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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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Welcome to Best Laid Plans -- a podcast all about planning and the planning tools we love. From planning techniques and organizing philosophies to planners and notebooks, we cover it all. Host Sarah Hart-Unger is a mother of 3, physician, podcasting pro, and a lover of lists and all things paper! Listen in weekly for conversations about planning and productivity as well as product reviews and interviews with planning experts!
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing’s money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
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"The Event Pro Show" is your ultimate guide to the world of corporate events, hosted by Seth Macchi, CEO of LEMG (Live Events Media Group). Whether you're a seasoned corporate event planner, certified meeting planner, experiential marketing pro, event services business owner, AV technician, or anyone involved in creating exceptional events, this podcast is your go-to resource for valuable insights, expert tips, and inspiring stories from the industry's leading professionals.
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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
3
150
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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'Where Your Treasure Is...': The Podcast where Faith and Finance Meet
Simon Glazier and Bex Elder
0100
How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
19
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Welcome to ’Saving With Silverman,’ the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you’re an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to ’Saving With Silverm ...
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The Mindful Millions podcast will help you to accelerate your financial goals without sacrificing your values. You have a choice in how you amplify your money. On this show Cristina Perez, certified financial planner & investment manager, empowers you with the knowledge that you need in order to make choices that impact the legacy of your money.
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This Meetings Today podcast gives event professionals the chance to overhear raw, unfiltered conversations between the event industry’s most influential women. Hosted by speaker and writer Courtney Stanley, Dare to Interrupt brings together industry professionals who shed light on important topics facing women today, from imposter syndrome to sexual harassment to negotiating pay and the list goes on. Subscribe on your favorite podcast platform!
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Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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Meetings Today and partner podcasts share valuable insights on topics pertinent to the industry such as current events, the future of meetings, career advice, expert interviews and more. Let us know any comments or questions at [email protected].
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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A podcast helping professional women to rediscover their true selves. Weekly interviews with women sharing the highs and lows of their life's journey and how it has shaped who they are today. These stories will inspire you to explore your journey and help you rediscover what lights you up, so you can create a fulfilling life that you love.Paula Burns is an award winning wedding planner and creative business mentor. The core of what she offers, is rooted in creativity; something that develope ...
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The Wedding Duo: A Wedding Planning Podcast
Dominic & Serena: Your Go-To Resource For Wedding Planning Tools And Ideas
479
Wedding planning can be stressful! With 1,000+ weddings under their belt, real-life couple Serena (a wedding planner) and Dominic (a wedding DJ) have seen just about everything. On the Wedding Duo Podcast, they’ll be sharing their best tips and insights to help you plan the wedding of your dreams! Learn what you can expect and (more importantly), how you can prepare to work with vendors as you listen to interviews from florists, DJ’s, caterers, and so much more! You’ll also hear from former ...
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The Glam Reaper podcast is about telling human stories of life, love and loss through the lens of the funeral world. Without death we never lived. The existence of grief proves love also existed and through life and love we experience loss. We want to tell YOUR story. Reach out to us: www.theglamreaperpodcast.com
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Meet-Cute and Mistletoe is a podcast dedicated to celebrating the most ridiculous aspects of today’s holiday romance movies with friends–like you! DISCLAIMER: The views and opinions expressed in each episode are those of the podcast's hosts and do not reflect those of any entertainment industry entity, company, or employee discussed within.
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Welcome to the KLR Travels Podcast, your go-to resource for luxury vacation inspiration from KLR Travels, a top-rated travel agent based in Sylvania, Ohio. From romantic honeymoons and Disney adventures to boutique hotels and relaxing cruises, each episode provides essential travel tips, insider secrets, and expert guidance for your next escape. Discover unique destinations, learn how to travel smarter, and plan effortlessly with the trusted expertise and seamless planning advice provided by ...
