))
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
…
continue reading
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
…
continue reading
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
…
continue reading
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
…
continue reading
1
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
2
175
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.
…
continue reading
David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
…
continue reading
India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | 1Million+ Following across Youtube and Instagram
…
continue reading
The Sustainability Story podcast explores how environmental, social, and governance issues intersect with the investment industry and the global financial system. Each episode features insights from leading experts and practitioners who share stories of innovation and real-world experiences in sustainable investing. To reach our hosts regarding sustainability-related topics: Deborah Kidd at [email protected], Nicole Gehrig at [email protected] and Paul Moody at Paul. ...
…
continue reading
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
…
continue reading
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
…
continue reading
Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
…
continue reading
1
Fill The Gap: The Official Podcast of the CMT Association
Tyler Wood, CMT and Dave Lundgren, CMT, CFA
1953
Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the ...
…
continue reading
Welcome to Sal Daher, CFA, where amazing things happen.
…
continue reading
Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
…
continue reading
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
…
continue reading
Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
…
continue reading
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
…
continue reading
Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
…
continue reading
Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
…
continue reading
Welcome to the Saturday Morning Muse and Andy’s Financial Literacy Lessons! Start to your weekend by investing 7-10 minutes of your time to explore topics that are designed to support your journey of personal and professional continuous improvement with a focus on improving financial literacy and financial decision-making. Dr. Andrew Temte, CFA, is the former CEO of Kaplan Professional and is the author of Balancing Act: Teach, Coach, Mentor, Inspire, and The Balanced Business: Building Orga ...
…
continue reading
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
…
continue reading
The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
…
continue reading
The official podcast of the California Faculty Association. Your place for union news, insights and solidarity. More info: https://www.calfac.org/radio-free-csu
…
continue reading
Join Kevin Freeman, the host of Pirate Money Radio, where he talks about the issues of the day and how they apply to money and the economy through a biblical lens. In each episode, Kevin dives into how the geopolitics, markets, and cultural trends impact you and what you can do about it! Kevin Freeman, CFA, is the nation's foremost economic warfare expert and a NY Times bestselling author. The Pentagon hired him to explain the 2008 financial crisis and has briefed virtually all the three-let ...
…
continue reading
SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
…
continue reading
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
…
continue reading
The Timeless Investor Show explores how serious thinkers build wealth, resilience, and lasting success across generations. Hosted by Arie van Gemeren, CFA - The Timeless Investor Show connects history, philosophy, and real-world investing lessons into practical frameworks for today's investors, with a core focus on real estate investing. We study empires, cycles, currencies, and capital stewardship - and translate timeless principles into real-world action. Think well. Act wisely. Build some ...
…
continue reading
Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, education ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
…
continue reading
Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
…
continue reading
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
…
continue reading
Welcome to TerraQUIP Talk, the go-to podcast for drilling, piling, and foundation professionals across Australia, New Zealand, and beyond. Hosted by Mike Dobrota, founder of TerraQUIP Drilling Equipment, this show cuts through the noise with real, on-the-ground conversations from one of the industry’s most respected rig suppliers. Whether you're searching for the best piling rigs in Australia, comparing Kelly Bar vs CFA piling rigs, looking to buy heavy drilling equipment, or just want to kn ...
…
continue reading
Review Powerpoints for Basic Biology
…
continue reading
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
…
continue reading
Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
…
continue reading
Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
…
continue reading
This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA. Disclaimer: This is for educational purposes only. Investments in securities are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.
…
continue reading
Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
…
continue reading
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
…
continue reading
Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
…
continue reading
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: [email protected] or visit www.investedwithyou.com/podcasts.
…
continue reading
This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
…
continue reading
1
Macro Matters - is there any inflation and what will the Fed do about it?
