The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Regular information and news on FLP, the Finance Leadership Programme pathway to your CGMA qualification. We've built on the foundation of the Go Beyond Disruption show and launched as FLP, the FInance Leadership Podcast, in late 2022.
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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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 ...
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Thanks for joining us on the Forensic and Valuation Services (FVS) Podcast, brought to you by AICPA and CIMA, together as the Association of International Certified Professional Accountants. Twice monthly on the 1st and 3rd Thursday, listen in as we share conversations with nationally recognized forensic and valuation experts who will deliver insights that will help you to best serve your clients and employers. Check out the additional resources in the show notes for every episode! The FVS p ...
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Join me, Brandon Hensinger, along with various industry leaders, as we discuss ways to help health clinics and businesses grow through marketing and unique business development tactics.
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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The Personal Wealth Coach
Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only
Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to lear ...
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Discussing school issues
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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(This podcast was active until 2019). We millennials have a lot of stereotypes that are thrown at us on a day-to-day basis. Some are wrong. Like the fact that we’re all lazy. Some are right. Like the fact that we love brunch. The goal of this podcast is to introduce you to other millennial all-stars – small business owners, entrepreneurs, freelancers – and find out how they’ve managed their finances and grown their businesses. Each episode, we’ll also sit down with a cool, millennial CPA who ...
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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 blockchain technology, and its integration to business management from season 5 of this podcast.To book a FREE one to one session with Anju go to the website www.ultimateaccess.net and send a contact request.You can also send a mail to anju@ultimateaccess.net
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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. Hosted on Acast. See acast.com/privacy for more information.
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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Don't Fake the Funk! Support this podcast: https://podcasters.spotify.com/pod/show/mrbiz/support
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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 ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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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 ...
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The Chasing MacNaughton Podcast is a production of Tech Hockey Guide hosted by Tim Braun and various other THG contributors. We’ll discuss what’s happening with the Huskies, the CCHA and major stories throughout College Hockey. Typically the podcast will be a conversation of multiple topics plus interviews with former players, future players, opposing coaches, beat writers and others from around the CCHA. Support this podcast: https://podcasters.spotify.com/pod/show/chasingmacpod/support
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The sparks are flying for this illuminating podcast that pulls back the curtain on the explosive fireworks industry. From fuses to firepower, the show lights up the behind-the-scenes world of pyrotechnics. The Pyro Unleashed Podcast is a podcast about the people behind fireworks. We interview importers, manufacturers, retailers, scripters, and industry professionals. This podcast is for anyone who loves fireworks, so join us to unleash your inner pyro!
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We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
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60 minutes of Viola da Gamba, all commercial free, with no talking DJ between songs. All songs Creative Commons by-nc-sa 1.0 licensed from the record label that isn't evil: magnatune.com
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With a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the jurisdiction. Our 15/15 Regulatory Update podcasts are released on the 15th of each month. The podcasts cover the latest Cayman Islands regulatory developments in the past month and include our partners, of counsel and associates as sp ...
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Do you ever dream of living in paradise? Dream no more my friend. Listen and discover. This is the introduction to a better life for you. https://www.facebook.com/tropicalparadisewaits/
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Podcast onde você manda a sua playlist e a gente toca. Programas todas as terças, quintas e sábados. Apresentação Mauro Manzano e Vinas Peixoto.
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For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ...
