Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order. Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode. This podcast will ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Options Boot Camp is designed to help get you into peak options trading shape by teaching you options trading inside and out, basic to complex. Listeners can even submit their own options questions to be answered on the show.
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Welcome to Learn Finance 101, your go-to podcast for mastering the basics of finance. Whether you're new to personal finance or looking to refine your knowledge, we break down key topics like budgeting, investing, and credit management into simple, actionable insights. Join us weekly to gain the tools and understanding you need for lasting financial success. Become a Paid Subscriber: https://podcasters.spotify.com/pod/show/learnfinance101/subscribe
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Hear real, credentialed Financial Advisors discuss different aspects of personal finance in a no-nonsense, unfiltered, down-to-Earth style.
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Welcome to Finance Fundamentals: Property, Business, and Beyond – your ultimate guide to mastering the essentials of finance. Hosted by Todd Franzway, this podcast dives deep into key topics like mortgages, investment basics, cash flow management, asset finance, and business lending. Whether you're a seasoned investor or just embarking on your financial journey, join us to explore the fundamentals that drive success in property, business, and beyond. Let's unlock the secrets to financial emp ...
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*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. Her newest book is entitled A Healthy State of Panic. With over 30 million downloads and multiple Webby wins, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with ...
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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The latest trends, technology and insights in the world of international trade, supply chain and receivables finance from Trade Finance Global. Tune in for updates on https://www.tradefinanceglobal.com.
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Debt reduction to achieve financial freedom takes commitment, confidence, determination.
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Let's talk about all things finance (credit, real estate, debt, and building wealth). Sharing financial education so listeners can become rich. Your Host Ms. Linda Whiteman - Personal Finance Expert. She has taught 500 financial education classes to over 2,500 people in 40 countries. Topics: Making Money Online - Tips, Tricks, and Secrets to Start with Zero Dollars. Monetizing Your Knowledge - Best Side Hustles in 2023. Creating A Six-Figure Business. Leadership - Confidence and Mindset - In ...
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Welcome to Generative AI 101, your go-to podcast for learning the basics of generative artificial intelligence in easy-to-understand, bite-sized episodes. Join host Emily Laird, AI Integration Technologist and AI lecturer, to explore key concepts, applications, and ethical considerations, making AI accessible for everyone.
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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Welcome to Money Made Simple, your go-to source for bite-sized financial wisdom! Here, we demystify the world of finance, making it accessible and engaging for everyone. From savvy savings tips to investment basics, we cover it all in short, easy-to-digest videos. Whether you're a budgeting beginner or seeking advanced investment strategies, our channel offers practical education to guide you on your financial journey. This channel is created by Viacheslav Davidenko, a seasoned Real Estate a ...
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A podcast dedicated to discussing consumer and household debt and strategies and ways of dealing with uncontrolled or problematic debt. Featuring debt experts with decades of experience in helping Canadians recover from the burden of debt.
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Two fantastic female finance professionals talking about their learnings in an easy and digestible way to reach out to women globally and especially in the Middle East. Our focus will be to share information on financial literacy and ideas to become financially free.
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This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?". Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to every ...
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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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FOX Consumer Expert Steve Noviello takes your questions and turns them into a chance to learn about what to do, and what not to do, with your hard-earned cash.
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success. Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best pr ...
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Laura Adams provides short and friendly personal finance, small business, real estate, and investing tips to help you live a richer life. Whether you're just starting out or are already a savvy investor, Money Girl's advice will point you in the right direction.
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The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
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Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Creative Minds, Smart Money: Finance & Business Tips for Creatives
Samantha Eck | Bookkeeper for Creatives & Coach for Bold Bookkeepers
Welcome to Creative Minds, Smart Money – the go-to podcast for creative entrepreneurs who want to master their money without losing their artistic spark. Hosted by Samantha Eck, a creative business bookkeeper on a mission to help you thrive, we’re here to tackle the financial side of your business in a way that makes sense for your creative brain. We’ll break down bookkeeping basics and money strategies designed specifically for creatives – from pricing your services with confidence, to mast ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Are you crypto curious? Do you hear NFT and think WTF? Have you heard about Bitcoin and Ethereum but unsure where to start? Then this is the podcast for you! Every Wednesday join Tracey, Blake and Craig as they break down the basics, discuss new trends and share what is exciting them in the ever-changing, fast-paced world of cryptocurrencies. Whether you want to just understand the news, join the conversation at the pub or get started investing, this show is your one-stop shop for all things ...
