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Best Financial Services podcasts we could find (updated February 2020)
Best Financial Services podcasts we could find
Updated February 2020
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
Financial innovation, technology advances and social changes are sending shockwaves through the financial services industry. In an age of increasingly rapid change, important questions, debates and developments are unfolding before our eyes. These ideas, and the choices we make in response to them, will shape our future. Technology is vastly powerful, creating new industries in response to – or sometimes in anticipation of – changing customer expectations. Rebank explores the trends, develop ...
 
Hi, I’m Dominique (pronounced dah-muh'-neek) and I live in Dallas, TX!I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment. As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
 
The CashFlowGuys Podcast teaches busy people how to use what they have, to get what they need in order to accomplish what they want. Using tips and techniques from industry leaders in Real Estate Investing and Financial Services, the CashFlowGuys are on a mission to educate the public on all things involving real estate and financial services. Your host, Tyler Sheff interviews experts from around the globe to help people improve their financial intelligence.
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
Comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.Phone: (888) 959-5904HEADQUARTERS176 Laning StreetSouthington, CT 06489FLORIDA Branch16910 S US Highway 441Baylee Plaza Suite 203Summerfield, FL 34491CONNECTICUT Shoreline Branch86 Bradley Road; Suite 2Madison, CT 06443
 
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Leda Glyptis and Sarah Kocianski and joined weekly by a range of fantastic guests, they discuss the latest news, developments, and trends within the industry. On Fintech Insider Insights, they speak to subject matter experts for deep dives on APIs, AI, digital banking, and all other ...
 
Listen to Thrive Financial Services live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
James Altucher interviews the world’s leading peak performers in every area of life. But instead of giving you the typical success story, James digs deeper to find the “Choose Yourself” story—these are the moments we relate to… when someone rises up from personal struggle to reinvent themselves. The James Altucher Show brings you into the lives of peak-performers: billionaires, best-selling authors, rappers, astronauts, athletes, comedians, actors, and the world champions in every field, all ...
 
The Wharton FinTech Podcast discusses the trends, topics and ideas that are reshaping financial services globally. It features founders, investors, students and thinkers from the world of FinTech with unique perspectives. This podcast is produced by Wharton FinTech, the first student-led FinTech initiative; visit whartonfintech.org for more details.
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
Welcome to The Jeff Motske Show. This is a show designed to teach the average person how to get their financial house in order from a financial planner’s perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
 
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area as well as American expats living abroad.Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or ...
 
Flippening is for cryptocurrency investors. Each week we discuss the cryptocurrency economy, new investment strategies for maximizing returns, and stories from the front lines of financial disruption. Flippening is for a new class of investors that were not part of the financial services world before bitcoin, but got into finance because of their passion for cryptoassets, blockchain, altcoins, and distributed ledger technology.
 
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance.Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
 
Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts ar ...
 
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
This podcast covers issues of Climate Change, Socially Responsible Investing, Retirement Planning, the Economy, and Life and Disability Insurance. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 7101 Wisconsin Ave. Suite 1200, Bethesda MD 20814 (301-907-9030) PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Important Disclosures 2019-78223 Exp 4/21
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
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show series
 
Adrian Terry, VP of GM Financial’s OpEx function, discusses their unique approach to IT and RPA. Initially, IT had some processes they wanted to automate. From there, a pilot was developed. It soon became clear that the broader organization could benefit from similar processes, so GM onboarded their own RPA business automation talent. Now, IT and R…
 
This week’s guest is passionate about debunking stereotypes. At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he’s a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. From swimming and fried chicken to privileg…
 
Host Julia Streets is joined by BBC presenter Jane Hill and partnership and sponsorship consultant Polly Shute discuss the lack of visibility of gay women in society. They consider why LGBTQ+ networks are failing to support and represent the female members of their community, addressing the central question, 'Where are the women?' This wide ranging…
 
Join David and Karen Bezar, Bret Elam and Joe Krause for an hour filled Radio Show with educational Information about Your Retirement! Go to thrivefinancialservices.com after the show and register for one of the upcoming workshops! Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided b…
 
Bankrate did a survey on outcomes from lending to family or friends, cosigning for them or giving them your credit card. 4 out of 10 lenders to family and friends report they didn't get paid back. Someone comes to the bank of family or friend because they can't get the money elsewhere, so that borrower is ultra-high risk. There are times we'll give…
 
