THE CARDONE ZONE is the one place to find everything Grant Cardone: Real Estate Investing Made Simple, Power Player interviews with superstar entrepreneurs, authors, experts, coaches, and business leaders; The G&E Show - the business of Marriage and How to Build an Empire; Digital Marketing tips; Young Hustlers for Sales Professionals; and much, much more!
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money. Hosted by J.R. Whalen.
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Financial Education and Entrepreneurship for Professionals
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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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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.
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This is the official podcast feed of the Society of Actuaries
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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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 ...
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Finding Finance is a podcast that I started so I can educate high schoolers like myself and college students who are interested in pursuing a career in finance. I have interviewed successful professionals in the various subfields of finance with the intent of understanding the vast and diverse field of finance. I hope you enjoy it and find it useful!
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Business, Finance and Soul is a podcast created for the curious, a conversation for those interested in Business strategies, Personal Finance and the driving force behind it all.
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The Mental Wealth Show is about health, healing, and high performance. Join HR Pro, Health & Performance Coach and masters track and field athlete, Rich Jones, for the journey to a holistically healthy life through honest reflection and candid dialogue about growth.
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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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Inspired Money is a weekly livestream podcast that brings together a panel of industry experts to inspire you to make more, give more, and live more. Hosted by Andy Wang, named a Top 100 Financial Advisor by Investopedia, each episode explores diverse and positive money stories with thought leaders from finance, entrepreneurship, philanthropy, and lifestyle spaces. From investing and charitable giving to budgeting and collecting watches, wine, or cars, Inspired Money covers a wide array of t ...
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A revolutionary UAE community based discussion covering all the areas of finance, including ones you didn’t know existed. We discuss how to get smart with maximising on your money, answer your burning questions, open your mind to endless possibility and connect investors with professionals. In short, we make finance fun.
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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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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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Vivian Tu, aka Your Rich BFF, is getting up close and personal, about the good, bad, and ugly on how money impacts all of our lives. Instead of your traditional boring business podcast, Networth and Chill covers financial topics as they relate to YOUR ACTUAL LIFE, all while feeling like a conversation with your best friend. Each episode breaks down a complicated economic or business concept into easy to understand terms, while tapping experts, professionals, and some of your favorite famous ...
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Join Brad as he interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in weal ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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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 ...
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Interviews, panel talks, and professional development sessions for English Language professionals.
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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The 5-Minute PRIME podcast from REIPrime.com helps busy professionals master personal finance and real estate investing with quick, actionable tips. Build wealth, stay consistent, and take steps toward financial freedom - one episode at a time.
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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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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In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Caleb Kioh, Founder of the WalletGyde, talks with top industry professionals to go on a financial journey that creates a platform for success. The habits learned will change your financial lifestyle so you can more easily manage your money. Follow @WalletGyde on IG to develop the right habits to save!
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Insights into the world of professional services marketing, presented by Frank Lippert and Deirdre Gilmore. The professional services industry is an increasingly competitive one – your firm needs to stand out from the pack, so a marketing strategy can no longer be an afterthought.
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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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ICAEW is a professional membership organisation that provides insight and leadership to the global accountancy and finance profession.
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Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the rep ...
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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!
