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The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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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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Broker Consulting - Finance. Reality. Spolu.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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W e explore how to navigate the complex economic landscape, focusing on opportunities and challenges in the global financial market. Key opportunities include diversification, access to growth markets, technological innovation, increased liquidity, and currency diversification. Challenges consist of market volatility, regulatory risks, currency risk, political and economic instability, and cultural and market differences. Strategies for successful navigation include conducting thorough resea ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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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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Hosted by Jacob Shapiro, the Jacob Shapiro 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! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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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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In this podcast series, Kieran Beer (Chief Analyst at ACAMS) interviews the movers and shakers of the anti-financial crime world. Listen for fast-paced conversations about the latest financial scandal to hit newsstands, and insights on trending Financial Crime topics. Have something you’d like to hear covered? Email Kieran on podcasts@acams.org and tell us what matters to you. You can also follow Kieran on twitter www.twitter.com/kieranbeer Subscribe so you don’t miss a single episode!
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Routing for Success is a podcast and media outlet created to explore the United States parcel delivery industry and promote the men and women who operate it. Each episode of Routing for Success will highlight the stories, advice, and business practices of today’s most successful delivery contractors and industry stakeholders.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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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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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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Welcome to The Dr. Will Show Podcast, The Mobile University for Edupreneurs. This is the go-to business podcast for educators to learn how to turn their teacher skills into dollar bills. Each episode I Zoom in an educator, an author, speaker, or consultant. Together, we'll explore their triumphs, challenges, and strategies for building a thriving education business.
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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.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers. Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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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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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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PreMarket Prep is a daily trading podcast that airs weekdays.Email premarket@benzinga.com for your questions.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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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. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Case Interview Preparation & Management Consulting | Strategy | Critical Thinking
StrategyTraining.com & FirmsConsulting.com
Firmsconsulting maintains a 80% success rate at placing clients within McKinsey, BCG and Bain. This is the highest in the industry and the rate is higher if we include other firms. We achieve this rate because we only use former partners from McKinsey, BCG et al to develop our clients. This makes us unique. We never use analysts, associates, engagement managers or associate principals. We also carefully select and develop clients on their communication, image, technical and case interview sk ...
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The Business of Business, topics are divided into 5 Categories: Management, Operations, Sales, Financial, and Personal. Target Audience is Business Owners, C-Level Executives, and Management. Helping you run a successful profitable business.
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Protiviti, a global consulting firm, presents Powerful Insights. This podcast features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate.
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Joshua Belk and his firm, Lodestar Tax and Consulting has been specializing in tax consultation, planning and preparation, business consultation and structure, and fractional CFO services since 1998. In addition to helping businesses and business owners reach their financial goals, Josh also helps to educate them in the complex matters of the business world which at times can be tedious for a business owner.
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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Have you ever wanted to pick the brain of a thriving investor or entrepreneur, but didn’t know how? Maybe you wanted to ask them about their successes, failures, systems, motivations, or experiences they’ve had? Perhaps you wanted to invite them out for a coffee or beer to ask them how they reached their level of success, but couldn’t find the time? Don’t worry, that's where we come in! The Wealth Juice Podcast, co-hosted by Ryan Bevilacqua and Cory Jacobson, provides actionable advice from ...
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Angela Setters Bessard, the founder and CEO of Conquer Credit Management, Inc., is known as a pioneer in the credit industry. With a passion to help people understand how to leverage their credit as a tool to create wealth and attain financial stability, Angela has continued to educate consumers and change lives daily for more than three decades. Conquer Credit Management, Inc. works solely with referrals and trusted advisors and has long been a prominent credit management agency in the fina ...
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Remodelers On The Rise by Kyle Hunt is a podcast designed to inspire remodeling entrepreneurs like yourself. Practical tips, high-level strategy, specific examples, and information that you can grab and implement into your remodeling business. The goal is to empower you to make your remodeling business more enjoyable, profitable, and enable you more freedom in your business and life.
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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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The once vanilla market for passive investments has become more akin to a supermarket, with options tailored to every possible taste. Nathan and Steve discuss some of the more exotic and creative specialty funds available today, with focuses such as employee satisfaction, particular religious beliefs, gender diversity, obesity, and more. Also, on o…
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$TSM earnings Netflix earnings preview Has $NVDA topped out? Today's Guest: Tom Hulick PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the trading day ahead. -…
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How Business Leaders Can "Mind the Soil" for AI and Innovation to Take Root with Stefanie Thelen, Chief Innovation Officer at Object Computing, Inc.
