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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.
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Financial Advisory Podcast, hosted by Anthony Ficarra, is an engaging in-person podcast where the host along with producer/engineer Ace, dive into the world of entrepreneurship in a conversational and accessible manner. While insightful and informative, the show emphasizes that it does not offer official financial advice.
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Thoughts and interviews from the financial advice industry!
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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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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Dive into the realm of finance with Rob Wolf on the 'Wolf Financial Podcast', where each episode highlights the synergy between financial advisors and charities of the month. Explore innovative financial strategies, learn about impactful philanthropy, and discover how financial expertise can lead to meaningful change in communities.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
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DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial plannin ...
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Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Fin ...
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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INVESTMENT AND FINANCIAL ADVICE PODCASTS FOR SOUTH AFRICAN AND INTERNATIONAL INVESTORS. Cobie LeGrange and Dawn Ridler from Rexsolom Invest discuss macroeconomic and financial advisory trends specifically (but not exclusively) for South African audiences.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
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Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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The Cognitive Dissidents podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Hosted by Jacob Shapiro (and occasionally Rob Larity). Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective c ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Kitsap Matters is a show focused on the unique people, places, and things of Kitsap County, Washington. The host, Kevin Campbell, spends time interviewing different people from around the area (including Poulsbo, Bremerton, Bainbridge Island, Kingston, Silverdale, Port Orchard, and more). While the host is the founder of Peaks Financial, a Poulsbo-based financial advisory firm, the show focuses on the things that matter most to Kitsap County residents; this includes family, occupation, recre ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence CFP® Pro TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence To learn more about TJ's independent advisory firm Modern Wealth Builders, head to modernwealthbuilders.com
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211: Pursuing financial sustainability in cell and gene therapy delivery
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So far in our series on bespoke care and innovation, we’ve delved into the future of cancer care and the opportunities for equity in precision medicine. But we can’t conclude our series without talking about one of the most exciting developments in the field: cell and gene therapies. We’ve talked about these therapies on the pod before—but like eve…
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Financial Advisors: This Is How You ACTUALLY Grow | EP 61
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We all face fear on a day-to-day basis and it’s these fears that get us stuck while trying to solve problems and make progress towards our goals in life. In this video, I dived deep into the concept of personal objections, how they subconsciously hold you back from confronting the problems you need to solve, and how you can overcome them. Once you …
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How Record Labels Work and Make Money - Brian Slagel - Metal Blade Records
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Join us for an insightful episode of the Financial Advisory Podcast, where we dive deep into the world of the music business with industry legend Brian Slagel, founder of Metal Blade Records. Brian shares his journey, revealing the costly mistakes to avoid in the music business and offering invaluable advice for aspiring entrepreneurs and financial…
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2024-06-23 Retirement Lifestyle Advocates Radio w/ Karl Denninger
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This week’s interview on RLA Radio features Karl Denninger. RLA host Dennis Tubbergen gets Denninger’s comments on the economy, medical system, and politics. They also discussed the current state of the economy and the stock market. Denninger compared the market’s refusal to decline despite bearish economic indicators to Pavlov’s dog experiment, su…
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In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.By Nick Jones
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In this episode we dive into retirement withdrawal strategies. We'll explore popular methods like the 4% rule and the bucket system, and discuss how to choose the right approach to secure your nest egg and enjoy a worry-free retirement.By Cory Sickles
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Learn essential tips for effective retirement income planning! 🌟 Explore strategies to maximize your savings, manage investments, and ensure financial security in your golden years. Start planning for a comfortable and secure retirement today. 💼📈 Don't forget to subscribe for more content from GulfCoast Financial! For more information contact John …
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“The Latest News from Washington and the Hill" and “More News about the Economy”
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they talk about the latest “News from Washington and Capitol Hill, the election, the budget, and the Fed.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investme…
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“Principles and Pitfalls of Investing,” “What is Aging in Place?” and “Reviewing the Basics”
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at the “Principles and Pitfalls of Investing.” What is “Aging in Place”? Rob Clement will cover essential information around this topic. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offerin…