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1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market
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Four years into his 12-year career chapter at Amazon, Hetu Patel was appointed Finance Director for Prime—a role he credits with opening his eyes to strategic finance. In the days ahead Patel would be handed a milestone assignment, where he worked on a groundbreaking framework attributing the total value of Prime membership to each bundled benefit:…
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As intelligent people, we often overcomplicate things? Whether it’s in business, health, or relationships, we’re constantly seeking advice, following trends, and trying to use complex strategies to optimize our results. As you may know, I am deeply entrenched in the longevity space. As a physician and science person, I am fascinated by this stuff. …
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In a recent episode of Behind the Ticker, Kevin Carter, founder of EMQQ Global, shared his journey into investment management and the inspiration behind his suite of emerging market internet ETFs, including INQQ, which focuses on India’s rapidly growing internet sector. With a background that began at Robertson Stephens in 1992 and included pioneer…
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What’s News in Markets: FuboTV Scores, Vaccine Bets, Insurers Stumble
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What drove FuboTV’s gains? And how are bird-flu worries affecting vaccine makers? Plus, why did insurance shares drop? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A 2502
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Jim and Chris sit down to discuss Social Security, inherited Roth IRAs, an inherited IRA RMD case, and reporting Roth withdrawals. (12:45) The guys answer a question about earning enough Social Security credits while working overseas and how this impacts Medicare eligibility and spousal benefits. (22:45) Georgette asks whether taking a Child-in-Car…
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Ep85: Unlocking Wealth Through Land Investing: Dr. Mamta Kumar’s Inspiring Journey to Financial Freedom
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In this episode of Financial Freedom Podcast, join Dr. Disha Spath and guest, Dr. Mamta Kumar as they uncover how land investing can help you design a life that reflects your core values. Dr. Mamta shares her inspiring journey from medicine to real estate, the challenges she overcame, and how she’s empowering others, especially physicians, to achie…
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This week on Full Throttle Finance™️, hosts Felicia and Allison dive into their personal journeys with motorcycles, from childhood memories to recent bike purchases. They also discuss the inception and growth of Clean Bee Consulting and the Full Throttle Finance™️ program, and their trademark journey with the help of Braden Drake. 🙌🤘 Tune in to lea…
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Season 3: Episode 1 - Rethinking Resolutions: From Hustle to Harmony
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New year, fresh start? Maybe. But let’s face it: the pressure to set ambitious resolutions and overhaul your life on January 1st is overwhelming—and often counterproductive. In this episode, hosts Damion and Deirdre take a deep dive into the mindset shift we all need: moving from hustle culture to a life that’s fulfilling, intentional, and aligned …
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In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk
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Why Unemployed Office Workers Are Struggling to Find New Jobs
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According to the Labor Department, it now takes someone six months on average to find a job – roughly a month longer than it did in early 2023. Wall Street Journal reporter Matt Grossman joins host J.R. Whalen to discuss why the labor market, especially for white collar workers, is weaker than it seems. Sign up for the WSJ's free Markets A.M. newsl…
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Controllers Classified: Host Erik Zhou welcomes Sourcegraph's Contoller Desene Sterling
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When you think about accounting at growth stage companies, the word "artistry" might not immediately come to mind, but Desene Sterling makes a compelling case for it in this episode of Controllers Classified. As the Controller at Sourcegraph, Desene describes how crafting processes, like implementing procurement workflows or streamlining month-end …
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Hiring best practices: How to succeed in a competitive labor market
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What’s the future of fully in-office work? What’s the hiring outlook for finance and accounting roles in 2025? Steve Saah, the executive director of the finance and accounting permanent placement practice at Robert Half, tackles those and other questions in this episode of the Journal of Accountancy podcast, recorded in December in San Diego. Saah …
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2024 AICPA & CIMA Conference on Current SEC & PCAOB Developments Recap
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Join hosts Nicole Harger and Adam Olsen as they break down the key takeaways from the 2024 AICPA & CIMA Conference on Current SEC & PCAOB Developments! In this episode, they dive deep into the latest shifts in SEC & FASB priorities, the rising impact of AI on the accounting industry, and the evolving landscape of ESG reporting. Packed with expert a…
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Forget New Year Resolutions: Set New Year GOALS for Real Estate Success in 2025
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Small shifts in how you approach New Year goals can yield huge results - especially when real estate is in the picture. In this episode of the 5-Minute PRIME Podcast, we’re diving into advanced strategies to help you set and achieve rock-solid property investing targets for 2025, so you’re not left with unfulfilled resolutions by February. Here’s w…
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YFP 391: 7 Books That Shaped My Money Mindset
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Tim Ulbrich shares insights from seven financial books that shaped his journey, offering key lessons on saving, spending, mindset, and building wealth. Summary In this episode, Tim Ulbrich highlights seven impactful financial books that shaped his journey, including I Will Teach You to Be Rich by Ramit Sethi, Die with Zero by Bill Perkins, and Rich…
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Can Money Buy a Longer Life? Yes – to a Point
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People with high salaries and net worth tend to live longer lives, research shows. And while you can’t add more months to your shopping cart yet, Wall Street Journal reporter Joe Pinsker joins host J.R. Whalen to discuss ways to spend money to improve your chances of living longer Sign up for the WSJ's free Markets A.M. newsletter. Learn more about…
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WCI #401: Risk vs Reward - How to Find the Balance
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Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our lifestyle. It is important to do the things we love that bring us joy, even if there is some risk involved. But at what point do we cross into reckless? We talk about how to know when we are working to…
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Marketing & Distribution Section: Channel Choices: Navigating Distribution Strategies for Business Success
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In this podcast episode, join host Tiana Zhao, FSA, CERA for an insightful exploration of distribution channels and how to choose the right ones for your business. We dive deep into the various ways products and services can reach customers, from traditional retail to cutting-edge digital platforms.
