show episodes
 
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.
 
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 ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of Massachusetts (FPA MA), 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 Massachusetts chapter of FPA. Join us and listen in for engaging dis ...
 
Market‌ ‌like‌ ‌a‌ ‌Fintech‌ ‌is‌ ‌a‌ ‌podcast‌ ‌on‌ ‌a‌ ‌mission‌ ‌to‌ ‌find‌ ‌out‌ ‌what‌ ‌marketing‌ ‌strategies‌ ‌and‌ ‌tactics‌ ‌the‌ ‌top‌ ‌Fintech‌ ‌companies‌ ‌in‌ ‌the‌ ‌industry‌ ‌use‌ to‌ ‌acquire‌ ‌real‌ ‌customers,‌ ‌build‌ ‌a‌ brand‌ ‌and‌ ‌grow‌ ‌revenue.‌
 
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has bee ...
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, sui ...
 
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Sarah Kocianski and Ross Gallagher and joined weekly by a range of fantastic guests, they discuss the latest news, developments, and trends within the industry. On Fintech Insider Insights, they speak to subject matter experts for deep dives on APIs, AI, digital banking, and all oth ...
 
At the Martha Stokes CMT Radio Show, you will learn how the stock market works, stay up to date on current events in the financial markets, and get some free tips for trading stocks, options, ETFs and more. Martha Stokes CMT is the Co-Founder and CEO of TechniTrader, an educational firm dedicated to helping retail traders and independent investors learn how to trade or invest in the stock market. TechniTrader.com has been educating traders since 2000. Martha Stokes is a Chartered Market Tech ...
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, SD 57049 Phone: 605-217-3555 Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Please visit our we ...
 
Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
 
FinTech Bytes by CMS is a podcast which gives listeners a ‘bite-sized’ overview of topics affecting the FinTech market and provides insights into some of the latest tech, regulatory, market trends and issues affecting innovation in financial services and how they are relevant to FinTechs.
 
On the Pumped On Property Show, we get real about property and your financial freedom. We also share the lessons we've learned from buying over $250,000,000 worth of investment property for ourselves and our clients. In each episode, we break down the lessons, tools, and tricks that have enabled us to become financially free through property investing. If applied correctly the lessons on this Podcast could help you build a property portfolio with confidence and work towards financial freedom ...
 
On Money Meets Medicine, Jimmy Turner, MD from The Physician Philosopher and Ryan Inman, a fee-only financial advisor, combine their experience to teach you about the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. Come find out how much you can learn about money with the experience and perspective of a physician a ...
 
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
Rewind this mixtape of investing made easy by hearing from top financial experts, CEO's, influencers and ordinary South African's who continue to own the market. No jargon, no complications. Just a cool guide to investing. Disclaimer: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaus ...
 
The Global Financial Markets podcast helps clients deal with the legal and business challenges resulting from the ongoing turbulence in worldwide financial markets. By mobilizing our global resources from multiple practices and offices, the podcast provides clients with knowledgeable and timely counsel on a broad spectrum of their legal needs.
 
As an experienced technology partner, listen here for the latest views from our GFT UK specialists who will be sharing their extensive knowledge of the financial services sector. We advise the world’s leading financial institutions and develop bespoke IT solutions – from banking applications and trading systems to the implementation and support of complete platforms, and the modernisation of core banking systems. Our global innovation team also develops new business models, focusing on topic ...
 
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 ...
 
Ready to join a growing segment of the population who works and lives…right from our laptops? We don’t have traditional 9-5 jobs, and we don’t want them, because financial and lifestyle freedom is too important to us. Because we don’t work the corporate grind, we get to be the boss of our own schedule, take vacations whenever we want, and make our work revolve around life, not the other way around. The freelance and online economy is the new cleaner, greener, smarter way to work – for both f ...
 
