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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? Email us at askjill at jillonmoney dot com.
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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Trends with Benefits is a podcast by VanEck with a forward-looking perspective. Host Ed Lopez interviews a guest each week to discover new ways of thinking about the markets, investing, work and life. Subscribe today.
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Interviews with leaders in the business world to inspire your work, career and the mark your leave. Greg Martin, a Toronto based investment banker and M&A advisor, hosts Lifetime at Work, featuring interviews with industry leaders across the business world. The show aims to share advice and lessons learned with the hopes of answering the question "why do we do it?". The podcast explores the founders and leaders of some of North America's most successful businesses. It speaks with investors a ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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Product Management podcast where 20 year PM veteran Tom Leung interviews VP's, CPO's, and CEO's who rose up from product to talk about their careers, the art and science of product management, and advice for other PM's. Watch video on YouTube. firesidepm.co Learn more about host Tom Leung at http://tomleungcoaching.com
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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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Do you have a burning desire to live an enriching life: physically, mentally and spiritually? Boom Vision ® podcast is all about health, wealth and higher self! This show dives deep on how to create a fulfilling and abundant life: it starts with a powerful mindset! Your host, Benjamin Yeh, is a Business Alignment Coach. His diverse background as an ex-corporate executive, investment officer deploying over $1 billion in real estate & investments, serial entrepreneur, investor, advisor and coa ...
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What Got You There is a weekly podcast that focuses on the journey behind some of the world’s most successful people, uncovering the mindsets, strategy, routines that helped them get there. Guests include billionaire entrepreneurs, olympic gold medalists, Wall Street titans and other high performers across vastly different disciplines! It's hosted by Sean DeLaney who for the last 15 years has been working at the intersection of elite performance, entrepreneurship and personal development. As ...
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Curious about the inner workings of the mining industry but don't have a background in geology or engineering? Rock Talk is a weekly interview show that takes you behind the scenes with industry experts. Each episode, host, Karl Woll of VRIFY Technology, sits down with an expert from the mining world to discuss the latest trends, technologies, and challenges facing the sector. From exploration and extraction to processing and sustainability, we cover the full mining lifecycle in an engaging, ...
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Author, Actor, economist, lawyer, professor of law and economics, columnist for the Wall Street Journal, Presidential speechwriter, multi Emmy Award winning game show host, investment advisor, and America’s humble servant and Co-host of The World According To Ben Stein, published writer for many well renowned publications, former nationally syndicated radio host and addiction specialist, Judah Friedman are quickly becoming the most popular and talked about Podcasters on the internet. Three t ...
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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Industry Entrepreneurs
Rita M. Perez
Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Welcome to the Women Choosing Growth podcast, your go-to show actionable advice to grow your business to be worth millions while sharing empowering stories of triumph and navigating obstacles from women entrepreneurs, industry experts, and thought leaders who have experienced the inevitable challenges that come with entrepreneurship. Whether you're embarking on your entrepreneurial journey or seeking to elevate your business to new heights, our podcast is your ultimate resource hub, providin ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
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The podcast is an audio-only version of the SeventySix Capital Sports Leadership Show. The full video is available on Youtube. Each podcast, host Wayne Kimmel, interviews the sports industry’s top entrepreneurs, athletes, and thought leaders. The SeventySix Capital Sports Leadership Show was selected as the #1 sports leadership podcast in 2022 by Feedspot! Have a sports startup or need strategic sports advice? Please reach out to us at: seventysixcapital.com/contact
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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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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
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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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Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of SEI Novus unpacks what has helped them and hindered them on their diverse roads to success. Modeled after the values of SEI Novus industry research, this is where managers and allocators alike tune in for engaging discussions on how to succeed in the investment world.
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Responsible Investing for a Sustainable Economy is a weekly podcast that unpacks the environmental, social, and governance issues that companies need to tackle as investors like you demand more than just the bottom line. Host Tim Nash has been helping people understand how to invest responsibly for over a decade. When he started, few knew what sustainability, impact investing, ESG, CSR, or the transition to a low carbon economy really meant. Now responsible investing is a hot topic for new i ...
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Introducing Alex Shevelenko, CEO and founder of RELAYTO and the host of the Experienced-Focused Leaders Podcast. With a mission to empower seasoned business owners who recognize the critical role of customer experience in achieving success, Alex brings together a community of discerning listeners eager to explore new perspectives and strategies for enhancing their experience-centric approach. In our thought-provoking podcast episodes, we dive deep into the stories and insights of accomplishe ...
