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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Exit Strategies Radio Show is our way of giving back to the community. We're here to empower you through financial literacy and real estate education. So, if you're out there hustling to make things happen for your family, if you're striving to secure a better future for your children and their children, then this podcast is tailor-made for you. Our host is Corwyn J. Melette, Broker/Owner of EXIT Realty Lowcountry Group in North Charleston, South Carolina. He is passionate about sharing insi ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach ...
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The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
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Join Derek Moffatt, and his wife and business partner, Jennifer, as they discuss the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.
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Seed Time Money (Christian living & Personal Finances)
Bob & Linda Lotich | Christian Financial Coaches
We have a different take on money than most financial experts. Kind of like if Chip and Joanna talked about money. You know, down-to-earth, approachable, easy to understand, and even fun. We aren’t going to judge you for your past mistakes and we haven’t forgotten the pain of being broke so we can relate. We believe simple always beats complicated. And we believe money isn’t the goal, but is simply a tool that can be used to fulfill what God has called us to do. Success with money. Success i ...
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Welcome to Wisdom and Wealth, where we explore a variety of wealth management topics! Featuring Frank Astorino, President of the Astorino Financial Group, Inc., we're highlighting the very strategies, solutions, and conversations that Frank is having with his clients on a regular basis. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that ...
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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This is for busy professionals who are looking for financial freedom through passive income, with a focus on cashflow assets in Multifamily Real Estate. We will be covering a variety of topics such as buying, managing, and selling real estate assets, specifically apartments. To learn more about us, visit tricityequity.com
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Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
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The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj Artificial Intelligence Research CEO Daniel Faggella interviews top AI executives from Fortune 500 firms and unicorn startups - to uncover trends, use-cases, and best practices for practical AI adoption. Subscribe to Emerj's weekly AI newsletter by downloading our "Beginning with AI" PDF guide: https://emerj.com/beg1
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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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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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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We will chat with Fierce Female Entrepreneurs and share the good, the bad and the ugly of Entrepreneurship and discuss obstacles we have faced and how to overcome them to reach the success you desire.
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No sector or region is immune from challenges. Each episode we visit a different UK location, putting a client in the frame. Get insights to inspire your own business as we delve into the issues they’ve faced – and the big picture strategies that led to success. Barclays Bank PLC is registered in England (Company No. 1026167) with its registered office at 1 Churchill Place, London E14 5HP. Barclays Bank PLC is authorised by the Prudential Regulation Authority, and regulated by the Financial ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy podcast is here to help you build your wealth AND your worth. Hosted by the one and only Dawn Dahlby, aka "D-Money," a true Wealth Wellness Expert and the visionary behind Relevé Financial Group, a thriving multi-million-dollar advisory firm. Join her every other Tuesday as she guides you on a journey to LIVE WELLthy™, a lifestyle t ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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Deep dives into the world of private equity investing with authoritative interviews from all corners of the industry.
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Skytale Insights offers business, financial, and operational strategies for leaders in the dental and aesthetic industries. If you’re a healthcare business owner with an appetite for growth, tune into each episode for key insights on opening your next location, scaling your business, or positioning yourself to sell. Each episode features experienced members of Skytale team and other healthcare industry experts, providing tactical and strategic guidance for growing your business and helping i ...
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Money only matters if it helps you live a life you love. On the podcast, we interview remarkable people and share strategies for mastering money and living a meaningful life. Topics include money, entrepreneurship, investing, mindfulness, philosophy, and more. Hosted by Grant Sabatier, Author of the international bestseller Financial Freedom, Creator of MillennialMoney.com, and CEO of the holding company MMG Media Group.
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guida ...
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News and Views Podcast Show
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Futurum Tech Webcast Leading tech analysts from The Futurum Group share weekly deep dives on the latest tech news, new products and services, mergers, earnings, regulations, and more. The Futurum Tech Webcast will keep you current on what’s happening in the tech space — from startups to industry leaders, emerging tech, and what’s ahead for industries across the globe, along with interviews with tech industry leaders and experts. Subscribe now and stay connected to this exciting journey into ...
