Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Daily highlights and exclusive interviews from Dubai's most informative news and business radio show. With a round-up of the day’s most important business stories, providing local content and context on the international issues that matter.Presented by Richard Dean & Brandy Scott.
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The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they wi ...
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M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Rick J. Krebs, M&A Advisor, CPA and CEPA
M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
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The New Cold War podcast by Edward Lucas gives authoritative and up-to-date commentary and perspective on the European security crisis, and its implications for the United States. Formerly a senior editor at The Economist, the world’s foremost newsweekly, Lucas is now a senior vice-president at the Center for European Policy Analysis (CEPA). He writes a weekly column in the London Times. Lucas has been writing and broadcasting about the region for the BBC, NPR and other outlets since the mid ...
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Stay up to date with some of the biggest regulatory and chemical management stories from the last 30 days. Every month Chemical Watch News & Insight journalists will explain the background and significance of some of our key stories, giving you additional context and insight into the regulatory and chemical management developments affecting you, your team and your organisation.
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The Ignite Your Business® Podcast presented by GREENCREST is a resource for business owners, entrepreneurs, CEOs and other central Ohio business leaders to exchange ideas and learn from interviews with other highly respected business professionals. The subject matter includes an in-depth look at a multitude of business topics, including leadership, management, marketing and company culture. Join us and Ignite Your Business℠!
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29 Oct 2024. We get the latest on the UAE and Vietnam's Comprehensive Economic Partnership Agreement, or CEPA. Plus, as oil prices plunge following Israel's attack on Iran we look at what's happening in the markets with oil expert Matt Stanley. And, it's BeautyWorld - as fragrance houses gather in Dubai to showcase their latest products we speak to…
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Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain
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In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…
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Dragon's Den star Kelly Hoppen reveals her business mantra.
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07 Nov 2024. We look at what Trump's presidency means for the global markets, but also for us here in the UAE. We'll also have the latest on the UAEs CEPA trade deal with Australia and Lulu supermarket's heavily oversubscribed IPO. Abu Dhabi food company Agthia – best known for Al Ain water – reported a 24% jump in profit, for the first nine months…
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06 Nov 2024. We bring you the latest on our US election broadcast special as it happens. We have a stellar line-up of analysts and commentators including CNN anchor John Defterios who explains what either presidency could mean for trade and tariffs here in the UAE. Plus, we hear from our very own Brandy Scott over in the swing state of Pennsylvania…
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05 Nov 2024. We speak to Brandy live from Pennsylvania – fresh from a Trump rally – now muscling her way into Kamala’s final public speech. And, with hours to go until the US election, economist Scott Livermore has been crunching the numbers on what Trump – or Harris – means for the UAE. Plus, starting salaries for professional roles are down in th…
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A weak US jobs report puts the economy front and center on election eve...
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04 Nov 2024. As the US election draws closer - we speak to our very own Brandy Scott who's been at one of Donald Trump's rally's in Pennsylvania. Plus, we speak to office real estate broker Toby Hall – he left Dubai for the bright lights of London, but has boomeranged back to Dubai. And, we find out about the region's first electric mobility experi…
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Tributes paid to Colm McLoughlin of Dubai Duty Free
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01 Nov 2024. We look back on the life and career of Colm McLoughlin, the man who built Dubai Duty Free into a $2 billion global icon. Former colleagues Gerald Lawless and Dave Cattanach. Plus, it’s the ultimate showcase of luxury on the water! The Pre-Owned Boat Show is back at Dubai Creek Marina, Abdulla Ali Al Noon - Director - Special Projects, …
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Making Estate Planning Easier with Dan Baron of Baron Law
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In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your asse…
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Gold prices Soar! What does it mean for your next jewelry purchase?
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31 Oct 2024. We talk Diwali-nomics with Andrew Naylor from the World Gold Council as global gold demand surges - why are investors flocking to gold while jewellery demand drops? And we checked whats happening on Gold Souq with Chandu Siroya, Managing Director, Siroya Jewellers & Vice Chairman of Dubai Gold & Jewellery Group. Plus, we discuss the st…
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Dubai has unveiled a record budget for the next three years.
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30 Oct 2024. What does it mean for the economy? We ask Daniel Richards, MENA Economist at Emirates NBD. Plus, we broadcast live from the Coca-Cola Arena for the Binance Blockchain Week - we talk all things crypto: Binance CEO Richard Teng joined us live and Dubai blockchain guru Saqr Ereiqat. And, PwC Middle East teams up with OpenAI—what’s next fo…
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Italy's ITA Airways begins its first route into the UAE.
