show episodes
 
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Stay ahead of the accounting & finance curve with weekly insights on emerging technology, human intelligence and digital transformation. AICPA & CIMA's global community helps you leverage disruption today to prepare your profession for tomorrow. The Association of International Certified Professional Accountants shares exclusive interviews from finance professionals across the world. They unpick crucial trends in cybersecurity, blockchain, artificial intelligence, data analytics, robotic pro ...
 
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ell ...
 
Join international speaker and Managing Director at Ultimate Access Anju De Alwis for a series of informative podcasts. Anju invites you to explore the world of business management.For these episodes Anju will be discussing the following topics. CIMA case study exams (OCS, MCS, Gateway and SCS). Various topics on AccountancyStrategic business managementTo book a FREE one to one session with Anju go to the website www.ultimateaccess.net and send a contact request
 
For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week o ...
 
Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post ...
 
Starting in 2006 "Cosmology Podcast" is being monthly aired worldwide. Thank you for listening to my Podcast. As it turns out, there are a lot of you out there :) Enjoy my worldwide radio show or tune into "Cosmology" live: Every Friday 18:00-19:00 on www.safariradio.gr,all Thursday 3:00 pm (GMT) on www.Puresound.fm, all Sunday 5:00 pm (GMT3) on www.trance.cl / Chile, 2:00 pm (EST) Mexico, 6:00 pm Argentina, 8:00 pm (UTC,GMT) U.K, 9:00 pm (CET) Espana, every wednesday 11 am on www.antena6.fm ...
 
In this podiobook: Young Jack Spencer sees his father's boat-building business destroyed by a powerful land developer. In desperation, he sets out on a dangerous adventure through time to find pirate treasure and bring it home.When Jack finds himself aboard the pirate ship 'Revenge' with Captain Jameson's crew, he enters a life and death world of ship battles, jungle islands, prison escapes, gold, and treachery.Set sail on a rollicking high-seas adventure and live the wild, uncertain life of ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Loading …
show series
 
Live at The Wonderland Ballroom with Allison Lane, Haywood Turnipseed Jr, Kate Flaherty, Mathias, Rosie Cima Please do not listen to this if this is your first YMTE. This is episode 792. Please start with any other. It's our first live show since the global pandemic so it's a little off the rails. And I'm wearing a luchador mask for the duration of…
 
"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world." At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. …
 
With the financial industry being dominated by men, it makes sense to dedicate time to focus solely on financial issues related to women. Since I am not a woman and can’t speak personally about these issues, I have invited my good friend, Tanya Nichols from Align Financial, to help me tackle this month-long series on Women, Money, and Retirement. T…
 
"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic" Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person …
 
RIP ZZ Top's Dusty Hill with Joe McAdam Remembering the bassist of rock and roll's weirdest bands. Read Remembering ZZ Top Bassist and Airport Worker Dusty Hill on Recommend If You Like Follow Joe on Twitter Donate to our Patreon Basking in the relentless horniness of 80s ZZ Top lyrics pic.twitter.com/NXXIIZXvWf — Joe McAdam (@joemcadam) July 30, 2…
 
In this podcast: 1. Ernst Stolz, 2. Poeticall Musicke, 3. Alison Crum and Roy Marks, 4. Ensemble Mirable, 5. Mediva, 6. Alison Crum and Roy Marks, 7. Ernst Stolz, 8. Poeticall Musicke, 9. New York Consort of Viols, 10. Music for a Winter's Eve, 11. Ernst Stolz, 12. Dufay Collective, 13. New York Consort of Viols…
 
WA State Long Term Care ACT Update with Special Guest Robb Stottlemyer EWM Private Client Insights SUBJECT: UPDATE Washington State - The Long Term Care Trust Act. There is a small window of opportunity for Washington State residents to apply for an exemption from the premium tax. Washington State Legislators have passed a bill to create and public…
 
Choosing the right withdrawal strategy is a big part of rocking retirement. Knowing how you will withdraw your money each month will ease the pressure that comes with leaping into retirement and boost your confidence. The right retirement withdrawal strategy for you may not be the same as the one your friend uses, the one you just read about, or ev…
 
Live at The Hungry Brain with Al Scorch, Esmeralda Leon, Whitney Wasson, Jessica Risker Al Scorch for house band Esmeralda Leon for co-host Whitney Wasson for Sober Rabbit Jessica Risker for Music Therapy The Hungry Brain for venue Chicago for city Donate to our PatreonBy Brandon Wetherbee
 
"I am SO excited to be on my way to Vegas!" In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're …
 
In this podcast: 1. Alison Crum and Roy Marks, 2. Ensemble Mirable, 3. Pellingmans' Saraband, 4. Trio Dafne, 5. Poeticall Musicke, 6. Ensemble Carpe Diem, 7. Ernst Stolz, 8. Wildcat Viols, 9. Ensemble Carpe Diem, 10. Music for a Winter's Eve, 11. Alison Crum and Roy Marks, 12. SCD, 13. Gilles Zimmermann, 14. SCD, 15. Ensemble Carpe Diem, 16. Poetic…
 