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Welcome to "Productivity like a Pro", the official podcast of the Paperless Movement® hosted by world's leading business productivity experts Tom Solid and Paco Cantero. As busy professionals, you're no stranger to the overwhelming flood of information and the myriad of digital tools. Together, we cut through the noise, transforming clutter into clarity and information into action. Delve into the ICOR® methodology and meet a community of experts, industry leaders, and innovators to provide y ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
76168
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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This podcast is about one thing: getting booked to speak more ! This is for established and newbie Motivational and Keynote speakers and coaches. I interview meeting planners, association chairs, and seminar leaders to find out what makes them book their speakers. Being a veteran speaker myself, I will also add in some tips and methods to improve any presentation!
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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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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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The Connector Next Door is your invitation to meet natural connectors here in Canada and all around world. Each one is an everyday event planner who works to create meaningful connections through the events they plan. Their stories are familiar, fun, and full of charm. Your host, Lisa Gareau, is a lifelong Event Planner and has been a Connection Strategy Coach for over a decade. She knows events can become energized "connecting points" where communities can gather and grow. If you are ready ...
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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Discussing the highs and lows of event management and event technology. Listeners should expect tips on the many aspects of creating and managing events, conferences, summits, association events and tradeshows. This podcast is brought to you by PheedLoop, a market leading event management technology platform. Look for articles and blog posts at: https://pheedloop.com/blog
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Welcome to the AlzAuthors podcast! We’re so glad you found us. We're the global community of authors writing about Alzheimer's and dementia from personal experience to light the way for others. Join us as one of our authors shares their dementia journey, revealing intimate details and painfully obtained knowledge to help others currently on this path. We hope our stories offer comfort and support as we strive to break the silence and stigma surrounding a dementia diagnosis. May one of our au ...
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Drawing from over two decades of experience and over 5,000 successful events attended by millions, join Nick, the host of "The Professional Partier" podcast, as he shares invaluable insights tailored for event planners, hospitality professionals, marketers, and discerning industry pros eager to elevate their craft.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Yoji Yamada, a recipient of the Japanese Order of Culture and one of Japan’s leading directors, appears in the Apple Store, Ginza. Yoji Yamada has spent 50 years examining changes in the family in Japan through films such as Kazoku (Family), The Yellow Handkerchief, My Sons, Gakko, Ototo and the Tora-san series. Inspired by Yasujiro Ozu’s Tokyo Story, Yamada’s 81st film Tokyo Kazoku once again depicts the modern family. The talk is moderated by Takuma Takasaki, CM planner at Dentsu Inc.
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On Real Talk for the Non-Profit Event Pro, we dive heart first into all things events in the non-profit world. Each week, your host Amy Milne and her guest get real on a variety of topics from marketing, sponsorship, peer-to-peer fundraising, logistics, and everything in between to ensure your events matter. They talk tricks of the trade and share tales from the trenches so you can produce epic events that inspire participants, raise more money and change lives.
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Between the Sessions is the podcast for event and meeting planners. Whether you’re involved in planning events for 10 to 1000, for your association, company or organization, Between the Sessions is the premier show for the business events industry, with top insights, innovative solutions, forward-thinking content and inspiring ideas. Between the Sessions is the most relatable, inspiring, and supportive show for our industry. Join us for open conversations, tips and insights from industry lea ...
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Welcome to the Hustle Nation Podcast, a dynamic and transformative audio journey tailor-made for leaders, entrepreneurs, and anyone eager to unleash their fullest potential. This isn't just a podcast; it's a revolution in thought and action. Why Listen to Hustle Nation? Diverse Insights: We dive deep into the minds of exceptional individuals: CEOs, professional athletes, best-selling authors, groundbreaking podcasters, and relentless entrepreneurs. Their stories aren’t just narratives; they’ ...
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Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about steppi ...
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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The new GIBTM (Gulf Incentive Business Travel and Meetings) podcast interviews with Paul Kennedy MBE, Group Exhibition Director, Meetings & Incentive Events, serve to explain why this unique event is imperative to the Gulf Region. The interviews explain what the event provides to the visitor, how to become a Hosted Buyer, outlines the Event Programme and describes why GIBTM is a vital event for everyone involved in the sector and takes a look at the key elements that makes this a billion dol ...
