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Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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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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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 you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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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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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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A podcast that interviews leaders from insuretech and insurance to get up-to-date ideas and perspectives on how technology is disrupting and transforming the industry. We bring stories, trends, and useful insights to our audience from carriers, insuretechs, service providers, and various industry groups. New episodes feature people who are on the forefront of inventing, using, developing, or transforming the insurance world through applied technology. FNO: InsureTech is created and produced ...
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That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and ...
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Economic Update with Richard D. Wolff is a weekly nationally syndicated program produced by Democracy at Work and hosted by Richard D. Wolff. The program explores complex economic issues and empowers listeners with information to analyze not only their own financial situation but the economy at large. Beyond focusing a critical eye on the economic dimensions of everyday life - wages, jobs, taxes, debts, interest rates, prices, and profits - the program also explores systemic solutions to our ...
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Economics and finance demystified. A recent listener's comment: "I first heard about ChatGPT on your podcast and immediately started using it. I’m 73 and wrote my first program at 16. Having witnessed all developments in computing down the years I think this is the greatest since www. Your pod is informative in many different areas, politics, economics, society changes, housing crisis etc but at times goes beyond that. This episode tying up all this but also the implications of AI with a kno ...
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Top of the Morning is a daily podcast in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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A topical show looking at news, policy and regulatory developments in the UK financial services industry. Hosted by Eve McGrady, alongside Fairer Finance's Managing Director James Daley and Director Tim Hogg.
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The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what’s working and what’s not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the worl ...
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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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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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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
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The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
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EU Finance - The Future of Finance
Financial Stability, Financial Services and Capital Markets Union (DG FISMA)
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The EU_Finance podcast is created by EU Commission’s Directorate General for Financial Stability, Financial Services and Capital Markets Union. Short episodes are released monthly on topics related to banks, capital markets, insurance, digital or sustainable finance, anti-money laundering, etc.
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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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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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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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Marketing for the Banking and Financial Services Industry
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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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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, 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 2024, to get your head around some really important concepts! More advanc ...
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Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
23136
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Discussion on the latest themes and trends in offshore finance from industry experts in this bi-weekly podcast.
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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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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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An insider’s guide to the laws dictating life within UK and EU financial services, the people influencing their development and policing finance workers’ compliance
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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The new economics of wealth management: Stirlingshire's advisor-first approach
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Today we're examining the evolution of asset management and financial advisory services. As technology transforms how we invest and manage wealth, we're exploring the critical balance between innovation and human expertise.We'll discuss how disruption in the advisory space creates new opportunities for clients and advisors alike, why personal relat…
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The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir
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Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance…
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Buying Mortgage Leads - What Is It Actually Like? 9 Experienced Brokers Share Their Stories
26:28
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Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these broker…
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Investment Idea: Sibanye Stillwater - 27 February 2025
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The recent transaction and events from Sibanye Stillwater: The long-term platinum price is expected to range between $900 and $1 100 due to an increasing demand for Electric Vehicles (EVs) making up a larger percentage of global car sales. Lower prices Platinum Group Metals will reduce supply, supporting prices. The ZAR platinum price has shown con…
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Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth with Jennifer des Groseilliers
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Jennifer des Groseilliers is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Today Jennifer shares how her firm has designed an program of broad-based equity awards across the firm to align the interests of employe…
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Market Crashes, Brokers going bust, and Owens model portfolios | Q&A with Gemma and Owen
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If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics cove…
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1086-Building a Family That Works Together and Stays Together and Builds Wealth Together: Interview with Gregory Treat
1:32:58
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Interview with Gregory Treat. Greg's website: www.avaloncircle.com