Join host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint de…
 
When it comes to creating your retirement withdrawal strategy there is no one-size-fits-all solution. You have to determine what is right for you. That’s why we have been exploring different withdrawal strategies this month on the Retirement Answer Man show. If you missed the last couple of episodes go back and listen to learn about the safety-firs…
 
Tax Increases We have been asked recently about our thoughts on the potential tax increases this year. Democrats want to pass a budget by the August recess, which we think is a pretty quick turnaround time. If they’re successful in getting the budget passed in July or early August then second step, the actual legislation, […]…
 
In this podcast: 1. Poeticall Musicke, 2. Alex McCartney, 3. Poeticall Musicke, 4. Ernst Stolz, 5. Pellingmans' Saraband, 6. Ernst Stolz, 7. Alison Crum and Roy Marks, 8. New York Consort of Viols, 9. Dufay Collective, 10. Wildcat Viols, 11. Alison Crum and Roy Marks, 12. Alison Crum and Roy Marks, 13. Poeticall Musicke, 14. Ernst Stolz, 15. Mediva…
 
In this week’s educational episode, Keri Fish, Chief Operations Office at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions. Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline. Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan […]…
 
One of the biggest questions of retirement is how to withdraw your money. You can’t have a successful retirement without first planning how to withdraw your money. That is why we are discussing different retirement withdrawal strategies this month. Last week we covered the infamous 4% rule and today you’ll learn about the safety-first approach. In …
 
EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker Lydia started her professional journey in the corporate world and due to her strong leadership skills, and coaching style, she built a successful long term career with multiple opportunities. With over 12 years of leadership and coaching experiences, she sp…
 
Have you considered what kind of withdrawal strategy you plan to use in retirement? There are more to choose from than you may realize. Over the next 4 episodes, we will focus on different withdrawal strategies and how to choose one that fits your needs. On this episode of Retirement Answer Man, we’ll cover the most notorious retirement withdrawal …
 
Tune in to this week’s educational market update as Adam Vansant explains the importance of moving day averages when it comes to your portfolio. Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]…
 
Welcome back to the last episode in this Listener Questions series. From time to time I step away from our usual monthly themes and dedicate an entire month to answering your questions. This week I have requested help from friends to answer your burning retirement questions. Press play to learn more about the rule of 55, Social Security, using HSAs…
 
"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening". Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas. That's why all this month we've been marking the occasi…
 
Recommend If You Like with Afriti Bankwalla, Lolo McGrath, Sophie Lucido Johnson, Ian Graham, Joe McAdam, Norman Quarrinton, Jenny Cavallero, Haywood Turnipseed Jr, Mary Beth McAndrews, Kaylee Dugan Recommend If You Like is a new arts and culture magazine by Brandon Wetherbee. This episode features the first 10 writers of RIYL. Afriti Bankwalla (2:…
 
Kandace Barnes is a Washington native, graduated from Seattle Pacific University with a degree in marketing before earning her M.B.A. . She then a post baccalaureate in Visual Communications. With a passion for problem solving and cutting through the clutter, Kandace spent the first half of her career focusing on product marketing, communication, a…
 
"What's the one topic or technology you'd like to hear more about?" Another bite-sized, weekend episode as we conclude our 3rd anniversary month with your 3rd question. To share your opinion, simply take a minute to record your answer as a voice message and send it to us. Please use this button to record and send us your message. Happy recording! I…
 
Welcome back to the Retirement Answer Man show. This month we have stepped away from our typical monthly themes, and instead, we are tackling your listener questions regarding retirement. Make sure to listen in July as we discuss retirement withdrawal strategies and join Tanya Nichols and me in August to discuss women in retirement. Check out this …
 
"When, and where, do you listen to these podcasts" Each weekend this anniversary month, we ask you a single question - a different one every week. Then we invite you to record your answer as a voice message and send it to us. The second question is above. Please use this button to record and send us your message. Happy recording! If this didn't wor…
 
What are the top mistakes people make when it comes to Estate Planning? Watch the second part of this two-part series to learn who and what to consider when planning for your future. Check out last week’s episode for part one. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here […]…
 
In this podcast episode, we have with us Kimberly Singh CFO and Chief Wellness Officer (CWO) of Populis. Kim, who loves all things numbers, completed her undergraduate degree in Mathematics, which helped her land a role in Blackberry. When she moved to Sydney, the vision of Populis struck a chord with her. Populis has a very simple aim; To add well…
 
JOIN US!! During this SPECIAL EDITION of EWM Insights we enjoy a short conversation and party announcement with Kandace Barnes, President and CEO of the Mukilteo Chamber of Commerce and Matt Martin, State Farm, and Drummer of the band LEGACY. Mukilteo Music at the Beach is a special series of events that is taking place at the Mukilteo Lighthouse P…
 
You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you. Random thoughts on the retirement scene Retirement pla…
 
"As a professional who also listens to podcasts, are there any accounting-related topics that you were listening to 3 years ago that you're still interested in now?" Every weekend this anniversary month, we'll be asking you just one question - a different one every week - and inviting you to record your answer in your own voice and send it to us. T…
 
What are the top mistakes made when it comes to Estate Planning? Watch the first part of this two-part series to learn who and what to consider when planning for your future. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jason Hatley, CPA Vice President Financial Planning Manager Email […]…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login