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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Welcome! I am Paul Chen, your host. I am an investor, author, startup advisor and business writer. I am a former senior investment manager at Alibaba and former tech banker at Goldman Sachs. On this show, we have conversations on innovations in China that we can learn as Americans. It is my goal to tease out the first principles of entrepreneurship and innovation in China and compare them with Silicon Valley. I believe, your next billion dollar idea will come from China. So Watch the Panda, ...
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Welcome to Real Estate Investing Uncovered with BC Property Agents, where we talk to experts in the real estate industry. We discuss everything from how to find deals to how to finance your investments. We also answer your questions about real estate investing. Your host is Bruno Calfapietra, a real estate agent with over 30 years of experience. He has bought and sold dozens of properties and has helped hundreds of people achieve their financial goals through real estate investing. We interv ...
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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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This is the High Growth Founders Podcast, where we give you unfiltered truth and ideas about accelerating the growth of your start-up and becoming the founder you were born to be. No fluff, no games, just straight to business. Your host is Kasey Jones. Throughout her career as a coach, consultant, advisor, and mentor she has worked with hundreds of founders on their go-to-market strategy, building an authentic personal brand, and growing as a leader. This show is dedicated to helping founder ...
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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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Picture how different life could be if you were confident in how you spend, save, invest, give and earn money! How much time and energy would you gain by silencing your money "shoulds?" Learn how to think differently and set up simple systems from financial advisor and host Jen Sapel as she shares insights from 20 years in financial services and her own stories and struggles with money as well as other guests. As a high earning mother, caregiver, and mother of multiple toddlers, she knows yo ...
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This podcast is dedicated to helping our listeners Think, Act, and Prosper not only in wealth but in every area of life. No matter what level you are at financially, we address the basics of money to the more complex macro economic concepts. Our host Darrell Dominic, is not a financial advisor or accountant but comes with a vast amount of knowledge and experience in the economic realm. You will hear from guest professionals and their experience with finances as well. Feel free to submit any ...
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455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience
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The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our “Thriving in Midlife” series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. In this episode, we discuss: Why it’s important to evolve your Repurposement experience …
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We're considering early retirement, and even though I think we're in a good position, I still have some concerns. 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 more about listener d…
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Ep 167 How to Know You're Making the Right Business Investments
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Send Rita a text with your thoughts! This episode was inspired by my summer focus group. I wanted to share my thought process of what I think about when I'm contemplating making an investment for my business. This is not a definitive guide, and I am not a financial expert. Please remember to consult any financial decisions with the appropriate peop…
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Harris: Your Values Can't Change If You Don't Have Them.
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On the August 29 edition of the #podcast, @BenStein, @JudahFriedman, and @TheRoffDraft explore the mind of Vice President Kamala Harris and where it might have gone. That, and more, on #TheWorldAccordingToBenStein.By Ben Stein, Judah Friedman, Peter Roff
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This edition's discussion: 3:08 The Importance of Rebalancing 6:40 Understanding Risk and Volatility 12:13 Inherited Wealth Decisions 15:29 Comparing Exchange-Traded Funds 20:05 The Future of Investments Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
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Dave Maryles, Founder at Rubicon Talent - SeventySix Capital Sports Leadership Show
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On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed Dave Maryles, Founder & Partner at Rubicon Talent. Maryles co-founded Rubicon Talent in January 2017 along with other sports marketing veterans Peter Raskin, Jonathan Salant, and Brandon Swibel. At Rubicon, Maryles plays a key role across all divisions in tal…
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Don't Let Poor Planning Destroy Your Practice Profits!