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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We talk to the smartest people in the golf business to get the inside stories and strategies driving the business of golf forward. Hosted by PGA Tour player Roberto Castro and Dan Ferreira.
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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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In the world of eCommerce, a legendary WhatsApp group is rumoured to hold the secrets to unimaginable success. The catch? You must have nine figures in revenue to gain entry. The worlds biggest brands have denied its existence for years, until now. Three titans known as "Operators" are leaking the secret contents in an effort to share its wealth of knowledge with people like you.
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Sounds of Health seeks to shine a light on the path to improved health. The podcast highlights the people, organizations, and resources available to help improve physical, emotional, and financial well-being. Join us on a journey of self-discovery and empowerment as we explore expert insights, practical tips, and real-life stories to help you achieve a balanced and healthy life. In each episode, our host David MacNiven engages in thoughtful conversations with health and wellness professional ...
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Driving Partnerships and Prioritization Strategies for AI in Financial Services - with Julie Winkler of CME Group
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Today’s guest is Julie Winkler, Chief Commercial Officer of the CME Group. CME Group is a Chicago-based financial services firm that operates derivative exchanges including the Chicago Mercantile Exchange and Chicago Board of Trade. Julie joins Emerj CEO and Head of Research Daniel Faggella on today’s program to pull apart new trends in AI adoption…
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Impacts of Quantum Computing on DevOps and AppDev | DevOps Dialogues: Insights & Innovations
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On this episode of DevOps Dialogues: Insights & Innovations, I am joined by VP and Practice Lead, Bob Sutor, for discussion of the impacts of quantum computing on AI, DevOps and AppDev. Our conversation covered: What quantum software development is, what people use as their SDK, the platform, rise of Rust with a Python wrapper and WASM Quantum, AI …
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Navigating Estate Planning: Choosing the Right People for Your Legacy (Ep. 12)
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Estate planning is a crucial, yet often overlooked step in securing your legacy and ensuring your wishes are honored. How do you choose the right individuals to carry out your estate plan? What qualities should they possess, and how can you communicate your desires effectively? In this episode, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, ex…
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In today’s episode Greg and Colin discuss correlation, causation and expected return in the stock market and how it might relate to weather patterns. Listen in to find out more and enjoy the show!By The CM Group
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00:00 Introduction 00:32 International Expansion and Diversification 01:28 Streamlining Logistics and Inventory Management 11:31 The Challenges of Launching New Products 12:55 The Benefits of Planning Product Launches in Advance 28:26 The Impact of Digital Marketing on Sales 30:24 Paid Ads and Physical Retail 40:27 Challenges of Scaling a Business …
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The Perfect Annuity Does Not Exist: Shootin’ It Straight With Stan
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In this episode, The Annuity Man discussed: Focusing on guarantees The best annuity Finding the annuity best suited for you Key Takeaways: Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential to approach annuities with a clear understanding of…
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How can you optimize your investments to match your life stage? In this episode, Josh Jalinski dives into the crucial topic of asset allocation and its role in achieving financial stability. Josh compares the stages of a professional athlete's career to an individual's investment journey, highlighting the importance of transitioning from high-risk …
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Setting Strong Foundations for Modernization in the Era of Everything AI - with Carm Taglienti of Insight
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Today’s guest is Carm Taglienti, Chief Data Officer at Insight, a leading IT solutions provider that specializes in streamlining enterprise data infrastructure. Carm joins us on today’s program to advise business leaders across industries on best strategies for AI adoption teams in picking the right tools and technological approaches for driving di…
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The Power of your Beliefs with Moira Kucaba
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Tune in to our latest podcast episode, "The Power of Beliefs" with Moira Kubaca, where we explore the profound impact of authenticity and vulnerability in our lives. Moira discusses the importance of peeling back the facade and embracing our shared human experiences of pain, struggle, and fear. Join us as we delve into the journey of self-acceptanc…
