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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an ...
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Welcome to Cropcast, bringing you all the on crops and soils. Each month, SAC Consulting advisor, Tiffany Mactaggart will be joined by a range of industry experts, bringing you timely updates and the latest research to help you make decisions in the field. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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A podcast about the inflection points that shaped some of the most significant companies of our time. Crucible moments are pivotal decisions that determine your trajectory. In Season 2, hear from founders and leaders like Steve Chen of YouTube, Drew Houston of Dropbox, Frank Slootman of ServiceNow and Tony Xu of DoorDash, Steve Huffman of Reddit and more about how they navigated the challenges and opportunities that defined their stories. Hosted by Roelof Botha of Sequoia Capital. The conten ...
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This is a podcast about hill farming in Scotland, brought to you by the Scottish Farm Advisory Service. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Styling Advisory Podcast - Personal Styling Business Interviews
Sarah Cohen: Founder, The Styling Advisory
Welcome to The Styling Advisory Podcast, the ultimate destination for personal stylists and image experts ready to supercharge their business. Ranked in the Top 3% of podcasts globally, we dive deep into marketing, sales strategies, and insider tips from industry leaders who’ve transformed their styling businesses into thriving enterprises. Each episode is packed with actionable advice, real-world success stories, and interviews with global fashion mentors to help you attract more clients, g ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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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.
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Welcome to Podbytes! Listen to KPMG in Canada leaders and subject matter experts on a vast range of topics including our Audit, Tax, Advisory and Enterprise services. | Bienvenue sur PodBytes! Écoutez les dirigeants et les experts techniques de KPMG au Canada parler d’une vaste gamme de sujets, dont nos services-conseils et nos services aux entreprises, d’audit et de fiscalité.
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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 ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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This irregular podcast series examines what is happening in the unstructured data automation market. Three topics - Thirty Minutes, that's the format! Topics range from the state of Blockchain, IDP, ECM, and the impact of AI on unstructured data. Deep Analysis provides advisory services, industry research, and M&A guidance. info@deep-analysis.net Deep-Analysis.Net
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Real Estate/ Business
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Podcasts from our wellbeing experts
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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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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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Rural RoundUp is Scotland’s Farm Advisory Service’s regular Podcast, hosted by Kerry Hammond, featuring a roundup of the latest news, information and opinions from some of our other Podcast show hosts. Listen to find out what new information, events and resources are available through the FAS website, and get to know someone working in Industry with our short segment “What’s on your desk?” Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range o ...
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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Listeners’ Advisory is the San Diego Public Library (SDPL) podcast and audio access point that connects users with SDPL services, facilities, and staff. Enjoy a mixture of narrative-driven segments, in-depth interviews, and roundtable discussions about everything from professional recommendations to community-centric matters. Now in its third season, the Listeners’ Advisory podcast strives to engage listeners with unique content that expands perspective and knowledge.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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The Earth’s soils, rocks, air, water, plants and animals are all valuable resources that provide a wide range of services and benefits. These resources need to be carefully managed and maintained to support a healthy functioning environment. In this Natural Capital podcast series, hosted by Rachel Smillie and Harry Fisher, we will explore different natural capital assets and their value to Scottish agriculture and the rural economy, including the opportunities and risks for the future. Hoste ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.
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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to “Cyber Compliance and Beyond,” a Kratos podcast that will bring clarity to compliance, helping put you in control of cybersecurity compliance in your organization. Kratos is a leading cybersecurity compliance advisory and assessment organization, providing services to both government and commercial clients across varying sectors including defense, space, satellite, financial services, and health care. Through "Cyber Compliance and Beyond," our cyber team of experts will share thei ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Interested in more knowledge and expertise in the games industry? Host Chris Wren is Co-Founder of XDS Spark, Founder of XDS and former Chair for the Advisory Committee. As a 20 year veteran in the videogame industry, Chris talks to movers and shakers addressing external development in the areas of Art, Co-development, Audio, QA and Localization across all platforms. Published monthly. External Development Summit (XDS) is the only annual, international games industry event with a primary foc ...
