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Commentary from Michael Kitces on Financial Planning News & Strategies
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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You never really know someone…especially online. In today’s world, the power of influence can be the quickest path to money and fame, and it often ends in ruin. These are the stories of the world’s most insidious Scamfluencers. And we are their prey. On Wondery’s new weekly series, join co-hosts Scaachi Koul and Sarah Hagi as they unpack epic stories of deception from the worlds of social media, fashion, finance, health, and wellness. These influencers claim to be everything from charismatic ...
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Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!
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Fraud Talk is the monthly podcast of the Association of Certified Fraud Examiners (ACFE). In these sessions, we break down case studies, talk with the anti-fraud industry’s leading experts, and give you more tools to spot, fight and prevent fraud.
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
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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.
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Hello, and welcome to GreatConversations, a podcast about leadership and life from GreatAmerica Financial Services. Our host for this series talks with thought leaders and innovators from across the business world.
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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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The Dion Guagliardo Podcast is a show that brings on Australian business people, leaders and innovators from a variety of industries to discuss entrepreneurship, work ethic and how they achieved success
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Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! offthebooks@workiva.com
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This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
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Confessions Of A Market Maker brings 20 years of Wall Street educational trading experience, coupled with entertaining stories; both in and away from the markets. The podcast is Co-Hosted by former 20 year Market Maker, JJ (@vwaptrader1) & Poker Professional/trader, Ray (@AllxDayxRayx), who are occasionally joined by guests of high esteem in the industry. Confessions Of A Market Maker has quickly become one of the highest viewed and popular podcasts in the finance/trading space.
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The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more! For more info visit https://themortgagecal ...
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Darren is an economic nationalist. Listen to his take on current events in the areas of politics, government, finance and occasionally sports. Darren is hopeful that his experience as a chief financial officer and political experience can help continue America First policies to the benefit of the citizens of our great country.
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If you’re concerned about revenue at your hospital, then The Hospital Finance podcast is your go-to source for information and insights that can help you protect and enhance the revenue your hospital has earned. From regulatory changes to revenue cycle optimization, readmissions to bundled payments, you’ll get important perspectives, news and strategies from leading experts in healthcare finance. For show notes and additional resources from BESLER, visit https://www.besler.com/podcasts
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The greatest asset in the world is Real Estate. We're giving you the tools to prepare you for homeownership and equipping you with the knowledge to improve other areas of your life. It's the other areas that matter more and we're committed to aiding your growth and development. #RealEstate #MortgageTips #Financing #LifeSkills Frederick Middlebrooks (NMLS #2379466) is affiliated with: Thrive Mortgage, Branch NMLS 2403247, Equal Housing Lender, Georgia Residential Mortgage Licensee, 100 World ...
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Join Michael Neef every week on Mondays as he interviews professionals in and around the Mortgage Industry. Our goal is to talk about the challenges that Loan Officers and other business leaders face every day, and ways to overcome those challenges to improve your business.
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Being a finance leader is no longer just about controlling costs. 2024’s CFOS are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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Sustainability is a rapidly evolving field, driven by billions of dollars in global investment. Join hosts Michael Torrance, Jonathan Hackett and others in this podcast series, as we introduce you to the innovative minds and diverse perspectives that are pushing the boundaries in sustainability good practice. With topics ranging from climate change to sustainable finance and green bonds to human rights and responsible investing, we explore the world of corporate sustainability through interv ...
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Winning IR is a podcast exploring the diverse insights within the investor relations community. Join host Mark Fasken as he discusses the winning strategies, tactics, and shifts in thinking with innovative investor relations professionals who are redefining the profession. Each episode features a different challenge, innovation, or perspective on the ever-evolving role of investor relations, giving you real, actionable insight you can use to build a better investor relations program. Winning ...
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From The Ground Up is all about giving you the prospecting and lead generation tips, secrets formulas, and inside looks from top producers in the real estate industry, mortgage industry and business world.
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This show makes the boring FUN! Imagine if Joe Rogan and Dave Ramsey had a baby. That’s this show! These guys teach the sh*t they don’t teach in school. Their goal is to simplify topics that range from personal finance, purchasing real estate & obtaining home loans to being a successful mortgage originator, running a business and finding success as a sales professional. The mission is simple; to invite you into the room where it happens. They strive to teach you how to create opportunities e ...
