show episodes
 
The pandemic has forced everyone to reexamine their finances, whether it’s dealing with a pay cut, how to best use cash from staying home, managing the ups and downs of investment markets or using this time to make a career change. Whatever the question, Financial Times consumer editor Claer Barrett knows where to find the right tips for your money. Every week, Claer talks to a listener about their money queries and consults her rolodex of financial advisors, planners and writers for no-nons ...
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
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.
 
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Economics Detective Radio is a podcast about markets, ideas, institutions, and all things related to the field of economics. Episodes consist of long-form interviews and are generally released on Fridays. Topics include economic theory, economic history, the history of thought, money, banking, finance, macroeconomics, public choice, business cycles, health care, education, international trade, and anything else of interest to economists, students, and serious amateurs interested in the scien ...
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Join Glen James and John Pidgeon as they take a light-hearted look at money issues for millennials. In this open table conversation style podcast, they are here to teach, encourage and hopefully provide some entertainment. You're best to skip season 1, as they didn't know what we were doing being amateur podcasters (& kinda still don't), so there's that... sooo this is still a work in progress :) ❤ main show: Tuesdays and has a number in the front of the episode title for reference mma: my m ...
 
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
 
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
 
Pensions Expert is the Financial Times' specialist title for UK workplace pension schemes. Our thought-provoking podcasts are designed to inform trustees and advisers of UK defined benefit and defined contribution pension schemes. Download to listen to debates and discussions on a range of topics, from investments to pensions law and regulation.
 
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
 
Applying to medical school can be a very complex and confusing process! All Access: Med School Admissions by Christian Essman, Senior Director of Admissions & Financial Aid at Case Western Reserve University School of Medicine in Cleveland, Ohio, brings listeners into informative and entertaining conversations between admissions colleagues from medical schools across the US. Christian and his guests try to bring transparency to the medical school application process and help prospective appl ...
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
email: money@mpbonline.org Money Talks airs Tuesday mornings at 9 Central Time on MPB Think Radio and over the internet at mpbonline.org Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Cha ...
 
Welcome to the Inside Silverstone™ podcast. A business focused podcast covering all things tech, engineering, and innovation. Hosted by Chris Broome; a huge tech, motorsport and gaming fan; and also the owner of Longhurst, a firm of lifestyle financial planners and independent financial advisers located in Silverstone, Northamptonshire, UK. This is a series of unscripted and unpolished conversations with leading business owners, thought leaders, and high-tech talent, about their experiences ...
 
Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
 
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Todd Dexheimer, with Venture D Properties focuses on multi-family syndication, specializing in purchasing value add apartment buildings in emerging markets. Since 2008 Todd has flipped over 150 properties, including a mobile home park and apartment building. Todd ta ...
 
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Host Paula Pant interviews a diverse array of entrepreneurs, early retirees, millionaires, investors, artists, adventurers, scientists, psych ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, sui ...
 
The Model FA is an informative and intentionally driven podcast that aims to provide fiduciary financial advisors content that will help YOU build a successful practice. Our style is conversational, guided by topics and trends, while being direct. We won’t be like other financial podcast, we aim to push back and get rowdy when needed. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.
 
Each week Chris and Alex discuss a range of topics that relate to the investing and finance industry. As tech savvy advisers in a changing world, we will explore what's topical currently as well as longer term established themes. Chris and Alex take a lighthearted approach to educating listeners, and occasionally stray into the world of the weird and wonderful.
 
We are the UK’s financial watchdog set up by the government to regulate financial services and protect your rights. This means we set standards that financial services firms have to meet and we take action if they don’t. We also provide clear, impartial information, on this website and in publications, about financial products and services to help make money matters clearer for you.
 
The Tech M&A Podcast pulls from the best of the Tech M&A Monthly webcast, hosted by Corum Group, the global leader in technology mergers and acquisitions. The podcast features special reports on sectors, buyers, trends and M&A processes, as well as panel discussions and interviews featuring both recent sellers and major tech buyers like Google, Microsoft, Salesforce and others.
 
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
 
Creative Advising is a financial consulting office built of CPA's and CFP's that work together in helping their clients reach all of their financial goals. They help their clients organize their businesses throughout the year by taking over the day to day accounting tasks and implementing rigorous tax planning strategies that save their clients $10,000+ per year. In the Creative Advising podcast Steven, Sean, and Brian will dive into a variety of business related topics to help the most adva ...
 