Hustle To Freedom is a podcast that highlights everyday people, just like you, who are building extraordinary side hustles in their spare time. Each episode is a one-on-one interview with someone growing a successful side hustle while they work a 9 to 5 day job or someone has recently turned their side hustle into a full-time gig. You will hear motivating stories from people who have created profitable blogs, apps, service-based businesses, SAAS, eCommerce, marketing agencies and much more. ...
 
Banking With Interest, a podcast by IntraFi Network, features in-depth analysis and insight into the policy changes reshaping the banking industry. With insightful interviews and previews of pending policy challenges, the podcast is an essential listen for anyone connected to the financial services industry. Banking With Interest is hosted by Rob Blackwell, an award-winning former journalist with more than two decades of experience as an expert on financial services policy. He is now Chief C ...
 
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show series
 
What advisers can look at to see if their website is climbing the Google rankings, so they can work on getting more free traffic and quality leads.We look at SEO KPI's mainly within Google Search Console so you can quickly and easily see how your website is performing on Google.How many times has one of you pages been visible on a Google search and…
 
MVNO Mint Mobile has a plan for individual high data users for $30 a month. Clark offers details on this deal and others. / We’re living longer and may need to rethink our retirement age. Clark describes a phase in strategy that can really change the economics of your retirement years. Ask Clark topics include: The Best Place to Order Checks Online…
 
One thing we've learned over the last year is that a lot of work can be done remotely. Meetings can happen over Zoom. Spare rooms can be turned into offices. But now that the old physical workplaces are starting to reopen, what does work even look like? As an employee? As a business? HR superstars Lee and Kara are here to help us make the best of w…
 
No one knows when a market crash is going to happen. It could be as soon as you listen to this podcast episode, or it could be 10 years down the road. This causes people to panic at the slightest sign of a downturn. That's why Ryan and Jimmy are here to make sure you feel prepared to weather any financial crisis. Do you want to achieve the financia…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Teri Ijeoma. Teri is the founder of Trade and Travel where her flagship "Trade and Travel" trading course teaches people how to invest for what is important to them. She now has over 1000 st…
 
The following was produced by Tearsheet Studios in partnership with small business lender BlueVine. It's Small Business Week, and BlueVine really wanted to highlight how it's helping small businesses, particularly around the paycheck protection program.Today, we're happy to have two guests with us: First, Eyal Lifshitz, CEO of BlueVine. Eyal is a t…
 
Want to sell your timeshare? An former inside scammer reveals how they find you and get inside your wallet - No sale. / Survey says: Most Americans want government-backed job training over handouts. Lifelong training is essential to a dynamic economy wrought by ever changing technology. Ask Clark topics include: Home | Costco Travel / Digital Recei…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Michael Lewis, who is a Bloomberg Opinion columnist. His books include “Flash Boys: A Wall Street Revolt,” “Moneyball: The Art of Winning an Unfair Game,” “Liar’s Poker” and “The Fifth Risk.” He also has a podcast called “Against the Rules.” His published his latest book in May 2021: “The Premo…
 
The following was produced by Tearsheet Studios. We worked with Wave, a financial software company for entrepreneurs and small businesses, to create a three part podcast series on what micro businesses and solopreneurs really need now from their banks, financial service providers, and financial software. Personal finance app Mint inspired a lot of …
 
My guest today is Andrew Sugrue, co-founder, and partner at Avenir Growth Capital. Avenir is a growth equity firm focused on backing category-defining businesses. In our conversation, we cover Andrew’s investing career, what he learned from Julian Robertson, how counter-positioning could drive unique distribution, and the difference between good an…
 
Can you believe the first quarter of 2021 is already over? It has been such a great start to the year for Australian property with March being the strongest nationwide gains since 1988! Today, Ben and Simon break down the data we have received from the likes of CBA, Core Logic, SQM and others. DISCLAIMER No Legal, Financial & Taxation Advice The Li…
 