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The Millionaire Mindcast is a show that focuses on all things mindset, money, and motivation to help aspiring millionaires from all walks of life increase their income, impact and influence. I’m Matt Aitchison - a 7-figure real estate investor, millennial entrepreneur, speaker and educator - and every Monday I interview a badass millionaire or thought leader who is living the "Whole Life Millionaire" lifestyle and taking their wealth far beyond what dollars can buy. Join me each week for new ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Whether it’s Arizona's housing market, car buying tips, cheap family vacations, how to avoid scams, or just saving money, Gary Harper, Susan Campbell, and the Arizona’s Family On Your Side team are here to make you a more savvy consumer.
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Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
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I'm Aaron Henriques, a British expat, business investor and entrepreneur who buys simple businesses. I own multiple businesses in the UK and Dubai and am a former police officer. Ready to transform your financial journey and build wealth? You're in the right place! Subscribe for expert Dubai expat tips and join our Opportunity Awaits podcast community. Here, I share my own real-world, no-nonsense, ad-free insights to empower you to seize lucrative opportunities in business and investing. Be ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Cash Daddies, starring comedians Sam Tripoli and Howie Dewey (with Johnny Woodard at the board) is an entertainment purposes only financial comedy podcast that discusses all the ways small business owners, internet rich people and average, everyday air breathers can wisely invest their money. If you are killing it on Patreon, YouTube or your window washing business and you want to learn more about investing and finance, this is the show for you.
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Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.
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Welcome to Auds and Ends, hosted by Montgomery County Auditor Karl Keith! Each episode, Auditor Keith will interview a different member of our community about their work, their organization and the services they provide to Montgomery County (Ohio).
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Affordable housing is the backbone of better opportunities for all. ChangeMakers with Katie Goar analyzes the issues and challenges being faced in affordable housing today. In each episode, Katie speaks with finance experts, thought leaders, and change-makers to explore innovative solutions that provide more affordable housing options across the country. Whether you want to learn more about economic development, government funding, why affordable housing makes good economic policy, and why t ...
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Looking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment. This podcast is available on all your favorite podcasts platforms. For more information on Abrigo, head to abrigo.com.
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Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what’s possible in our own work.
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In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
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A podcast from the Rhodes Center for International Finance and Economics at the Watson Institute at Brown University. Hosted by political economist and director of the Rhodes Center, Mark Blyth.
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Pinnacle Group Chief Financial Officer Christopher Hodson presents Pounds & Pence, a podcast about all things finance inside Pinnacle.
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Welcome to Corralling the Chaos, the podcast where we round up the world of event management. Each episode, we'll unravel the complexities of managing events, from staffing and scheduling to embracing technology and adapting to industry trends. Explore success stories, learn from challenges, and discover the strategies that keep live events running like well-oiled machines. So, saddle up as we wrangle the chaos and find the order within. This podcast is hosted by Angela Alea, President and C ...
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Barry Bobrow partners with the Secured Finance Network to produce a series of video and audio podcasts focused on important trends and developments in secured lending. The In the Know podcasts will be a series of conversations with compelling thought leaders on important topics impacting the finance and secured lending markets. These brief and engaging discussions will give you information and perspectives critical to being more successful in your businesses by keeping you In The Know. State ...
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On the NMI Payment Playbook Podcast we’ll cover topics relevant to our core customer base which includes ISVs, ISOs, payment facilitators, banks, and other fintech innovators. These topics will range from embedded finance to anytime anywhere payments. We’ll feature industry thought leaders, our own internal thought leaders and other industry experts. We’re constantly innovating in order to power the next era of payments, building in the latest technology so our customers can focus on what th ...
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We’re a podcast and online space for people working in finance. So, break out of your daily grind & tune in.