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Personal finance basics to set you free.
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Get motivated on your financial journey as you follow money nerd and financial coach, Tiffany Grant, as she strives to be debt free by 35! She makes complex financial topics surprisingly simple. You will get practical tips and tricks with an inside look at the strategies Tiffany and her guests use on a daily basis. Money Talk With Tiff gives you straight talk on all things money. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy
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Bite-sized and actionable Business Bulletins from guest experts to keep you up to date with the issues that matter. The show is brought to you by DFK Australia New Zealand - Leading Accountants and Business Advisors.
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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
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Money and personal finance are one of the leading causes of stress among adults, but it doesn't have to be that way. By mastering the basics, you can completely change your entire life. On the show, Brad shares tips, tricks, and life lessons that have helped him, and thousands of others save and pay off millions of dollars. If you're looking for financial freedom, you've come to the right place.The show will also cover topics like singles and money, marriage and money, kids and money, small ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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A where to start basic, IMO, finance guide for savings & investments by an unlikely source, but someone who’s made all the mistakes.
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The Rich Broke Square Podcast. Wholistic finance for the Culture.
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Interviews and content that helps you build an income stream and find your purpose after reaching Financial Independence. The podcast helps you to work and invest wisely and live a meaningful life on your own terms.
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SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financia ...
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Dollars and Nonsense focuses on helping individuals and families find financial freedom by leveraging the Infinite Banking Concept (IBC). The podcast delivers real-world tips, tricks, and techniques for anyone wanting to take their wealth to the next level. We do all this through the hosts sharing their vast knowledge and sitting down with experts. Plus, the show is for the average person—you don’t have to be a financial expert or an economics professor to get a metric ton out of every episo ...
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Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your f ...
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Welcome to ’FFS: Fast Finance Sorted’—the podcast that’s here to make your money matters as easy as pie, in just 15 minutes flat! Join us each episode as we dive into the thrilling world of finance without the boring bits. Whether you’re a seasoned investor or just starting to dip your toes into the financial pool, we’ve got you covered with tips, tricks, and hacks to help you navigate the financial maze like a pro. From budgeting basics to savvy saving strategies, we’ll break down complex f ...
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We're here to help YOU learn how to grow, protect and use your money! Join us as we seek the answers to intriguing and unique questions in Finance. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance between planning for your future self and living in the moment. We're Chris and Danny, two long-time college friends (and nerds) with a passion for personal finance. Chris is a CFP® professional, and Danny is just beginning his certificati ...
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Podcast with a variety of topics such as Technology, Science, Personal Finance, Business, and Economy
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Welcome to the Profit Plot, the show where we unpack and simplify one complex financial topic at a time. This show, hosted by Jeremy Millar, helps service-based business owners and entrepreneurs unlock the story behind their profitable businesses.
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155 \\ Coaching, Vision, and Scaling: The Secrets to Growing Your Business Faster
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In this episode, we dive into a key reason many businesses get stuck and what you can do to finally reach that next level. I’ll share a common mistake I made for years—thinking small and staying too focused on today’s problems instead of creating a vision for the future. We’ll talk about why a clear, big-picture vision is crucial and how it impacts…
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MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
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This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to work saving and investing and it has already paid off. He said he has had this success because he knows how to set goals and delay gratification. He shared the importance of creating good habits and m…
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Today we’re going to focus on a subject that we often allude to, but which we want to take a bit further and deeper. We’re always talking about the need to be intentional, but what does that actually mean, in practice? Shownotes: https://meaningfulmoney.tv/HB8 Everything you need to Know 02:03 The definition of being intentional . 02:59 About goals…
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1748: Friends with Money: Smart Strategies for Managing Wealth Gaps in Friendships
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Have you ever felt uncomfortable splitting a dinner bill with friends or hesitated to join a group vacation because of the cost? Maybe you’ve wondered if your friends view money the way you do. Friendships are one of the most rewarding parts of life, yet they come with their own set of challenges—especially when money enters the picture. Today, we’…
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A simple and eternal question that we talk through together in this juicy episode. Leave us a review if you are enjoying these daily podcasts. Visit us on www.fintasticfemales.com for details.