47:14
47:14
Play later
Play later
Lists
Like
Liked
47:14
It is July 14 and this is CPI and PPI week. What will we hear on the inflation front? More importantly, what could tariffs and the One Big Beautiful Bill mean for inflation. Finally, what is the Fed to do with all of this information. Tony Zhang, Blaine Reed and Rich Excell are back to discuss these topics and more!…
…
continue reading
1
Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To
33:32
33:32
Play later
Play later
Lists
Like
Liked
33:32
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions a…
…
continue reading
1
Greg Halter, CFA, Director of Research at Carnegie Investment Counsel
28:10
28:10
Play later
Play later
Lists
Like
Liked
28:10
Today, we’re sitting down with Greg Halter, CFA, Director of Research at Carnegie Investment Counsel. Greg’s path through the financial planning side of the business, his formative experience at the Federal Reserve, and his unique insights into Cleveland’s evolving investment landscape give us a lot to unpack. We talk about why the planning side of…
…
continue reading
1
Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East
13:43
13:43
Play later
Play later
Lists
Like
Liked
13:43
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in sup…
…
continue reading
1
Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
12:27
12:27
Play later
Play later
Lists
Like
Liked
12:27
Melissa Brady, CFA shares her views of the next steps in high yied valuationsBy CFA Society New York
…
continue reading
1
The 3 Biggest Misconceptions About Dividend Stocks
46:31
46:31
Play later
Play later
Lists
Like
Liked
46:31
Many investors believe dividend stocks are always safe and reliable, but there are key misconceptions that can lead to poor investment choices-- if not carefully examined. Today's Stocks & Topics: LEU - Centrus Energy Corp. (ASE), CHKP - Check Point Software Technologies Ltd. (NAS), TLN - Talen Energy Corp. (NAS), FUTU - Futu Holdings Ltd. ADR (NAS…
…
continue reading
1
The 5 Worst Market Crashes of All Time (And What We Learned)
34:21
34:21
Play later
Play later
Lists
Like
Liked
34:21
Markets have always crashed, from the 1929 Wall Street collapse to the COVID crash of 2020. What matters is how you react. Brian and Bo unpack the 5 worst crashes in history and reveal how to build a plan that thrives before, during, and after market chaos. Learn more about your ad choices. Visit megaphone.fm/adchoices…
…
continue reading
1
Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
31:47
31:47
Play later
Play later
Lists
Like
Liked
31:47
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning attorney Jennifer Spalding to identify the hidden risks of beneficiary designations. Listen in to learn the difference between per stirpes and per capita, how probate wor…
…
continue reading
1
What These Engineers Look For In Their Piling Rigs 🏗️🔍
38:48
38:48
Play later
Play later
Lists
Like
Liked
38:48
In this special episode of TerraQUIP Talk, host Mike Dobrota sits down with Kenny O’Sullivan of O’Sullivan Ground Engineering to talk about the realities of tight-access piling, heritage site challenges, and what it takes to build a resilient contracting business. With over 25 years in the industry, Kenny shares his journey from shotcreting to comp…
…
continue reading
Coast FIRE is a strategy where you save and invest enough early in life so that your retirement nest egg can grow on its own through compounding, allowing you to stop making new retirement contributions. Today's Stocks & Topics: GPN - Global Payments Inc. (NYS), BRKB - Berkshire Hathaway Inc. Cl B (NYS), AKAM - Akamai Technologies Inc. (NAS), PANW …
…
continue reading
1
Why Stock Investors Should Take a Closer Look at REITs
46:40
46:40
Play later
Play later
Lists
Like
Liked
46:40
With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields. Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Mye…
…
continue reading
1
3 Ways to Make Your Kid a Multi-Millionaire
1:05:00
1:05:00
Play later
Play later
Lists
Like
Liked
1:05:00
Want your kids to live like millionaires without sacrificing your own financial future? We break down three powerful ways to set up your children for long-term wealth, plus what parents must do (and avoid) to make sure the money lasts. Then stick around as the team gathers questions from out in the wings, including a spicy question on hiding money.…
…
continue reading
1
5 Social Security Traps That Could Cost You
14:12
14:12
Play later
Play later
Lists
Like
Liked
14:12
Exploring Heather Schreiber’s 5 costly Social Security traps and exploring options of how to handle them. I’ve seen it time and again throughout my career: the intricacies of navigating Social Security can trip up just about anyone. So when I saw the headline “5 Sneaky Social Security Traps” in Heather Schreiber’s newsletter, I knew right away this…
…
continue reading
1
Understanding the Differences Between Good Debt and Bad Debt
46:34
46:34
Play later
Play later
Lists
Like
Liked
46:34
Long-term financial growth can be supported by good debt, while bad debt typically carries high costs and offers limited financial benefits. Today's Stocks & Topics: FPI - Farmland Partners Inc. (NYS), DASH - DoorDash Inc. (NAS), OPRA - Opera Ltd. ADR (NAS), CASY - Casey's General Stores Inc. (NAS), questions from our YouTube channel viewers: CAL -…
…
continue reading
1
Episode 187: Couples, Roths, and SPIAs- Oh My!
28:55
28:55
Play later
Play later
Lists
Like
Liked
28:55
In this episode of Retire with Style, Alex Murguia and Wade Pfau explore key retirement planning strategies, including how couples can optimize Social Security benefits, what to do with surplus funds from bond ladders, and the potential benefits of purchasing single premium immediate annuities (SPIAs) from Roth IRAs. They highlight the importance o…
…
continue reading
1
Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group
53:44
53:44
Play later
Play later
Lists
Like
Liked
53:44
Listen to Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group
…
continue reading
1
Money Talks | Money saving tips and listener phone calls
48:36
48:36
Play later
Play later
Lists
Like
Liked
48:36
Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, they talk about the importance of saving and answer a listener question about the value of joining AARP. Hosted on Acast. See aca…
…
continue reading
1
Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025
24:58
24:58
Play later
Play later
Lists
Like
Liked
24:58
What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market …
…
continue reading
In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government’s balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of GDP with the OBBBA. Deficits from around 6% of GDP to over 7% with the OBBBA. Despite the ballooning deficits and debt, markets are celebrating the pr…
…
continue reading
1
Trump Threatens 25% Tariff on Apple iPhones Not Made in the U.S.
