show episodes
 
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
 
Two Black Guys with Good Credit is a show about two black guys from Canada living in the US for over 20 years - Arlington in Los Angeles and Shaun in Brooklyn. Both are business owners with successful track records and, of course, good credit! Each week they will bring you their ‘straight talk’ and at times humorous perspective on making, managing, and protecting your money. Two Black Guys with Good Credit will educate, entertain, and inspire you to achieve YOUR financial goals. Support this ...
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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 ...
 
Your company culture might attract talent, but your Spend Culture will make or break your company. Spend Culture Stories is the first female-hosted and produced podcast on company culture and finance, helping finance leaders learn the tactics, strategies, and processes to build a proactive Spend Culture. Learn how to pick the right tools, implement the most efficient processes, and how to develop the right people to transform the Spend Culture of your organization for the better.
 
LeadershipNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave® & HowMoneyWorks® and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave® & HowMoneyWorks® and our vision, mission and systems at WealthWave.com and HowMoneyWorks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave® Leadership Center & HowMoneyWorks® Learning Center World Headquarters: 6475 East Johns Crossing, J ...
 
Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
 
Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers. Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, ...
 
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
 
Entrepreneurs in Finance, hosted by CEO Kris Roglieri, will provide listeners the opportunity for an in-depth look into the day in the life of a CCTG graduate, the lenders in our network, and others in the commercial finance space. Not only will listeners learn about what daily life looks like as a commercial finance professional, the podcast will serve as a space for our audience to gain insight and education regarding the products discussed in our monthly classes, as well as the lenders wh ...
 
This is the Limit Up! Podcast - the place where we explore markets, strategies, and trading psychology to take your trading to the next level. The Limit Up! Podcast is brought to you by Topstep and hosted by Jack Pelzer and Dan Hodgman. Topstep is committed to empowering anyone, anywhere to earn the financial freedom to pursue their dreams. Risk Disclosure: https://www.topstep.com/risk-disclosure/ Listen Notes
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
 
Binge-worthy business advice delivered in 5 minutes or less by SMARTSTART Founder Linda Lopeke. Dramatically improve your results as you build a business and life you love in pursuit of personal, creative and financial independence through entrepreneurship! Have a business dream, but no trust fund to finance building it? SMARTSTART works with entrepreneurs with high potential through its $50M philanthropy program and provides subsidized access to the expert professional guidance needed to br ...
 
The Source is a network for women in business created by BankPlus to provide access to capital, education and networking events. The Source supports women in business at all levels, across varied industries, business sizes and professions. Whether you are starting in business, growing a business, seeking professional development, or have already had success in business, we hope you will go to The Source.
 
William & Mary’s rich history of educating leaders continues at the Raymond A. Mason School of Business where today’s business leaders learn how to tackle tough business challenges. Whether you are an established executive or an emerging professional, the Raymond A. Mason School of Business is committed to providing you with quality education that offers fresh ideas and new professional skills to give you and your organization a competitive advantage. Our weekly podcast highlights the latest ...
 
Husband and wife financial gurus David and Cindy provide a refreshing view on personal finance with a side of humor. They also share offbeat current events and real-life experiences. The two hosts crack jokes while also diving into financial literacy and success. This podcast finds the perfect balance between having a laugh and getting down to business. Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognize ...
 
SDL Podcast = Personal Development & Professional Leadership Success Strategies on Fitness, Finance, Family, Faith, Health, Biohacking, Business, Lifestyle Design, Dating, Relationships, Travel, Meditation, Mindset, Minimalism, Money Making Marketing Methods & Much More SUBSCRIBE 4 Self Development Skills Time To “Level-Up” Your Life? Claim Your FREE 1-on-1 Life / Biz Coaching Call DM "30 min FREE CALL" @QuintonCarlin Insta/FB Host Bio: World Traveler (35+ Countries) TEDx Speaker. University ...
 
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 ...
 