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Loan Officer Training 08/15/2024 - How to Structure Property Insurance for Financed Properties
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In this episode of Loan Officer Training, we focus on the essential task of structuring property insurance for financed properties. Proper insurance coverage is crucial for protecting both the borrower and lender's interests, ensuring that assets are safeguarded against potential risks. We'll break down the different types of property insurance pol…
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Bitcoin's Critical Week: Fed-Driven Surge and Nvidia's Influence
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This week is set to be crucial for Bitcoin and the cryptocurrency market, following a notable price surge influenced by the Federal Reserve's recent decisions. The anticipated earnings report from Nvidia may further impact market trends, underscoring the relationship between technology stocks and digital currencies. Today's Stocks & Topics: ALRM - …
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Zuckerberg's Bombshell Confession, RFK's Surprising Endorsement, and the Future of Money: Unfiltered Insights on Free Speech, Real Estate, and Market Shifts | Money Moves
44:02
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Title: "Zuckerberg's Bombshell Confession, RFK's Surprising Endorsement, and the Future of Money: Unfiltered Insights on Free Speech, Real Estate, and Market Shifts" Show Notes: In this explosive episode of Millionaire Mindcast, Matty A and Ryan Breedwell dive deep into some of the hottest topics shaking up the financial world and beyond. Highlight…
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Unmasking Toxic Positivity: Insights from the Workplace
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In this episode, Chelsea Ryckis, Entrepreneur & the award-winning Founder & President of Ethos Benefits, discusses unmasking toxic positivity.By Kelly Wisness
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Our Future Is Biotech with Andrew Craig DWI-EP297
54:36
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You can get the new book "Our Future Is Biotech" by Andrew Craig here: https://amzn.to/3AAeiCm ——————————————————————— You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport ——————————————————————— What if a robot could perform your dental filling flawl…
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August 31, 2013 The post Business Legacy Mentoring and Collaboration appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
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How the 2024 Presidential Election Could Affect Your Financial Health
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The upcoming presidential election may significantly influence personal finances and investment strategies, particularly in areas such as taxes, healthcare, and retirement savings. Proposed policy changes could affect tax rates, insurance costs, and retirement account regulations, leading to potential shifts in financial planning. It's important fo…
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Loan Officer Training 08/27/2024 - How to Structure Blended Rates for 1st & 2nd Mortgages
18:09
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In this enlightening episode of Loan Officer Training, we dive deep into the complexities of structuring blended rates for 1st and 2nd mortgages. Whether you're a seasoned loan officer or just starting out, understanding how to effectively blend rates can significantly impact your clients' financial outcomes and your own success in the industry. Jo…
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Future-Proofing Finances: Embedded Payments & Financial Services in Events
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In this episode of Corralling the Chaos, join Angela Alea, President & CRO of LASSO, and Casey Kipfer, CFO of JustiFi, as they explore the transformative power of embedded payments in event management. Discover how these solutions streamline operations, enhance security and compliance, and open new revenue streams for businesses. Gain insights into…
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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
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Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …
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Will and Adam discuss the large downward revision in job creation and analyze its causes and implications. With the Fed meeting in Jackson Hole, they review its current stance on interest rates versus market expectations, as well as the divergent paths the market has historically taken around rate cutting cycles. Learn more about Formidable Asset M…
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#190: What is Wealthy? + Kamala Wants To Tax Unrealized Gains + Interest Rate Cuts Coming
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Interest rate cuts are on the way, but is that already accounted for in the markets? We discuss that, plus we get into what it takes to truly be wealthy in America in 2024 on this week's edition of Cash Daddies. Copy James McMahon at www.copymycrypto.com/sam! Learn more about Wise Wolf Gold and Silver at www.samtripoli.gold! Cash Daddies on social …
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Jim La Creta, CTO – Brandeis University (EP.36)
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Episode 106 | Part One: Ailrick D. Young, Sr., Executive Director, City of Laurel Housing Authority
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In this episode of ChangeMakers, Katie welcomes Ailrick Young, Executive Director of the Laurel Housing Authority in Mississippi. Ailrick shares his unique background, including his time in the Army National Guard and how it shaped his leadership skills. They discuss the charming town of Laurel, made famous by HGTV's 'Home Town', and explore how th…
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Why I Fired Someone Who Cost Me £25,000 (And Why You Should Too) | #23
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Watch on YouTube: https://youtu.be/7csGKSSBsNc Join Aaron Henriques as he shares an eye-opening experience about firing the first employee in one of his companies. With over 15 years as an entrepreneur and a decade as a police officer, Aaron delves into the reasons behind the termination and what could have been done differently. Discover insights …
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1
Understanding Trusts: Secure Your Wealth and Legacy