PROMISES BROKEN: One privilege of military service is student loan forgiveness. But the U.S. Dept of Education rejected 94%, just like public service loan forgiveness was largely rejected. This must be fixed. Congress talks a good game about valuing the military. The country must fulfill its promises to those who serve. / CRACKING THE CASE: How pan…
 
In this radio show Martha Stokes CMT explains how Technical Analysis is evolving and how the various Market Participant Groups of the stock market are reshaping how traders use this powerful trading tool. Martha describes her renowned theory: Relational Technical Analysis and how her theories will change everything you think you know about Technica…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments discusses how the average stock is performing today! ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood Investments has helped countless high net-worth clients bring clarity and understanding to their portfolio management by targeting s…
 
Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you’re working long hours, can’t separate work from your home life, and feel like you’re stuck on a treadmill… burnout might be creeping in. In this episode, you’ll find out how to recognise the three types of burnout, discover how to reduce your workl…
 
I recently bought a property with my wife at an auction. We had a very specific strategy that worked out so much better than we could have imagined on the day. In this video, I share the tips and tricks we use as a business, to give you the best chance on auction day. DISCLAIMER No Legal, Financial & Taxation Advice The Listener acknowledges and ag…
 
On this week's episode of 'Paisa Vaisa', host Anupam Gupta talks to Parikshit Chitalkar, Co-Founder at StashFin about the digital lending scenario in India and how to be safe from online financial scams. You can know more about StashFin: (https://www.stashfin.com/) Playstore: (https://play.google.com/store/apps/details?id=com.stashfin.android&hl=en…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, the owner of Chapwood Investments, reveals the CHIP score. CHIP stands for CHapwood Investment Portfolio score. It is a rating system Ed has developed to measure the performance and volatility. You can get your CHIP score at https://chapwoodinvestments.com/tools...​ ➡️ About Chapwood Investments an…
 
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 30 April 2021. News segment: presented by Seema Naicker, Technical & CPD Manager at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about scarcity mind…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments shares the breaking truth about the shape of the market's recovery. It's important to have all the most accurate and up to date information. This video was recorded on September 23rd, 2020 and the market has likely changed since this recording. Visit chapwoodinvestments.com f…
 
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience. Twitter: @PathfinderAdam LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/ Websites: ww…
 
Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. / Labor shortages and last minute code changes are forcing manual processing of 2020 taxes. Refunds are delayed. Clark’s got a suggestion for those who routinely get refunds. Clark Stinks & Ask Clark topics include: Best Laser Printers for Your Home Office - Consum…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with Jonathan Miller, president and CEO of Miller Samuel Inc., a real estate appraisal and consulting firm he co-founded in 1986. He is a state-certified real estate appraiser in New York and Connecticut who performs court testimony as an expert witness, and holds the Counselor of Real Estate (CRE) …
 
In Part 2 we continue our conversation on the impact of COVID-19 on underwriting with a panel of industry experts. Topics in this discussion include: How to communicate with clients who refuse vaccination Underwriting impacts on non-vaccinated clients Business valuations during COVID, and beyond... Insurance industry transformation due to COVID-19 …
 
While the pandemic presented challenges, it also opened new opportunities and accelerated the process of placing business. In Part 1, we welcome a panel of industry experts to discuss the following topics: The mortality impact of COVID on life insurance underwriting. What's driving the increase in life insurance sales? Communicating with and insuri…
 
Our expert host, Sarah Kocianski, is joined by some great guests to talk about Open Finance. Earlier this year we produced an After Dark event which focussed on Open Finance, but since then the FCA have released the feedback they got from the industry from the call for input that they issued in December 2019. We have now gathered some of the greate…
 
In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics. About Erica Pauley: Erica is the foun…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky gives you an in-depth analysis of the stock market as it is today. It's too easy to say that the market is doing well based on returns. The returns are only one aspect of the health of the market. Ed breaks down what you need to know for YOUR wealth management. ➡️ About Chapwood Investments and Ed B…
 
