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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
 
Quick coverage of the leading practitioner journal in the investment management community. Get a 5 minute snapshot of each issue of the Financial Analysts Journal in the Editor's Snapshot with Managing Editor Heidi Raubenheimer. Also find summaries of the research articles and interviews with authors. All the original Journal articles can be found on https://www.tandfonline.com/toc/ufaj20/current
 
We speak to exceptional individuals to uncover deep insights into business, entrepreneurship, personal growth, investing, and multidisciplinary thinking. Learn how to improve your finances, find better investments, and pursue authentic lifelong growth, wisdom and happiness. Ken Majmudar, CFA is a Harvard Law grad and founder of Ridgewood Investments.
 
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com
 
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Tea and Crumpets

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Tea and Crumpets

Will Brown and Adam Eagleston

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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.
 
Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.
 
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 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 reviews wee ...
 
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 purpose only. Any part of this podcast should not be considered as investment advise. Kindly consult your financial advisor for the same.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
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Money Notes

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Money Notes

Ryder Taff, CFA, CIPM

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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.
 
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.
 
Frontier has a long and rich history of investing in mutual funds and having managed billions of dollars in strategies made up of actively managed and index mutual funds. We bring deep knowledge and access to what we believe to be some of the best investment managers anywhere. These experts need to stay on top of economic trends, the political environment, and the direction of developments worldwide. They also need to have in-depth knowledge of the businesses that drive our economy and secur ...
 
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 ...
 
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.
 
The ETF Investor – brought to you by the ETF Specialists, etfSA.co.za. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
 
The Sustainability Story presented by CFA Institute is an audio interview series of conversations with thought leaders in the world of ESG integration and sustainability. The topics include anything and everything about where finance intersects with environment, governance, sustainability, social, climate change, biodiversity, human capital management, sustainable investing, impact investing, regulations, standards, and more. Host Matt Orsagh, CFA, CIPM is a senior director of capital market ...
 
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Behind the Markets Podcast

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Behind the Markets Podcast

Behind the Markets on Wharton Business Radio

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Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and wr ...
 
Your ultimate destination for CFA ® Exam Domination. Our focus at the Financial Analyst Warrior is to help you navigate through your CFA Level 1 candidate journey in order to become a successful charterholder. The CFA Level 1 Hacks provide a fail-proof plan designed to take you by the hand, step-by-step and show you exactly the most crucial elements that you need to master in order to pass your CFA Exam once and for all. CFA Level 1 Hacks will teach you the most important formulas to memoriz ...
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
 
Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
 
The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://anchor.fm/investinalts/support
 
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The Retirement Oasis Podcast

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The Retirement Oasis Podcast

Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

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The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
First World Manila Podcast - where we discuss economic and urban development policies that will increase the standard of living of Mañilenos and Filipinos in general. Hosted by Ramon Rodrigo Kalaw Cuenca, CFA, the founder and director of First World Manila. First World Manila - the brand that uses art, vlogging, and podcasting to make Philippine economic and urban development policies understandable to the broader Philippine public. Mabuhay! ¡Viva!
 
Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, 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 men ...
 
Welcome to Qodwa: Your Virtual Mentor podcast, an initiative run by the CFA Society of Bahrain. The aim of this podcast is stemmed from Qodwa’s original vision; to pay it forward. At Qodwa, we understand that not many people have the privilege to access to mentors, coaches and executives to give them quick advice. This is why we will bring those meaningful conversations that we have and deliver to you the answers on multiple topics and questions that may cross your mind from time to time
 
Discussion about current events, culture, independent candidates, business, education, travel, death and taxes, global mobility, citizenship and residence by investment options, Americans abroad, FATCA, CRS, citizenship renunciation, Green Card abandonment, citizenship taxation, PFIC, GILTI, foreign trusts and more ...
 