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28 Oct 2024. We talk to the CEO of NMDC Group about their earnings and discuss the latest Lulu IPO price range. Plus, we speak to Pierfrancesco Carino, VP International Sales, ITA Airways about its first flight to the UAE. We also look at the demand for RAK hotels with RAK hospitality. And, we speak to author Dan Pink, who’s had SEVEN business book…
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Tesla soars 22% for its best day in a decade…
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With new numbers showing just how much aviation contributes to Dubai's GDP - we speak to airports boss Paul Griffiths. Plus, on the back of that monster Tesla rally, analyst Monte Saffediene crunches the numbers on Elon and the rest of the Magnificent 7. And, on our last day broadcasting from Dubai CommerCity we speak to one of their residents who …
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Simplifying Estate Planning with Dan Baron of Baron Law
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In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…
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Majid Al Futtaim is bringing parking from Parkin into its malls - we get the details with Khalifa Bin Braik, CEO at Majid Al Futtaim Asset Management. Plus, as Gold trades close to record highs, veteran gold trader Jeff Rhodes joins us live. And, Knight Frank expects Riyadh's population to increase by nearly 40% by 2030. What will that mean for the…
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Is Dubai’s property bubble about to burst?
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Economist Daniel Richards joins us live with a tale of two summits: IMF in Washington and BRICS in Russia. We also speak to the woman behind a real estate startup that has just raised 10 million in seed funding - Amira Sajwani. And, we're buying more affordable homes, says Valustrat but has what you’re getting for your money changed? We speak to th…
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Lulu supermarket experiments with an autonomous store format
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We have the latest on the BRICS Summit in Russia today where UAE President His Highness Sheikh Mohamed will meet with several world leaders - China’s Xi Xinping and India’s Narendra Modi are among the delegates. We also speak to the CEO of Lulu Retail about the hypermarket group's hotly anticipated IPO. And, we get the inside story on our home for …
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We cross live to Washington DC, with Economist Rudolph Loymeyer - he explains why Dubai has FALLEN in a ranking of the world’s top cities. Plus, we speak to Sameer Lakhani about the upcoming LuLu IPO. And, as sales transactions hit record highs in Dubai’s property market - we speak to Zhann Jochinke of Property Monitor. See omnystudio.com/listener …
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'Entertainer' could eventually go public, says founder.
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18 Oct 2024. As ECB cuts rates for the third time, we look at whether the inflation genie is back in the bottle with Ed Bell of Emirates NBD. We also speak to serial entrepreneur Donna Benton of the Entertainer on being a good negotiator and whether an IPO could be on the horizon. Plus, it's Gitex - we find out how virtual reality headsets are chan…
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17 Oct 2024. It's Gitex and we're looking at Dubai's booming demand for businesses to buy and rent robots. We also speak to Abhi CEO Omar Ansari about their new round of credit funding. Plus, we get a sneak peak at the next phase of AI with the CEO of Google-spinout, SandboxAQ. And, we speak to the guys from Espace Real Estate about what their Q3 n…
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16 Oct 2024. Abu Dhabi has confirmed plans for a ‘Sphere’ music venue. It’s signed a deal with the company that owns the $2 billion Las Vegas Sphere, which opened in 2022 with a residency by U2. We'll discuss that and what it means for the UAE. Plus, it's Gitex week and we've been speaking to a small army of CEO's this morning including Abu Dhabi t…
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Dubai’s Trade Centre Roundabout is set for a major overhaul.
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15 Oct 2024. We speak to Director of Roads at the RTA, Hamad Al Shehhi – who reveals details about their latest plan for Trade Centre roundabout which aims to ease the congestion. Plus, as Dubai's housing boom turns into a renovation boom, we speak to contractors direct about the business of getting things done. And, we're looking at the chemical i…
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DP World’s 1-billion-pound UK investment is reportedly back on.
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14 Oct 2024. DP World’s GBP1 billion investment in the UK seems to be going ahead. So, how important economically is the UK as a destination for UAE investment? On the first day of Gitex, we speak to Microsoft about its billion dollar investment in G42 and their plan to work on 'responsible AI'. Plus, Boeing is set to axe their workforce by cutting…
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Could Elon's "We Robot" launch work in the UAE?