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153 - Election Shocks, Dogecoin Climbs, and Aus Crypto Con Preview with Dave Haslop
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Welcome to today’s episode! The election results are in, and with a Trump win, the crypto market is on fire. Bitcoin and Ethereum are hitting new highs, and Dogecoin? It just keeps climbing, fueled by Elon Musk himself! But what’s Musk’s real play here with all this talk about U.S. debt and his meme-inspired D.O.G.E. “agency”? Plus, with Aus Crypto…
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It's time for another listener Q&A! This time we cover paying off student loans, old pensions, alternative to pensions and ISAs and much more. Shownotes: https://meaningfulmoney.tv/QA2 00:40 Sophie - My question is that I am about to start earning a lot more than I thought I was as a graduate. I have always been told to ignore my student loans by m…
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Investing Beyond Basics: Options, Short Selling, and Hedge Funds | Ep. 353
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In this episode of Money Talk With Tiff, host Tiffany Grant dives deep into advanced investment strategies tailored for experienced investors looking to diversify and enhance their portfolios. From options trading and short selling to margin trading and hedge funds, Tiffany breaks down complex strategies, their benefits, and associated risks. She a…
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Discovering the Benefits of Personal Loans for Debt Management
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Unlock the secrets of personal loans and transform your financial landscape with our latest episode! Ever wondered how personal loans could be a game-changer in your financial toolkit? We're breaking it all down by examining the differences between secured and unsecured loans, and the pivotal role your creditworthiness plays in landing the best dea…
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To help answer these questions and more, Trade Finance Global (TFG) spoke with Sarah Green at the Law Commission, Susan Ashworth, Senior Trade Finance Specialist at Matalan, and Surath Sengupta, Head of Trade And Working Capital Product at Lloyds. Read here: https://www.tradefinanceglobal.com/posts/podcast-unpacking-the-impact-of-the-etda/…
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In this second episode of the AI in Engineering series, Emily Laird explores how AI has moved from theory to essential tool in modern engineering. From predictive maintenance that keeps machines running smoothly to robots with self-check capabilities on the assembly line, AI is reshaping factories, construction sites, and design studios. Discover h…
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How Old 401(k)s Can be New Investment Opportunities
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“Hey Mike, I’ve got a couple of old 401(k)s that I have neglected over the years because I don’t know what to do with them. Any tips?” Discover all the potential investment options you have if you roll your old 401(k) into an IRA instead of your next 401(k). Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealt…
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EP445: Bernadette McClelland - Embrace Adversity To Fuel Your Success
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“What I now do is I change the word 'problem' to the word 'situation' and when I change that one word, it just flips something in my brain where I can now work on it and it turns it into something objective and something almost like, ‘okay, I can do something about this now’.” -Bernadette McClelland Sales coach and consultant, Bernadette McClelland…
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Ep #213: Roth vs. Traditional: The ER Doc's Guide to Tax-Optimized Retirement
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In this episode, we explore the Roth vs. Traditional retirement account decision specifically for ER docs. With high income, fluctuating tax brackets, and the potential for major tax changes in the future, choosing the right account can significantly impact your long-term financial strategy. We break down the pros and cons of each account type, dis…
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visit us at www.fintasticfemales.com
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290. Practical Tips for Couples to Navigate Financial Disagreements
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Send us a text Money conflicts are one of the biggest sources of stress for couples, but they don’t have to be. In this episode, financial expert Darla Bishop shares her top advice for managing financial disagreements in relationships. Discover effective strategies for aligning on spending, understanding each other’s financial values, and creating …
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Navigating Real Estate and Debt for a Brighter Future
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Discover the secret to breaking free from the shackles of debt and stepping onto the path of financial independence. Ever wondered how just making minimum payments on your credit card could eventually cost you twice as much as you borrowed? We tackle these hidden traps and offer a fresh perspective on managing debt as a fleeting tool rather than a …
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1747: Reasonably Happy: Finding Humor and Meaning in Money
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Thrilled to welcome back one of our favorite voices in the world of money and humor—Paul Ollinger. Paul is a comedian and author, and he's here to talk about his latest book of essays, Reasonably Happy, a collection that balances sharp wit with deep reflections on money, purpose, and what it means to live a meaningful life. Follow Pau's Substack Jo…