Stay ahead of the accounting & finance curve with weekly insights on emerging technology, human intelligence and digital transformation. AICPA & CIMA's global community helps you leverage disruption today to prepare your profession for tomorrow. The Association of International Certified Professional Accountants shares exclusive interviews from finance professionals across the world. They unpick crucial trends in cybersecurity, blockchain, artificial intelligence, data analytics, robotic pro ...
 
Take 15 Podcast Presented by CFA Institute is a series of 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets. Host: Lauren Foster Producer: M ...
 
Millennial Manhood is a podcast dedicated to cultivating conversations that will help young men improve themselves and their communities by building their confidence, encouraging taking initiative, and coaching professional persistence. Join us for the conversations. Contact us: info@manhoodpod.com
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Money Memories is a podcast that’s on a mission to make money conversations less taboo — one memory at a time. Each week we interview a new guest, and discuss how their earliest money memory affected their professional trajectories and molded their relationship to personal finance.
 
OMG My Money of omgmymoney.com is a community focused on those interested in personal finance, side hustling, and sports cards to help you become more financially comfortable. This podcast was created to help others and to build a community of like minded individuals who are interested in learning and giving back. Becoming debt free, budgeting, general investing, making extra income, digital marketing, leadership, business management, and real estate to help you with more options to improve ...
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
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 ...
 
This podcast is all about quantitative finance and financial history. By subscribing you will learn about what is happening in financial markets right now, you will learn about financial derivatives, how traders use quantitative tools like statistics and corporate finance. You will see interviews with some of the most interesting people in the financial industry. In addition there will be occasional longer form financial documentaries, that teach you some of the history of the financial mark ...
 
Travel Agent Achievers is an educational podcast by Australian travel professional, Roslyn Ranse. Educating, empowering and encouraging travel agents. Whether you are working in a shop front or as mobile travel agent, we are here to help you grow your business and stay ahead of the competition. We will explore strategies in all facets of business. Sales, marketing, customer service, finance, and project management. Success belongs to the eager and the equipped. The time is now. Design a trav ...
 
What if you combine personal growth and career contribution? We believe that your impact can be genuine and big, when you are coming from a place of full and holistic self-development. In our episodes, we touch on the four key areas of life: Health, Relationships, Career and Finance. We encourage you to look beyond the ordinary and get inspired by knowledge experts in these areas. Growtribute is an international community and platform for personal growth and professional contribution. Behind ...
 
Loading …
show series
 
The Dot-Com bubble was one of the largest speculative bubbles in U.S. stock market history. Here's a quick history lesson on what it was like twenty years ago. The Dot-Com Bubble was a major economic event that ultimately led to a three year bear market. The Dot-Com Bubble started in the 1990s with a rapid wave of new internet companies going publi…
 
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one cus…
 
Accountants played a crucial role in helping millions of organizations, most of them small businesses, receive $525 billion in Paycheck Protection Program loans last year. Now, the PPP is back and businesses will again be looking to CPAs for advice and assistance in accessing the program, which provides forgivable loans that borrowers can use for p…
 
Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from Washington DC Latest PPP Updates & Recommendations CPA Loan Portal Demo ERC Enhancements and PPP Key Insights: Erik Asgeirsson…
 
We’re guilty. Lifestyles of the Rich and Famous and Cribs influenced our childhood ideas of what wealth looks like more than we would like to admit. Today, we work with wealthy folks from all over the country and help them make smart financial decisions. The contrast between common perceptions of wealth and the characteristics of truly successful p…
 
Getting your first rental property is a smart move, but how exactly do you get one? It's a process that most people don't know and many are confused on the facts. Join me in today's episode so I can share with you everything I know, what you should REALLY do and how to find the right real estate for you. Let's go! WEBSITE:http://www.noellerandall.c…
 
Maia Monell is the co-founder and chief marketing officer at Nav.it, a digital banking app seeking to empower customers to make better financial choices by changing the conversation around money. She discusses how growing up playing tennis influenced her competitive professional outlook, and why you are more than just your credit score.…
 
