Best CAIA Podcasts (2024)

1
Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206 24:10

25d ago24:10

24:10

What are the current trends with ETFs? What’s happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility. Matthew believes the ETF market will only continue to grow …

1
How To Earn More In Your Health Savings Account, #209 16:57

4d ago16:57

16:57

One of my favorite ways to save for retirement is through a Health Savings Account (HSA). Too many people overlook a health savings account as a great way to save for retirement and healthcare costs. So how do you get the most bang for your buck out of your HSA? I share some simple strategies that very few people employ in this episode. Disclaimer:…

1
ESG Investing - Episode 64 8:26

5d ago8:26

8:26

Combine your commitment to intentional living and pioneering investment strategies with ESG investing. Matt unpacks the current state of ESG investing, the rise and challenges of ESG metrics, the impact of market shifts, and the political and regulatory challenges that have shaped its evolution. This episode explores how to utilize ESG data effecti…

1
101: ECP's Damon Callaghan and Sam Byrnes 47:22

11d ago47:22

47:22

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!01:00 How we got st…

1
Is Social Security Going Broke? #208 15:05

11d ago15:05

15:05

Will your benefits be there when you need them the most? If so, should you collect your benefits as soon as possible? This is something I’m frequently asked, so much so that I decided it was time to address it. So in this episode of Retire with Ryan, I’ll cover how Social Security works, how long Social Security will remain solvent, and whether or …

1
How to Financially Prepare for Divorce - Episode 63 12:09

12d ago12:09

12:09

Divorce is painful and daunting, but a supportive financial team helps handle the details so you can care for yourself. In this episode, Mac and Andrew offer strategies for navigating the financial aspects of divorce. They take you through organizing your financial documents, understanding asset division, and planning for post-divorce financial ind…

1
feeder sound 429 mixed By hris2 1:43:25

14d ago1:43:25

1:43:25

feeder sound 429 mixed by hris2 (rec at Under the Tree @ Grădina MonteoruWe are excited to have hris2 again in our feeder sound podcast series this weekend."This is a recording from last fall - the second year in a row we had our Swiss guests from Under the Tree over at now beloved and gone Gradina Monteoru, and besides Charlie and myself being the…

1
Top Tax Mistakes to Avoid with Steven Jarvis, #207 28:51

18d ago28:51

28:51

What are some of the biggest tax mistakes you should be avoiding when you file taxes? CPA Steven Jarvis has worked on thousands of tax returns. He focuses on helping people who have a long-term focus. He wants to make sure his clients only pay every dollar they owe and nothing more. It’s not about getting a big tax return. It’s about looking at the…

1
I'm a Retired Business Owner, Now What? - Episode 62 12:09

19d ago12:09

12:09

When business owners decide to retire, they face challenges traditionally employed people do not. Succession planning, replacing your income, and figuring out what to do next are all factors to consider as you approach retirement. Whether you’re looking forward to retirement with relief, excitement, fear, or a combination, Mac and Andrew offer advi…

1
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships 32:33

25d ago32:33

32:33

In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…

1
Planning the Sale of a Business - Episode 61 13:30

26d ago13:30

13:30

Ready to sell your business? Join Mac and Jason as they discuss essential steps of planning the sale of your company. They look closely at key factors like emotional readiness, financial implications, and employee impact. Learn how to navigate offers from private equity firms and how to set yourself up for a smooth transition. Whether you’re aiming…

1
feeder sound premiere: Danilo Schneider & Eveline Fink - Road To Nowhere 8:28

30d ago8:28

8:28

Danilo Schneider & Eveline Fink - Logical Consequence EP [Enough! Music]We are delighted to present and celebrate the latest release from Enough! Music. This time from the label heads themselves, Danilo Schneider and Eveline Fink. Get ready to experience the sheer power of music. Immerse yourself in the pulsating beats and mesmerising melodies of E…

1
The Strong Returns of Investing in US Financial History - with Author Mark J. Higgins 42:14

1M ago42:14

42:14

George Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can …

1
How to Evaluate if Your Financial Advisor Is Delivering Value, #205 22:00

1M ago22:00

22:00

How do you know if your financial advisor is delivering value? Is seeing a financial gain in your investments the only metric you should use? I’ve identified four key areas where your financial advisor should be delivering value to you: Awareness of costs and fees, performance of your portfolio, financial planning benefits, and communication. I’ll …