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Trusts serve as powerful tools in estate planning, offering a secure way to protect assets and facilitate smooth wealth transfer to beneficiaries. They provide numerous advantages, including the ability to bypass probate, potentially reduce tax liabilities, and maintain greater control over asset distribution. Understanding the fundamentals of trus…
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How the NAR Settlement Changes Homebuying Forever | Ep. 466
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D.O. discusses the recent National Association of Realtors (NAR) commission settlement and its effects on the real estate industry. It highlights how this change presents an opportunity for mortgage lenders to demonstrate their value and strengthen relationships with real estate agents and homebuyers.…
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How To Find, Fund, and Unlock Financial Freedom Through Industrial Real Estate Investments | Cody Payne
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In this episode of Millionaire Mindcast, we explore the booming world of Small Bay Flex Industrial real estate with special guest Cody Payne. Cody, a seasoned commercial real estate expert, shares his journey from car sales to becoming a leader in the commercial real estate space. Listeners will learn: Why Flex Industrial? Cody explains why Small B…
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Abby Lee Miller: Scam Like Nobody's Watching
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Before she became the most infamous dance teacher in America, Abby Lee Miller ran a struggling dance studio in Pittsburgh. Shortly after declaring bankruptcy, she gets the break of a lifetime: she’s cast as the lead in Dance Moms. She becomes a reality TV star overnight, and even as she leads young dancers to stardom in front of millions of viewers…
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If You're Planning On Living Longer... You Should Probably Know This (The 100 Year Life) with Jon Doyle DWI-EP296
31:11
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You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport ——————————————————————— Ever thought about how you’d plan your finances if you knew you might live to 103? We’re having a good natter about just that, inspired by ‘The 100-Year Life’ by Linda Gratto…
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Buying a car, even a used one, can be one of the biggest purchases a consumer can make. But even if you do get a good deal, there are a number of hidden costs that come along with owning that vehicle. On this episode, we're talking to Shannon Martin of Bankrate. She breaks down some of the hidden costs and tells us exactly how much it costs each ye…
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1
Scaling Finance: The Power of Fractional Head of Finance Recruitment
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Welcome to "Scaling Finance," the podcast where we dive into the latest trends, strategies, and insights for scaling businesses, particularly in the ever-evolving world of finance. I’m your host, Adrian Lawrence, and today we’re going to explore a topic that’s becoming increasingly popular among growing companies—fractional Head of Finance recruitm…
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August 24, 2013 The post Norma Yaeger’s Rise Above the New York Stock Exchange’s Glass Ceiling appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
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Exploring FD Capital's New Fractional CEO Recruitment Service
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Hello and welcome to the "Business Evolution" podcast, where we dive deep into the latest trends, innovations, and strategies shaping the future of business. I’m your host, Adrian Lawrence, and today we have an exciting topic lined up for all the business leaders, entrepreneurs, and decision-makers out there. We’re talking about a groundbreaking se…
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Content Chronicles: Supercharging Recruitment Agencies with Content Marketing
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Welcome, listeners, to another episode of Content Chronicles, the podcast where we dive deep into the world of content marketing strategies that drive real results. I’m your host, Adrian Lawrence, and today we’re exploring a topic that’s vital for businesses in the recruitment industry: How to Promote Recruitment Agencies via Content Marketing. Whe…
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Episode 158 - RFK Jr. endorses President Trump.
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Kamala wants Americans to forget the train wreck her administration caused. Economic gaslighting. Former Obama political advisor says Trump should win. And more.By Darren Maloney
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Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?
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The financial industry grapples with the question of who should bear the cost of scam-induced fraud losses: consumers or banks. Authorized push payment (APP) fraud presents unique challenges for fraud detection systems, as victims unwittingly authorize transactions. Financial institutions are implementing advanced technologies and strategies to com…
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The Finance Fraction: Unlocking the Power of Fractional Finance Directors
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Hello, and welcome to "The Finance Fraction," the podcast where we explore the evolving landscape of financial leadership and the innovative solutions driving businesses forward. I'm your host, Adrian Lawrence, and today we're diving deep into the world of Fractional Finance Directors—who they are, what they do, and why they might just be the key t…
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From Flight Attendant To Real Estate Broker
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In this episode of Greatest Asset Community Podcast, Frederick talks with Dr. Cynthia Davis, about her journey from an elementary school music teacher to teaching real estate brokers from her wealth of 30+ years in the real estate industry. After hearing this interview, you will be encouraged to take that step of faith toward your dreams, regardles…
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Blueprint to Success: Crafting a Winning Business Plan for Your SME
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Welcome to "Blueprint to Success," the podcast where we dive deep into the strategies and tools that can help small and medium-sized enterprises, or SMEs, thrive in today's competitive market. I'm your host, Adrian Lawrence, and today we're tackling a fundamental yet often daunting task for any business owner: creating a winning business plan. Whet…