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‘Doing it the Ripley way’ with Little Ripley Day Nurseries in North Birmingham
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In 1987, when district nurse, Ruth Appleby, was looking toplace her children into childcare, she saw an opportunity in her local area. 36 years later, her business operates 16 nurseries, each with a good or outstanding rating from Ofsted. As well as working with a number of family members, she maintains a very loyal workforce and even employs staff…
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Navigating Medicare Supplement: An Advisor’s Guide
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A Conversation with The Sandidge Group Principal, James Sandidge
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Don't Let Negative News Affect Your Investment Choices
25:09
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Jim Ciprioti discusses the importance of having a retirement plan and not letting negative news affect investment choices. He emphasizes the need for a dependable source of monthly income in retirement and the potential risks of relying solely on Social Security or traditional investments. Jim introduces the concept of using modern-day annuities to…
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Retirees are getting anxious about the unrest in the world, upcoming elections, and out-of-control government spending. Warren Buffett advises against making investment choices based on short-term headlines and instead focuses on predicting what will happen in the next 10 years. The stock market is unpredictable and reacts to various factors, makin…
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Leveled Approaches to AI for Asset Management Challenges - with Aman Thind of State Street
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Today’s guest is Aman Thind, Chief Architect at State Street. He joins us in the program today to talk about practical applications of AI across asset management workflows and what advanced generative technologies will mean for the sector in the long term. Throughout the program, Aman makes a finer point about the possibilities for content generati…
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208: Authors Jim and Bob Rebitzer ask, "Why can't healthcare be better and cheaper?" (Live from The Players 2024 Championship)
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According to economist Jim Rebitzer and healthcare consultant Bob Rebitzer, the healthcare industry has failed in achieving what many other sectors have accomplished – improving products, while simultaneously reducing costs over time. In this episode, recorded live at The Players 2024 Championship, host Rachel (Rae) Woods invited Jim and Bob to dis…
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EP 138: Maximize Your Wealth: Tax-Free Income Secrets with Jason Mandel- Part 2
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In this second part episode, featuring Jason Mandel a renowned author and founder/CEO of the Mandel Family Office, further discussed tax-free growth strategies for real estate investing, life insurance, and financial planning. He shared more details about his personal story and personal experiences of clients who have been able to pursue their pass…
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A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
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Estate Planning Essentials with Attorney Lauren Jackson
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We're thrilled to welcome Lauren Jackson, an experienced attorney based in Illinois, to our podcast today! With over two decades of legal expertise, Lauren specializes in real estate, estate planning, and probate law. Today, she's here to demystify the world of estate planning and offer invaluable insights to our listeners. Here’s some of what we d…
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"Neighbors Helping Neighbors" - Dan Camenga - Interfaith Volunteer Care Givers
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Executive Director of Interfaith Volunteer Care Givers (IVCG) Dan Camenga shares how their "neighbors helping neighbors" care model across a wide spectrum of programs, helps improve the wellbeing of seniors and elevates the quality of life in our region. IVCG Programs Include: Transportation Plus - Volunteer drivers provide personalized support to …
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SI Decade: Inside the biggest regulation changes to secondaries
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The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ radars. “[These rules] raise the visibility of GP-led transactions to LPs and they signal how important and risky those transactions might be,” Igor Rozenblit – managing partner and founder of governance,…
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Protecting Retirement Savings from Legislative Shifts w/ Bob Carlson (Retirement Watch)
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How can rising tax rates and changes in Social Security impact your retirement planning? In this episode, Josh is joined by Bob Carlson, editor of Retirement Watch and a seasoned expert in retirement finance. They tackle the critical issues facing retirees today, from navigating potential tax hikes and understanding Medicare changes to strategic re…
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Debbie & Dan Brosnan - Love on the Menu: A Husband's Recipe for Supporting His Wife's Culinary Dreams in Barcelona
