Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Pragmatism in Practice addresses the challenges facing today’s digital leaders and gives practical approaches to overcoming them. We have candid conversations with a range of inspiring change-makers who share stories of becoming a modern digital business. 334660
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Primal Diet – Modern Health combines the best of Natural Health and the Paleo Diet in one terrific show. Host Beverly Meyer offers a wealth of information on food, hormones, supplements, sleep, neurotransmitters, and more, often with great guests. She is a Clinical Nutritionist in practice since 1985. Beverly has worked actively on her own health since the 1970's. Find her popular blog at www.ondietandhealth.com.
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, Artwork **For informational and educational purposes only, ...
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Focused Content, Expert Insights and Timely News
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com
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Exploring the mindset shift from midlife crisis to midlife opportunity. A judgment free space to talk openly about the third chapter in a woman’s life, fully embracing the midlife journey and creating meaningful and intentional experiences. Your host, Sonia Flores, shares her midlife awakening journey to peel back the layers society has placed on her, reawaken the spark inside and come back to her inner authentic woman. She is also joined by experts in different areas of learning and growth ...
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Ready to take charge of your financial future? Coffee & Coin is your go-to resource for financial education and honest money conversations that women don’t get anywhere else. Allegra Moet Brantly is the Founder & CEO of Factora, a company on a mission to lead 1 million women to $1 million in net worth. Her specialty? Breaking down complex personal finance and investing topics into easy-to-understand, actionable strategies. Tune in to learn how to put your money to work and reach financial fr ...
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Andrew Brookman is a seasoned financial advisor based in Westport, CT, currently associated with Aegis Capital. With a career spanning since 1998, Andrew Brookman is a highly experienced professional in the financial industry. His expertise has been honed through collaborations with prestigious financial institutions and the development of sophisticated investment strategies. He has established a successful track record in wealth management.
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Welcome to Real Estate Lowdown, the ultimate podcast that will transform the way you think about real estate investing. I'm your host, Bill Bymel, CEO of First Lien Capital and author of the bestselling book, Win Win Revolution: An Insider's Guide to Investing in the Secondary Mortgage Market. Real Estate Lowdown is not your typical scripted podcast. We're all about unscripted, engaging, and informative conversations that will leave you hungry for more. Join me as I sit down with savvy, seas ...
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Wealth management is at a critical inflection point. Changing demographics are hitting up against under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re a woman in wealth management, this podcast is for you. In this podcast, you'll hear the stories of women who are slaying it, doing things differently, and bringing new energy to their work. The powerhouse women are proof that YOU can achieve your ambitions, and that we are ...
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"Unless you are the lead dog, your view never changes." On the Sales Lead Dog podcast, CRM technology and sales process expert Christopher Smith talks with exceptional sales leaders that have separated themselves from the rest and achieved a sales leadership role in their organization. Hear what they did to become the alpha, lead their pack, and how they leverage CRM technology to drive sales for their organization. If your goal is to rise higher in your sales career or you currently are the ...
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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In this podcast series, join Cody Smith, an investment-focused realtor with extensive experience in the Canadian real estate market, and Cole Hutchinson, an REI coach who has helped numerous investors achieve their financial goals, as they explore the world of real estate investing in Canada. With expert guests and real-life investors, they'll take a deep dive into the Canadian real estate market, sharing insights and tips on how to invest successfully.Through interviews with seasoned invest ...
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How can we understand and improve the modern world? Join our discussion programme exploring new ideas and global trends from Pictet Group, one of Europe's leading independent investment managers, where we hear from leading experts share ideas and insights considering a plethora of fields to push intellectual frontiers. The show is a collaboration between Pictet, and How To Academy, London’s leading public forum for sharing big thinking.
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Welcome to The Brad Leavitt Podcast—your exclusive backstage pass into the complex world of entrepreneurship and business building. Brad is no stranger to the details that bring excellence. He's been recognized twice as one of The Phoenix Titan 100 and has steered his company, AFT Construction, to an impressive spot on the Inc 5000 list of America's fastest-growing and most successful companies. Their projects regularly grace the pages of prestigious publications like Fine Home Building and ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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The Islamic Finance Guru Podcasts are a series of podcasts aimed at bringing money matters to the forefront of the Muslim community. We've got something for everyone, from our popular Millionaire Muslim podcast where we discuss halal investments, personal finance and entrepreneurship! We also give you a spiritual kick with regular business/finance-focused Qur'an tafseer sessions! Or hear the IFG team discuss current affairs in our fortnightly news round-up!