40:19
40:19
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Innovation in the workplace doesn’t happen spontaneously; it needs to be encouraged and cultivated for change to truly take place. Before your company can make transformative use of emerging technologies such as AI, you must carefully examine your organization’s culture and leadership’s reaction to failure to make the jump to the next level not jus…
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Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
56:29
56:29
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With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial Overview Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to…
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#71: From Client to Competitor: The Art of Losing Graciously
8:53
8:53
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Aaron Clippinger, host of The AC Method, cracks open a cold one this week to share a war story – but with a surprising twist. A beloved client, Dave, who's been a loyal user of SquareCoil for years, drops a bombshell: he's outgrown the system and needs to move on. Listen in as Aaron walks us through the emotional rollercoaster, from initial denial …
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The Hidden Pitfalls of Private Equity Deals
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Today's show highlights include: *Why taking private equity money might not be the right decision for you and your firm. *The emotions involved in deciding on a successor who will acquire your business. *How selling your practice to a private equity firm could be a risk to your company's culture and employees. *The benefits of finding a successor i…
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060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success
30:29
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In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…
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Today's Topics: Trump Taiwan Comments $ASML, $JNJ earnings $NFLX earnings preview Today's Guest: Sean Emory PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the…
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695: Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times (with Ex McKinsey and LBS lecturer, Dr. Rebecca Homkes)
48:03
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Welcome to an interview with the author of Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times, Dr. Rebecca Homkes. How would you stabilize your business to withstand and grow through market shocks, reset your strategy to take account of new realities and thrive through uncertainty? Survive, Reset, Thrive is a playbook fo…
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629: Sherri Collins is a Non-profit Executive & Performing Arts Fan [podcast]
24:52
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Sherri Collins, the Chief Diversity and Engagement Officer at Make-A-Wish Michigan, talks with John Garrett about her passion for the performing arts. Inspired by her mother, Sherri's love for musicals, orchestras, and dance performances began at a young age when she first saw Annie. She discusses how these experiences foster human connection, tran…
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Retirement Planning: What does a CFP® Professional Learn? Pt. 5
30:27
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🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊 We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribu…
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What Should You Do After An Auto Accident? | Episode 18 with Personal Injury Attorney, Marshall Witt
54:48
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Why should you always call the police after an accident? Discover the chilling consequences of skipping this crucial step and how it can impact your insurance claims and legal standing. We share eye-opening red flags to watch for when the other driver insists on keeping the cops out of it—hint: they might have something to hide. Alongside, we unpac…
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Are You Prepared for the Evolution of Retirement? - Replay
16:12
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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Storage Wars: Tom Dunkel's Guide to Self Storage Investing
52:24
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In episode 221 of the Wealth Juice Podcast, we're diving deep into the booming world of self-storage investments, and we couldn't be more excited to learn from our incredible guest, Tom Dunkel, Chief Investment Officer at Belrose Storage Group. We kick things off by sharing our own interest in the self-storage industry and why we're eager to get in…
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EP731: How one WealthTech aims to help millennials invest for the future
14:40
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Avion Gray, Co-Founder & CEO, Belong Former investment banker Avion Gray together with behavioural economist Samantha Rosenberg have launched wealth-building platform Belong in response to inertia in the wealth management sector and among millennials – the FinTech’s target demographic. The new WealthTech platform secured the largest-ever pre-seed r…
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EP730: The evolution of FinTechs in Canada
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Alana Levine, Chief Revenue Officer, Fintel Connect FinTechs in Canada are making waves in a financial services scene that has been traditionally dominated by just 5 big banks. How? As a result of a new approach to partnerships and affiliate marketing. For example, Neo Financial grew customer acquisition by 511% and boosted its credibility through …
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Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger
36:07
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Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how…
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Donna and Nathan discuss how experience and relatability weigh in to the decision of choosing a financial advisor, and non-retirement situations that prompt people to engage in financial planning. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2024. Have a q…