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Kevin Campbell and special guest co-host, Christine Campbell, introduce you to Charlie Thompson, the Director of Fish Line, a historic food bank in Kitsap County. The conversation covers Peaks Financial's SAIL FORMula, focusing on family, occupation, recreation, and money. The hosts express excitement about diving into Charlie's story and discussin…
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Referenced in the Show: https://cognitivedissidents.org/ -- CI Site: cognitive.investments Jacob Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap Subscribe to the Newsletter: bit.ly/weekly-sitrep -- Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment…
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The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth'
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Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider …
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The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your retirement expenses. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also on MoneyTalk, unwinding the …
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In this month’s episode, Laura Kennedy is joined by Karsten Ganssauge for an overview of the June 2024 IFRS Interpretations Committee meeting.By PwC
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The Business of Baseball – How America’s Pastime Drives Innovation with Bill DeWitt of the St. Louis Cardinals
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The speed of innovation and technological advances over the past decade has been transformative for all businesses, 100-year-old companies and growing startups alike. Baseball’s storied history in America has played a huge role in its popularity, but like any other business, it’s had to evolve to keep up with technology and customer expectations. S…
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Things to Consider When Naming a Trust or Estate as an IRA Beneficiary
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When planning your estate, one of the critical decisions you’ll face is naming beneficiaries for your Individual Retirement Account (IRA). While many people designate their spouse, children, or other loved ones as direct beneficiaries, there are situations where naming a trust or your estate as the beneficiary may be advantageous. Today we’re going…
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Send us a Text Message. Procrastination is a natural human tendency, especially when faced with tasks that feel overwhelming. That’s why many people find themselves procrastinating when it comes to creating a retirement plan. While some fear that they are in a worse financial situation than they actually are, others think they don't need a retireme…
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When Is The Right Time To Talk Finance When Dating?
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Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to sh…
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Combatting Popular Excuses For Poor Financial Decision-Making
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When it comes to managing money, we all have our justifications for the choices we make. However, some of these excuses can lead to poor financial decisions that may affect your future. In this episode, Trent and Brandon share some of the most common excuses they hear and explain why they don’t often hold water. From starting Social Security too ea…
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What happened to the simple retirement plans from a generation ago? Retiring in the 1960s meant a pension and a relatively stress free financial life. Today we are creating complex retirement plans and financial stress is high. In this show, we talk about how it is possible to go back to "the good old days" of retirement and question why we don't d…
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Market Cap Game Show: Our First-Ever Twin Bill
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The first of the new season, this week’s Market Cap Game Show features an epic showdown between two Bills full of humor, precision(!), wild guesses, and a miss by the thinnest of margins. (Ever!) Can you outscore one… or both… Bills? Companies Discussed: QCOM, CHWY, SNBR, CAVA, MANH, IT, VZ, TGTX, QRVO, TMDX Host: David Gardner Guests: Bill Barker,…
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With innovative new products entering the market every year, understanding how an investment impacts your portfolio risk can be a challenge. Donna discusses how to compare risk among various alternative investment products. Also on MoneyTalk, planning for the cost of healthcare in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/17/2024…
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The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and D…
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The Power of Pre-Suasion with Brian Ahearn
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In this episode of the Above Board Podcast, host John Kennedy welcomes back Brian Ahearn, the Chief Influence Officer at Influence People, a keynote speaker, and a Cialdini-certified coach. They discuss ethical persuasion, the science of influence, and Brian’s latest TEDx talk on 'Pre-suasion.' Brian shares personal stories, including the impact of…
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Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen. Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight. Listen Now!…
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Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen. Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight. Listen Now!…
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How Much is Enough? Your Finances in Changing Times
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How much wealth are Christians called to accumulate? Is there a balance between living comfortably and "hoarding"? In this episode, Mark and Jesse discuss managing your finances, based on insights from Larry Burkett's Your Finances in Changing Times. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://cal…
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Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…
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This week, Phil talks a bit about the Greek economy, the latest on inflation and the federal reserve, the strength behind the S&P 500 and what might be the beginning of the bond market rally.