46:31
46:31
Play later
Play later
Lists
Like
Liked
46:31
In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices. Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel…
…
continue reading
1
Andrew Carnegie: From $1.20 a Week to $15 Billion - The Steel Baron's Blueprint for Operational Excellence
36:09
36:09
Play later
Play later
Lists
Like
Liked
36:09
Send us a text $1.20 a week → $480 million exit. How did a 13-year-old Scottish immigrant become one of the richest men in history? In this deep dive into Andrew Carnegie's life, we uncover the four timeless principles that built the largest steel empire in the world—and why they're more relevant than ever for real estate investors. What You'll Lea…
…
continue reading
1
Rob Gilman: Is this Commercial Real Estate’s Moment?
24:38
24:38
Play later
Play later
Lists
Like
Liked
24:38
Prices may have bottomed but structural issues persist. Hear from one account who understands it all.By CFA Society New York
…
continue reading
1
Financial Advisors React to Money YouTubers (Part 3)
18:41
18:41
Play later
Play later
Lists
Like
Liked
18:41
In this episode, we explore the biggest money mistakes most people make - from lending to family to buying flashy cars. We also dive into whether buying a home is actually smart, how to think about debt vs. cash, and why having a simple financial system changes everything. Learn how to build wealth the boring but effective way. Jump start your …
…
continue reading
1
#004 - 8 Costly Mistakes People Make When Buying Their First Piling Rig 🏗️⚠️
22:31
22:31
Play later
Play later
Lists
Like
Liked
22:31
In this episode of TerraQUIP Talk, Mike breaks down the biggest purchasing mistakes companies make when investing in piling rigs, from rushing decisions and over-accessorising to ignoring testing and resale value. With over a decade of experience in drilling equipment, Mike also shares surprising stories from the field and straight-talking advice o…
…
continue reading
1
Predicting the Unpredictable with Alex Shahidi
42:41
42:41
Play later
Play later
Lists
Like
Liked
42:41
The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversifi…
…
continue reading
1
The Crusades, the Knights Templar, and Modern Banking
10:23
10:23
Play later
Play later
Lists
Like
Liked
10:23
In this episode of Saturday Morning Muse, Andy explores the historical roots of banking, tracing its origins back to the Crusades and the role of the Knights Templar. He discusses how the need for secure wealth storage during the Crusades led to the development of early banking practices, including the issuance of letters of credit. The conversatio…
…
continue reading
1
Why Patriotism Is Fading & How to Reignite America’s Spirit
48:40
48:40
Play later
Play later
Lists
Like
Liked
48:40
Patriotism among younger generations is at an all-time low, and hosts Kevin Freeman and Mike Carter dive deep into the reasons why Americans, especially youth, have lost faith in the nation’s promise. They discuss how challenges like economic inequality, cultural division, and miseducation are fueling the decline, while sharing inspiring stories of…
…
continue reading
1
Why 2025 Is a Pivotal Year for America's Budget
46:34
46:34
Play later
Play later
Lists
Like
Liked
46:34
The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025. Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), …
…
continue reading
1
The Truth About Dave Ramsey’s 7 Baby Steps
43:38
43:38
Play later
Play later
Lists
Like
Liked
43:38
Dave Ramsey’s Baby Steps have helped countless people get out of debt and start saving, but are they still the best way to build long-term wealth? We explore each Baby Step by highlighting where we agree, where we diverge, and why we believe the Financial Order of Operations (FOO) provides a clearer, more effective roadmap to financial success. We’…
…
continue reading
1
Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement
21:41
21:41
Play later
Play later
Lists
Like
Liked
21:41
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge. This little-known fee can quietly eat into your retirement savings if you're not careful. In this episode, certified retirement counselor Mark Struthers breaks down the top 10 strategies to help reduce or avoid this hidden tax on Medicare premi…
…
continue reading
1
Never Use a Stop Loss Order (Do this instead...)
13:15
13:15
Play later
Play later
Lists
Like
Liked
13:15
Stop-loss orders might sound good in theory, but could they be costing you in practice? Learn why seasoned investors avoid them and what alternative strategies you should consider instead. Get your free Step-by-Step Guide to Options Income: http://options.investlikeapro.co.uk/ More on InvestLikeAPro: https://investlikeapro.co.uk/ Follow me on Faceb…
…
continue reading
1
Gen X Can't Count on the Great Wealth Transfer for Retirement
46:31
46:31
Play later
Play later
Lists
Like
Liked
46:31
Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning. Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental Internati…
…
continue reading
A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. Today, David br…
…
continue reading
1
Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook
1:05:06
1:05:06
Play later
Play later
Lists
Like
Liked
1:05:06
Today’s guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance. Previously, he was CIO and Chief Investm…
…
continue reading