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oday's Topics: More bank earnings $BAC, $MS $SHOP upgrade $INTC analyst note PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the trading day ahead. -----------…
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The Power of Consistency in Staying in Touch with Previous Clients
13:03
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Join Kyle Hunt as he discusses the importance of keeping in touch with your previous clients. Kyle emphasizes how important it is to maintain a good relationship with your previous clients, who can be your most valuable marketing asset. Kyle shares his insights on how sending monthly emails to clients exhibiting your latest projects as well as offe…
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Zehra Cataltepe, PhD, CEO at Tazi AI Systems - PIR Ep. 567
1:13:05
1:13:05
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Tony chats with Zehra Cataltepe, PhD, CEO at Tazi AI Systems. Returning to the show 2 years after her original appearance on Profiles in Risk. In this episode, Zehra and I discuss the real-life use cases she's seeing in the real insurance world. If you're at all interested in AI and its effects on insurance this is an ABSOLUTE must watch episode! Z…
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The Saving on a Valuable Education (SAVE) plan faces legal heat. Two separate lawsuits, one in Missouri and another in Kansas, each attacking the plan from a different angle. Is the SAVE plan in danger of disappearing? I’ll explain what the lawsuits mean for student loan borrowers and why they’re a risk to the SAVE plan, so you know exactly what’s …
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#99 - Disaster and Disruption Planning with Patrick Hardy
16:59
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Episode 99 discusses Disaster and Disruption Planning with Patrick Hardy. Take that 1st Step, Patrick brings his hands-on Disaster and Disruption experience and actionable insights to you. Episode Benefits: You will hear how to improve and implement your Disaster and Disruption Plan. Hear some principles that can make your Disaster and Disruption P…
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July 16, 2024: So You Want to Be a LIHTC Developer: Developer, Investor Accounting Issues As Year 15 Approaches
Year 15 marks the conclusion of the initial compliance period for a low-income housing tax credit (LIHTC) property, a milestone that brings tax complexities for the investor and the developer. In the latest installment of Novogradac's Tax Credit Tuesday podcast series, "So You Want to Be a LIHTC Developer," Michael Novogradac, CPA, and Kevin Wilson…
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Starr Sackstein (@mssackstein) Author Talks: Making An Impact Outside the Classroom
1:10:32
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Before I get into who Starr Sackstein is, I want to introduce you to a life-changing course from Dr. Akilah Willery. The Midlife Educator's Job Search Blueprint is your personalized roadmap to navigating career transitions confidently. Whether you're seeking a leadership role in K12 education or exploring new paths beyond the classroom, this beginn…
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Today's Topics: Trump stocks get a bump Goldman earnings Google M&A news Today's Guest Dave Lauer, Urvin Finance PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigat…
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694: How to Build a "People-First" Culture (with Unicorn Founder and CEO of One Planet Group, Payam Zamani)
47:40
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Welcome to an interview with the author of Crossing the Desert: The Power of Embracing Life's Difficult Journeys, Payam Zamani. In this episode, Payam shares the most important lessons he learned from building a record-breaking billion-dollar IPO called AutoWeb, and how it fell apart. He took those early lessons and created his current company, One…
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Jeff Radke, Co-Founder and CEO at Accelerant Holdings - PIR Ep. 566
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Tony chats with Jeff Radke, Co-Founder and CEO at Accelerant Holdings. Accelerant has been around for 5 years and exists to improve the specialty insurance value chain. They are "replatforming" the specialty insurance market. They serve specialty underwriters (MGAs and MGUs) and on the other side they serve risk capital sources. Their vision is an …
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#219 - How The Crusades Created Trusts as We Know Them
1:00:31
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Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring, but stay with us – not only do we make it geopolitical, we make it philosophical, interesting, and relevant. Come for the intersection of politics and planning, but stay for the important points about privacy at the end as well. -- Ti…
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Planning, Saving, and Investing with Justin Krane
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This week's guest, Justin Krane, a certified financial planner professional, is the founder of Krane Financial Solutions. Known for his savvy, holistic approach to financial planning, he advises his clients on how to unite their money with their lives and businesses. Justin shares insights about his personal and professional life, discussing his ca…
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Live your life in a way that no one wants to dance on your grave. This week we ask the question, “Why do I need to leave a legacy?” and figure out what happens to all of our hard work and things when we are gone. In terms of money its all about maximizing the gifts, minimizing the taxes, setting timing of receipts. But its all more important than m…
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Elliott and Sarah Talk About: 2 - Savings and Investing
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In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it. Stay tuned for more from this dynamic duo. Next Up: Real Estate Investing www.T…