Smart women are investing in two key assets these days, themselves and Real Estate! Join your hosts Elisabeth Embry and Jason Hartman twice a week as they bring you exciting authors, entrepreneurs, top-tier investors and financial experts that are sharing their secrets of success. Learn tips and tools to apply to your own career, business, and life from experts such as: Lori Ann LaRocco (7-Steps To Success In Business), Nancy Doyle (CFA, Manage your Financial Life), Darlene Coquerel (CEO of ...
 
Wiley Efficient Learning provides smarter professional exam preparation by combining superior content with a proven online learning methodology. Built around a 30-minute “Bite-sized” content framework, all lessons contain text and multimedia elements, as well as mini-diagnostic assessments. Progress and outcomes are constantly tracked and regularly reported back to students for self-assessment, building the confidence and motivation critical for success on high-stakes exams such as the CPA, ...
 
Barbara is a former top-ranked sell-side Equity Analyst and the Founder of Brady Capital Research, a leading-edge research and strategic consulting firm. She is also the author of the upcoming book "Ubernomics: The Next Generation of Business Strategy" and was one of the first analysts to publish an in-depth research report on the sharing economy back in the Fall of 2014. Barbara ranked as an All-Star Analyst for four consecutive years, achieving top-three standing each year in the Business ...
 
email: money@mpbonline.org Money Talks airs Tuesday mornings at 9 Central Time on MPB Think Radio and over the internet at mpbonline.org 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 are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Cha ...
 
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The CMA Show

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The CMA Show

Nathan Liao, CMA / Anchor

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Welcome to The CMA Show! In every episode we go inside the minds of the most successful Management Accountants i.e. CFOs, Corporate Controllers, VPs of Finance so you can learn how to move up the ranks just like they did. You'll learn the aha moments that led them to where they are today, lessons learned along their career trajectory, and how you can replicate their success. The show is sponsored by CMA Exam Academy, the instructor-led prep course helping professionals around the world pass ...
 
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show series
 
December 2, 2021 - Participants Include: Daniel Mazzola, CFA, CPA - American Portfolios John Richardson - @Expatriationlaw ___________________________________________________ The retirement planning opportunities offered by entitlement to US Social Security are enormous. US Social Security payments are comparatively larger than equivalent plans in …
 
This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how competitive advantages are seen and rewarded during earnings season. On the other hand, stocks that did not hold their weight in earnings feel the market's wrath.…
 
Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously. Year end planning with tax-loss harvesting is mentioned, seeing the tax benefits of taking a loss in the market. Following, investment basics with Exchange Traded Funds (ETFs). Our team of experts explains what an ETF …
 
Is there a real possibility of future stock market returns being lower than historical averages? Are lower returns in 2022 inevitable? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re…
 
Certified management accountants are like accountants with superpowers. Being a CMA means you’re a leader, which unlocks plenty of additional opportunities with high earning potential. In this episode, I want to cover how being a CMA gives you a great shot at a career in the corporate world, as an entrepreneur, or as an educator. ---------- RESOURC…
 
BIO: Anthony Iannarino is a writer, a speaker, an entrepreneur, and an author of three books. STORY: Anthony invested $1,200,000 in two brothers working on a revolutionary nanoparticles project. When they needed more money, he found the brothers a good investor, but they decided to go with another who required them to move from their hometown. Half…
 
February 28, 2019 - Participants include: John Richardson - @Expatriationlaw Tim Smyth - @Tpsmyth01 _______________________________________________________ In 2014 the Alliance For The Defence Of Canadian Sovereignty filed its FATCA lawsuit against the Government of Canada. The trial was held in January of 2019 in the Federal Court of Canada. In Ju…
 
Show from 12/3/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “…
 
Creating wealth is surprisingly simple, but it isn't easy. Depending where you are at in your wealth-building journey, your experience may be vastly different from others. In this show, we'll talk about our 5 Levels of Wealth - and let you know which one you might fall in, and how to know you're doing it right. Check out our website for more inform…
 