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Welcome to The Discover Halifax Podcast. A podcast that highlights the unique and unparalleled local expertise, innovation, and infrastructure of Halifax, Nova Scotia, Canada. Your host Paul Bailey will interview local experts and global leaders about Life Sciences, Natural Resources, Aerospace, Oceans and Technology. Learn why Halifax is the smart city to host your conference, delegates, and clients. If you’re an event or meeting planner, an association or corporate group this is the Podcas ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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A slightly chaotic podcast about all things quilting. Join Amanda as she discusses the ups and downs of quilting, interviews famous and not-so-famous quilters, and navigates life as a modern millennial maker. Trust us, this is not your granny’s quilt show. Follow Amanda on Instagram at @notyourgrannysquiltshow
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Welcome to The Building Sustainably Podcast by RPS, where we delve into the future of sustainable and resilient development. Our podcast explores innovative approaches to planning, designing, and building, addressing both the challenges and opportunities that come with change. Join us as we examine real-life case studies and offer practical guidance on meeting evolving regulations and shaping best practices. Get exclusive insights into some of the most exciting, future-ready projects in the ...
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The Wedding Lounge - From Our Sofa to Yours Everything you need to know about planning your wedding from two expert wedding planners. Bite-size episodes for busy people short on wedmin time. Packed full of useful information, tips and advice to help you plan your wedding. https://www.instagram.com/theweddingloungepodcast/
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The podcast about good structure at work, concrete tips for personal productivity, how to stress less and gain more control of your work situation - with the Struktör David Stiernholm. (🇸🇪 Podden finns också på svenska, då med namnet Klart!.)
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Coffee Chat - From Grounds to Greatness: How One Cup Can Transform Your Entire Event
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Let us know what you think! What do you want to hear about? Grab your favorite brew and settle in—this episode of Smart Start Radio dives into the unsung power of your event's coffee craft and the importance of customization. Smart Meetings' Digital Content Manager, Malik Anderson, joins Host Eming Piansay to unpack why steaming mugs play a bigger …
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289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
11:18
11:18
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model…
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From Artist to Event Boss: Scaling Impact, Creativity and Confidence
24:26
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Send us a text From classical violin gigs in Des Moines to scaling a multimillion-dollar event production empire, Natasha Miller's career journey is anything but ordinary. In this episode, the founder and CEO of Entire Productions joins Smart Meetings Vice President and Content Director JT Long to talk about her path from musician to entrepreneur, …
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Episode 19: What to expect when you first meet with a Financial Planner
59:48
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In this episode, Warren Shute and Paul Cleworth walk you through what really happens in a first client meeting — and how to make sure yours feels less like a cold sales pitch and more like the start of an empowering journey. Think of it as your client’s first step onto the Yellow Brick Road — and you're there as their guide, helping them find clari…
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In the first Business Leaders discussion James is joined by EDP Editor Richard Porritt to talk about the current state of the local economy, challenges in running one of the largest regional newspapers in the country and Richard’s personal journey as a journalist #Business #Podcast #MeetTheEditor #Finance #Norfolk #LB1858…
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Meet Abigail Wade, Certified Financial Planner! - Ep. 157
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This week on Not Your Granny’s Quilt Show, my guest is Abigail Wade—Certified Financial Planner, LPL Financial Advisor, and co-host of the brand new podcast Wade Through It All: Success Simplified. Abigail runs a financial planning business with her dad, where they help people navigate both personal and business finances with clarity and confidence…
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The Retirement Boom That’s About To Change Australia
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Australia is heading for its biggest wealth shift in history - and it’s already begun. With over 140,000 Aussies retiring every year, we dive into how the "silver tsunami" of Baby Boomers is set to transform our economy, workforce, and financial planning industries. From aged care and superannuation to legacy planning and retirement housing models,…
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In today’s data-driven healthcare landscape, integrating diverse data sources into dynamic dashboards is transforming how organizations identify market opportunities and optimize provider deployment. Join us as we explore a compelling case study from Washington University School of Medicine, showcasing how Power BI dashboards are used to drive stra…
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291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?