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Don't Let Poor Planning Destroy Your Practice Profits! Unlock the secrets to financial freedom and protect your practice profits with expert advice on strategic planning! In this eye-opening episode of the Financial Beasts podcast, Eric Miller and Eric Gersch delve into the essential strategies for effective financial planning. Learn how to take ba…
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I think we can buy a second home, my husband isn't so sure. Who's right? 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 more about listener data and our privacy practices visit: http…
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WCI #382: The Behavior Gap with Carl Richards
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Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voices in the financial planning world. The title of his book is The Behavior Gap. In this discussion we get into what the behavior gap is, how big it is, why it is so persistent and what we as investors …
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William Green on Living a Richer, Wiser, Happier Life! Classics Series
2:42:09
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Discover the wisdom behind living a fulfilled life with William Green, the acclaimed author of Richer, Wiser, Happier. In this episode, William shares profound insights and practical strategies on achieving true wealth, wisdom, and happiness. Today on the podcast I’m sharing 2 wisdom rich conversations I had with William Green! Over the last quarte…
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In this episode: 1:36 Creative Fear-Mongering Editing 11:28 Fund Recommendations and Confusion 14:30 Clarifying Financial Advice 20:36 Investment Education for Young People 21:06 Personal Finance Adventures 26:04 The Luck of Investing 27:08 Understanding Hodgepodge-itis 36:04 Navigating Complex Investments Learn more about your ad choices. Visit me…
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In this episode: 0:04 Financial Exorcism 5:09 Index Fund Realities 15:03 Understanding Market Behavior 21:22 Navigating Retirement Challenges 23:30 Managing Unexpected Wealth 28:20 Lazy Portfolio Strategies 34:17 Healthcare Solutions for Early Retirees 40:52 Behavioral Investing Insights Learn more about your ad choices. Visit megaphone.fm/adchoice…
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Mastering Credit: Building a Solid Foundation for Financial Health
1:28:03
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In this episode of the Inspired Money Live Stream Podcast, we bring together leading financial experts to discuss strategies for building and maintaining a strong credit profile. Our expert panel, including Lynnette Khalfani-Cox, Matt Schulz, Gerri Detweiler, and Leslie Tayne, offers practical advice on how to navigate the complexities of credit an…
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Preparing for the Unexpected: The Armor Class
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Andy, Noah, and Corey discuss market volatility, risk management strategies, and the importance of financial education and preparation for potential market downturns. The team introduces their "Armor Class" - a course on advanced risk management and opportunity readiness. They analyze the shift in consumer discretionary sectors, economic indicators…
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5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones
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Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad very quickly. As uncomfortable as it may feel, if you don't integrate giving and lending into your overall financial plan, you're not just potentially enabling poor financial habits -- you could be jeopardizing y…
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Hidden Agendas vs Pure Intentions: What Seed Are You Planting?
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I'd love to hear your thoughts about the show and this episode! Text us here... #082: Folks, do you know that feeling where someone's trying to sell you something, but you're not in the mood to be sold to? Ever feel like the person you're interacting with has an agenda, but it doesn't resonate with you? Quote: "Our intention creates our reality." ―…
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Ep 30 - How Bill Gates Turned Tech into Trillions [Billionaire Series]
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Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you…
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Retirement Planning With an Age Difference
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Given our age difference, are we facing any potential issues with our retirement planning? 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 more about listener data and our privacy pra…
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Michael McCloskey: If Investing Was Like Painting... Lessons from A Path to Mastery
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(I’ll be posting two episodes per week for a little bit to catch up with all the summer recordings. Enjoy!) My guest today is Michael McCloskey, who founded and manages Greenskeeper, a value investing firm. Michael and I met at Guy Spier’s VALUEx Conference. We snowshoed together in the Swiss Alps at some point and shared many conversations both in…
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Talking Tough Decisions with TCW President and CEO Katie Koch
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Being a first-time CEO can be a daunting transition filled with risk and opportunity, something that TCW Group President and CEO Katie Koch has experienced firsthand. In today’s episode, Clarke and Hoda talk with Katie about her career journey in the financial industry, from her early years as an intern at Goldman Sachs to becoming a first-time CEO…
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The Assassination Plot Failed. Back To Jack Smith.