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Owen's first solo episode: celebrating individuality, does Rask use leveraged ETFs & ethical investing
46:41
46:41
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Owen Rask is out in front of the camera for his first solo Investing Q&A episode on The Australian Finance Podcast. Topics covered The importance of acknowledging your individuality What to do when you've got millions of dollars Does Rask use leveraged ETFs? How to calculate ETF overlap Are Self-Managed Super Funds (SMSFs) worth it? The superpower …
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Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany. -- Timestamps: (00:00) -Intro (00:39) - Weekly Chat with Rob: Catching Up (01:17) - Inflation Discus…
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Hello and welcome to The Magellan Network Show. I hope each of you enjoyed a fantastic Fourth of July holiday! As we enter the second half of 2024, it's a great time to look back on our progress and plan for the rest of the year.In this episode, I want to share some important patterns I've noticed during my career. My goal is to help you figure out…
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Today's Topics: Thursday's wicked rotation Bank earnings, $JPM, $WFC Tesla downgrade Today's Guest: Jonathon Corpina PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you nav…
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In episode #44, Kamran Taqui, President of K&S Logistics and M&M Delivery, discusses the power of embracing discomfort to achieve financial freedom, as well as the strategic use of debt to generate substantial value within FedEx. Routing for Success is a registered trademark of AP Equipment Financing. All rights reserved. apfinancing.com routingfor…
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Gen AI and beyond: Where else to focus now
28:02
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28:02
Gen AI has rightly seized leaders’ attention. But is it also eclipsing lower-profile digital imperatives? On this episode of The McKinsey Podcast, McKinsey senior partners Rodney Zemmel and Kate Smaje, with global editorial director Lucia Rahilly, talk about ideas leaders risk overlooking with gen AI in the spotlight, and how to ensure your digital…
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Property Q&A: Buying townhouses, should you landscape pre-sale & heritage overlays
40:19
40:19
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This episode originally aired on the Australian Property Podcast. Buyer's agent Amy Lunardi answers your questions about everything from whether townhouses are good investments to what to consider when buying a home with a heritage overlay. Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happines…
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EP729: A centralised hub to manage and access a range of financial services
9:00
9:00
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Shay Merary, Chief Development Officer, Flyfish A new category of FinTech? Maybe… Flyfish aims to develop a comprehensive marketplace for financial services, hoping to mirror the impact of the likes of Airbnb but doing so in the financial sector. The company wants to be a disruptor and is on a mission to explain to potential clients and partners wh…
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2nd half of the year expectations and interest rate decisions
16:46
16:46
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In this episode I recap the 1st half of the years performance which has been really good. I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well. Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates. BTW Correction I c…
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The shift from do-it-yourself financial planning to seeking the help of an advisor typically happens as you approach retirement, but other common triggers are unplanned life events, like inheriting money. Donna and Nathan discuss the rules and considerations around inheriting different types of financial accounts. Also on MoneyTalk, explaining the …
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Today's Topics: -Delta's earnings disaster -June's inflation report -Will Tesla ever go down again? Today's Guest: Blu Putnam, former Chief Economist at CME Group PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, a…
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Tracking crypto and money mules, with IRS-CI’s Guy Ficco
24:23
24:23
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Kieran talks with Guy Ficco, the Chief of IRS Criminal Investigation. They discuss the IRS-CI’s recent success in tracking illicit cryptocurrency transactions. and the threat from money mules. Guy also identifies some of the latest typologies his agency is seeing, while crediting suspicious activity reports from financial institutions as catalysts …
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EP728: Bank's AI makeover is harnessing enhanced security, compliance, and personalisation capabilities
14:22
14:22
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Ermes Dajko, Senior Cloud Solutions Architect at Temenos Ermes Dajko, is an expert in the field of generative artificial intelligence and its impact on banking. Puja Sharma of IBS intelligence speaks with Ermes about his insights on the potential of generative AI to enhance customer experiences and the future of AI-driven banking.…
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Nicole Nwesigwa, Co-Founder and COO at iCover Insure - PIR Ep. 565
38:04
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Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the mi…
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Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm
47:01
47:01
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With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…
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Greatest Hits - Do You Have A Crystal Ball for Your Business?
27:02
27:02
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Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business.…
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