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VettaFi’s Stacey Morris Spotlights Energy Sector
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Stacey Morris, Head of Energy Research at VettaFi, highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and the upcoming election on the category.By ETF Prime
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Vanguard’s Ryan Barksdale on PRIMECAP Funds, Active ETFs, Capacity Constraints, & More
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Ryan Barksdale, Head of Active Equity Product at Vanguard, discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management.By ETF Prime
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Vanguard’s Ryan Barksdale on PRIMECAP Funds, Active ETFs, Capacity Constraints, & More
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Vanguard’s Ryan Barksdale discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management. VettaFi’s Stacey Morris highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and t…
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A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
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Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff
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Brent Carnduff is the Founder of Advisor Rankings, a marketing firm based out of Idaho that specializes in search engine optimization for financial advisors. Brent's firm uniquely assists advisors by enhancing their organic SEO through targeted content creation, designed to attract prospects with specific planning needs, and also boosts advisors' l…
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#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre
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Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications. -- Timesta…
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Best Of: How Much Risk is in your Retirement Portfolio?
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A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor. Ready to begin planning for your retirement? Visit Financial Str…
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213: Radio Advisory Live: Why "value" doesn't have to be zero sum, with Stacey Richter
41:25
41:25
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The healthcare industry has been rocked by the pandemic and thrown headfirst into a new era of technological and therapeutic revolution. Yet, in the midst of all this change and uncertainty, healthcare leaders are expected not just to survive, but actually drive value for their organizations, patients, and communities. The problem is, “driving valu…
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how giving is not the only way to make a positive impact on the world. Christian Investing can promote human flourishing. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: …
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Ep. 80 Top 5 Considerations When Hiring a Financial Advisor
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16:59
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When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions: Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name? Don't just pick the first advisor you me…
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This week we look at some of the RSA election results and some of the developments in the other global elections like France. We have an in depth discussion around valuation of companies and why RSA companies are just not making the grade.By Dawn Ridler and Cobie Legrange
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Feeling overwhelmed by your finances? In this episode, we explore the benefits of hiring a financial advisor. Learn how a professional can help you craft a personalized plan, make smart investments, and achieve your financial goals with confidence. Tune in and discover how a financial advisor can maximize your wealth and secure your future.…
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By Akers Financial Group
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Interested in buying gold? This episode covers the benefits and risks of investing in gold, different ways to purchase it, and tips for making informed decisions. Whether you're new to investing or looking to diversify your portfolio, get the essential information you need. Like, subscribe, and hit the notification bell for more investment tips! Do…
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Many people are surprised when they get an Income Related Monthly Adjustment Amount (IRMAA) letter from Medicare demanding higher payment for Part B and Part D (prescription drugs). In this show we talk about the main ways people get surprised by IRMAA and how to appeal if you get such a surcharge.By Dan Wendol
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What is Estate Planning and How to Ensure Your Assets Are Protected for Future Generations
28:07
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On this week's episode of the Retire While You Work Podcast, Carson and Myles discuss the importance of planning for the future specifically estate planning. They emphasize the significance of preparing an estate plan, particularly in terms of ensuring a smooth transition for your family during challenging times. Crafting a comprehensive plan not o…
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#209 - Let’s Talk About Artificial Intelligence
1:09:36
1:09:36
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Jacob and Rob tackle a subject they’ve been avoiding due to its massiveness and ubiquity: Artificial Intelligence. They also do a segment of microgeopolitics (Jacob was in Bogota this week) and close out with initial thoughts on French President Emmanuel Macron’s surprising decision to call for legislative elections after his drubbing in European P…
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Join Kelsey & Teneale in 𝐋𝐞𝐠𝐚𝐜𝐲 𝐓𝐚𝐥𝐤𝐬: 𝐒𝐦𝐚𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, as they explore the essential estate planning documents and explain why keeping them updated is crucial to ensuring your wishes are honoured after you pass. The girls will cover key considerations like asset protection, superannuation, insurance, tax implications, and the potential pitfa…
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