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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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A wise Detroit wedding planner shares behind the scenes real stories of wedding wins, woes and wars. Honest advice, tips and education for couples tying the knot!
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Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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With an influential audience of city mayors, urban planners and architects, this is Monocle’s guide to making better cities, be it new technology, state-of-the-art subways or compact apartments. Nominee in the Smartest Podcast category of the 2019 British Podcast awards.
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DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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An event planner podcast. Helping you have the most impact in your corporate events career.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Andrea Eppolito | Celebrating Life, Luxury, & Above All Else Love
Las Vegas Wedding Planner Andrea Eppolito, ANDREA EPPOLITO
Las Vegas Wedding Planner Andrea Eppolito shares her thoughts on wedding planning, party planning, event design, and luxury lifestyle choices.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on th ...
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Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
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Learn all about investing in real estate in Glendale, Arizona with a combination of real estate financial planning and modeling with numbers specific to Glendale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Glendale).
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A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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Stories about how we make cities for people. Tune in and join listeners from 140 countries. I am Mustafa Sherif (Urban Planner based in Sweden). In this podcast, we don't only talk about making cities, but also about city makers' life careers, journeys, leadership, and hobbies ... In collaboration with AFRY (Urban Planning and Design Section)
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting professionals about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Complete Intelligence is a globally integrated proprietary AI/ML forecasting platform for finance and planning automation. We serve investors, planners, and fund managers. We created different content to assist them in making better business decisions. Learn more about our business: https://www.completeintel.com/The Week Ahead is a weekly discussion with experts on commodities, equities, geopolitics, and politics. It's a weekly dose of markets insights. To learn more, please visit our Youtub ...
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Listen to the latest news, insights and views on topical issues. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services.
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A weekly take on business news in central Indiana. The IBJ Podcast is brought to you by Taft.
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
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The show for those who are more than just car enthusiasts, but are also enthusiasts for the automotive industry. Join us as we talk shop with the top designers, chief engineers and product planners about the latest vehicles they’re bringing to the market.
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Today I want to introduce you to the ultimate freedom machine to expand your horizons and fatten your wallet! Joshua
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In part two of our series looking at conflict and the city, we examine the concept of rebuilding, as well as how the character of the city plays a role in the process. Plus: how to create a new metropolis while showing compassion for the past. See omnystudio.com/listener for privacy information.By Monocle
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The Concerning State of Retirement Savings in the US
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A recent survey shows that about one-third of the US population has nothing saved for retirement. Of those who have something saved, most have less than $100,000. We discuss this low rate of retirement savings, how you can improve your savings rate, and tell a success story of a client who started with nothing.…
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What One Thing? The Importance of Demanding Tools for International Conferences with Geoff Freeman
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In this episode of the "What One Thing" podcast, JT Long, Vice President and Content Director at Smart Meetings, sits down with Geoff Freeman from US Travel to discuss the crucial need for adequate tools to organize international conferences. They delve into why these conferences are vital for advancing economies, science, medicine, and fostering g…
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
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In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
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Right now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.c…
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Is the US dollar doomed? 100% tariffs on Chinese vehicles and why Japan is so hot right now
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The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions. Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss: why t…
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Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre
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I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I…
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Welcome to Episode 177 of The Numbers Game. Jase is back from running the London marathon and shares his observations on how the UK is tackling renewable energy vs where Australia is on the green-scale. We explore Australia's heavy reliance on mining and fossil fuels, the country's infrastructure for supporting sustainable habits, and the path forw…
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Cash or Credit: What's the Best Way to Buy a Car?
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In this week's episode of the Last Paycheck Podcast, hosts and certified financial planners Archie Hoxton and Rob Hoxton dive into the common dilemma of whether to buy a car with cash or finance it. They explore the pros and cons of both options, emphasizing the long-term financial impacts of financing, such as interest rates and the total cost ove…
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Our Retirement Planning Process and Philosophy Part 4: EDU #2420
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Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 4: EDU #2420 appeared first on The …
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Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
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In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca shares how she has evolved SeedSafe from a lifestyle practice in…
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E222: The Impact of Money Scripts on Your Financial Decisions
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Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.By Michael Reynolds
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Balancing Science and Art in Financial Planning with Gary Winslow
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK. Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights int…
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Should I Get a Mortgage for My Retirement Home?
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Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement. OUTLINE OF T…
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This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests? Send your questions for the show to checkyourbalances@outlook.com! Check this episode out on YouTube Find us and send your questions on Inst…
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https://x.com/Indian_Bronson/status/1741862555218522361
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Ep 541: Instagram is driving-up the cost of weddings
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On this week's episode, Dame, Kristen, and Pete dig through new realities of getting married in the 21st century. The result? Kristen reminds Pete and Dame how old they are.By Pete the Planner
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What Really Happens at a Consultation? The Truth Behind Our Student Loan Advice
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Curious about student loan planning? This episode is packed with real-life scenarios, insider knowledge, and practical advice for your student loan journey. Get insight into ambiguous regulations, servicer misinformation and the impact it has on borrowers from Lauryn Williams, CFP®, CSLP®, AFC®, and Justin Kim-Hummel, former client and integral mem…
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I'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and Califo…
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Tomás Pinheiro tells us how Seoul’s first mixed-use development came about and the challenges that it will face in the future. See omnystudio.com/listener for privacy information.By Monocle
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Estate Planning Lessons from the Rockefellers and Vanderbilts
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Retirement has five distinct phases and each of them have their own unique challenges and opportunities. Understanding these distinct phases is importantf or anyone who is approaching retirement or has retired within the past year or two. If you know what to expect on the road ahead, it should lead to a much smoother and more fulfilling transition …
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Black Circle Brewing owner on planting flag on 46th Street, getting an MBA and the pressure to keep creating
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Our guest this week is Jesse Rice, who took a circuitous route to becoming one of Indianapolis’ most unpredictable arts, entertainment and community entrepreneurs. He grew up in a blue-collar family in a small town, and then went to Purdue University with hopes of going to med school. He flipped his focus to finance and ended up working at Enterpri…
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A dollar saved is a dollar that still doesn’t trust you. This week we it’s another edition of financial planner confessions as Christine give you quick tips on how to save money and better allocate your financial resources. Money saving tips such as don’t take kids to candy stores, keep Christine away from espresso beans and how to assign true valu…
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How Do You Actually Use Whole Life Insurance to Create Retirement Income?