1
Succession Timing - Episode 60 14:05

1M ago14:05

14:05

Safeguard the future of your business with strategic succession planning. Learn how to pick a successor, when to start planning, and what milestones to hit along the way. Mac and Jason offer expert insights and actionable tips to give you the confidence and clarity needed to initiate this essential aspect of business ownership. Tune in to ensure yo…

1
feeder sound premiere: CNTRL - BRTHN EP (incl. Oscar Jones & Rupert Hartick) [Leftback Intercities] 8:56

1M ago8:56

8:56

feeder sound premiere: CNTRL - BRTHN EP (incl. Oscar Jones & Rupert Hartick) [Leftback Intercities]The next release from Leftback's digital sub-label, Leftback Intercities, is a unique collaboration. @cntrlcntrl, @oscarjonesmusic, and @rupert-hartick have joined forces to create the EP "BRTHN".Discover more: https://www.feeder.ro/2024/06/12/cntrl-l…

1
feeder sound 428 mixed by ZYA (rec at SW32) 1:39:45

1M ago1:39:45

1:39:45

feeder sound 428 mixed by ZYA (rec at SW32)Hello, feeders and music enthusiasts! Welcome to a new episode of the feeder sound series. We are delighted to present a unique set recently recorded by Zya at the 32nd edition of the Sunwaves festival."I am the kind of DJ who tries to fit the context, and daytime slots offer much freedom to explore. Here …

1
What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204 28:19

1M ago28:19

28:19

What should you expect once you’ve hired a fee-only financial advisor? Fee-only financial advisors typically offer financial planning, investment management, or a combination of both. In this episode, I’ll cover what each process will be like because what you’re hiring your financial advisor to do will determine how your experience will be (and wha…

1
100: Private Equity Co-investments with Neuberger Berman 41:58

1M ago41:58

41:58

It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

1M ago31:36

31:36

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…

1
Succession Planning 101 - Episode 59 11:06

1M ago11:06

11:06

You've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a successor, and how to make the transition as smooth as possib…

1
feeder sound 427 mixed by Ruslan Masalygin [Buta Records] 1:01:06

1M ago1:01:06

1:01:06

feeder sound 427 mixed by Ruslan Masalygin [Buta Records]Welcome to the latest episode of the feeder sound podcast! This week, we are thrilled to feature an exceptional artist making waves in minimal house and breaks genres.Ruslan Masalygin launched his music career in 2008, diving into the world of minimal house and breaks. Together with Mhrrmv an…

1
feeder sound premiere: Pascal Benjamin - Drive [Dirty Hands] 9:07

1M ago9:07

9:07

feeder sound premiere: Pascal Benjamin - Drive [Dirty Hands]Per Hammar’s @dirtyhandsrec imprint delivers the debut LP, ‘Echoes Of A Galaxy’, from @pascal-benjamin this June, comprising twelve original compositions from the Dutch artist. Hailing from the Netherlands capital city of Amsterdam, producer and DJ Pascal Benjamin has been releasing his tw…

1
How To Find and Hire a Fee Only Financial Advisor (Part 3), #203 24:40

2M ago24:40

24:40

How do you find a fee-only financial advisor who’s the right fit for you? I’ve outlined a detailed process that you can use to not create a list, research your list, and interview and hire the perfect fit for you. I’ll cover it all in this episode. This is Part 3 of a five-part series about financial planners to celebrate the release of my first bo…

1
The Greatest Example of Fund Marketing: Blackstone's BREIT 19:22

2M ago19:22

19:22

Exposing the Real Story Behind Blackstone's Real Estate Income Trust (BREIT)Join us as we delve deep into the complexities surrounding Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets. I'm revisiting a previous episode with Phil Bak…