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show series
 
"As the role of the advisor expands, the previous work and the previous roles are not diminishing, it's just additional work is being done." Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to running an online community…
 
Ever wondered what the first meeting with a financial adviser is like? Listen in. Blake and Jas, listeners of the show, had their first chat with James Millard, one of the advisers on the m3 panel, and director at Sufficient Funds (http://www.sufficientfunds.com.au/). This first meeting touches on: 👉🏾their money goals individually and as a couple 👉…
 
Lincoln and Lidia make an incredible income. While they seem concerned with giving away their money to support others around them, they also want lower their tax liability. Is there a way to combine the to? And how does real estate play into this? This and more with Kayse and Ryan. Physician mortgage loans are highly sought after to get you the bes…
 
President Trump is in Florida trying to garner more support in his adopted state. Business Matters gets the very latest from Mary Ellen Klas, Tallahassee Bureau Chief for the Miami Herald. The BBC's Samira Hussain examines the key issues facing farmers in America as they decide whether to vote for Joe Biden or Donald Trump. Also in the programme, S…
 
Glen also pays homage to season 1 listeners... Glen's investing night school tickets: https://www.trybooking.com/events/landing?embed&eid=670259&track=m3 Subscribe to my millennial business: https://player.whooshkaa.com/shows/my-millennial-business Listen to Miller Roberts here on Spotify: https://open.spotify.com/artist/1J88SHfougnAYWOnonDtvL List…
 
Hi and welcome to the Magellan Network Show. I have a question for you: What is your process to convert a prospect into a client? When somebody enters your world seeking help, what is your approach?Typically, an advisor would invite a prospect to the office (via zoom or phone call nowadays), then they dig right into their portfolios. Next, a meetin…
 
The plethora of administrative maladies facing the NHS pension scheme should be addressed by a three stage approach: capping the problem; a reactive process prioritising those closest to retirement; and proactive use of the dashboard, says Peter Glancy, head of policy development at Scottish Widows. He’s joined by Helen Morrissey, corporate PR spec…
 
The topics, stocks and shares mentioned/discussed include: How to find winning stock ideas The importance of Beta GlaxoSmithKline / GSK AstraZeneca / AZN Telit / TCM Blue Prism / PRSM Netcall / NET Royal Mail / RMG Market volatility What is Badwill? Covid19 Digital Transformation Robotic Process Automation / RPA Artificial Intelligence / AI Robotic…
 
Ed and Liz are doing a lot of great things by working on all of their financial goals at one time. That's actually pretty rare. While they're putting their money in the right places, it's easy to keep motivated by focusing on the things that excite them. See what Kayse and I notice as we walk through their financial health assessment. Dr. Jimmy Tur…
 
Deciding whether or not you need a financial advisor can be a tricky thing, especially when you've done an amazing job on your own of saving a ton of money. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices…
 
US officials said the record settlement reflected Goldman's "central" role in a "massive corruption scheme". Goldman admitted it had fallen "short", calling it an "institutional failure". In all, the investment bank is due to pay about $5bn in penalties - about two thirds of its 2019 profits - to regulators around the world, to resolve cases that h…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Ray Dalio, who is the founder, co-chief investment officer and co-chairman of the world’s largest hedge fund, Bridgewater Associates. Dalio is known for his practical yet unconventional understanding of economics, which he spells out in his video “How the Economic Machine Works.” He's also the …
 
It has not been a good decade for MLP investors. Even with double digit yields, total returns on the sector are at -4% annualized going back to 2010. Alerian’s Stacey Morris believes that’s all about to change as 2021 will see meaningful growth in MLP free-cash-flow and dividends for the first time in years. SS&C ALPS' Paul Baiocchi also joins the …
 
So you've got some consumer debt and yet you're investing some extra cash on the side, causing your wife to think you're nuts. Is she right or wrong? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit…
 
In this episode of the Maven Money Personal Finance Podcast… Andy presents another listener story and is joined by Will Rainey. Quick Preview of the Podcast: Why money isn't all about knowledge The background of Blue Tree Blog How to handle finances with children Links: Blue Tree Blog Patreon Humans Under Management Andy Hart Leave a review! Don't …
 
As we finish up our Future trends and Investment Impacts series, we go through some of the thematic ideas that could be incorporated into your investment portfolios or superannuation to benefit from some of the trends we have discussed over the last 4 episodes. To see the results of the RIAA 2020 Benchmark report mentioned in this episode, you can …
 
The maker of OxyContin painkillers has reached an $8.3bn settlement and agreed to plead guilty to criminal charges to resolve a probe of its role in fuelling America's opioid crisis. Purdue Pharma will admit to enabling the supply of drugs "without legitimate medical purpose". The deal with US Department of Justice resolves some of the most serious…
 
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Todd talks about when the best time to buy real estate is.Interested in coaching? Schedule a call with …
 