The housing shortage has pushed home prices to an all time peak. Clark speaks to fears of a real estate market crash and explains how the market is likely to play out. PLUS, a key rule for home buyers today. / Uber and Lyft are good economic indicators of the employment market and there’s a labor shortage in many different categories to explore. So…
 
Exchange Traded Funds (ETFs) provide a different way to trade stock. But it’s not simply another way. ETFs open themselves to multiple strategies. First of all, Doug discusses the fact that ETF tend to mirror a benchmark. But why not aim to outperform the benchmark? Then, the discussion extends to discuss some tax saving strategies you could implem…
 
Welcome to the Tearsheet Podcast. I’m Tearsheet editor in chief, Zack Miller.Smaller community banks and credit unions have an opportunity to differentiate and compete in payments. Unfortunately, many smaller FIs haven’t formulated a succinct strategy. It’s a good time to do it — there are technologies and tools out there to help them service their…
 
My guest today is Alyssa Ravasio, co-founder and CEO of Hipcamp, a platform to discover and book your next camping trip. I was excited for this conversation as it combines two of my favorite passions – the outdoors and internet marketplaces. In our discussion, we cover how Alyssa bootstrapped demand in the early days of Hipcamp, the importance of c…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, the owner of Chapwood Investments, explains why you shouldn't be concerned about who wins the United States Presidential Election, you should be more concerned about the current stock market valuation. Presidential elections may get a lot of buzz but the bottom line is they don't often affect the m…
 
Today, host Jad Howell welcomes Jon Lamb, Portfolio Manager for Orion Resource Partners. Jon speaks about his career path which led him to his current position, what a day in the life of a portfolio manager looks like, and what students can do today to prepare for a career in investment banking or private equity. If you'd like to learn more about T…
 
There’s a streaming standoff between Roku and YouTube. What was once a cable issue is now spilling over into the streaming world. Streaming TV Archives - Clark Howard / Auto industry game changer is set to ground 'the grind'. HUGE news in the new car buying industry is not being widely reported - something Clark believes will absolutely change the …
 
We love to hear from all our listeners, especially those who are underrepresented in the world of investing and finance. This month we were delighted to hear from more women than usual, and are eager to highlight their contributions. Plus, we got our first (but hopefully not last) video submission which rounds out the show. See Owen's video mailbag…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today’s guest is Deanda Wilson. Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of…
 
Most doctors switch employers within 2-5 years of starting their first job because of burnout, need to be closer to family, or having to work with Jimmy. Considering these changes happen so frequently in the medical field, Ryan and Jimmy want to make sure that if you are considering switching employers, that you avoid these financial mistakes you c…
 
➡️ Investment Forensics: Tools to Analyze your Portfolio ⬅️ Ed Butowsky, owner and operator of Chapwood Investments, is sharing this valuable free webinar with all of you! In this webinar, you will learn about Investment Forensics. What it is? How to use it? And who can benefit from it? Investment Forensics can help you make sense of your portfolio…
 
On this week's episode of 'Paisa Vaisa', host Anupam Gupta talks to Avijit Arya, International Keynote Speaker and Founder at Internet Moguls. Internet Moguls helps Entrepreneurs to get known, get leads and get sales with the help of Digital Marketing. Avijit Arya is also a podcaster, his podcast is called The Ask Avi Arya Show. Avijit and Anupam a…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, of Chapwood Investments, explains how the strength of the world market affects your wealth management and portfolio whether you invest in foreign companies or not! With over 45% or more of the S&P 500 earnings coming from outside of the United States wealth managers need to be aware of the health o…
 
Clark clarifies the zone between full service and self service investing and describes the 3 hybrid discounters to help you choose what’s best for YOU! And - the KEY to buying financial advice. / Why now the labor shortage in restaurant industry and how tech will fill the gap. Be prepared to be greeted by a robot. New technologies being rolled out …
 
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