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Ben Stein and co-host Judah Friedman are joined by former Trump EPA chief of staff Mandy Gunasekara to discuss President Trump’s re-indictment by Jack Smith, despite the recent Supreme Court smack down (quick refresher: SCOTUS interpreted presidential immunity broadly delivering a devastating blow to Mr. Smith’s argument). Ben raises the point of d…
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Understanding Market Risk: Trying To Control The Uncontrollable And Other Bad Investment Strategies
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In this episode, A.B. Ridgeway dives deep into the pivotal concept of control in investing. Whether you're new to the world of finance or a seasoned investor, understanding how to master control can transform your investment strategy. Key Takeaways Control What You Can, Let Go of What You Can’t Effective investing starts with recognizing the differ…
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Episode 234: All About HSAs with Bill Stuart
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Unlock the secrets to maximizing your Health Savings Account (HSA). Discover strategies that can turn your HSA into a powerful financial tool for both immediate and long-term goals. Melissa Joy, CFP®, is joined by Bill Stewart, a leading expert who has been pioneering HSA knowledge since their inception in 2004. In this episode, they guide you thro…
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Episode 27: Rewriting Retirement Spending Rules with Adam Chapman
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Episode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement. Key quote from the episode: "It'…
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Ep #202: A SWOT Analysis of Emergency Physicians
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From white water rafting to taking a trip to the grocery store, there’s always some level of practical analysis and mapping that can, and probably should, be performed. Doing so helps us make more informed decisions, capitalize on strengths, address weaknesses, seize opportunities, and mitigate threats to enhance overall well-being and productivity…
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What’s Next in Markets with Cameron Dawson
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Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income.By VanEck
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After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes? 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 more about listener d…
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Understanding 401(k) Contributions and Benefits In this enlightening episode of Financial Advisors Say The Darndest Things, your host, AB Ridgeway, Certified Private Wealth Advisor, dives deep into the world of 401(k) plans. Many investors are unfamiliar with the nuances of retirement accounts, particularly the differences between an IRA and a 401(…
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Cash is King in Volatile Markets w/ Chris Vermeulen (The Technical Traders)
1:03:48
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What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his bac…
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Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement? 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 more about listener data an…
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MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market
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Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. He attributes his success to his dad who taught him from a young age the power of compounding interest. In addition to traditional means of growing wealth he has had success dabbling in things like cry…
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Steven Gorelik: Investing Lessons from Stock Picking in Two Very Different Regions
1:18:49
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My guest today is Steven Gorelik, in the spirit of keeping these intros short, find all about Steve in the notes. In two sentences — Steve was born in Belarus during the Cold War, moved to the States, fell in love with investing, and has a lot to share both about the US market and the Eastern European markets. In my mind, both experiences build on …
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Am I on track to retire in seven years at the age of 60? 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 more about listener data and our privacy practices visit: https://www.audacyin…
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Ben Stein and cohost Judah Friedman discuss, how we are the Party of life and The Left is the Part of deaf. Plus a whole lot more on this episode of The World According To Ben Stein.By Ben Stein, Judah Friedman
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Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? 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 more about listener data and our privacy …
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In this special Q&A episode: 5:52 Listener Questions Begin 7:53 Paying Off Debt vs. Investing 8:43 Retirement Savings Strategies 10:21 Employee Stock Purchase Plans 14:37 Risk Management in Retirement 16:10 Finding Purpose in Retirement 16:33 Building a New Home 22:22 Financing vs. IRA Withdrawals 23:50 HSA vs. Roth Contributions Learn more about y…
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Nancy Chu and I talk about PM interviews. Follow Nancy on Linkedin https://www.linkedin.com/in/nancychu/ Check out my PM classes on Maven https://maven.com/toml Check out my free lightening webinar on AI strategy https://maven.com/p/ceba54/ai-crossroads-strategic-decisions-for-product-managers?utm_medium=ll_share_link&utm_source=instructor…
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Eric Menell, Managing Director and the Global Co-Head of Sports Investment Banking at J.P. Morgan - SeventySix Capital Sports Leadership Show
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On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed Eric Menell, Managing Director and the Global Co-Head of Sports Investment Banking at J.P. Morgan. Prior to joining J.P. Morgan in June 2008, he spent 11 years at Bear, Stearns & Co. Inc., where he began his career as an investment banking analyst in 1997 and…
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454: Busting 6 Big Financial Myths for Retirement
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In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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Ep 166 7 Practical Reasons to Charge Fees as a Travel Advisor
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Send Rita a text with your thoughts! This episode was a shower inspiration, especially after hearing how apprehensive so many travel advisors were to make a sustainable income :) Discover how implementing fees can cover essential expenses and bring peace of mind to your entrepreneurial journey. In this episode, I share: · Why you can't compare trav…
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Adam Robinson: A Chess Master's Guide to Finding Clarity in Complexity - Classics Series
1:41:37
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Today on the podcast I revisit one of my all time conversations with Adam Robison for our Classics Series! Adam is the Co- Founder of The Princeton Review, a rated chess master, an advisor to large hedge funds and financial institutions. The breadth and depth of Adams knowledge and curiosity is on full display in this conversation! You'll see why h…
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It's Inconceivable The Dems Know The Meaning Of Joy.
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On the August 22 edition of the podcast, @BenStein, @JudahFriedman, and @TheRoffDraft look down into the mouth of the Democratic National Convention and are horrified by what they find. Meanwhile, in the rest of the country, Trump continues to surge. All that and more on #TheWorldAccordingToBenSteinBy Peter Roff, Judah Friedman, Ben Stein
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