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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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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Crofting Matters – Matchmaking New and Retiring Crofters (Updated)
38:30
38:30
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Many aspire to having and working a croft, however crofts are difficult to obtain, at least in the more productive and scenic areas. At the same time, retiring crofters sometimes find it hard to give up their business, their source of income and home. The Scottish Land Matching Service is designed to help aspiring new producers, whether crofters or…
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Episode 231: Five Habits for Financial Success
25:56
25:56
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As the holiday season approaches, building healthy financial habits is more important than ever. In today’s episode, we explore how to achieve lasting financial success. We kick off with inspiring movies about major successes, like Hidden Figures and Remember the Titans, then dive into five key habits to boost your financial well-being. From reduci…
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The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to ha…
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Financial planning is much more than investing and constructing a portfolio. You have to take your entire picture into account, which isn’t easy to do on your own. That’s why you want to surround yourself with a trusted group of professionals who can guide you through each aspect of planning. In this episode, we’re going to talk about the best appr…
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Ever felt the chill of a silent room after asking for questions, only to be met with zero raised hands? Or maybe you’ve found yourself buried in commercials, losing valuable family moments during the big game. This week, David shares his latest volume of Mental Tips, Tricks, and Lifehacks with seven unique strategies to make life smoother, smarter,…
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What 4 million dollars can get you in this economy
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In this episode, Grant and Bill discuss what 4 million dollars can get you in this economy, end of year strategies for 2024, 1995 called they want their housing market back.By Grant Dorhout
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In this episode, Grant and Bill discuss is silver the new gold, plan to work after retirement, what Medicare does not cover, and taking action to protect a family member from themselves.By Grant Dorhout
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Why your dream retirement home could come with one nightmare of a problem
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In this episode, Grant and Bill discuss why your dream retirement home could come with one nightmare of a problem, unpacking the CPI, gold bars and a 24-pack of TP, and following in the steps of an investing giant.By Grant Dorhout
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49 CAS Sales: Building Accounting Client Personas
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Got a question? Text me! On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clea…
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Want to start saving for a child before they are born? Quint and Logan talk about how to do that.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Life insurance is vitally important, and often never actually used, which makes it a difficult sell for some people. Donna and Nathan discuss how different types of life insurance policies work, who they are most appropriate for, and the critical role they can play in managing your risk. Also on MoneyTalk, understanding restricted stock units, and …
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CMMC’s security requirements are not new. What is new about CMMC is the level of rigor. With the recent publication of the CMMC rule, DoD is ever closer to requiring contractors to comply with CMMC security requirements and back them up with an assessment. The CMMC Rule, like any new regulation, is packed with details. Details that have been rumore…
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This week, Phil talks about the election, the latest on earnings, but more importantly a slew of economic data that tells us the economy is doing okay.
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You may think of ETFs and mutual funds as similar products used to accomplish the same goal, but in reality ETFs and mutual funds have less in common than you may think. Donna and Nathan debunk some common myths about ETFs, and explain how they can be used as part of a balanced portfolio. Also, on our MoneyTalk Moment in Financial History, Nathan a…
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48 CAS Culture: Brand & Tech as a Retention Strategy
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Got a question? Text me! On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll…
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Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Episode 383 - When a Roth Doesn’t Make Cents
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Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today’s show, we’re about to blow your mind by playing the devil’s advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may no…
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Episode 376 - Key Strategies for Sustainable Retirement Income Planning
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“I’m retired, now what?” How does one find that balance between excessive and overly conservative withdrawals? Every retiree’s situation is different. On today’s show, Dennis will uncover some key strategies to help guide you into discovering a withdrawal balance that’s right for you. He’ll also take a closer look at the article, “3 key considerati…
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Today we're diving into the unique financial challenges and opportunities facing Generation X as they navigate retirement planning. We'll discuss the impact of student debt, housing costs, and the diminishing role of pensions on Gen X's financial futures. We'll also explore strategies for maximizing retirement savings, optimizing investments, and p…
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In this episode, we discuss how the upcoming election could affect retirement-related issues, including Social Security, Medicare, taxes, and other financial factors. Our financial advisor examines potential policy shifts and provides insights on what they could mean for those planning their retirement. If you're interested in how election outcomes…
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“Aging with Dignity: What are Your Five Wishes” and “What are the Differences in Boomers and Millennials?”
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Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Additionally, Abby Wilson and Scott Jordan will explore an engaging topic: “What are the Differences in Boomers and Millennials?” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is a…
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During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.By Greg Gunther
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In this episode, we sit down with Jeremy Bryan, a seasoned Senior Portfolio Manager, to delve into the world of portfolio management and investing strategies. Jeremy shares his insights on diversifying investments, risk management, and the importance of a long-term investment horizon. Tune in to learn how you can build a robust investment portfolio…
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In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.By Michael Mcguire
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Financial Fraud: Keeping Yourself Protected
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Financial fraud and scams are seemingly everywhere these days. It seems like barely a day goes by without a new attempt to trick you through email, text, or social media. And now, there’s a new scam out there known as pig butchering. In this episode, Wade will break down this pig butchering scam, along with other common financial scams that you may…
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In today’s episode, we dive into the significance of the 2024 Presidential Election. While every election impacts the country, this one feels especially critical, with far-reaching consequences that extend beyond U.S. borders. Our guest is Alex Krainer, a former hedge fund manager, market analyst, and creator of the I-System trend-following model. …
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1
Matchmaking New and Retiring Crofters (Updated)
38:30
38:30
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38:30
Many aspire to having and working a croft, however crofts are difficult to obtain, at least in the more productive and scenic areas. At the same time, retiring crofters sometimes find it hard to give up their business, their source of income and home. The Scottish Land Matching Service is designed to help aspiring new producers, whether crofters or…
…
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1
How does the Election Impact Your Finances?