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In this opening episode of our AI in Engineering mini series, host Emily Laird takes you back to the early days of AI, where it all began—vacuum tubes, theorem-solving programs, and a bunch of brilliant misfits at the 1956 Dartmouth Workshop. From the Logic Theorist and the clunky SNARC machine to the rise of industrial robots, this is the story of…
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“Hey Mike, what are some common risks you believe many retirees do not account for when they retire?” Discover common risks many retirees miss because they don’t know the right questions to ask. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.By Kedrec LLC
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2025 Limits + Why "Super Catch-Up" Contributions Don't Really Matter
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TEXT THE SHOW!!! Support the show Questions, Comments, or Show Ideas? Email the show: RealTalkPersonalFinance@gmail.com BECOME A PREMIUM SUBSCRIBER TODAY! Get some RTPF merch! Use Promo Code RTPF10 for 10% off! Interested in starting your own podcast? Get a $20 Amazon giftcard with this link! Here's the USB microphone I use for the show Here's the …
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Get the party started again after the gap of a year. See where we have been and where we are excited to take you now! We will be sharing our updates EVERY DAY for the rest of the 51 days of 2024.
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Driving Business Growth with Smart Financing
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In this episode of Finance Fundamentals, hosts Todd Franzway and Adam Bell dive deep into the world of asset and equipment finance. Discover how strategic financing can turbocharge your business without the burden of hefty upfront costs. Learn from real-life success stories about bakers, plumbers, and builders who turned financial savvy into tangib…
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The ABC’s Of Insurance with Mahavir Chopra of Beshak
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In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behi…
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276. From Struggles to Financial Success with Roy Snarr
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Send us a text Join us on Average Joe Finances as our guest Roy Snarr, a successful financial services entrepreneur, shares his compelling life story, detailing his challenging journey from a middle-class background to building a thriving financial services agency specializing in asset protection, life insurance, annuities, and long-term care. Gain…
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111. The Future of Crypto, feat. Galaxy Co-Founder Steve Kurz
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Send us a text Steve Kurz vaulted from early days at a worm poop startup (yes, that's a real thing) to the fast track of traditional finance, only to find himself with a front row seat to the Global Financial Crisis. Steve took the lessons he learned in traditional finance at legendary institutions like Lehman Brothers, Fortress, and River Birch an…
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Demystifying Mortgages for a Secure Future
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Unlock the secrets to making smarter mortgage decisions and transform your perception of homeownership. This episode is packed with essential information to help you navigate the complex world of mortgages with confidence. We break down intimidating concepts into digestible insights, covering everything from understanding the fundamentals of fixed-…
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ADB works with UNODC and Financial Intelligence Units to shine light in the shadows of TBML
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To learn more about TBML and the fight against it, Mahika Ravi Shankar, Assistant Editor at Trade Finance Global (TFG), spoke with Catherine Estrada from the Asian Development Bank (ADB) and Sumera Baloch from Pakistan’s Financial Monitoring Unit (FMU). Read here: https://www.tradefinanceglobal.com/posts/podcast-adb-works-with-unodc-and-financial-i…
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How Does Your Spending Change When You Retire?
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“Hey Mike, how do you figure out how much you will spend in retirement?” Discover how to figure out how much you may end up spending when you retire. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.By Kedrec LLC
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Should I Take an IRA Withdrawal to Pay Off My Car?
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Laura answers a listener’s question and reviews the rules and updated penalty exceptions for traditional IRA withdrawals. Money Girl is hosted by Laura Adams. A transcript is available at Simplecast. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308. Find Money Girl on Facebook and Twitter, or …
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1746: Managing Your Money in a Trump Presidency
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In this episode of So Money, Farnoosh dives into the financial implications of Donald Trump’s recent election victory. Reflecting on her mixed emotions, she draws on wisdom from family and acknowledges the resilience needed to face uncertainty. Farnoosh shares insight on potential economic policies, like proposed tariffs and tax changes, and discus…
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Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties.