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Are you considering using your whole life insurance policy as a source of retirement income? While ledgers and assumptions made by agents can be misleading, the process of distributing money from a whole life policy is not as complicated as it may seem. In this episode, we'll dive into the practical aspects of using your whole life policy for retir…
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2024-05-12 Retirement Lifestyle Advocates Radio w/ Karl Denninger
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Karl Denninger joins your host Dennis Tubbergen on this week’s Retirement Lifestyle Advocates radio show. Denninger expressed skepticism about the recent healthy jobs report, noting that many of the jobs added were in healthcare and government, sectors that add cost to living but not necessarily betterment. He also pointed out that employment in se…
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Welcome to Episode 176 of The Numbers Game. Can a new airline succeed in Australia’s competitive landscape? In this episode, we go through the rise and fall of Bonza Aviation, examining their business model, marketing strategy and what may have contributed to its failure. On this episode, we discuss: Jason’s London Marathon Adventure Analysing the …
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 10 May 2024. This show encourages listeners to consider if they should make a contribution to their superannuation fund before 30 June 2024. The end of financial year is just around the corner and many people are thinking about their tax pla…
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439. European Capital of Culture Trenčín 2026 - Lenka Kuricová
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Lenka Kuricová (Artistic Director, Creative Institute, Trenčín,Slovakia) We are talking about: - The process of being a European Capital of Culture - The Program of Trenčín European Capital of Culture 2026 - Cities in Placemaking program Read the Trenčín city bid book here. _______ Keep Up the Good Work. Keep Loving Cities ❤️️ All opinions expresse…
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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
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Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (…
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Election Promises vs. Retirement Realities: What to Know
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In this episode, Warren Ingram explores the topic of prescribed assets and their potential effects on retirement funds. He delves into their historical context during the apartheid era and clarifies that the ANC's manifesto is distinct from official policy, recommending that investors hold off on modifying their retirement strategies until concrete…
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1015: Friday Q&A: Deleting a Social Security Number for your Child, UTMA Accounts, Sell Old House or Keep as Rental
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On today's podcast we discuss: 1:40 Should I get my child a social security number? 19:54 Why you should open a UTMA account for your children 34:10 Natural baby-birthing experiences 39:10 Should I sell my old house or keep it as a rental? Join me for next week's call at https://patreon.com/RadicalPersonalFinance Enjoy! Joshua…
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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AAH #694 - Autoextremist Brand Meter - Live!
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TOPIC: Brand Image PANEL: Peter DeLorenzo, Autoextremist; Tanya Gazdik, MediaPost; Gary Vasilash, shinymetalboxes.netBy Autoline
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How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…
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How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…
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How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…
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How to Avoid or Minimize Extra Tax from New Higher Capital Gains Tax
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You may have heard that we just had a new budget here in Canada, and increased the taxes on capital gains. Canadians with a rental property, cottage or investments and their tax advisors are scrambling to figure out what to do before the deadline of June 25, 2024. Here are the questions we’ll cover in this latest podcast episode: What is the new hi…
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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
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Joshua Wardle is a financial advisor with Holistic Planning in Nacogdoches, TX. He joins the show today to share how he transitioned into financial planning after four years as a youth minister. If you are considering a career change, this episode is for you! Listen in as Joshua opens up about the founding of his financial coaching business and his…
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In this episode of the NextGen Planners Podcast Amelia chats with Jen Lothian CEO and Co-Founder of My Ark. Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. Join our community: www.nextgenplanners.co.uk
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222 - Bridging the Gap: Annuities in Retirement Planning
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Join hosts Paul Tyler, Tisa Rabun-Marshall, Bruno Caron, Ramsey Smith, and guest Graham Clark from Alex Income as they delve into the pivotal role annuities can play in retirement planning. Learn more about ALEX.fyi: and ALEXIncome: Connect with Ramsey Smith, Founder and CEO: Connect with Graham Clark, Partner and Head of Product: Tune in to the fu…
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1014: How To Avoid Being Nailed By a State Income Tax Auditor
31:38
31:38
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In part one of our series looking at conflict and the city, we explore protests, their effect on the built environment and how activism is shaped by the public realm. See omnystudio.com/listener for privacy information.By Monocle
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I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovati…
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Dividend Investing (Part 1): Making Money While You Sleep
19:21
19:21
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Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them? ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction proce…
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I was recently going through our finances and realized that we may be too cash heavy. Should we reallocate? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privac…
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Luke Mase - Financial Planning for your Future
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Welcome to Episode 175 of The Numbers Game. Senior financial planner Luke Mase joins us to share his industry experience on why financial guidance is crucial for everyone, not just the wealthy. He covers superannuation, retirement planning, and leveraging insurance for protection. Get practical insights to help you secure your financial future. On …
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