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Daniel and Logan talk about the upcoming election and how that can influence a financial plan.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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October 2024 Mailbag: Non-Partisan Pre-Election Special
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Mailbag! This week, David welcomes back an expert as we open up focusing on risk... in its prominent forms of tolerance and also capacity. Then, a non-partisan look at the upcoming election: “What truly drives America forward—regardless of political tides?” Some chicken soup for American souls..... At close, a special missive from a Foolish investo…
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Retirement Must Haves: Estate Planning Bare Minimums
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Has your estate plan become a dusty relic? In this episode, Mark and Evan Fricks discuss legacy planning and how to make it a part of a robust roadmap that reflects your current wishes and complies with ever-changing laws. Discover how Advance Directives can be essential, especially if you live across state lines, and how they can possibly prevent …
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Happy Halloween! The BOOCast Team is conjuring up a spook-tacular episode brimming with fang-tastic fun! Get ready for a haunting dose of eerie Halloween stats, a bone-rattling debate on candy corn (trick or treat?), and a reveal of the top costume picks for 2024. Plus, we’ll sink our fangs into the best Halloween sweets and unearth the ghostly ori…
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Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle
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Send us a text In the latest episode of The Retirement Evolved Podcast, we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to…
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Now is the time to start getting your financial ducks in a row in preparation for year end. Donna and Nathan take us through some of the items that should be on your tax planning checklist, including tax loss harvesting, IRA contributions, whether you’ve paid enough taxes for the year, inherited IRA distributions, RMDs, and more. Also on MoneyTalk,…
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On MoneyTalk we strive to provide timely and relevant topics to help guide our listeners’ financial decision making. Nathan discusses a bold tail risk hedging strategy, the pros and cons of stock buy backs, and the explores the existential question, what is money? Host: Nathan Beauvais, CFP®, CIMA®; Original Air Dates: 7/28/2023, 8/23/2023 & 4/10/2…
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Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circ…
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Want Something Done? Ask a Busy Person to Do It.
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In this episode of the Above Board Podcast, John Kennedy gets into why busy people often get the most done. He explains "productive momentum" and shares how focus, discipline, and a purpose-driven approach can separate truly productive people from the merely busy. With practical strategies like setting shorter deadlines, batch working, and prioriti…
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Daniel and Allie talk about taxation on this type of investment.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Election 2024: What's at Stake for the Stock Market? | Doll Capital Insights
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PODCAST INFO: Podcast Website: https://www.buzzsprout.com/2275003 Apple Podcasts: https://podcasts.apple.com/us/podcast/doll-capital-insights/id1716393279 Spotify: https://open.spotify.com/show/0nhTHqfhzkTZIdx32RmnE6?si=e4027cb1ad094c3d RSS: https://feeds.buzzsprout.com/2275003.rss SOCIAL: - LinkedIn: https://www.linkedin.com/in/scott-w-doll-cmt-60…
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Tune in to this engaging executive fireside chat featuring Marc-Alexis Côté, VP & Executive Producer at Ubisoft, as he shares valuable insights on the games industry with Joe Nickolls, CEO of Timbre Games Studio. Marc-Alexis discusses his career journey, the evolution of today’s gaming landscape, and the crucial role of external development in driv…
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115. Mastering Money Conversations and Goals
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Have something to ask or share? Send us a text! Imagine having the confidence to talk openly about your finances without fear or embarrassment. On Cashflows, Kenneth Baucum and I confront the societal stigma that keeps us from discussing money matters. We uncover the powerful benefits of emulating successful individuals and stress the foundational …
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How Glean CEO Arvind Jain Solved the Enterprise Search Problem – and What It Means for AI at Work
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Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is arguably an even harder problem. One of the reasons enterprise search is so difficult is that each individual at the company has different permissions and acc…
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This is the big week for tech earnings. Can they continue to support the market? Listen in as Phil will cover that as well as the latest on consumer savings.
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As Americans jump from job to job more frequently, the tendency to cash out their small 401(k) rather than rolling it over increases, adding to our already declining national savings rate. Donna and Nathan discuss how one proposal that’s been circulating aims to address this problem, the lifetime savings account. Also on MoneyTalk, the problem with…
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47 CAS Marketing: Intuit Connect Preview - Building a Brand for Growth
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Got a question? Text me! On today’s episode of CAS Minute, we dive into key insights from my session at Intuit Connect on building a brand for your CAS practice. We’ll explore what defines your brand identity, why it's important to maintain consistency across the entirer client experience, and build trust through transparency. Tune in to learn how …
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Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Optimizing Benefits: Open Enrollment Strategies for Pilots
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Join Timothy P. Pope, CFP®, as he explores what to expect during open enrollment, a key time for pilots to reassess and select their benefits for the upcoming year. As we approach the end of 2024, it's essential to make informed decisions that align with both your immediate needs and long-term financial goals. This episode provides a thorough break…
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Learn about fixed index annuities (FIAs) and how they work. Discover the potential benefits and risks of investing in FIAs. Understand the key features to consider when evaluating FIA options.By Cory Sickles
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This episode explores the 6 core issues that can shape your retirement. We'll cover important topics like savings management, tax considerations, healthcare costs, and investment strategies. Whether you're planning for retirement or already there, these key factors are worth understanding to help navigate your financial future with more clarity.…
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