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Here's what to expect on the podcast: Debbie's journey from being a personal chef to offering virtual cooking classes and culinary retreats. How did Debbie pivot her business during the pandemic? In what ways does Dan actively participate in Debbie's journey towards achieving her dreams? How did Dan and Debbie overcome challenges, and what are thei…
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ILT007 How Judith & Rosemary Construct & Manage Their Investment Portfolios | Part 7
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In part seven of this investing eight-part series, Judith Mackenzie and Rosemary Banyard discuss how they construct a portfolio of stocks and how they manage them. Key topics covered: · What is portfolio construction and portfolio management? · What types of risks should investors think about when constructing a portfolio of stocks? · How do Judith…
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If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritance can impact your financial plan in this episode of Wise Money. Season 9 Episode 38 Have a question you want to have answered on the show? Call or tex…
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(💸06/40) The 7 Telltale Signs Your Budget Is Broken (And How to Fix It Before It's Too Late)
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In this episode, we dive deep into the world of budgeting—not just any budget, but a healthy budget that works for you. Whether you're a budget skeptic or a spreadsheet enthusiast, this episode has something for everyone. Here's what we're unpacking today: 🔍 Key Highlights: 8 Questions To Ask To Determine If You Have A Broken Budget Why Most Budget…
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The Market and Tech Forces Shaping the Future of Software Development - with Tsavo Knott of Pieces
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Today’s guest is Tsavo Knott, Co-founder and CEO of Pieces. Pieces is an AI-driven software company that builds a platform to enable software developers to work more efficiently. Tsavo returns to the program with Emerj CEO and Head of Research Daniel Faggella for the second in a special two-part conversation on the challenge for software developers…
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Security Roundup & Hitachi Restructure - Infrastructure Matters, Episode 40
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In this episode of Infrastructure Matters, hosts Krista Macomber and Camberley Bates cover Commvault earnings, Dell’s data protection announcement, Microsoft’s Secure Feature initiative plus why Hitachi matters. Key topics include: Commvault Earnings Discussion: Strong fiscal and quarter performance, with a 10% year-over-year revenue increase and h…
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Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/By Jennifer Moffatt
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How To Avoid Burnout As A Financial Advisor
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Hello and welcome to The Magellan Network Show. Today, I'd like to talk about a pervasive yet often overlooked issue in our industry: burnout among advisors.With over three decades of experience in the field, I've seen firsthand the toll it takes as advisors neglect their well-being, merely going through the motions like weary shopkeepers.In this e…
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Transforming the Enterprise-Level Customer Experience with AI - with Jason Aubee of TechSee
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Today’s guest is Jason Aubee, Senior Vice President of Sales at TechSee. TechSee is a software company that develops visually-driven solutions for customer experience workflows. Jason joins us on the program to talk about the value that can be unlocked in call centers and other service environments when we move away from audio-exclusive communicati…
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Enterprising Insights, Episode 24- Tableau Conference, Industry News, and an Enterprise Apps Rave
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In this episode of Enterprising Insights, The Futurum Group’s Enterprise Applications Research Director Keith Kirkpatrick discusses Tableau Conference 2024, recent earnings news from major enterprise application vendors. He then closes out the show with the Rant or Rave segment, where he picks one item in the market, and either champions or critici…
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Navigating Family Dynamics and Gaps in Financial Literacy
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In this episode of Wisdom and Wealth, we delve into the intricacies of family dynamics and the critical need for enhanced financial literacy. Our guest, Dr. Teri Rouse, an Early & Behavior Interventionist Consultant & Speaker, joins us to shed light on the challenges that families encounter in today's complex financial landscape. Dr. Rouse brings a…
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In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors "low hanging fruit" because they're easy to fix yet can save …
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Driving AI Adoption in Insurance - with Ryann Foelker of American Family Insurance Group
24:11
24:11