BIO: Garrett Roche is Chief Investment Strategist at Uxbridge Capital Advisors, a private wealth advisory firm in New York City. STORY: Garrett got caught up in the Nokia stock when the technology bubble hit. He hung on to the stock for too long even though it was clear the stock was not about to go up. He lost 60% of his investment. LEARNING: Take…
 
November 27, 2021 - Participants Include: Dr. Laura Snyder - @TAPInternation Dr. Karen Alpert - @FixTheTaxTreaty John Richardson - @Expatriationlaw Question: Are Americans abroad part of the US community/society? "When The US Taxes Americans Abroad But Excludes Americans Abroad From The Benefits Offered to US Residents ..." The list is endless. It'…
 
Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and Richard Thaler, and then hear how he …
 
My guest today is Sam Namiri, Co-founder and Co-portfolio Manager of the Ridgewood Select Fund - a focused fund that concentrates on investing in publicly traded small and micro cap companies. In our wide ranging conversation, Sam talks about his upbringing as a Persian American Growing Up in Los Angeles, his experiences starting and running a succ…
 
Bitcoin and other cryptocurrencies have been exploding this year. So should you add crypto to your financial investments? And are you missing out if you don't? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
Check out Jeremy’s latest podcast on Héctor Colón’s Servant Leadership by listening on “Apple Podcasts” or “Google Podcasts” or read below for Héctor Colón’s Journey From Boxing Ring to Boardroom. #61 – You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was a…
 
We talk with William Burckart, President and COO at The Investment Integration Project (TIIP) and co-author of the book “21st Century Investing”. We discuss TIIP’s focus on system-level investing, that aims to help investors understand that healthy portfolio returns are dependent on healthy systems on which we all depend. We talk about how the mana…
 
The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds of mutual funds, and the growth and evolution of products. Furthermore, the team discusses the legitimacies of Washington's Infrastructure Bill and the Build Back Better plan. The talk moves t…
 
BIO: Mike Lung is the Director of Brokerage at Allendale Inc, which is best known for specializing in the Agriculture sector since 1985, working with farmers, ranchers, merchandisers, and others to hedge their risk when it comes to buying and selling agricultural products/inputs. STORY: Mike got into the wheat market without a plan or any research.…
 
Why do YOU give to charities? Our crew will give their reasons while you think about yours and think about any questions, you’d like to ask our Chartered Financial Analysts about making charitable donations or any personal finance question that comes to mind. Extra reading: https://www.usa.gov/donate-to-charity https://www.fbfs.com/learning-center/…
 
November 29, 2021 - Participants Include: Virginia La Torre Jeker - @VLJeker John Richardson - @Expatriationlaw Two Solitudes = U.S. State Department and U.S. Treasury Virginia and I continue our podcasts in which we clarify myths and misconceptions about renouncing US citizenship. This podcast emphasizes the difference between the immigration/nati…
 
In today’s episode, Rusty and Robyn talk with Ben Vaske, Investment Research Analyst at Orion Portfolio Solutions. They discuss current market conditions, The Weighing Machine podcast, digital assets, and plenty of podcast and book suggestions. Key Takeaways Five market factors to pay attention to for the remainder of the year: earnings, interest r…
 
November 29, 2021 - Participants Include: John Richardson - @Expatriationlaw Jimmy Sexton - @JimmySextonLLM David Lesperance - Lesperance Associates Continuing our podcast series: For Good And Evil Podcast 1 - October 25, 2021 For Good And Evil Podcast 2 - November 1, 2021 For Good And Evil Podcast 3 - November 8, 2021 For Good And Evil Podcast 4 -…
 
Many, MANY debates have been had about whether or not you should use a credit card. So in order to be a true financial mutant, should you go get a credit card? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they joined our firm. Annalee Kruger, Founder & President of Care Right, Inc., joins us to talk about why planning for the aging process is so critical. This featured segment serves as a prelude to our…
 
