyzing important questions like: How do we learn to lean into - get to…
…
continue reading
1
Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
1:00:50
1:00:50
Play later
Play later
Lists
Like
Liked
1:00:50
We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
…
continue reading
1
Are These Items on Your Retirement Checklist?
9:14
9:14
Play later
Play later
Lists
Like
Liked
9:14
Are you truly ready for retirement? There are some big questions that you should be asking yourself when it comes to your retirement readiness. Join Tad and Tyler Hill as they go through the 9 things that should be on your retirement checklist. Knowing the answers to these questions is key to setting yourself up for financial success! Along with th…
…
continue reading
The rules on Inherited IRAs have changed since the passing of the SECURE Act 2.0, and if you’re not up to date on the details you may find yourself on the wrong side of some serious tax liability. Donna discusses the options for those receiving on non-spousal inherited IRAs. Also on MoneyTalk, 529 rollovers, qualified charitable distributions, and …
…
continue reading
In RAPM Focus’s latest podcast series, Article Reads, Alopi Patel, MD, narrates “Artificial intelligence and regional anesthesiology education curriculum development: navigating the digital noise” by Kristopher M Schroeder and Nabil Elkassabany. Originally published in Regional Anesthesia & Pain Medicine in June 2024, this daring discourse is now a…
…
continue reading
1
Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
17:33
Play later
Play later
Lists
Like
Liked
17:33
In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
…
continue reading
1
Ins & Outs of Pharmaceutical Manufacturing with Sarah Arington Leach
23:04
23:04
Play later
Play later
Lists
Like
Liked
23:04
In this episode, our guest is Sarah Arington Leach, who currently serves as VP of Strategic Commercialization at Prasco. Her primary objective is to provide pharmaceutical manufacturers with solutions that break down barriers of entry and create access for needed and innovative therapies for patients and caregivers. Prior to Prasco, she worked at O…
…
continue reading
1
Beware of Bargains: Finding Quality in U.S. International Tax Preparation
23:56
23:56
Play later
Play later
Lists
Like
Liked
23:56
In this episode I sit down with Ali Khan, a renowned U.S. international tax CPA from Abitos, to uncover the truth about the international tax preparation industry. Ali shares his expert insights on what sets truly skilled U.S. international tax preparers apart from those who merely claim to be experts. Join us as we navigate the complexities of U.S…
…
continue reading
Clint Bundy, Managing Director, interviewed Dr. Alison Moon, a recent Bundy Group client. Dr. Moon was founder and owner of First Coast Dermatology, a highly successful Florida-based dermatology and aesthetics practice. Clint and Alison discuss the sale process for her practice and key takeaways from building and then exiting a physician practice g…
…
continue reading
1
The Importance of a Comprehensive Financial Plan
14:31
14:31
Play later
Play later
Lists
Like
Liked
14:31
The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that …
…
continue reading
1
217: How to make innovation real: Live from Advisory Board's Clinical Innovation Summit
38:32
38:32
Play later
Play later
Lists
Like
Liked
38:32
Healthcare leaders have dozens of priorities on their plates, and achieving innovation is not as simple as just buying a new technology or implementing a new care model. Frankly, it can be overwhelming not just to see innovations through, but even to get started. So, what does it really take to innovate? And how do you align your organization’s cha…
…
continue reading
1
200: 4 Stewardship Lessons from the Rich Fool (Luke 12:13-34)
41:09
41:09
Play later
Play later
Lists
Like
Liked
41:09
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss 4 Stewardship Lessons from the Rich Fool in Luke 12:13-34 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 Se…
…
continue reading
1
"Treat the Person" - Soleil Acupuncture + Naturopathic Wellness
59:42
59:42
Play later
Play later
Lists
Like
Liked
59:42
Host Dave MacNiven is joined by the team of Soleil Acupuncture + Naturopathic Wellness of Hamden, CT. Soleil uses both eastern and western medicine; weaving together integrative, functional, and allopathic approaches. Director Dr. Lyndsey Maher says that "Soleil was born out of this concept that it's not one or the other; it's both. And both can wo…
…
continue reading
1
A Circular Economy for Plastics and Polymers, Schneider Electric talks with Harry Forbes
27:39
27:39
Play later
Play later
Lists
Like
Liked
27:39
Join this Sustainability Podcast’s Moderator, Harry Forbes, Research Director, ARC Advisory Group, who is joined by Delphine Largeteau, Global Sustainability Consulting Director, Energies and Chemicals, Schneider Electric, and Yasmine McColl, Global Business Development Leader, Chemicals, Schneider Electric, as they discuss the circular economy for…
…
continue reading
1
A Conversation with DGIM Law Partner Monique Hayes
32:32
32:32
Play later
Play later
Lists
Like
Liked
32:32
…
continue reading
Send us a Text Message. Brian and Jeff discuss tax planning strategies for retirement, including Roth IRA conversions, tax bracket management, and inherited IRAs. They emphasize the importance of understanding tax law to minimize taxes and make retirement savings last longer. They also discuss the benefits of contributing to and converting to Roth …
…
continue reading
By Parental Advisori Media Group, L.L.C.