1
feeder sound 426 mixed by Connie Yin 1:01:28

2M ago1:01:28

1:01:28

feeder sound 426 mixed by Connie Yin"This fun mix was recorded in my Bushwick, New York home studio in May 2024. The music I gravitate to has always been quirky, often bouncy, with lots of intelligence AND attitude. It is an emotional mix starting a bit on the darker / dronier / minimally side and slowly getting techy, deep, and ending playfully fu…

1
The 3 Types of Financial Advisors (Part 2), #202 19:37

2M ago19:37

19:37

What are the three different types of financial advisors? Why do I believe a fee-only financial advisor is the best? If you’re considering hiring a financial advisor for the first time—or questioning if your current advisor has your best interests at heart—don’t miss this one. It’s part 2 of my series in which I’m covering some of the topics in my …

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

2M ago32:43

32:43

In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…

1
Financial Advisors: What Do They Do and Why Hire One (Part 1), #201 19:24

2M ago19:24

19:24

I’ve spent the last 18 months writing the first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor,” which will officially be published on May 28th. I wrote this book to help everyone find a financial advisor who will put their interests first. Why? I see too many bad financial advisors harming their cl…

1
Tax Laws for Charitable Contributions - Episode 58 13:55

2M ago13:55

13:55

Crafting a legacy of giving through charitable donations is fulfilling and strategic when aligned with your financial plan. This week, Andrew and Mac talk about the taxes related to charitable giving and the various donation strategies available to maximize your philanthropic impact and tax relief. From the simplicity of cash donations to the fores…

1
🚨 feeder sound premiere: Odette - Deep Down And Closely [VDKDGTL] 5:09

2M ago5:09

5:09

🚨 feeder sound premiere: Odette - Deep Down And Closely [VDK DGTL]Join the weekend vibe with the latest musical release from Dutch DJ and producer @odette-official on her digital imprint VDKDGTL. The track "Deep Down and Closely" showcases an immersive soundscape and a passion for grooves and breaks that recall the ‘90s/‘00s IDM.Read more: https://…

1
IRS Update For Inherited IRAs and Roth IRAs, #200 16:55

2M ago16:55

16:55

Have you inherited an IRA from a non-spouse who passed away after 1/1/2020? Beneficiaries of pre-tax retirement accounts have always had to pay taxes on what they inherit. However, on 1/1/2020, the SECURE Act was passed, changing the annual amount that beneficiaries would have to withdraw. Beforehand, non-spousal beneficiaries could: Cash out the a…

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

2M ago26:21

26:21

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…

1
Non-Traditional Charitable and Political Giving - Episode 57 8:11

2M ago8:11

8:11

Combine your generosity of spirit with your track record of smart investing to make a real difference in the world. Join Jason and Mac this week to learn innovative approaches to blending financial strategy with social change through non-traditional charitable and political giving. In this episode, we’ll discuss impact investing, program-related in…

1
🔊 feeder sound 425 mixed By Cora M 1:36:49

2M ago1:36:49

1:36:49

feeder sound 425 mixed By Cora M"In this podcast, we'll explore the subtleties of Minimal / Microhouse characterised by their minimalist approach and finesse in rhythm construction. Each track is carefully selected, creating an immersive atmosphere where every sound has its importance. Deep basslines, hypnotic vocals, and subtle textures intertwine…

1
5 Things To Know About Divorce and Social Security, #199 18:22

2M ago18:22

18:22

If you are divorced and approaching 62, you may qualify for social security benefits based on your ex-spouse's earning record. But who qualifies? When can you collect it? How much can you collect? Does your ex-spouse find out? I’ll answer the things you need to know in this episode of Retire with Ryan. You will want to hear this episode if you are …

1
99: Global Equities with Janus Henderson 39:35

2M ago39:35

39:35

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show!Overview of Podcast with Julian McManus, Janus Henderson Investors02:00 Getting int…

1
Transferring Your Family Business - Episode 56 12:15

3M ago12:15

12:15

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retireme…

1
feeder sound premiere: IULY.B - Dark Safari [Adam‘s Bite] 7:33

3M ago7:33

7:33

feeder sound premiere: IULY.B - Dark Safari [Adam‘s Bite]@iuly-b delivers his debut album ‘Dimensions’ via Switzerland’s @adamsbite in April 2024, comprised of eleven originals from the Romanian artist.Across the past decade Iasi, Romania’s IULY.B has steadily stamped his mark on the underground scene through his releases on the likes of Metereze, …