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Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties. They explore investment strategies, the volatility of the stock market, and the significance of health in retirement. The conversation also delves into the future of Social Security and the necessity of preparing for …
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Harnessing Financial Control with Debt Solutions
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What if you could turn the chaos of multiple debts into a streamlined, manageable plan? This episode promises to unravel the complexities of debt consolidation and strategic debt management. We break down how merging various debts into one payment can ease your financial burden, potentially saving you time and money. With insights into personal loa…
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110. The Skinny On The Post Election Trade
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Send us a text To get access to the $25 Masterclass click HERE Join the waitlist for our flagship course on IB and PE fundamentals! https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBD Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or ot…
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Episode 231: Five Habits for Financial Success
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As the holiday season approaches, building healthy financial habits is more important than ever. In today’s episode, we explore how to achieve lasting financial success. We kick off with inspiring movies about major successes, like Hidden Figures and Remember the Titans, then dive into five key habits to boost your financial well-being. From reduci…
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Hello Rich People - Welcome to the Place where you will learn tips and tricks on how to save money and build wealth. -5 Ways to Earn Passive Income -Marketing Strategies -Active vs. Passive Income -Becoming A Millionaire -Retire Early Support the showBy Ms. Linda Whiteman, personal finance expert
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Hello Rich People. Today I am reading a letter for encouragement to you all. I want you to hear the words that will inspire you. This is your time to give and receive abundance in your life. Receive It! Support the show
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October’s AI Power Moves: Ghostly Assistants, Open-Source Giants, and Blueprints for the Future
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In the final episode of our October recap series, we explore the biggest AI releases, including powerful new models from Nvidia, Mistral, and Anthropic’s quirky updates to Claude. We’ll also explore Meta’s new open-source dataset designed to fuel breakthroughs in materials science, and Adobe’s ambitious plans to bring AI skills to 30 million people…
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How to Vet the Quality of Your Current Fixed-Indexed Annuities
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“Hey Mike, how do I know if I have a good annuity or a bad annuity?” Don’t fall for the growth of the income benefit. Discover why looking at the cash value growth may be more important and what to do if you find yourself with an uncompetitive annuity. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanaly…
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154 \\ How Trump's Election Win Could Change Your Taxes: What Business Owners Need to Know
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In this episode, we dive into what Donald Trump’s recent election win could mean for your taxes. With Trump’s focus on cutting taxes and keeping money in American pockets, there are some major tax policies you need to know about. We discuss the future of the Tax Cuts and Jobs Act, which is set to expire in 2025, and what that might mean for individ…
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Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels
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We talk about the ticking tax time bomb a lot on this show regarding the national deficit. It’s a reality we are faced with, and while it sounds scary, there are action steps that you can take to minimize the impact of potential future tax increases on you. In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimiz…
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Guidance for Sharing Your Family Wealth # 466
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Being a child of wealthy parents does not necessarily mean your financial situation with always be easy to manage. Family dynamics are often complicated. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss …
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Exploring Life Settlements with Rob Haynie | Ep. 352
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Join Tiffany Grant as she dives into the fascinating world of life settlements with industry expert Rob Haynie. In this episode, Rob demystifies life settlements, explaining how they work, who can benefit from them, and the financial and legal implications involved. You'll learn about the process from both the seller’s and the buyer’s perspectives,…
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WCI #392: Heroes of My Life, Part 1
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We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telli…
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289. Budget-Friendly Gift Ideas That Make an Impact Without the Hefty Price Tag
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Send us a text Have you ever felt like gift-giving is more about your wallet than connecting with loved ones? Or maybe you’re feeling the pinch as the holiday season approaches, wondering how you’ll manage with an already tight budget. Trust me, I’ve been there too. But here’s the good news: you don’t need to spend big to give meaningful, unforgett…
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Options Boot Camp 313: Election Takeaways for Options Traders
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On this episode, Mark and Dan discuss: Takeaways from the Election Whether you should just fade VIX going into all of these major events And much more Brought to you by Public.com Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur…
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