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Welcome to "The Fractional Executive Playbook," the podcast where we dive into the evolving world of fractional C-suite executives—who they are, why they're in demand, and how they're transforming the leadership landscape in modern business. I'm your host, Adrian Lawrence, and I'm thrilled to have you join us today. Whether you're a seasoned execut…
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How Non-QM Lending Can Double Your Closings and Impact | Ep. 465
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Discover the power of non-QM lending with industry expert James Hooper from Quantic Wholesale. Learn how portfolio lending and innovative mortgage solutions can help you overcome common lending challenges, expand your client base, and close more loans. This in-depth discussion covers unique products, common sense underwriting approaches, and strate…
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Barry and Valerie’s U.S. Open Tennis Extravaganza 2024
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Get ready for this year’s US Open Tennis Championships by watching the third installment of the US Open Tennis Extravaganza – featuring co-hosts Valerie Mason and Barry Bobrow. This special edition of the In the Know podcast features tennis insights from two of the biggest tennis fans there are. It begins with words of wisdom from Tennis legend and…
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The Pros and Cons of Kamalas Tax Proposal On Unrealized Capital Gains and How It Could Destroy Americas Economy And Wealth | WIS
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In this powerful episode of the Wise Investor Segment, our host Matty A. delivers a crucial message for anyone looking to thrive amidst the upcoming season of hardship, chaos, and life-changing opportunities. Matty A. discusses the Pros and Cons of Kamala's tax proposal on unrealized capital gains and how it could destroy America's economy and weal…
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120: The Three Cornerstones of a Happy And Fulfilling Retirement
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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…
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Theory Of Thing s5 ep10 on Cannabis and kings
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In this episode of *The Theory of Thing Investment Podcast,* Jimmy shares insights from his recent visit to a cutting-edge cannabis facility, exploring its investment potential. Thelma and Louising from the deep south brings some thrilling stories from the road, while we dive into the competitive world of NFL Fantasy Leagues. Heath is back with a c…
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Acquiring Finance In The Property Game with Rob Bridgewater DWI-EP295
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You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport ——————————————————————— Can you picture yourself securing your financial future through property investment? Join us in this cracking episode as we chat with Rob Bridgewater, who’s gone from dental …
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August 17, 2013 The post Keeping Business Communication Flowing with Joe Divona and Sean Puckett appeared first on It's Your Money and Your Life Radio Show.By Richard Muscio and Joe Vecchio
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273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears
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As we enter the sleepy dog days of summer, we have a lot to breakdown. In this week's episode of The TreppWire Podcast, we cover a streak of positive economic data in August, Trimont going from the 10th to the 1st U.S. Special Servicer, property downturn creating best opportunity in decades, and other impactful headlines from the week. In a special…
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3 Essential Mortgage Moves Before the Fed Cuts Rates
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As the Federal Reserve hints at potential rate cuts, now is the time to optimize your mortgage strategy. Learn how to assess your current mortgage rate, determine if refinancing is right for you, and plan for future expenses with cash-out refinancing. Today's Stocks & Topics: IP - International Paper Co, Market Wrap, CF - CF Industries Holdings Inc…
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215. Air Canada CFO John Di Bert on managing uncertainty
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This week, we are joined by John Di Bert, CFO of Air Canada, and John Kelleher, a senior partner based in Toronto and the global co-leader of our Finance and Capital Markets service line. Recorded at our recent CFO forum in London, this discussion delves into how Air Canada is positioning itself for sustainable growth and stability, the key financi…
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Loan Officer Training 08/22/2024 - How to Structure Mixed-Use Property Loans
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In this episode of Loan Officer Training, we dive into the intricacies of structuring Mixed-Use Property Loans, a vital topic for loan officers dealing with properties that combine residential and commercial spaces. We’ll explore the unique challenges and opportunities presented by mixed-use properties, including how to assess the different compone…
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Futureproofing the Dealership in a Time of Transformation
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We all know the auto industry is headed toward electrification and alternative energy inputs. It’s an ambitious undertaking, and dealers have a lot to consider regarding how they will decarbonize and what the future of the dealership will look like. OEM = Original Equipment Manufacturer.By BMO Financial Group
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Evan Loomis on Protecting the World, AI, and Living on the Moon
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This week we had a fascinating chat with Evan Loomis, General Partner at Overmatch and Founder of ICON. We discuss investing in our defense and how the U.S. strategy is moving from big to small and from expensive to cheap. He’ll also educate us on our weak spots, how we compare to Russia and China, and how autonomous weapons and surveillance vehicl…
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