BIO: Thanawit Ounsakul is a Petroleum Engineer with enthusiasm for business and the people behind it. He is a long-term investor who has been riding the financial wave since 2006 and blogs about his investment views. STORY: Thanawit came across a stock whose valuation seemed ok, and analysts said it would go up drastically. He bought it without fur…
 
https://newper.blogspot.com/2021/11/your-spending-and-your-values.html Friday, November 19, 2021 Your Spending and Your Values Money Talks expert hosts are Chartered Financial Analysts from New Perspectives. They’ve posted a new blog on their website new per.com Money Talks can be heard live on MPB Think Radio Tuesdays at 9am. Or listen to the podc…
 
Could we be headed for another stock market crash in 2022?! Nobody knows when the next market crash will be, but it's important to prepare your money for anything. In this episode, learn how to manage fear and greed, and prepare your money and your emotions for the next market crash. Check out our website for more information. Subscribe on YouTube!…
 
BIO: Sakthivel Thevar is a highly sought-after international speaker and Maximum Performance coach within the business and corporate circles. STORY: Sakthivel was looking for a mentor when he first joined the corporate world. Without much thought into it, he went with the first guy who offered to mentor him. He didn’t gain much from the mentor even…
 
November 24, 2021 - Participants Include: Dr. Laura Snyder - @TAPInternation Dr. Karen Alpert - @FixTheTaxTreaty John Richardson - @Expatriationlaw ___________________________________________________ On November 19, 2021 Congressman Beyer introduced HR 6057, the "Tax Simplification For Americans Abroad Act". This bill was the subject of two blog po…
 
Shirin ra'ayoyin masu sauraro na wannan rana tare da Nasiri Sani ya baku damar tofa albarkacin bakinku ne dangane da shigar da jamhuriyar Nijar ta yi cikin jerin kasashen da suka tilastawa jami’an aikin lafiya da kuma daliban su karbar allurar rigakafin cutar korona domin dakile yaduwar ta.By RFI Hausa
 
Joe Saul-Sehy from The Stacking Benjamins Podcast guest-hosts with Brian to talk about building wealth like a pro and financial lessons from his new book Stacked. Check out Stacked now! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to fin…
 
Check out Jeremy’s latest podcast on Donor-Advised Funds by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Reasons To Set Up a Donor-Advised Fund Today. #60 – Is charitable giving one of your goals during retirement? If yes, then this episode is for you. Today, we’ll help you make your charitable contributions more tax-effic…
 
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full…
 
BIO: JB The Wizard received his name from his clients when seemingly hard-to-explain breakthroughs were happening in business when he was simply focusing on the individual. STORY: JB was already a master of self-development and alignment, but he needed another skill to make more money. So for over 14 years, he learned all about online marketing. Th…
 
November 11, 2021 - Participants Include: L.J. Eiben - Raymond James - @L_Eiben John Richardson - @Expatriationlaw ___________________________________________________ Mr. L.J. Eiben is a Financial Advisor at Raymond James. The information in this podcast and contained in these slides was obtained from sources RJA and believed to be reliable; howeve…
 
Do you dream of retiring from your job? No so fast. We have a list of boxes to “check off” in the decade before you make this dream a reality. The final decade before retirement is an opportunity to strengthen a retirement plan and tie up any remaining details that can help secure your future. Brighthouse Financial published an article that will be…
 
The world is changing and it's time to change with it. As global debt and inflation rise, how can investors navigate the challenges of the global economy? In today’s episode, Rusty and Robyn talk with Dirk Hofschire, Senior Vice President of Asset Allocation Research at Fidelity Investments. Prior to joining Fidelity, Dirk was a foreign service off…
 
November 22, 2021 - Participants Include: John Richardson - @Expatriationlaw Jimmy Sexton - @JimmySextonLLM Continuing our podcast series: For Good And Evil Podcast 1 - October 25, 2021 For Good And Evil Podcast 2 - November 1, 2021 For Good And Evil Podcast 3 - November 8, 2021 For Good And Evil Podcast 4 - November 15, 2021 In this episode we con…
 
Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies. More on how to save money in estate planning situations, wills vs trust funds, and generational giving are discussed in fur…
 
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