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Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actua…
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511: Sequence Risk Meets RMDs: The Retirement Trap No One Talks About
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Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset allocation, and timely Roth conversions can help you sidestep it. In this episode, we discuss: Why RMDs are self-regulating The RMD tax chain reaction Why wi…
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LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex …
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Data, Digital, and Uncertainty: Capital Project Professionals Share What's Next at AACE 2024
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Albert Brier returns from the AACE conference in Anaheim with insights from 13 industry professionals on the future of capital projects. From the dominance of Excel to the rise of AI-enabled scheduling tools, this episode explores how project controls professionals are navigating digital transformation while facing unprecedented uncertainty. Hear f…
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Dangerous Mindsets That Could Derail Your Plan
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You can have the perfect investment plan, but the wrong mindset can still derail your retirement. In this episode, Mark explores some of the most dangerous mental traps he’s seen people fall into during their financial journey, and how to avoid them. Tune in to discover what could quietly unravel even the strongest portfolios. Here’s what we discus…
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From Intern to CFO: Yanni Niebuhr’s Fourteen-Year Financial Journey at BFG
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Welcome back to Don’t Retire… Graduate! In today’s episode, I’m thrilled to welcome someone I know not only as a colleague but as a friend and business partner—Yanni Niebuhr. As part of our Diary of a Financial Advisor series, I got to sit down with Yanni, who’s celebrating an incredible 14 years at BFG. From unpaid intern to Chief Investment Offic…
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A mission to leave the world a better place. Join me in this emotive conversation with the inspirational Nava Israel.
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Dr. Nava Israel is a lifelong innovator, entrepreneur, author, researcher, educator, speaker, facilitator, and consultant in both business and academia. Her background as a social and cultural change-maker, and her PhD in epidemiology create an interdisciplinary and a humanitarian lens to everything she does. Nava is on a fierce mission to leave th…
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Why Productive People Still Miss Goals (And How to Fix It)
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🚀 Simplify your productivity, your way: https://paperlessmovement.com/ Tools we use at the Paperless Movement: 🧠 PKM Deep Thinking – Heptabase: https://plmv.world/heptabase 🌊 PKM Shallow Thinking – Tana: https://plmv.world/tana ✅ Task Management – Todoist: https://plmv.world/todoist ⏰ Time Management – Sunsama: https://www.sunsama.com/ 🚀 Project Ma…
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Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise
23:22
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Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confiden…
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Maybe It’s the System with Dr. Michael G. Thomas, Jr.
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On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Dr. Michael G. Thomas, Jr., one of the Financial Behavior Keynote Group’s exclusive speakers renowned for blending behavioral finance, empathy, and real-world insights into transformative keynote experiences. Michael shares the journey that brought him to the…
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In this episode of the Mindful Millions podcast, host Cristina Perez engages in a heartfelt conversation with her mother, Maria Perez, about the evolution of budgeting and its significance in achieving financial health. They discuss personal experiences with budgeting, the emotional barriers that often accompany financial management, and various bu…
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In Episode 5 of the ‘Money and Me’ season, Simon and Bex talk about talking about money, and why it is a good thing to do! Some key points of interest covered in this episode include the following: Bex and Simon open up the topic by discussing why talking about money can be a difficult thing to do and the extent to which our culture affects our att…
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we dive into the real cost of procrastination when it comes to personal finances. We explore how delaying decisions—whether it's investing, buying property, sorting out insurance, or getting financial advice—can severely impact long-term wealth. We unpack the power o…
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Alzheimer's Daughter: Love Letters, Diagnosis, and a Caregiver's Journey with Jean Lee
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In this heartwarming episode, Jean Lee, AlzAuthors founder and author of Alzheimer’s Daughter, joins us to discuss her personal journey of caring for both of her parents after their simultaneous Alzheimer’s diagnosis. Jean shares how she journaled her family’s dementia journey, the emotional process of turning those notes into a memoir, and the dis…
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290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up
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In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and co…
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Meet Today's Lounge Guest: Katie from Katie Rogers Photography