Every month we put together an income report to share a behind-the-scenes look at the ups and downs of running a 7-figure business. In full transparency, it’s not easy – but it IS possible. Through hearing about our mistakes, lessons learned, and our wins, we hope to inspire and motivate you to take action in your business with just one step forwar…
 
Have you ever tried googling yourself? What did you find? Is there anything travel-related there? Will people instantly know that you are a travel business owner by just looking at the search results? If not, then why not work to make yourself known this year, by positioning yourself as the expert. In this episode, I talk about content creation. An…
 
Imagine a world without e-mail. While that’s not likely anytime soon, the way e-mail looks and the way we use it is changing. The days of video e-mail have arrived. Everyone’s familiar with the negative aspects of traditional e-mail: It leads to overloaded inboxes, there’s too much back-and-forth, writing and replying take up a great deal of our ti…
 
This week’s installment of our new Trader Development Series is all about how to open a brokerage account. Jack and Dan are joined by longtime trader, and Founder/Chief Visionary Officer of Topstep, Michael Patak, for a discussion on futures brokerages. Listen to their conversation to learn about the importance of risk management, trading small, an…
 
""With all of the disruption going on around the world, businesses are going more than ever to their finance people." (142) It takes a wide-ranging professional skillset to link the CGMA designation, the AICPA annual series of CFO Conferences, and the role of 'Chief Turmoil Officer'. Our guest, Ken Witt, joins us to do just that. He explains what t…
 
Interview with CEO and CO-Founder Lee Nelson of Florida Cane Distillery. This episode we discuss a unique and alternative type of investment VODKA! We discuss many of the pro's aswell as the cons to investing in a local small business and give you some tips. Florida CANE Distillery began in 2012 as a proof of concept company by two good friends, Le…
 
Andrea Dalzell is the first registered nurse in a wheelchair to get through nursing school in New York City. Diagnosed with Transverse Myelitis at a young age, she did not allow her disability to become or define her. As an advocate and activist for the rights of people with disabilities, she's garnered various awards. Andrea was crowned Ms. Wheelc…
 
Can I rent my apartment on Airbnb is the biggest question out there. As a real estate entrepreneur, I have tons of Airbnb properties. In this podcast, I'll tell you how I started and how I transitioned from rental properties to being a real estate millionaire. WEBSITE:http://www.noellerandall.com TEL: 888-NOELLE2 Support the show (http://www.paypal…
 
For the personal finance tip of the week, David and Cindy cover the details around how surprisingly expensive candles are and what you can do to prolong the burning life of them to save money. https://twitter.com/Somm_podcast https://www.instagram.com/somm.podcast/ https://www.somethingonmymind.net/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU…
 
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous differe…
 
Joe has founded and sold several six and seven-figure companies while working 25 hours per week. His approach simplifies the process by focusing on the things that truly matter. Top 3 Value Bombs: 1. You should never sacrifice your personal life or professional gain when you master the art and science of being productive. Money, relationship, healt…
 
I recommend watching on YOUTUBE to see my parents reactions https://youtu.be/KD-MW_hwoP4 (and subscribe to my channel for more episodes) Also please leave a 5* rating & review on Apple podcast, thanks :) This is my Biggest Bucketlist Goal EVER. 10 years ago I saw a video of my now boss, David Sharpe giving his dad a new car (here is video https://d…
 
Today, our guest is Karen Williams from the Global Investor Alliance. She started her career as a commercial lender, before shifting to consulting with PWC. She learned to study businesses and markets, synthesize data to pivot quickly when needed, apply processes to elevate performance, and leverage relationships to influence positive outcomes. She…
 
Burnout is a big risk to your finances. Your fastest path to cash is as a board-certified doctor. We want you to be happily practicing medicine for as long as you would like. Our guest in this episode is Dr. Dike Drummond who we have written about before https://www.whitecoatinvestor.com/using-a-venn-diagram-to-decrease-burnout/ . He has spent the …
 