Single parents face different challenges when it comes to money, so Glen had a chat with Nat, a single mum. The chat touches on: 👉🏿juggling mum life with 2 jobs 👉🏼working through the transition to single parenthood 👉maintaining self care throughout challenging times 👉🏽managing money day-to-day 👉🏾her financial strategy 👉🏾tips for anyone in a similar…
 
As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing. Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de Fox and Hare Website: https://foxandharewealth.com/ This ethical podcast series is spon…
 
Should you convert your traditional IRA to a Roth IRA? Sometimes it makes a ton of sense, especially if you're looking to do backdoor conversions while avoiding the dreaded pro-rata rule. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. L…
 
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Matt Jones and John Stiles talk about how to be successful with online networking. You can connect with…
 
The US government has filed charges against Google, accusing it of violating competition law to preserve its monopoly over internet searches and online advertising. The lawsuit marks the biggest challenge brought by US regulators against a major tech company in years. Google called the case "deeply flawed". We speak with Tim Wu, an American attorne…
 
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Todd talks about how you don’t need to wait until everything is perfect before taking action.Interested…
 
A raft of Europe countries are locking down as the coronavirus pandemic returns with a vengeance. We'll be in Pakistan finding out why after just ten days the country has decided to reverse a decision to ban the social media site Tik Tok - journalist Mehmal Sarfraz in the country tells us how the app helped poorer people find employment. In India, …
 
Welcome to a special #CovidCatchUp series of the Inside Silverstone™ podcast! In episode #83 your host, Chris Broome, interviews Professor Shaowei He for a China/UK Business Special feature. Listen as Shaowei covers a wide range of topics; including Chinese innovation, technology clusters, international collaboration, and how he's attempting to bri…
 
You're 57 years old and in pretty darn good financial shape, so why on earth would you need to add an annuity into the mix? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoi…
 
Claer Barrett chats to Josh, a high-earner living in New Jersey who has large credit card bills to settle. The 30-something finance worker has spent $20,000 paying for holidays and unexpected bills on his interest-free cards, but his wife is unaware of how much he now owes. Under lockdown, the couple have impressively managed to save more than $27,…
 
In a Nutshell: The top 20% of RIAs aren't just the biggest. They're the firms whose best practices lead to sustained growth, high valuation, and an enduring business. Guests: Lisa Salvi, Vice President, Advisor Services, Charles Schwab and Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors. My Key Takeaway: To prepare your firm t…
 
Why does the market go down when I thought it would go up? How do the new IRA contribution rules work? What's the 2020 Social Security COLA? What happened to Chadwick Boseman's estate? https://www.irs.gov/pub/irs-drop/n-20-68.pdf https://www.marketwatch.com/story/black-panther-star-chadwick-boseman-didnt-have-a-will-like-many-americans-2020-10-16?m…
 
Elizabeth from WealthSpring Financial is a CFP SMSF Specialist Adviser, and drops in to talk about how best to approach the conversation of a client's ethics and values. Elizabeth Hughes XY: https://www1.xyadviser.com/members/2437743 WealthSpring Financial Website: http://wealthspringfinancial.com.au/ This ethical podcast series is sponsored by SPD…
 
I'm 18 years old and I want to get rich! Who doesn't, right? But before you start thinking about getting rich, let's make sure you have the basics covered. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices.…
 
Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. In this episode, Todd talks with Ellis Hammond about how he went from a pastor to entrepreneur and real estate investor …
 
THE DYNAMIC DUO! In this episode we have not one but TWO guests from the University of Minnesota Medical School where they share with us interesting and innovative highlights of their curriculum and admissions processes. We hear from the Associate Dean for Admissions, Dimple Patel, and the Assistant Dean for Curriculum, Dr. Katherine Murray, as the…
 
In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as finalists for Dealer Group of the Year, Cobalt Advisers' Conaill Keniry and Lifespan Financial Planning's Michael Gershkov. Conaill and Michael discuss th…
 
In this week's episode of 'Paisa Vaisa', Host Anupam Gupta is joined by a returning guest, Vinay Bagri is Co-founder & CEO of Niyo. Anupam and Vinay talk about the Niyo IDFC First Savings account. Niyo IDFC First Savings account is a product jointly curated by IDFC First bank and Niyo. They chat about various topics as on what exactly are the user …
 
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tried and true investment strategy of identifying your personal goals and objectives; creating and sticking to a diversified asset allocation plan, using low cost index funds; and rebalancing two to four …
 
In October 2016, I warned that in advance of the presidential election, “you should not make changes to your portfolio in an effort to outfox the tried and true investment strategy of identifying your personal goals and objectives; creating and sticking to a diversified asset allocation plan, using low cost index funds; and rebalancing two to four …
 
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