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Today’s guest is Ryann Foelker, Strategy Director at American Family Insurance Group. American Family Insurance Group is a private mutual company that provides property, casualty, auto, commercial, life, and health insurance. They also offer homeowners coverage and retirement planning products. Ryann joins Emerj CEO and Head of Research Daniel Fagg…
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#098 – Retirement planner chat, with Lauren Hunt from Daybreak Wealth Management
1:13:01
1:13:01
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Andy chats with fellow retirement planner Lauren Hunt, CFP®, from Daybreak Wealth Management. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in reti…
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Enterprising Insights, Episode 23 - Oracle Analyst Summit, Industry News, and a CX Rant
19:47
19:47
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In this episode of Enterprising Insights, The Futurum Group’s Enterprise Applications Research Director Keith Kirkpatrick discusses the Oracle Analyst Summit, a survey on the changing nature of service organizations from Salesforce, and brief commentary on the plethora of earnings announcements from SaaS vendors. He then closes out the show with th…
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From Fertilizer to Finances Talking Shop with EQRP's CEO, Parker Pursell
34:21
34:21
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Welcome back to The Cashflow Project! In today's episode, we're joined by Parker Pursell, CEO of EQRP, as he shares his inspiring journey from a rural upbringing to leading in self-directed retirement planning. From his roots in family business to navigating challenges during the pandemic, Parker's story emphasizes the importance of seizing opportu…
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Mind Over Obstacles: Winning Sales Mindset and Strategies
1:01:40
1:01:40
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#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss enhancing social media marketing strategy, mindset and effective sales strategy, and more! If you are exploring the idea of building a probate niche in your real estate bus…
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How Modern Marketing is Enabling Delta Air Lines to Revolutionize Travel
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On this episode of Marketing Art and Science, I am joined by Delta Air Lines’ CMO Alicia Tillman for a conversation on how modern marketing is enabling Delta to revolutionize travel globally. Together, we explore the massive impact Delta’s MarTech stack is having on the business and dive into the emerging technologies Delta is deploying that are al…
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In today’s episode Greg and Colin interview Shawn Leggett. Shawn is the founder of Ground Up Eco-ventures, a company focused on upcycling organic products. Listen in to find out more about Shawn’s journey and this interesting market. Enjoy the show!By The CM Group
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E055: The AI Takeover, Formal Education Decline, Ecom Tech Disruptions & The Future of Employment
55:15
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00:00 Introduction: Outsourcing, AI, and the Future of College Education 03:44 The Impact of Remote Work on American Workers 06:30 The Rise of the Global Workforce 26:41 Reevaluating the Concept of Equity in a Global Economy 27:39 The Rise of Robotics and AI in the Workforce 29:07 Remaining Competitive in a Changing Job Market 31:32 The Future of C…
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The Cost of Waiting to Purchase an Annuity: Shootin’ It Straight With Stan
9:42
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In this episode, The Annuity Man discussed: Don’t time the market when buying annuities The cost of waiting for the perfect moment Key Takeaways: Don’t time the market when buying annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself what you want the money to do and when you want…
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What’s the secret to ensuring your assets, like a prized guitar collection, jams on -even after you’re gone? Josh helps answer this question by breaking down the essentials of estate planning, covering everything from legal documents to protecting personal treasures. Josh begins with the fundamentals, explaining why you need airtight legal document…
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Essentials for AI Infrastructure and Object-Based Storage for Enterprises - with Anand Babu Periasamy of MinIO
26:50
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Today’s guest is Anand Babu Periasamy, Co-founder & Co-CEO of MinIO, Inc. MinIO is a software company that develops High-Performance Object Storage systems that are API compatible with the Amazon S3 cloud storage service. Anand joins us on today’s podcast to discuss opportunities for IT and infrastructure leaders to scale AI across the enterprise. …
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What are the 4 "L's" in retirement and why are they important to your retirement plan?
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In this week's episode, we'll discuss the 4 "L's" in retirement and why they are important. How long do you need to plan for in retirement? What is most important in making a long-term plan? How do you want to live in retirement? Do you need to have access to your funds? What do you want to pass on to those left behind once you're gone? Isn't it ti…
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