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Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
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On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your a…
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Lee Eagling and Danny Noon discuss the recently published legislation which will change company size thresholds in April 2025 and the factors both entities and practitioners should be considering. For more information on this topic and more, please visit www.mercia-group.com for further details.By Lee Eagling and Danny Noon
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Can Financial-Planning Tools Predict Your Future?
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A new generation of tools allows anyone to play out a range of potential financial scenarios just by plugging in numbers from their portfolio. The Wall Street Journal’s personal finance bureau chief, Jeremy Olshan, joins host J.R. Whalen to discuss the pros and cons of using these tools to predict your financial future. Sign up for the WSJ's free M…
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1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security
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CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization throug…
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Personal Accountability Strategy for Success in 2025
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Send us a text Episode #128: Kickstart your 2025 with a potent strategy that ensures your goals don't end up as forgotten resolutions! We promise to guide you through a personal accountability process that transforms dreams into achievable milestones. What if we told you the secret to success lies not just in setting goals, but in how you hold your…
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Retirement Planning Dialogue: EDU #2502
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In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement Planning related topics. Mentioned JP Morgan Article The post Retirement Planning Dialogue: EDU #2502 appeared first on The Retirement and IRA Show.…
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What’s up besties! Today I am joined by California Divorce attorney Jackie Combs! We get into all the nitty gritty details when it comes to money, love and divorce. Jackie walks me through the prenup process and why everyone, yes everyone, should have a prenup. Plus she shares some wisdom on how couples can recover from hard times to come out stron…
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Money Moment 1: Warning! Over Optimising Your Portfolio Leads To Bad Results & Burnout (ETF Investing, Financial Indepdence UK, Investing For Beginners)
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Send us a text In this Money Moment, Alvar shares why the temptation of finding the best results can sometimes lead to a sub-optimal outcome. More funds to manage, more time researching. Full Episode #109 https://www.buzzsprout.com/1010941/episodes/11154239-cheap-etf-investing-vanguard-invest-engine-cruise-hacking-financial-independence-uk-109 Refe…
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Empowering SMEs in Brazil: How Dinie is Reimagining Credit with Suzy Ferreira
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Suzy Ferreira, co-founder of Dinie, is on a mission to transform credit access for small businesses in Brazil. In this episode, Suzy shares her journey and the inspiration behind Dinie, an embedded lending fintech breaking barriers for SMEs. Discover how Dinie’s innovative, data-driven approach—embedding lending into platforms like iFood and levera…
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THE CARDONE ZONE EPISODE 239: "MULTIFAMILY INVESTMENT SECRETS & THE FUTURE OF CRYPTO"
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In this insightful episode of The Cardone Zone, Grant Cardone teams up with real estate broker Robert Given to pull back the curtain on multifamily property investments. Together, they reveal the secrets of this lucrative sector, discussing strategies, market insights, and the pathways to financial freedom through real estate. The episode continues…
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In today’s episode Dev explains essential financial habits and strategies, including setting up an emergency fund, budgeting, and exploring investment options, to help you achieve financial stability and long-term success. touching on: 👉🏿 set up an emergency fund 👉🏻 never borrow money to buy depreciating assets 👉 stick to a budget 👉🏼 maintain a pro…
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What's ahead for nuclear energy in 2025 and beyond?
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In this episode of S&P Global Commodity Insights' Energy Evolution, co-host Taylor Kuykendall dives into the future of nuclear energy. With rising global energy demands and an urgent need for sustainable solutions, nuclear power is once again at the forefront of energy discussions. Listen in to hear about the challenges and opportunities that nucle…
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Why You’re Paying for Other People’s Stolen Packages
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Some retailers are requiring all customers pay package-protection fees to ease the financial burden of replacing lost or stolen deliveries. Wall Street Journal personal finance reporter Imani Moise joins host J.R. Whalen to discuss how much the fees are, and what they typically cover. Sign up for the WSJ's free Markets A.M. newsletter. Learn more a…
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Two significant changes will take place from April 2026: Making Tax Digital for Income Tax (MTD IT) and mandatory payrolling of benefits in kind. While April 2026 is over a year away, these changes will require a lot of planning including how workflows and information flows will need to change. MTD IT will require many individuals to keep digital r…
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Long Term Care Section: LTCI: A Front-Line Perspective
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Roger Loomis interviews Phyllis Shelton about innovative LTC solutions.