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The Chopping Block: The Macro Special – Trump’s Trade War, Bitcoin Reserve & Market Chaos - Ep. 799
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner break down the biggest stories in crypto. This week, we’re joined by special guest Quinn Thompson, Master of Macro at Lekker Capital, to dissect Trump’s Bitcoin Reserve. The US government is now officially hodling Bitcoin —Trump’s exe…
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In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging affluent individuals manage their finances. Brett Joffe LinkedIn: https://www.linkedin.com/in/brettjoffe/ Flux Website: https://www.flux.finance/ Patrick Gar…
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22. Finding Your Brand with Samantha Russell
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Your work doesn’t speak for itself—you do. Marketing guru Samantha Russell joins the show to reveal how financial advisors can stand out without feeling overly promotional. From documenting your journey in public to leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand. Learn why…
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How Brooke Eliason (Female Foodie) Makes Money From Easy Recipes & Italian Food Tours
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#278 From food blogging to leading sold-out food tours in Italy, Brooke Eliason of Female Foodie shares how she turned a passion for dining out into a thriving business! In this episode hosted by Kirsten Tyrrel, Brooke reveals how she leveraged SEO and content strategy to grow her brand, why she’s shifting to Substack amid changing internet trends,…
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Most People Get This Wrong About Retirement Investing—Do You? | Ep 10
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In this episode of the Make it Personal podcast, host Mark Zagurski dives into Principle #5 of the Seven Principles for Your Success:Retirement Investing – It’s Personal and Subject to Change. Building on the foundations laid in previous episodes, Mark takes a personalized approach to the complexities of retirement planning. With retirement potenti…
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After working in higher ed for 15 years, I was able to find my dream job in the federal government, but recent events have left my personal and financial future in a state of uncertainty. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mus…
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Dr. Daniel Crosby - Why Relationships Are Central to Meaning
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Tune in to hear: What was the name of Helen Keller’s mentor, educator and friend and how did they cultivate such a special relationship? What did Benjamin Franklin famously state about how we should lean on those around us? What are some of the detrimental health effects of isolation and loneliness? Why are our relationships critical to both our me…
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India’s IT Stocks Plunge | Gold’s Surge Raises India’s SGB Liabilities
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It's Thursday, March 13th, 2025. This is Nelson John, let's get started. 1. Saudi’s Riyadh Air Eyes India for Expansion Riyadh Air, Saudi Arabia’s new airline, sees India as a key market, with CEO Tony Douglas calling it “super important.” Set to begin operations this year, the airline is in early talks with Air India and IndiGo for potential partn…
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2025 March Market Cap Madness: Bill vs. Emily
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We hope you've filled out your bracket because we're back with the second match of the March Market Cap Madness Final Four. Today it's the birthday boy, Bill Barker up against the survivor, Emily Flippen! Who will make it to next week's final? You will, Fool! Companies discussed: OKTA, UBER, WAL, AMGN, FUN, RKLB, GOOG, CARG, DIS, META, NOW Host: Da…
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Finally, there is a way to add years to your life. I’m James Derrick from Smedley Financial, and today, we will explore how an optimistic outlook can add to your life. We’ll be speaking with our expert and guest, Sharla Jessop.
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#30 - Alyona Mysko, Founder & CEO at Fuelfinance
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Alyona Mysko, Founder & CEO at Fuelfinance. What you’ll get out of this episode: Alyona Mysko’s journey from PwC auditor to Fuelfinance founder. How Fuelfinance simplifies financial management for startups and SMBs. The unique combination of automa…
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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE…
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Bits + Bips: Trump Has Spread Uncertainty Across All Markets. What’s Next? - Ep. 798
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The markets are a bloodbath. If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here? One thing is clear: the next market move is extremely hard to predict. Between Trump’s ec…
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The 5 C's of Business and Life Success With Tara and Justin Williams (MU Classic)
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#277 In today's lesson, we flip the script and Justin and Tara are interviewed by Erik Fisher. They talk about the 5 things that have helped them achieve success in business and life and how you can apply these things to your life and business. (Original Air Date - 8/28/23) What Justin and Tara discuss on today's episode: + Introduction to the Mill…
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Achieving Financial Freedom and Defining ‘Enough’ with Grant Sabatier
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#218: Learn to redefine financial freedom by aligning your life with what you truly love. We dive deep into why setting limits can actually create more freedom, how to define what “enough” means for you, the role of entrepreneurship in building a fulfilling life, and more. Grant Sabatier is an entrepreneur, investor, podcaster, and bestselling auth…
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03.12.25 Attention Shoppers: The Retail Pricing Game / New Flight Requirements
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With the price of goods in flux, it helps to be in the know to protect your wallet. Clarkies know how Clark uses unit pricing to shop smart at the grocery store. You would think that the bigger the bag, the smaller the unit price. Not so. Clark fills you in on what manufacturers have been doing and what to keep in mind with all purchases moving for…
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I was laid off last November, an earlier retirement than I had planned, and now I'm wondering if I need to go back into the workforce. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn …
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In this Australian Finance Podcast episode, your hosts Owen Rask and Tom Wickenden break down how to build passive income with ETFs. They cover: What passive income is and how it works The best ETFs for generating reliable income How the 4% rule helps you reach financial freedom Why diversification is essential for income stability If you like this…
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IndusInd’s ₹19,000 Cr Wipeout - Govt Plans LIC Stake Sale | Temasek Bites into Haldiram’s
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It's Wednesday, March 12th, 2025. This is Nelson John, let's get started. Govt Plans LIC Stake Sale The Indian government may sell a 2-3% stake in LIC in FY26, subject to market conditions, as part of SEBI’s mandate to reduce its stake to 90% by 2027. Instead of a single offering, the sale might be in tranches to maximize value. With a 96.5% holdin…