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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The way we move money is changing. Fast. We want control at the touch of a finger-print. We want to send money in real-time – to the other side of the world. We want everything in one place, integrated, seamless and on our devices. Ubiquitous, embedded, fast, standardized, frictionless and secure. Global finance trends are hurling towards a unanimous conclusion. These are our Financial Futures. Each episode, we size up the bleeding edge of fintech innovation and explore the trends that are a ...
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Welcome to the SANGU STORIES podcast by The Ritz-Carlton Maldives, Fari Islands. Sangu, conch shells were ceremoniously blown to announce special news in the ancient Maldives. Inspired by this beautiful tradition, we have created Sangu as the voice of the island. The Ritz-Carlton Maldives is located on the Fari Islands, an archipelago of three-integrated luxury brands - The Ritz-Carlton Maldives, Patina and Capella, redefines the luxury landscape of the Maldives, offering both social and ser ...
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This Podcast is ideal for people who are already working in the property and construction industries. Whether you just want to get to grips with the world of Building Surveying, a Surveyor looking to get Chartered or maybe just looking for some quick learns to upskill yourself - this is the place for you! Tune in for regular episodes and make sure to check out our other podcast - Cardoe Martin's A-Z of Building Surveying. Cardoe Martin is a dynamic and modern property consultancy specialisin ...
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Welcome to Contact Centre Focus, your go-to podcast for industry insights and expert advice tailored specifically for advisors, agents, salespeople, team leaders, managers, and directors of contact centres. Join your hosts, Bob Morrell & Jeremy Blake, renowned sales trainers and executive coaches from Reality Training, as they share their wealth of knowledge from training thousands of people in contact centres worldwide. Our mission? To empower you and your team, ensuring that your contact c ...
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Are you ready to leverage the power of business process improvement tools to enhance your profit margins and achieve a better work-life balance? Welcome to The Well-Oiled Operations Podcast, where you'll join forces with Stacy Tuschl—an accomplished International Best-Selling Author, astute Business Coach, and successful Multiple 7-Figure Business Owner. Stacy will serve as your trusted guide on a transformative journey, unveiling highly effective systems and strategies to improve business o ...
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This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.
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Sink your teeth, and let's hope they are healthy, into the world of modern dentistry, medicine and healthcare in general and join world renowned dental surgeon Dr Miguel Stanley as he shares his views on what's going on out there. He will be talking about all things that he is passionate about in dentistry, regenerative medicine and healthcare. Simply by himself or with colleagues, scientists, doctors and business leaders from around the world, Dr Miguel Stanley will be challenging tradition ...
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Talks of imperfection is a new podcast series of intimately open diverse conversations where globally recognized leaders, founders, entrepreneurs and activists reveal their personal relationships with growth, collaboration, success and imperfection. Season one features eight carefully curated guests coming from different backgrounds, cultures, languages and professions who all share the common goal of creating a more equal, more reasonable and increasingly sustainable future through their ta ...
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Weekly show about why to invest in real estate, how to do it right and where to look for profitable opportunities.We interview experts from around the world who offer first hand tips and experiences to help our audience make the right investment decision.Providing You with Quality Real Estate Investment OpportunitiesInvesting in real estate can be quite lucrative if done properly. If you’re starting your investment journey, you should consult a commercial real estate agent who can help you ...
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Learn to block and delete idiots from your life. Remove addiction to bad people, drugs, alcohol, government and more (WITHOUT MEETINGS!) Then use your new-found time and energy to MAKE A LIVING DOING WHAT YOU LOVE, like the author does. A USER'S MANUAL FOR THE HUMAN EXPERIENCE is a libertarian manifesto for getting healthy, getting brilliant, maximizing potential and changing the world. WHAT PEOPLE ARE SAYING ABOUT THIS BOOK: "Part intellectual memoir, part self-help book. Michael W. Dean's ...