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In this week's episode we had the chance to catch up with Katie Rogers to discuss all things photography. Katie shares her insights into the world of wedding photography; from how to choose your photographer, the different styles of photography to what photos you may want to take. Katie has been photographing weddings for many years now and even tr…
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Transforming Blank Spaces: Christa Hovis Talks Event Process, Creativity, and Client Wins
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Welcome back! In this episode, host Seth Macchi chats with Christa Hovis, a force in event planning, design, and production. From a background in industrial engineering to becoming an independent consultant, Christa shares how her creative foundation shaped her approach to large-scale corporate and luxury galas. The conversation explores how creati…
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510: Managing Investment Risk When You've Already Won The Game with William Bernstein
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Today, I'm speaking with William Bernstein. Bill is a renowned investment advisor, author, and retired neurologist. He's the co-founder of Efficient Frontier Advisors, a leading voice in the world of personal finance, and the author of several acclaimed books, including The Four Pillars of Investing, The Investor's Manifesto, and The Intelligent As…
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Meet Jessica Ahlstrand Kwan of Sugar Mill Quilts! - Ep. 160
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This week on Not Your Granny’s Quilt Show, my guest is Jessica Ahlstrand Kwan of Sugar Mill Quilts. Jessica’s quilting journey began back in 2001 when she learned the art of traditional Hawaiian quilting while living in Hawaii. Today, she blends those timeless hand skills with modern longarm quilting and digital pantographs, bridging past and prese…
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Real Talk: Podcast Behind the Scenes with Sarah EP 259
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In today's episode, Sarah shares some real behind-the-scenes podcast talk with listeners. She chats about how Best Laid Plans came to be, how she chooses guests, how she tracks podcast logistics, what she outsources, how she handles listener emails, and much more! Visit her website, theshubox.com, if you haven't been for links to all of her prior e…
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Internationally mobile workers - where should tax be paid?
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Sadie Nicholls joins James again, this time to talk about international workers. Specifically Sadie considers which country tax is payable, how the social security rules don't always follow tax rules and what employers need to think about if your staff are working abroad. #WorkingOverseas #TaxRules #InternationalWorkers #WorkingAbroad #LB1858 #podc…
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How Money Beliefs Undermine Confidence and Lead to Self-Sabotage
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Today we crack open the limiting beliefs that shape our lives and businesses. Marty leads us in a session exploring the emotional baggage we carry from childhood - around money, confidence, and self-worth - and how it still impacts our adult identity, performance, and decisions. From childhood weight struggles to money scarcity mindsets, we open up…
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509: Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing
40:04
40:04
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What if your greatest growth in retirement didn’t come from doing more—but from finally sitting with who you are? Throughout this discussion, we explore the concept of the “shadow self”—the parts of yourself that you may avoid, hide, or ignore—and how bringing light to these areas can lead to true peace and deeper connection in the second half of l…
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275 - Magnifact's Krish Krishnan on Rewiring the Insurance Industry
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Summary In this episode of That Annuity Show, Paul Tyler speaks with Krish Krishnan, CEO and founder of Magnifact, about the company's mission to streamline data aggregation in the insurance industry. They discuss the challenges of data management, the importance of digital transformation, and how AI is set to revolutionize the industry. Krish shar…
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In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding. For more information and show notes visit: https://www.bwmplanning.com/post/107 Connect With…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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78. Why Your Wedding Guest List Might Be Holding You Back
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The Wedding Duo, Serena and Dom, return from their 10-year anniversary trip to the Dominican Republic and dive headfirst into one of the most common wedding planning stressors: guest count. Blending real talk with personal stories and seasoned advice, they explore why less can truly mean more...especially when it comes to your budget, your stress l…
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Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
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In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see kitces.com and thesocietyofadvice.com.…
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Navigating Divorce and Retirement: Insights from 50 Years in Family Law with Leon Berg
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Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into a critical and sometimes overlooked topic: divorce and its profound impact on your financial and personal future. I’m joined in the studio by Leon W. Berg, a highly awarded divorce attorney with 50 years of experience practicing law, primarily in Baltimore County. Leon is…