…
continue reading
1
Success Leaves Clues: **Ep200** with guest Rich Appiah, Principal and Lawyer at Appiah Law
33:15
33:15
Play later
Play later
Lists
Like
Liked
33:15
Join hosts Robin Bailey & Al McDonald as they celebrate the 200th episode of Success Leaves Clues reflecting on the friendships that have developed as a result of the podcast and the impact it has had on each of them. "To our wonderful guests, past and present, thank you for sharing your wisdom, experiences, and passion. You have made this podcast …
…
continue reading
1
Buying a New Car: What to Learn from My Experience, Ep #248
22:05
22:05
Play later
Play later
Lists
Like
Liked
22:05
When we decided my wife was going to get a new vehicle, I knew we needed to test drive the vehicle she wanted: A Jeep. She’d never driven a Jeep before. She’d never experienced what it was like driving something with the doors off. So I knew she needed to get behind the wheel to see how it felt. Let me tell you, our Jeep-buying experience was a wil…
…
continue reading
1
Episode 29: Best Practice Advisories and Policies with Systematic Reviews
37:25
37:25
Play later
Play later
Lists
Like
Liked
37:25
In this episode of RAPM Focus, Editor-in-Chief Brian Sites, MD, sits down with Michael Barrington, MD, to discuss best practice advisories and policies with systematic reviews. Best practice advisories and policies tend to stem from the results of systematic reviews and metanalysis, thus the stakes are very high for a journal to ensure that the res…
…
continue reading
The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on o…
…
continue reading
It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…
…
continue reading
1
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer
0:53
0:53
Play later
Play later
Lists
Like
Liked
0:53
Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvis…
…
continue reading
1
What's The Difference Between EBITDA & Net Income?
3:45
3:45
Play later
Play later
Lists
Like
Liked
3:45
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
…
continue reading
1
What's The Difference Between EBITDA & Net Income?
3:45
3:45
Play later
Play later
Lists
Like
Liked
3:45
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
…
continue reading
1
88 - Building a $10M Business in B2B Marketing Supply Chain with LeadCoverage's, Kara Brown
30:13
30:13
Play later
Play later
Lists
Like
Liked
30:13
Kara Brown is the Founder of LeadCoverage, a team of marketing and sales enablement consultants specializing in all the pieces of the B2B conversion cycle: mar-tech stack building (CRM/Automation), sales/marketing operations and enablement, inbound/outbound content, SEO/SEM, social conversion, and measurement. Kara Brown was one of the first employ…
…
continue reading
1
Efficiency and Effectiveness: Are you measuring anything besides the bottom line?
36:05
36:05
Play later
Play later
Lists
Like
Liked
36:05
Efficiency and Effectiveness - BOTH are important! The Accelerate Leadership Group is getting "down to (real) business" in this episode that focuses on these two BIG topics. Rebecca Gruenemeier is leading this conversation around metrics, value, and top-down decisions that truly make a difference. The team also introduces the Four Animals that repr…
…
continue reading
1
How Business Leaders Can "Mind the Soil" for AI and Innovation to Take Root with Stefanie Thelen, Chief Innovation Officer at Object Computing, Inc.
40:19
40:19
Play later
Play later
Lists
Like
Liked
40:19
Innovation in the workplace doesn’t happen spontaneously; it needs to be encouraged and cultivated for change to truly take place. Before your company can make transformative use of emerging technologies such as AI, you must carefully examine your organization’s culture and leadership’s reaction to failure to make the jump to the next level not jus…
…
continue reading