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11 Oct 2024. We have the latest from Elon Musks robot taxi launch event in California where he has also unveiled human-sized robots called "Optimus robot". We also speak to Trefor Murphy the boss of Cooper Fitch - he has been measuring job creation in the UAE and Saudi. Plus, we speak to Dr Saeeda Jaffar of Visa to get her take on the new move by t…
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10 Oct 2024. We discuss Dubai’s new strategy that would see 90 per cent of all transactions be cashless by 2026. We also look at ticket prices on the back of our discussion about air fares and profits yesterday - industry body IATA breaks it down for us. Plus, as the US government seeks the break-up of the world’s biggest search engine, Google, we …
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Travel prices to surge 11% for winter holidays.
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09 Oct 2024. We've got the latest on the UAE federal budget and what it means for Dubai. We also speak to online travel shop Wego about why travel prices have surged for winter holidays and if there's any way to get around it. Plus, we speak to Sovereign Wealth guru Diego Lopez about Abu Dhabi’s rainy-day fund: all $1.7 trillion of it. And, we spea…
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Funding for regional tech start-ups falls.
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08 Oct 2024. As Sheikh Mohammed bin Rashid, Vice President and Ruler of Dubai unveils a project to boost the country's agriculture sector and help address food security issues, we speak to Mark Tester, Professor at KAUST + co-founder of Red Sea Farms LLC. Plus, as startups in the UAE see a boom in early stage investment, we speak to Philip Bahoshy …
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Why is the UAE such an important market for weight loss drugs?
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07 Oct 2024. We speak to the man who makes Mounjaro, Ilya Yuffa, President of Eli Lilly’s global operations, who explains why the UAE is such an important market for weight-loss drugs, partly due to the high rate of diabetes and obesity. Plus, as Taaleem sees enrolment in their schools increase by 33%, we speak to CEO Alan Williamson about their ex…
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04 Oct 2024. Flying taxis in Dubai moved a step closer, after Parkin signed a deal with European company Skyports to build take-off and landing zones. We speak to the man building the take-off and landing zones in Dubai - Daniel O’Neil of Skyports. Plus, it's Zurich's Blue Sofa on the Business Breakfast with the Director of Urban Planning at Dubai …
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The UAE economy saw the weakest expansion in three years last month
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03 Oct 2024. That's according to the latest S&P Purchasing Managers Index, with a reading of 53.8. We crunch those numbers with economist, Ed Bell of Emirates NBD. Plus, with travel disruption across the region, we speak to aviation expert Vinamra Longani about the logistics and costs of cancelled flights. And, there's a massive port workers strike…
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What's happening to oil amidst regional conflict?
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02 Oct 2024. As oil jumps several dollars following a sharp escalation in regional conflict - we have analysis from Ed Bell of Emirates NBD. We also speak to the man who’s just raised Dhs700 million, by selling an office block in Dubai Internet City - the CEO of Emirates REIT joins us live. Plus, as part of our new "Made in the UAE" series we hear …
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UAE petrol prices at two and a half year low
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01 Oct 2024. On the back of our petrol price drop, we find out more about what shapes fuel pricing with oil economist Paul Hickin, live from Fujairah and Ed Bell, Senior Director, Emirates NBD. Plus, as global car makers issue a series of warnings of slow sales - we speak to Sebastian Fuchs, Managing Director, AutoData Middle East. We also speak to…
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It's nearly petrol price day - but when should we fill up?
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30 Sept 2024. We preview tonight’s petrol price decision with oil expert Matt Stanley. Will lower crude prices make it cheaper to fill up YOUR car? And ADNH catering is set to offer 40% of shares in IPO - we get the latest with IPO watcher Sameer Lakhani. We also speak to the CEO of IKEA - how much more INGATORP could see in this region? Plus, we s…
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UAE Central Bank expects the country to see stronger economic growth this year
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27 Sept 2024. We cross live to Wellington to discuss the UAE- NEW Zealand CEPA that's just been agreed with New Zealand Trade Minister Todd McClay. Plus, as Abu Dhabi's hotels hike prices by 375% for the Coldplay concert - we'll ask a hotelier if it's fair! And, we talk the economics of cricket, with West Indies batting legend Richie Richardson. Se…
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Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
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Could UAE based Agtech 'Pure Harvest Smart farms' be going public?