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In this episode of Widow Wisdom and Wealth, Donna Kendrick and her husband Jim reflect on the challenges of navigating parenthood and career after the loss of a spouse. They discuss managing grief, children's emotions, and the nuances of whether certain behaviors are grief-appropriate or age-appropriate. The conversation also delves into their pers…
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How to Simplify Productivity as a Busy Professional in 2025
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🗞️ Get the free Paperless Movement® newsletter: https://paperlessmovement.com/ 🚀 Join us to level up your productivity today: https://paperlessmovement.com/join 📕 Read our ICOR® Book: https://paperlessmovement.com/icor-journey-book/ Tools we use at the Paperless Movement: 🧠 PKM Deep Thinking – Heptabase: https://plmv.world/heptabase 🌊 PKM Shallow T…
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E = MC Squared: The Energy and Impact of a Great Emcee (ft. Jeff Rogers | Keynote Speaker | International Host | Best Selling Author)
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GUEST BIO: An award-winning TV host, best-selling author, and TEDx speaker with 30+ years of audience engagement experience; Jeff is a Second City Theater alum and Virtual Speaker Hall of Fame inductee. Today Jeff is an acclaimed event emcee and owns The Players Workshop. His improvisation expertise has benefited numerous Fortune 500 companies, tra…
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192. How To Manage Conflicting Financial Priorities
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19:17
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we tackle the challenge of managing conflicting financial priorities. We explore the real-life dilemmas many families face balancing private school fees, home upgrades, holidays, and long-term goals like retirement or investment—all within a limited budget. We dive i…
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288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
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Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemain…
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If you're contemplating whether to hire a wedding planner or not, you may be wondering what it actually involves? In this episode we offer tips on choosing your planner and what you can expect when working with them. We discuss working hours, client boundaries, supplier contracts and more.By Natasha Spencer Weddings and The Country Blush
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The Future of Events and Technology: Reflections from WEC 2025
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Welcome back! In this conversation, host Seth Macchi, CEO of LEMG, shares key takeaways from WEC 2025, the World Education Conference hosted by Meeting Professionals International in St. Louis. He reflects on the importance of staying curious in the events industry, building strong partnerships instead of going it alone, and prioritizing wellness f…
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July Q&A: Airtight Task Capture, Planning Time Away from Work, and More! EP 258
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In today's episode, Sarah answers accumulated questions for July! Topics include: Laurel Denise + Full Focus is too much -- what do use instead? Task management (2 questions on various angles of this common challenge!) and how not to lose all of those great ideas that come to you that you want to see at the right time Discussion of the Alistair Met…
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Meet Christine Lindebak of Sewing and the City! - Ep. 159
1:33:36
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This week on Not Your Granny’s Quilt Show, my guest is Christine Lindebak of Sewing and the City. Christine got her start in the fashion world of New York, but now channels her passion into slow fashion, upcycling, and empowering others to sew their own clothes. From begging to use the sewing machine as a kid to launching her own brand, LindyLindy,…
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Are Low Interest Rates Gone for Good In Australia?
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Interest rates aren’t going back to 2%, so how do you plan for the new normal? Today we talk about why 5-6% mortgage rates are here to stay, how government spending, inflation, and housing supply are driving long-term change, and what that means for buyers and investors. We share practical steps to future-proof your finances, from budgeting to refi…
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More Than a Profession, It's Heart: The People Behind the Funeral Industry — What I Learned at IFDF
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What Really Happens Behind the Scenes in the Funeral Industry? Have you ever wondered what it’s really like to work in death care? In this episode of The Glam Reaper Podcast, I take you inside the Independent Funeral Directors of Florida Convention where I met the changemakers shaping the future of funerals. From AI-powered tribute videos to autops…
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508: More Control, Less Surprise: A Real Retirement Tax Wake-Up Call
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What if you did everything “right” in retirement, but were still left surprised? That’s exactly what happened to Fritz Gilbert, one of our favorite past podcast guests. In this episode, we unpack his recent article, “My Biggest Surprise in Retirement,” and explore why his carefully planned Roth conversions didn’t make the impact he expected. This c…
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