With a divided United States splitting at it's political seams we felt the need to discuss America's standing in the world, so in this episode we are "Debating America's Greatness". We engage in this discussion the only way Two Black Guys with Good Credit know how by looking at America's currency, issues like immigration, and infrastructure, and oh…
 
In late 2020, Robert Half’s Paul McDonald delved into the hiring outlook for 2021. The second part of that conversation addresses the ways organizations can keep those already on staff during COVID-19. McDonald, Robert Half’s senior executive director, says the businesses that already had strong culture in place were better equipped to adapt to COV…
 
Getting your first rental property is a smart move, but how exactly do you get one? It's a process that most people don't know and many are confused on the facts. Join me in today's episode so I can share with you everything I know, what you should REALLY do and how to find the right real estate for you. Let's go! WEBSITE:http://www.noellerandall.c…
 
We’re excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN’s Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back i…
 
Dr. Kelly Henry is a retired chiropractor turned business and profit consultant. As the "Customer Experience Doctor" his focus has shifted from adjusting patients to helping clients eliminate problems while increasing profits. His new book "Define and Deliver Exceptional Customer Service" is available now. https://www.drkellyhenry.com/ Dr. Kelly's …
 
Mary Fran Bontempo and Kristin Smedley know their brilliance. But they didn’t always. Both Kristin and Mary Fran know what it feels like to be sucker punched by life. But they refused to let those sucker punches define them. Together they created Brilliantly Resilient--a show, podcast, program and now a book, to teach others how to Reset, Rise and …
 
Becoming a real estate investor is fun and easy, but where do you start if you have no money? You can get started today with some awesome techniques that very few people know about. Join me in today's episode so I can share with you everything you need to do. Let's go! Website:http://www.noellerandall.com TEL: 888-NOELLE2 Support the show (http://w…
 
On today’s episode, we speak with our first guest – Dr. Julia Huber. Julia is a wellness advocate and coach for EP’s utilizing her unique vantage point as an EP herself to define burnout and moral injury, and to address some of the current thinking on both individual and systemic issues. EM is already a high-stress career. COVID has only amplified …
 
Clients these days want to do good things with their money, and now that performance concerns have largely died off, ESG is enjoying its time in the sun.But that doesn't mean the due diligence is easy. Indeed, one area you might be less familiar with in the ESG world is property. Is it possible to insert property into clients' investments without c…
 
Melanie Deziel is a keynote speaker, award-winning branded content creator, the Chief Content Officer of StoryFuel and the author of The Content Fuel Framework: How to Generate Unlimited Story Ideas. Top 3 Value Bombs: 1. In business, your content is an excellent way to showcase your expertise and keeps your customers engaged. 2. Focus on curating …
 
Mitch Zuklie, Chairman and Chief Executive Officer of the law firm Orrick, shares how narrowing an organization’s objectives into just a few key areas can make an enormous difference in terms of innovation, marketing, hiring, and creating an operating game plan. Zuklie also discusses the two key criteria — grit and teamwork — that his firm applies …
 
Today our guest is Martin Saenz from BeQuest Funds. Martin is a successful note investor and Managing Partner of BeQuest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his first-hand expertise, to the benefit of his many clients and followers. Martin talks to us about his journey moving from th…
 
“Innovation isn’t about disrupting everything and turning the world on its head; Innovation can be a tiny adjustment in the way you operate,” says Jennifer Leonard, Chief Innovation Officer and Executive Director of the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. In the inaugural episode of Strategy Spher…
 
Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income, in our latest podcast episode. “Bond yields are controlled, independence of central banks is out of the window. Joe Biden is going to print another USD 2 trillion in stimulus and the Fed will finance it. It’s a concerted eff…
 
We are running this throwback episode as a sort of summary or refresher of the past ten episodes we had with our guest CFP, Marie Thomasson of Modern Assets. This gives us a better understanding of the collective way of doing impact investing and changing our mindset from being just investors, to those who can impact change while doing so. We cover…
 
Loading …

Quick Reference Guide

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