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26 Sept 2024. We look at why Dubai agri-farmer Sky Kurtz wants another hundred thousand dollars and whether going public could be on the horizon. We also catch up with PR supremo Sunil John about his new gig. Plus, we look at the office rental market with the team from Knight Frank - we find out what occupiers are looking for and what they're willi…
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President Mohamed meets the CEOs of Microsoft and Nvidia
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25 Sept 2024. President Mohamed meets the CEOs of Microsoft and Nvidia on his America trip - we cross live to Washington, for the latest on that US visit, with Afshin Molavi of Johns Hopkins University. And, we talk lanyard-nomics - asking an event organiser and a badge producer why we're still hanging a piece of paper in plastic round our necks in…
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Mega Expansion Plan of Expo City Exhibition Centre
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24 Sept 2024. We look into the 10 billion dirham expansion plan that has been approved for the Dubai Exhibition Centre at Expo City Dubai -- which will ultimately make it the largest indoor exhibition space in the region with Natalie Crampton of TEC. We're also checking on the falling interest rate environment with Faisal Hasan of Al Mal Capital. A…
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California legislation; Taiwan registration; EU derogations for a jet fuel preservative
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In this episode, North America desk editor Julia John talks about California legislation that could limit phthalates in IV bags, bisphenols in children's products and more. Asia senior reporter Uzair Aftab talks about how businesses are dealing with Taiwan's upcoming deadline for registering more than 100 priority existing chemicals. Finally, senio…
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UAE President Sheikh Mohamed Bin Zayed Al Nahyan is set for a historic visit to the US
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23 Sep 2024. We look at the visit of Sheikh Mohamed Bin Zayed Al Nahyan to the United States and the AI collaboration between the two nations as we chat with Sammy Bousaba, Chairman of AmCham Dubai. Plus the expert who coined the term presenteeism, Sir Cary Cooper of University of Manchester explains why he finds employers who expects staff back in…
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20 Sep 2024. The iPhone 16 goes on sale today, amid reports of weak demand, but shares fell Monday after a closely followed analyst warned that demand has been lower than expected. Is this a sign that the AI software just isn't ready? Tech analyst Richard Windsor joins us live. Plus, we look at whether some of this week's joint ventures and new com…
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Daylight - The One Important Thing to Watch When The Market Goes Haywire
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"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…
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What does the FED decision mean for us here in the UAE?
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19 Sep 2024. As the Fed – and UAE Central Bank – cut rates by half a percent, we find out what that big rate cut means for the UAE and what happens next with investor Keith Fitzgerald live from Seattle. We also look at what it means for Dubai property with John Lyons of Espace Real Estate. Plus, as Naomi Campbell moves into Dubai Hills Business Par…
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Does working from home mean low productivity?
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18 Sep 2024. As Amazon orders workers back to the office five days a week, we dissect the pros and cons with Polly Williams of TishTash and John Butterworth of 10k Solutions. We also speak to recruitment boss David Mackenzie about what this means for talent attraction. Plus, as part of a new series we're looking at companies that make things right …
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These 10 Wealth Principles Are the Key to Financial Freedom!
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Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. C…
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How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel
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Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here Join us for a special Thursday Edition! This we…
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Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…
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Britain’s Warren Buffet launches in Dubai.
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17 Sep 2024. We discuss the UAE's new investment campaign with actor Idris Elba and whether we could see a Lulu IPO launch by the end of next month. We also speak to the investor known as ‘Britain’s Warren Buffet’. Terry Smith manages 37 billion pounds and he’s just launched in Dubai. Plus, Oman has big IPO plans - including what could be the bigge…
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When's the best time to book your winter holiday travel?
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16 Sep 2024. Gold has set a new record- what's driving it and what impact will the Fed have this week? Dan Richards of Emirates NBD explains. Plus, Boeing workers are striking after rejecting a 25% pay rise- we speak to legal plane spotter Nick Humphrey about what this could mean for the end user. And, if you're looking to travel this holiday seaso…
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13 Sep 2024. Big focus on EVs! We're hearing rumours of rising car insurance premiums, especially for EV's, we speak to Avinash Babur, CEO and Founder, InsuranceMarket.ae. Plus, shift gears with Sebastian Fuchs, Managing Director of Aut4oData Middle East, to discuss the electrifying 250% rise in EVs and the rapid growth of Chinese car brands in the…
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12 Sep 2024. We look at what's putting oil prices under pressure with oil broker Matt Stanley live from Singapore at APPEC 2024. And, as our IPO train continues to chug on, we ask market watcher Sameer Lakhani how retail investors decide which offerings to get involved in. Plus, as NMDC Energy begins trading on ADX we speak to NMDC Energy CEO, Ahme…
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