Two years ago the market seemed a little volatile, so David picked 5 More Stocks to Feed the Next Bear. Where did that hungry bear go? A year before that, the presidential election had lots of people in a tizzy, so David picked 5 Stocks The World Needs Right Now. Did the world need them after all? Join David and guest Emily Flippen as we look back …
 
Our guest on the podcast is Annamaria Lusardi, an authority on financial literacy and financial education. Lusardi is the Denit Trust Distinguished Scholar and Professor of Economics and Accountancy at the George Washington University School of Business, where she also serves as the academic director of the Global Financial Literacy Excellence Cent…
 
Kairat Kelimbetov, Governor of Astana International Financial Centre, on the global agenda collaboration from Central Asia, a hub of financial best practices, key in those times of the 4th industrial revolution. --- The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitati…
 
If you ever catch yourself wondering how to work for yourself, this is the podcast for you. Dean Graziosi was making 1.8 million dollars at age 26. !!?? Can you imagine? When he said this, I thought, "I should’ve been more entrepreneurial." But I'm not too late. And neither are you. In this episode, Dean breaks down how to turn your life experience…
 
Reverse mortgages have been a caller topic for Clark for 2 decades. When people are house rich and cash poor, reverse mortgage -wherein the mortgage company sends you a check every month while you still live in the home, appears to be a solution. Routinely Clark goes through a checklist to determine the severity of the financial situation, and warn…
 
Kim Scott, a cofounder of the executive coaching firm Radical Candor, says that too many managers give meaningless positive feedback, while many others are highly critical without showing any understanding. Scott, who previously worked at Google and has consulted for Twitter and Dropbox, says leaders should learn to give honest feedback in the mome…
 
Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.…
 
It can be a big decision for retail investors to decide how and where to invest their hard-earned cash. After all, their savings are on the line. It’s important that when making this big decision investors understand the risks—not just the hype. That’s where FINRA’s Advertising Regulation Group comes in, overseeing broker-dealer communications to e…
 
This is the first of a two-part Everyday American- Black History Month Series. Debby Cody is a retired Army veteran of 22 years and an Everyday American. What we discuss with Debby: Growing up in a single-parent multigenerational household with 6 siblings. Her 22-year career in the Army. Her views on African American financial literacy. Starting ea…
 
It is time for you to check up on your 401K! The S&P 5, do current Index funds lack Diversification? Are you overpaying for your 401K? Plus, the two Cs of investing. Finally, are you and your spouse on the same retirement page? These topics and more on our this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ origina…
 
I love having Bishop T.D. Jakes on the podcast. This is his third time on the show. And each time, he teaches me something new about turning pain into promise. So what does that mean? It means you're not melting into the pain of life. Instead, you're aware that you're not alone. And that other people could use your help if you pull yourself out of …
 
Carl Richards, "Sketch Guy" columnist for the NYTimes, breaks down financial advice to simple sketches and is able to address motivation and how we work against ourselves. Clark is unapologetically dull and believes creating financial security should be dull as well, achieved slow and steady like a turtle. Many are always looking for the big score,…
 
Your hosts Simon Taylor and Adam Davis are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Matt Collinge, Chief Technology Officer of Curve Alexandra Frean, Head of Corporate Affairs at Starling Bank Ali Paterson, Editor in Chief at Fintech Finan…
 
Show Notes: If your goal is to become a successful financial advisor, then this is a power-packed interview for YOU! I so enjoyed this time with my friend and colleague David DeCelle unpacking some of the "elements to success" for financial professionals. We explored a ton of topics... ✅ Dave's own money story... ✅ What it is was like in the Northw…
 
Any one can write a book. And publish it. You don’t need a publisher. Or any gatekeeper to approve. You just need your own permission. And then you can do it yourself. So in this podcast, I walk you through how to pick your topic, how to find a unique angle to write about, how to outline your chapter, and so on. Think of this episode as a ready, fi…
 
Optometrists are independent. Even as they’re renting space in a Costco, Sam’s Club, Walmart or Target – the remain independent. This results in different prices within a retail chain. But as a general rule, the cost of getting a full eye exam and prescription averages around $70. If you go to an optometrist in a traditional office or an ophthalmol…
 
Love is in the air at 11:FS HQ. In our 400th instalment of Fintech Insider, your hosts Leda Glyptis, David Brear, and Jason Bates get together to talk about their favourite industry partnerships. Whether that's big banks merging, fintech team-ups or collaborations between fintechs and incumbents, we spend this episode digging into the best relation…
 