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The Evolution of Investing and State-of-the-Art Strategies
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On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today. A long anticipated conversation, we welcome you to the show and hope you learn much fro…
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Total Transparency with Advisor Julia Lilly
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In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Julia Lilly, founder of Ryerson Financial. Julia has decades of experience in wealth management and shares her journey from working at a broker dealer to starting her own fee-for-service financial planning firm. The conversation delves into different financial advisory mo…
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Mastering Mindset: From Anxiety to Success in Business
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In this episode of the Well-Oiled Operations™ podcast, Stacy dives into mastering a winning mindset with Kara Loewentheil, a life coach, author, and former lawyer. The conversation explores deep insights into mindset, personal growth, and the societal conditioning that uniquely affects women in business. Stacy and Kara discuss how to break free fro…
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7 Money Lessons I Wish I Learned Sooner Get your journey off to a great start with our financial resources: https://bit.ly/3XasQl9 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SXgwSK Meet with Us: https://bit.ly/4fRzVyh 7 Money Milestone…
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How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
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Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online priva…
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A Guide to Ethical Debt Management in the Modern Economy with David Gordon
25:35
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Ever wondered how to ethically manage defaulted mortgage debt while navigating the volatile real estate market? In this episode we tackle these complex issues and more head-on. Join us as Dave Gordon, Managing Director at ARC, brings his unique expertise at analyzing, buying and selling investment opportunities. We promise you'll gain a newfound un…
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Will the Federal Reserve's Next Move Be a Game-Changer for the Markets?
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August 19, 2024 Season 6 | Episode 31 What if the Federal Reserve's next move could reshape your financial future? Tune in to our deep dive into the Fed's storied past and its pivotal role in today's market dynamics. We'll uncover crucial moments from the Panic of 1907 to Nixon's influence on Arthur Burns, and explore how these historical events st…
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7 Money Milestones to CelebrateGet your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: Meet with Us: Credit card debt hits record $1.14 trillion, New York Fed research shows: https://www.cnbc.com/…
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High Net Worth Advisory: Small Firms vs. Large Financial Institutions
53:35
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In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critica…
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Crafting Meticulous Custom Homes with Matt Shoberg
58:46
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Matt Shoberg: https://shoberghomes.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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Data modernization in action: Lessons from The Crown Estate
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In today’s fast-paced digital world, modernizing data practices is more critical than ever. James Morgan, Chief Data Officer at The Crown Estate, and Danilo Sato, Global Head of Technology for Data and AI at Thoughtworks, join us to share insights from The Crown Estate’s data journey and the latest MIT Technology Review Insights report. If you’re a…
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Surviving Summer Slumps: How to Keep Your Sales Consistently Up
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In this episode of the Well-Oiled Operations™ podcast, Stacy shares valuable insights on "How to Finish the Year Strong in Your Small Business," specifically addressing surviving summer slumps. Stacy aims to help business owners reset their strategies, refocus on achieving yearly goals, and offer actionable tips to regain momentum. She provides mot…
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Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3M8lGrj Meet with Us: https://bit.ly/3WIkTlL How Much Cash Reserves Sh…
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Coffee with Bill: Harnessing Opportunities of Change in the Quest for Excellence
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Join me on this inaugural episode of the "Coffee with Bill" series, where I share personal and industry insights that promise to educate, inspire, and cultivate innovation to accelerate your journey of growing your investment portfolio and generational wealth. In this first episode, I'm reflecting on the inevitability and benefits of change, sharin…
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The Elevated Role of Cash Visibility and Automation in the CFO’s Office
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The role of the Chief Financial Officer has evolved significantly in recent years, with finance offices increasingly tasked with driving business growth. As technology requirements and banking relationships grow more complex, CFOs often find it challenging to maintain the cash visibility necessary to optimize working capital and make informed strat…
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From Lincoln's Strategy to Modern Markets: Insights on Historical Elections, Financial Trends, and Investment Strategies
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August 12, 2024 Season 6 | Episode 30 What if the secret to winning one of the most pivotal elections in U.S. history lay in the hands of an underdog with a vision? Join us as we travel back to 1860 and uncover how Abraham Lincoln, a little-known one-term Whig representative from Illinois, rose to prominence as the Republican nominee. We'll break d…
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2: Ep 002 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility.