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Credit Score Hacks: Practical Tips to Boost Your Real Estate Success
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Small changes to your credit habits can lead to big results. In this episode of the 5-Minute PRIME Podcast, we’re diving into actionable strategies to improve and supercharge your credit score, giving you the edge you need for better financing and more real estate opportunities. Here’s what you’ll learn: Quick wins to boost your score, like lowerin…
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862: M.C. Laubscher: How To Create Your Own Family Office In 45 Days
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In this episode, M.C. Laubscher shares how to create your own family office in which to live and leave your legacy in 45 days. Interview Links: Producers Wealth Website: https://producerswealth.com/ Family Polaris Website: https://yourownfamilyoffice.ai/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download …
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America's Riskiest Borrowers Are Nursing a Financial Hangover
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In 2024, people fell behind on credit card bills and car payments more often than at any point since the Great Recession. Now, they’re hurting. Wall Street Journal personal finance reporter Katherine Hamilton joins host J.R. Whalen to discuss what borrowers need to know. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad c…
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MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year
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This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and has made all of this hard work worth it. He talked about the importance of being financially educated so you can learn from others and avoid the mistakes they have made. He said he is grateful his mis…
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Ep. 295: Stacey Chazin - Busting Myths About Introverts and Leadership
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In this episode of Count Me In, join host Adam Larson as he chats with Stacey Chazin, Founder and Principal Coach at I-Factor Leadership. Stacey, a passionate advocate for introverts in the workplace, shares eye-opening insights on why introverts excel in presenting, debunking common myths about their roles in meetings, and how the post-COVID shift…
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1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy
46:10
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When Emma Seymour arrived at Deputy in early 2022, she became focused on strengthening the company’s financial foundation. In the three years since, Deputy has achieved a historic milestone—reaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distributio…
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Wealth Formula Nation, First and foremost, let me start by wishing you a Happy New Year! It’s 2025, and as we shake off the confetti and champagne from the celebrations, we step into a year full of possibilities—and, let’s be honest, plenty of question marks. Every new year brings its own share of challenges and opportunities, but this one feels pa…
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What’s News in Markets: Tesla Sales, Drinks Warning, Steel Block
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Why did Tesla hit record sales last quarter but still see vehicle deliveries decline for the year? And how did the U.S. surgeon general’s call for cancer warnings on alcoholic drinks affect beverage stocks? Plus, what’s next for U.S. Steel after President Biden blocked its sale to Nippon Steel? Host Francesca Fontana discusses the biggest stock mov…
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Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
1:32:54
1:32:54
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Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA planning, step-up in basis rules, family maximums, IRA beneficiaries, and factoring inheritances into retirement planning. (12:00) George asks how his wife’s spousal Social Security benefit will be calculated, specifically regarding COLA increases to his PI…
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Ep84: Mastering the Billing Side of Medicine: Avoiding Billing Pitfalls & Building a Sustainable Practice
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In this episode of The Frugal Physician, Dr. Heather Signorelli shares her expertise on managing the business side of medicine. As a board-certified pathologist, physician executive, and co-founder of NatRevMD, Dr. Signorelli has helped healthcare practices boost revenue by over 25%. She discusses how to build a sustainable private practice, avoid …
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🏁 Join Felicia & Allison in the inaugural episode of Full Throttle Finance™️, a podcast designed to break down complex financial topics into engaging, relatable discussions. This episode covers their professional backgrounds, the journey of creating Clean Bee Consulting from scratch, & how they support clients across various industries, including m…
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In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.By Citywire
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How Young Professionals Can AI-Proof Their Career
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New workers are feeling the pressure of artificial intelligence conceivably eliminating their jobs. So, how can they save their jobs? Wall Street Journal contributor Bob Hagerty joins host J.R. Whalen to discuss how to take control and AI-proof their career. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit…
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Looking Back and Moving Forward, How To Level Up In 2025
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Welcome to 2025! It’s natural to look back on 2024 and evaluate the journey you've taken. My recommendation, rather than setting traditional New Year’s resolutions, consider taking a more thoughtful and introspective approach. Reflect on 2024 by documenting your experiences, celebrating your progress, and identifying areas for growth. Here’s how to…
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