27:59
27:59
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In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…
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Season 6 Episode 2 of the Chasing MacNaughton Podcast from Tech Hockey Guide, "Third Fiddle" This week Tim Braun, Rob Gilreath, and Matt Cavender were joined by our very own Nathan Cima to talk about all the changes to the roster for Michigan Tec…
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1
AICPA & CIMA chair: ‘Every change comes with opportunity’
19:45
19:45
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Simon Bittlestone, FCMA, CGMA, began his one-year term as CIMA president and AICPA & CIMA chair in June, and he joined the FM podcast for an interview in late July, discussing what he sees as three key opportunities for the accounting and finance profession. In the episode, Bittlestone reviews his focus areas, explains the value of a technology bac…
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How to Balance Chemical, Physical, and Mental Health with Dr. James Cima
30:00
30:00
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Dr. James Cima is a seasoned Doctor of Chiropractic with a vast career spanning over five decades. Inspired by a quote from Thomas Edison, Dr. Cima has dedicated his professional journey to understanding and enhancing health through a holistic approach that includes proper diet, care of the human frame, and prevention of disease. He holds a Bachelo…
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1
Numerology for Entrepreneurs: Building Strong Foundations with Susan Owens
30:00
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Susan Owens is the author of the award-winning book "Wisdom of Numerology". With decades of extensive experience in the field, Susan leverages the deep insights of numerology to guide individuals and businesses toward fulfilling and rewarding lives. She is also a seasoned world traveler, having visited 45 countries across six continents. Susan shar…
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Weekly Market Insights September 16 - 20, 2024
36:40
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week starts out similarly to others, with an update on the movements made by the S&P 500 Index and CRSP US Mid Cap Value Index. Jeff gives us a brief note on irrational exuberance followed by a mention that other parts of the econom…
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Season 6 Episode 3 of the Chasing MacNaughton Podcast from Tech Hockey Guide, "Veteran Move" This week Tim Braun, Rob Gilreath, and Matt Cavender were joined by the Commissioner of the CCHA, Don Lucia to discuss your questions and more. M…
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1
Mr. Biz®️ Breakdown of the Trump & Harris Proposed Economic Policies
30:00
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Ken "Mr. Biz" Wentworth breaks down the economic policies of U.S. presidential candidates, Donald Trump and Kamala Harris. He dives into key issues such as the federal debt, tariffs, corporate and personal taxes, and proposals like down payment assistance for housing, taxing unrealized gains and capital gains tax changes. With a focus on facts and …
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JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips
20:56
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Jeff Drew, the JofA’s editor-in-chief, is the guest on today’s episode, the 400th in the history of the JofA podcast. He’s recapping for listeners some of the top articles of the summer and looking ahead to content in future issues. Drew, a former JofA senior editor and manager with the AICPA's Private Companies Practice Section, has focused on con…
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Supporting Company Specific Risk and Reconciliation under ASC 805
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Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference. Their conversation covers complex topics including: Understanding projected financial information (PFI) Quantifying company specific risk premium Reconciling WACC, WARA and IRR Complying w…
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Season 6 Episode 3 of the Chasing MacNaughton Podcast from Tech Hockey Guide, "Short Individual" This week Tim Braun, Rob Gilreath, and Matt Cavender were joined by the Commissioner of the CCHA, Don Lucia to discuss rule changes, the upcoming…
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Take a listen as Donnie and David talk about NFA, and some new rules and regulations coming to play in the pyro industry. We also chat about APA coming up next week and the rulings that will potentially come about with Articles Pyrotechnic. We then dive deep into some SkyWars chat and talk about our roll in the week at SkyWars, and about having a t…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
41:21
41:21
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denver…
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Weekly Market Insights September 9 - 13, 2024
39:02
39:02
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake keep it short and simple when updating us on the usual market indicators we follow. Apparently, the indicators were not afraid to come out and play during a week that ended on a Friday the 13th! The guys go on to speak on s…
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Retirement planning and the SECURE Act
1:00:57
1:00:57
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Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Complianc…
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AICPA chair: Why change is good, and needed, for the profession
20:24
20:24
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Carla McCall, CPA, CGMA, managing partner of the firm AAFCPAs, began her one-year term as AICPA chair in May. In this JofA podcast episode, she said that “whirlwind” was a good description of the first few months in the role, “but in a good way.” “If you truly love what you do, somehow it doesn't seem so arduous and it goes by real quick,” McCall s…
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One of the big questions that needs to be addressed in retirement planning is how will you be taken care of later in life. Most people don’t want to think about long-term care when they’re young and healthy, but it could be one of your biggest expenses in retirement. Many retirees plan by getting long-term care insurance but is that something you s…
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063: What to Do When You Lose Your Spouse with Joe Anderson & Anthony Finocchiaro
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30:14
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Losing your spouse, especially suddenly or in retirement, is a devastating yet common aspect of life. It’s a painful and emotional life event, which makes it very difficult for married couples to plan for, especially from a taxation standpoint. That’s why we created our Retirement Road Map, designed for all five areas of your financial well-being. …
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Toothpaste back in the Tube with Jeff Mikesch and Brent Peterson
1:05:49
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Season 6 Episode 1 of the Chasing MacNaughton Podcast from Tech Hockey Guide, "Toothpaste back in the Tube" This week Tim Braun and Rob Gilreath were in Hancock to sit down with Jeff Miksech and Brent Peterson to kick off the 2024-25 season and discu…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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FLP 200. New Case Study review course-onboarding for Skills Plus