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In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility, manage biases when making investments, and the role of debt in building a secure portfolio.By BBNPP
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Retire Early: What's it Take? Get your journey off to a great start with our financial resources: https://bit.ly/3YBmhsR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dcOYRf Meet with Us: https://bit.ly/4dfmYfR How Much Cash Reserves Shou…
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38. Nervous System Regulation: Your Secret to Wealth Growth
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In this episode, we explore the powerful connection between nervous system regulation and wealth growth, in both business and personal. My guest dives into how our thoughts and physiology are intertwined, influencing everything from sales call outcomes to personal spending habits. We uncover the secrets of achieving a balanced nervous system, not a…
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Is your hair care making you sick? Skin and scalp absorb things easily, sending them straight into the bloodstream. The moisturizer you put on your skin disappears, right? Your body just ate it! Would you consume the chemicals and colors in hair dye or shampoo? Or breathe ammonia, chlorine or formaldehyde? Full description on website…
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Authentic Architecture and Design with Rosario Mannino
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Rosario Mannino: https://www.rsmannino.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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Leading a Christian University in a Modern Age
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In this discussion, we have a special guest, president of Biola University Barry H. Corey and Blue Trust private wealth advisors Colby Gilmore and Neil Paur. Dr. Corey shares with us what it means to lead a Christian university in the state of California and his own philosophy on representing Christ to those in your community. To learn more, visit …
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Mental Toughness: A Conversation with Dr. Ellen Reed
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Is mental toughness the same as confidence? What’s the relationship between visualization, confidence and top performance? Find out in this episode featuring Dr. Ellen Reed interviewed by Kick It Open host Shelby Nicholl. Dr. Reed shares her experiences working with Dr. Jason Selk and how her background in psychology and professional dancing came t…
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401(k) Savings Are on the Rise Get your journey off to a great start with our financial resources: https://bit.ly/3YEXUdR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dDdTxv Meet with Us: https://bit.ly/3WAhxkB 7 Money Management Tips: h…
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Mastering Business Systems with Donald Miller
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In this episode of the Well-Oiled Operations™ podcast, Stacy dives into mastering business systems with eight-figure entrepreneur Donald Miller. Donald discusses his journey from being a writer to running multiple thriving businesses. He shares his expertise on mastering business techniques, systems, and mindset to achieve significant growth and in…
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#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran
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In this episode of "Do More With Your Money," host TJ van Gerven welcomes Steve Coughran, a renowned business strategist and founder of Coltivar and Boosting Your Financial IQ. Steve shares his journey from growing up in a financially challenged household to building a multi-million dollar business. He emphasizes the importance of financial literac…
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The ACH Network is set to surpass 33 billion payments by the end of the year, marking a significant milestone. Consumer Internet-initiated payments are set to surpass 10 billion, a remarkable achievement considering the payment method was created just 20 years ago. In a recent PaymentsJournal podcast, Michael Herd, Executive Vice President of ACH N…
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CPA to Real Estate Investor: Insights on Market Misconceptions, Investment Structures, and Timeless Strategies for Building Wealth with Stewart Heath
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Stewart Heath, CEO of Harvard Grace Capital and a seasoned CPA, is on the podcast to reveal his interesting journey from being a CPA with a portfolio of real estate investing clients and a heavy dose of skepticism about real estate to being a passionate real estate investor himself. And he's sharing how interactions with his clients transformed his…
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Paper or Plastic: Sustainable Cards Are the Wave of the Future
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Cards made from paper and other sustainable materials continue to gain in popularity. In addition to being ecofriendly, paper cards are more cost-effective and perfect for single-use purposes, such as gift cards. To explore the future of sustainable cards, Peggy O’Leary, EVP, Prepaid and Digital Solutions for CPI, spoke with Elisa Tavilla, Director…
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Death, Inheritance, Divorce & Other Legal Matters as a UAE Expat | Samara Iqbal
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Samara Iqbal is a leading lawyer specialising in international family law, and if you thought normal divorce proceedings were complicated, wait until the sun, sand and sea of Dubai gets involved. From crazy stories of lawsuits by the dead to an expats legal checklist, you'll enjoy this.