In this episode, I track down my good friend Chris Krimitsos to discuss his groundbreaking book “Start Ugly” which you can find at CashFlowGuys.com/StartUgly This episode is quite different from any other episode I have done before, because... I “started ugly” as Chris likes to say. Starting ugly for this episode all began with a phone call, with n…
 
On this episode Jake discusses the difference between tax prep and tax planning. Jake and Kirk also discuss an article on Nerd Wallet “Tax Planning for beginners.” While paying your taxes may not be the most exciting event of your year, learning to strategize with your money by understanding the tax system is a critically important part of maintain…
 
Dr. Ayanna Howard is a chair of the School of Interactive computing at Georgia Tech, an academic, and a startup founder. While her talents are as vast as her pursuits, she sums up their relation as interactive computing. In her words, “Interactive computing is really this theme that the human is center to everything that we do when we think about c…
 
Maria Konnikova is the New York Times bestselling author of several books, including "The Confidence Game: Why We Fall For It Every Time." And "Mastermind: How to Think Like Sherlock Holmes." Today's she's on the podcast to talk about mastering your mind. Basically, Sherlock Holmes, even though he's a fictional detective, is a mastermind. And there…
 
They're BAAAAAAACK! February 6th, 2020 Dennis, Heidi and the team are back from their annual TD Ameritrade Conference in Orlando, Florida. It’s always a mind-blowing experience to hear from global experts in the world of finance and beyond. So today, we’ll cover exciting topics from blockchain to bitcoin. The global market is getting close to home.…
 
Teachers, non-profit workers and some hospital workers are shuttled into inferior 403b retirement plans. 401ks have gotten more affordable with steadily lower costs for employees, lead by Vanguard and Fidelity. Teachers on the other hand get cheated repeatedly. 403b plans are often sold by insurance company sales reps, selling ultra high cost plans…
 
As a nationwide provider of residential mortgage lending services, QRL Financial Services has made a steadfast commitment to help credit unions achieve more profitable mortgage operations while delivering an exceptional experience for their borrowers. The company’s suite of offerings includes mortgage fulfillment services, retail lending, wholesale…
 
Peter Diamandis lives in the future. His life revolves around space research, understanding how humans and tech will fuse as one, and how this will impact job security, job creation, money, opportunity... everything. So I wanted to hear the A-Z. What does the future look like? And more than that... how QUICKLY do we need to adapt? Peter just wrote …
 
Is time running out for pensions tax relief? Chancellor Sajid Javid is reported to be considering a major shake-up of pensions at the Budget in a months time. The FT's pensions correspondent Josephine Cumbo talks to FT Money editor Claer Barrett about what form this could take. Next up, we debate the value of the Winter Fuel Allowance for wealthy p…
 
Wall Street analysts predicted the demise of Costco Wholesale not that long ago, believing it had no chance against Amazon. But Costco and Sam’s Club are doing well. In fact Costco is booming. People willingly pay membership fees. The Krazy Coupon Lady reports that consistently across items, Costco and Sam’s Club are 10 to 15% cheaper than Amazon. …
 
Do you remember when the Internet was new? When eBay was worth more than Amazon? When Blockbuster was streaming video and Netflix wasn't? Today, Tom Gardner and Mac Greer join David for another spin in the wayback machine, to visit some old friends — like Jeff Bezos, Reed Hastings, and Mr. Rogers — from the radio past. Sponsor link: Get the first $…
 
Rob Stevenson kingmakersgroup.co.uk @RobS_Kingmakers We chat through the current market for buyers and sellers We discuss traditional and new sources of funding for purchases We touch on some of the challenges facing the profession in terms of retirement and demographics. Rob shares his thoughts on the metrics being used to value financial advice b…
 
Jim Ewing of Ewing/Cona Wealth Management in Marlton, N.J., says that the long current market rally appears to be overbought, which isn't necessarily a reason to expect a protracted downturn, but it should inspire investors to be more cautious. To that end, Ewing notes that many investor portfolios have grown fabulously over the last few years, gai…
 
Our guest this week is tax and retirement planning expert, Jeffrey Levine. Jeff is director of advisor education at Kitces.com, home of the popular Nerd's Eye View blog. He's also the CEO and director of financial planning for BluePrint Wealth Alliance. Previously, Jeff served as chief retirement strategist at Ed Slott and Company. He has authored …
 
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