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We're joined by Chris Roberts and Kim Hanson from our FLP Product team to talk about the new class onboarding feature that has been released as part of the Skills Plus subscription. Chris and Kim discuss how it works, the benefits to students, and how this will help guide them through the process of preparing to take a Case Study exam. The CGMA Fin…
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From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman
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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman! I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management informat…
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Transforming Pain to Power wih Dr. James Stoxen
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Dr. James Stockson is a renowned specialist in the field of chronic pain reversal and sports medicine. With over 38 years of experience, Dr. Stockson has been a pivotal figure in the treatment of high-profile athletes, celebrities, and entertainers. He gained early prominence through his work with Ed Cohen, often referred to as the "Michael Jordan …
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Weekly Market Insights September 3 - 6, 2024
34:21
34:21
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake seemed a teensy bit out of sync for this one. I'll blame it on the 4-day work week. Friday probably came too early for them. They do manage to update us on our preferred market indicators. Listen in to hear their thoughts o…
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SFP 96 Boosting firm capabilities with offshoring
1:01:50
1:01:50
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Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshori…
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What replaced inflation as the top challenge for finance leaders
10:45
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Ken Witt, CPA, CGMA, AICPA & CIMA associate director – Management Accounting Research and Development, discusses in this JofA podcast episode the reasons that finance executives in a quarterly AICPA & CIMA survey continue to lower their optimism about the U.S. economy. He also reveals what CPA decision-makers now view as their organization’s top ch…
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Building an Investment Strategy for Retirement
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Investment planning is more than just putting your money in the stock market. It's about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you're willing and able to take, and then building a portfolio that matches those parameter…
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S2E6 Donnie and David PGI and PyroJam Chat
47:23
47:23
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Donnie and David don't have a guest this week. In fact, we talk about how crazy busy this season has been, with shows, and events. We dive deeper into PGI mumble jumble and then discuss how much of a success PyroJam was ran by Tim Jameson and IPC. Send us a text Discord: https://discord.gg/9PWT7pC8M7 Website: https://www.pyrounleashedpodcast.com/ Y…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
50:47
50:47
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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Elevate Your Expertise - A Visit with the 2024 Forensic and Valuation Services Conference Co-Chairs
19:35
19:35
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Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keyn…
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Weekly Market Insights August 26 - 30, 2024
48:22
48:22
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake..... AND JEFF(!!!!) are at it again this Friday. First, we get an inside peak at what happened to our preferred market indicators during the week. Then, it seems like Jake was super excited to have Jeff back at the foam because they…
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Magic Meets Business: How Storytelling Transforms Sales with Jake Schwartz
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Jake Schwartz is a renowned magician and entrepreneur, recognized as one of the fastest-rising new stars in magic today. He has won international awards, worked with Fortune 500 companies, appeared on television over 65 times, and performed on three world tours with the Savannah Bananas as their magician and first base coach. Jake's unique approach…
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State of the economy and liability risk management
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Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaste…
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Chasing the right things: Keynote speaker’s keys to contentment
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In about two months, Corey Ciocchetti will deliver a keynote session at the AICPA & CIMA Governmental and Not-for-Profit Training Program. He previewed that session in this episode of the Journal of Accountancy podcast. In the conversation, Ciocchetti discusses how he chose what law school to attend, why his more recent presentations mention the im…
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Why Income Planning is Essential for Retirement
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One of the biggest hurdles for retirement is getting past the idea of no longer having a paycheck coming in. That transition from saving to distribution can be daunting, but it’s essential for building a retirement plan that gives you the confidence to walk away from work. In this episode, we’re diving into one of the key pillars of retirement plan…
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062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
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If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll undoubtedly have questions about minimizing estate taxes. It’s one thing to pay your fair share of taxes, but nobody wants to send more money to Uncle Sam than they have to. And that’s where having expert advice can …
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Take a listen as we talk to Joel Robinson about the wonderful world of drones! We dive into the two marvelous displays at PGI in 2024 and the robot man at PGI in 2023 and how all of these displays got started. We then talk about how drones are NEVER going to replace fireworks, in fact, most (if not all) pilots started out in fireworks. https://www.…
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If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…
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Regulatory Considerations in Compounding Pharmacy Practice with Martha Rumore
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In this episode, Our guest, Martha M. Rumore, PharmD, Esq, MS, LLM, FAPhA is a pharmacist-attorney in Frier Levitt’s Life Sciences Department. Her practice focuses on healthcare law; Food, Drug Cosmetic law; pharmacy law and regulatory issues; PBM issues; as well as pharmaceutical and medical device intellectual property including trademark, copyri…
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EP:158 - Is the 4-Hour Workweek Realistic?
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Co-hosts Zachary Bouck and Austyn Garcia discuss Tim Ferriss' popular book, the 4-Hour Workweek and whether it's principles are still realistic in today's world. Visit www.denverwealth.com for more information. Tim Ferriss' Books: https://tim.blog/tim-ferriss-books/By Denver Wealth Management
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Weekly Market Insights August 19 - 23, 2024
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. If you were looking at the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets this week, you'd think things were going swimmingly. Jake updates us on the movement those markets had …
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