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Trusts and Estate Planning for International Clients
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Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hik…
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Kevin Corbett: Building a Culture of Success in Wealth Advisory
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Unlock the secrets to successful wealth management with Kevin Corbett, Managing Director of Corporate Development and Strategy at Mariner Wealth Advisors. Gain valuable insights into Mariner's rapid growth strategy aimed at affluent and high-net-worth individuals, and discover how Kevin's expertise in M&A opportunities has propelled the firm to ope…
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Unraveling Market Chaos: Insights into the August 5th, 2024 Economic Upheaval
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August 5, 2024 Season 6 | Episode 29 Ready to unravel the complexities behind one of the most volatile market days of the year? Join us as we dissect the chaos of August 5th, 2024, a day marked by surprising twists and seismic shifts across the global economy. From abrupt Federal Reserve movements to Warren Buffett's latest maneuvers, and from Mars…
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Sustainable Practices for Design-Build with Frank Farkash
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Frank Farkash: https://www.moontoweraustin.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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1
Making the Most of the Recurring Payments Model
11:57
11:57
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As a reliable revenue stream, recurring payments help both organizations and their consumers by giving them the option to “set it and forget it.” However, ensuring that these recurring payments run smoothly can be a challenge when businesses face returns or declines due to errors, outdated payment information, insufficient funds or even fraud. With…
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1
Understanding Reverse Mortgages with Don Graves
24:27
24:27
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Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3yaSFYK Meet with Us: https://bit.ly/3y7Oi0A More from…
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1
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
1:02:05
1:02:05
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Larry Nisenson, Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the probability of clients needing long-term care is high, and the cost of securing long-term care is also high. La…
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1
Public Adjusters: The Unsung Heroes Fighting for Fair Insurance Claims with Andy Gurczak
29:37
29:37
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29:37
On this episode of Real Estate Lowdown we're demystifying the often unknown, but crucial world of insurance adjusting and the indispensable role of public adjusters. Andy Gurczak is the Founder of AllCity Adjusting, a licensed public adjusting firm with a focus on making sure their clients get what they truly deserve from their insurance claims. Ov…
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1
Boost Your Off-Season Revenue: Jen Cox's $24K Revenue Boost with Advanced Marketing Tactics
16:37
16:37
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In this episode of the Well-Oiled Operations™ podcast, Stacy introduces a unique approach to boosting your off-season revenue by overcoming the challenges faced by seasonal businesses. Stacy is joined by Jen Cox of Fresh Start Landscaping, who explains how she generated $24,632 in a typically slow month by implementing Stacy's reactivation playbook…
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1
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
50:23
50:23
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Tim Vorhoff, Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conversation explores the opportunity for financial advisors to partner with investment banks to assist business owner…
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1
A Competitive Differentiator: How Financial Institutions Can Leverage Bill Pay
15:53
15:53
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Paying bills is an essential part of life, but it’s a task that has become increasingly complex. Because bills often come in various forms and require different payment types, it can be hard for consumers to stay on top of their finances. In a recent PaymentsJournal podcast, Derek Swords, VP, Head of Product, Bill Pay at Fiserv, and Albert Bodine, …
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1
Lee Weech: Balancing Leadership and Self-Care in Sales Management
38:40
38:40
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Unlock the secrets to successful sales leadership as we sit down with Lee Weech, Vice President of Sales for Executech. Learn from Lee's vast experience as he discusses how Executech has thrived over the past 25 years in managed services, IT infrastructure, cybersecurity, and cloud solutions. Discover why cloud migration and robust cybersecurity me…
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1
Are August and September Really the Toughest Months for Equity Markets?
36:22
36:22
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July 29, 2024 Season 6 | Episode 28 Can the aging population reshape your investment strategy? Tune in to uncover Jeremy Siegel’s expert insights on how increasing lifespans are impacting the financial world. We discuss the turbulent times of July and August in the equity markets, highlighting significant earnings reports and key economic updates f…
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How Americans Feel About Money Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c Wells Fargo Money Study: h…
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1
Financial Management for Interior Designers with Julia Nikishina
1:00:56
1:00:56
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Julia Nikishina: https://www.newagefinancialconsulting.com/ https://empowerthedesigner.com - use code Promo25 for $250 off Connect with Brad Leavitt: Website | Instagram |…
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1
Nacha’s Upcoming Rules Take a New Approach to Fighting Fraud
15:52
15:52
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Facing a continuing rise in fraud and fraud attempts against financial institutions, Nacha has announced new rules to help organizations mitigate these risks. These new rules will take time to implement, so institutions should begin preparing now rather than waiting until the rules go into effect. In a recent PaymentsJournal podcast, Brian Holbrook…
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1
Mastering Time Management: Dr. Jillian's Journey from 90 to 50 Hours a Week with Stacy Tuschl’s 30-Day Time Saver Sprint
26:59
26:59
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In this episode of the Well-Oiled Operations™ podcast, Stacy is joined by Dr Jillian, a solo practitioner who made significant strides in managing her time and increasing productivity. Dr Jillian shared her experience of working excessive hours and how she managed to streamline her operations using Stacy's 30-day Time Saver Sprint Program. From wor…
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1
The Junk Drawer Approach to Financial Planning
23:32
23:32
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How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You’re Sa…
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1
Reviving Vacant Retail Spaces Through Self-Storage Syndication with Clint Harris
30:30
30:30
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I'm welcoming Clint Harris, real estate investor and general partner at Nomad Capital, to the Real Estate Lowdown, who takes us through his journey from a highly demanding career in medical sales to achieving what he refers to as independence of purpose - where time, financial, and location independence merge together and you get to choose what's i…
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1
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
58:19
58:19
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Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making decisions for heirs and loved ones. Andrew and show host Mike Langford emphasize the importance of having conversations early and often to prevent emotional duress and ensure that family members are awa…
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