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Wanting to get your head around tax within the superannuation system makes total sense. Our savings accumulate in this regime, however there are restrictions on how we can access the money, and for the vast majority of us, we are forced to save into this vehicle. How does a government manage to force people to save? Sure they can legislate, but in …
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This week on Economic Update, Professor Wolff delivers updates on the firing of government workers by Trump/Musk with an economic analysis showing it to be an attack on the U.S. working class followed by a discussion of Trump's foreign policy of turning against Europe as merely an adjustment to an "American Capitalism First" project that is as old …
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Mellody Hobson: ‘The Fire Was Lit by Scarcity’
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Our guest on the podcast today is Mellody Hobson. She’s the author of a new book for children called Priceless Facts About Money. In addition, she’s co-CEO of Ariel Investments, where she is responsible for management, strategic planning, and growth for all areas of Ariel outside of research and portfolio management. Additionally, she serves as cha…
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White House Crypto Summit: Two Attendees Share Why It Matters - Ep. 797
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The election of Donald Trump marked a sea change for U.S. crypto policy. The symbolism of that transformation was on full display at the White House’s first-ever Crypto Summit, at which President Trump met with several crypto business leaders. But what was actually said behind closed doors? And does this mark the beginning of a truly pro-crypto shi…
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Episode 182 | Crafting Authenticity in an Automated Marketing World
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Is it possible to balance AI’s efficiency with human creativity? This episode dives into the role of authenticity in marketing, exploring how automation impacts connection and brand identity. The post Episode 182 | Crafting Authenticity in an Automated Marketing World appeared first on Marketing Money Podcast.…
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Ep. 26: Empowering Clients Through Financial Planning
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Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and…
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#239 - From Office to Anywhere: Erica Feldblum of LPL
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Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with women, retirement plans, and those passion…
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
50:13
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In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their finan…
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
47:15
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In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, fin…
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
1:00:00
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1:00:00
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust,…
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
50:10
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In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advi…
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Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones
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Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced f…
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In this episode of That Financial Guy, I break down the various investment accounts available for kids and how they can set the foundation for a strong financial future. From saving for college to teaching them about investing early, I will explore the key differences between: 529 Plans – The go-to option for education savings with tax advantages, …
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$25M ARR - How Adam Robinson Grew Retention.com to 25M A Year SAAS Business
55:51
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#276 What if the one strategy that built your business suddenly stopped working? Would you know how to pivot — or would you crash and burn? In this episode hosted by Kirsten Tyrrel, we sit down with Adam Robinson, former Wall Street trader turned successful entrepreneur. After the 2008 financial crash upended his career at Lehman Brothers, Adam too…
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The Intentional Growth Playbook for Financial Advisors
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In this episode, Ray Sclafani discusses the concept of intentional growth for financial advisors, emphasizing the importance of having a clear vision, strategic planning, and understanding client needs. He outlines six critical questions that advisors should consider to align their growth strategies with their long-term business objectives. Additio…
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MAGA is all in. Even a stock market crash is not going to change hearts or minds
29:10
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The most important moment for Europe since the Berlin Wall came down Become a member at https://plus.acast.com/s/the-other-hand-with-jim.power-and-chris.johns. Hosted on Acast. See acast.com/privacy for more information.
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Are you dreaming of an early retirement but worried about making costly mistakes? In this episode, Wes uncovers six critical errors to avoid before taking the leap. With recent trends of companies offering buyouts and encouraging early exits, it's more important than ever to be prepared. Wes explores the shift in retirement expectations, from the t…
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With good money in our retirement accounts, and a few rental properties, I'm wondering if we'll be able to retire in roughly two years. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn…
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233: I Maxed out my Retirement Savings, Now What?
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Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss what you should do with surplus funds. 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: [email protected] or call us at: (800) 688-5800 Send us episode ideas…
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Ola’s Regulatory Woes, Spotify’s Growth, Inflation Eases
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It's Tuesday, March 11th, 2025. This is Nelson John, let's get started. 🚨 Ola Electric Faces Regulatory Scrutiny Ola Electric’s rapid expansion—4,000 stores in two years—has run into legal trouble. A Bloomberg report claims 95% of its showrooms lack trade certificates needed to display or sell unregistered vehicles, triggering raids, shutdowns, and…
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Alan Houmann, Citigroup's former government affairs head in Emea, on navigating rising populism and what not to do in response to "disturbing" government policies
29:27
29:27
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Today’s guest outlines how he expects the rightward shift in global politics, from Trump’s resurgence to Europe’s own populist movements, is likely to reshape financial services regulation in the UK and EU. He discusses how bank lobbyists and policymakers can navigate these shifting tides, why the industry’s “disturbing” response to the US ban on f…
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