1
Busting 10 Medicare Myths, #198 14:45

3M ago14:45

14:45

Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you, and so much more. That’s why I’m busting the 10 most commonly perpetrated Medicare myths so you’ll know how to discern fact from fiction—and put your mind at ease. You will want to hear this …

1
Paying for College - Episode 55 14:38

3M ago14:38

14:38

Juggling life, kids, and money makes planning for college feel overwhelming, but it's super easy to start and maintain! It’s totally normal to feel the weight of tuition prices and unsure about how to give your children the best opportunity to succeed. Mac and Andrew are here to walk you through getting started, and how to keep it going through all…

1
feeder sound premiere: J Gabriel & Shaun Reeves - Imposter Part 2 [Convent] 8:13

3M ago8:13

8:13

feeder sound premiere: J Gabriel & Shaun Reeves - Imposter Part 2 [Convent]@jgabriel and @shaunreeves collaborated on the “Delivery” EP for Convent label, born from their shared love for minimal house music. The tracks were crafted through experimentation with analog equipment similar to a Moog modular synth and vintage Roland SH2."Shaun and I were…

1
feeder sound premiere: Chech - Regular Guy (Reboot remix) [FAFO Records] 7:33

3M ago7:33

7:33

feeder sound premiere: Chech - Regular Guy (Reboot remix) [FAFO Records]In the labyrinthine landscape of underground electronic music, FAFO Records proudly introduces its latest addition to the fold. Hailing from the vibrant Spanish region of Galicia and with a musical journey spanning over 15 years, Chech brings a wealth of experience and creativi…

1
7 Tips To Protect Yourself From IRS Scammers, #197 12:56

3M ago12:56

12:56

How can you protect your data and personal information from IRS scammers and criminals? Everyone is afraid of being audited by the IRS. Maybe you’re scared you may have filed your taxes incorrectly. Criminals take advantage of that fear to perpetuate their scams. But there are some simple things you can do to avoid falling victim to these scams. I’…

1
98: Artificial Intelligence in Wealth Management 1:01:40

3M ago1:01:40

1:01:40

In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…

1
🟠 feeder sound premiere: Fedo - Laci EP [Atrium] 12:04

3M ago12:04

12:04

🟠 feeder sound premiere: Fedo - Laci EP [Atrium]@atrium-records, the Amsterdam-based record label and events collective has recently unveiled its latest EP titled "Laci or Rio De 13". This captivating release features three masterful originals by Ukrainian-Greek producer @sergeyfedorov, showcasing his rich musical universe and diverse range of mood…

1
Raising Financially Savvy Children - Episode 54 11:56

3M ago11:56

11:56

Raising financially savvy kids is hard, especially with so much flashy marketing competing for their attention and cash. Financial literacy is essential, but it's largely neglected in school so you’re left to fill the void. In this episode, Mac and Andrew offer practical strategies for teaching your kids about budgeting, banking, saving, taxes, and…

1
9 Ideas For Investing Your Tax Refund, #196 11:00

3M ago11:00

11:00

Do you usually get a tax refund? What do you typically do with your tax refund? Do you have it earmarked for a specific purpose? As we’re inching closer to the tax filing deadline, I thought it would be interesting to share some ways you can wisely invest your tax refund. I’ll cover 9 ideas you can consider to make good use of your money. You will …

1
Helping Your Child Buy a Home - Episode 53 10:29

3M ago10:29

10:29

As a first-time homebuyer, your kid may have limited resources. You’d like to be able to help, but what's the right way? This week, Mac and Andrew dig into the different strategies to help your child buy their first home, exploring IRS thresholds for cash gifts or the tax benefits of becoming your kid’s landlord. They’ll guide you through the emoti…

1
Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195 13:59

3M ago13:59

13:59

Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save you a significant amount of money on your taxes when you start making withdrawals. I’ll share how to take advantage of the process as well as mistakes to avoid making in this episode of Retire with Ryan. You will want to hear this epis…

Podcasts Worth a Listen

CAIA Podcasts

Podcasts Worth a Listen

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