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Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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For related content and to find out more about HC and our talent advisory services to the energy & commodities sector, visit https://www.hcgroup.global/hc-insider Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provid ...
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Colliers Talks

Colliers Canada

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We will hear from experts from our Investment Services, Real Estate Management, Capital Markets, Valuation and Advisory services, Leasing, Occupier Services and Project Leaders business.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Stock Pathshala

Stock Pathshala

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Learn all basics and advanced concepts of stock market trading. We discuss different aspects such as: - Equity Trading - Futures & Options Trading - Commodity/Currency Trading - IPO We provide educational content on anything that falls under the stock trading space including info about stockbrokers such as Zerodha, Upstox, Angel One, Groww, IIFL, Motilal Oswal, Kotak Securities, ICICI Direct, HDFC Securities, 5Paisa etc from the perspective of trading platforms, brokerage, margin facility, a ...
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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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Risk Talking

Manhattan Institute

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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what’s happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Integrity Risk

The Risk Advisory Group

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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa®. Succession Stories explores the entrepreneurial stages of a business from growth to maturity focusing on value creation, exit planning, succession, and M&A for owner-led companies. If you are an entrepreneur looking for inspiration to create a more valuable business, or an owner who wants to figure out the best way to transition or sel ...
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The Business of Dairy podcast will look at aspects of management of dairy businesses from both within the farm gate and outside the farm gate, speaking to farmers and service providers with skills, information and knowledge of value to you and your business. We will bring to you monthly discussions on topics that will grow your knowledge and understanding of management areas that will drive strong farm business performance into the future. This series is brought to you by the NSW DPI Dairy B ...
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RoozCast

Roozbeh Aliabadi

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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Your Money Momentum

Global Wealth Advisors

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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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TRAilblazing

Parallaxes Capital

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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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ESG Unlocked is a series of engaging and insightful discussions with various ESG experts around the world hosted by Pamela Mutumwa. Our goal is to engage a broad audience to unlock the value of ESG and the impact that companies have on a brighter and sustainable future. Enjoyed listening? Subscribe, rate, and share our series. In addition, follow ISS-Corporate on LinkedIn to receive the latest updates on episode releases, key ESG news, and more. Copyright © 2023 ISS Corporate Solutions, Inc. ...
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The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value. Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as bu ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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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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What are the most pressing matters facing global businesses? Berkeley Research Group picks the brains of BRG experts and other luminaries about the big issues of the day in finance, healthcare, security and other sectors. BRG is a leading global strategic advisory and expert consulting firm that provides independent advice and dispute consulting around the world to corporations, law firms, government agencies and financial institutions. For more, please visit ThinkBRG.com.
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Invest Savvy: Advice You Need to Know

Alliant Retirement and Investment Services (ARIS)

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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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What's in the SOSS? features the sharpest minds in security as they dig into the challenges and opportunities that create a recipe for success in making software more secure. Get a taste of all the ingredients that make up secure open source software (SOSS) and explore the latest trends at the intersection of AI and security, vulnerability management, and threat assessments. Each episode of What's in the SOSS? is packed with valuable insight designed to foster collaboration and promote stron ...
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Future of Mobility

Deloitte Voices

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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Axis Moneynomics - By Axis Mutual Fund

Axis Moneynomics - By Axis Mutual Fund

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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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Conscious Governance

Conscious Governance that helps Boards & CEOs make the choices that create the future for the communities they serve

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Conscious Governance is an advisory service that helps Boards & CEOs make the choices that create the future for the communities they serve. We do this by creating clarity from complexity in governance, strategy, risk and leadership.
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Double Take By Newton

Newton Investment Management North America LLC

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Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. Learn more at: www.newtonim.com/double-take-podcast/ Disclosures For Institutional Clients Only. Issued by Newton Investment Management North America LLC ("NIMNA" or the "Firm"). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of ...
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Resilient

Lori Lorenzo, Deloitte Risk and Financial Advisory

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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you’re in, the basics of great leadership are universal. In this podcast, we’re bringing you the voices of leaders who put these attributes into action.
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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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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show series
 
In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving con…
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This episode follows on from episode 35 “Successfully navigating farm loans” but focusses specifically on financing for large infrastructure projects such as cow housing facilities. This topic was addressed by my guest, Greg Kuchel, Senior Insights Manager at Rural Bank at the 2nd Raising the Roof conference in Hunter Valley of NSW earlier this yea…
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The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, …
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Melissa Joy is joined by teacher Melissa Gordon to explore why it's crucial for kids to learn about money management early on. Melissa Gordon shares why it’s never too early to start developing budgeting, investing, and retirement planning skills. This episode discusses how having open money conversations at home and school can prevent future finan…
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The fast-evolving landscape of Artificial Intelligence has presented a range of challenges and opportunities for companies striving to remain competitive while navigating potential risks associated with significant technological advancements. In this episode, ESG Unlocked host Pamela Mutumwa welcomes Ryan McManus, a seasoned business leader, invest…
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Join us as we delve into the transformative power of Customer Data Platforms (CDPs) with Cory Munchbach, CEO of BlueConic. Discover how CDPs tackle pressing business challenges that are top of mind for growth-focused executives. With a blend of insightful anecdotes and actionable advice, Cory reveals how BlueConic, as a pure-play CDP, empowers orga…
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Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America. Jim has taught courses on technology, urban studies, and philanthropy at Columbia Univer…
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📊 Join John Kuykendall from GulfCoast Financial Services for insightful discussions on optimizing income during retirement. From investment insights to budgeting basics, we're here to guide you. Subscribe now for valuable strategies to secure your financial future. 💼 For more information contact John Kuykendall at (386) 755-9018 and visit our websi…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they “Prepare for Retirement” and “Review the Fundamentals”. Rob Clement will help us prepare for “Aging in Place”. "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Inve…
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Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement. In this episode, we discuss: Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us The importance of truly understanding yourself, your core values and your purpose in…
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Quint interviews Drew Sutton who has invented a really cool way to teach your kids about investing early in life. Check out this tool at theblackinvestingbox.com.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this electrifying episode of the next Millennium Live Podcast this week sponsored by Splunk, we are honored to host Todd Beebe, Chief Information Security Officer (CISO) at Freeport LNG, and joining him is Craig Hyde, Field CTO at Splunk. Together, they unravel the complexities of modern cybersecurity strategies and share invaluable insights int…
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In this episode, Tad and Toni share a few critical questions you need to ask yourself as you prepare for retirement. They discuss common misconceptions about downsizing your home, the realities of retirement expenses, and the importance of having a solid income plan before you step into this new season of life. For example, if you’re thinking about…
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Host Laurie Barkman, The Business Transition Sherpa, talks with Mike Malatesta, CEO of LJP Waste Solutions. Over the past 30 years, Mike's experienced the highs and lows of entrepreneurship. He built and sold two waste recycling companies that grossed more than $500M. He’s also an author, podcaster, and advisor to business owners. Mike talks about …
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High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…
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Melissa Joy is joined by Dr. William Schulz, former Executive Director of Amnesty International USA to discuss the importance of staying hopeful during turbulent times. How can we stay positive during times of uncertainty? Dr. Schulz explores how hope can be a driving force for change - leading to improvements in our own communities as well as a mo…
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In this episode, Omkhar talks to Christoph Kern, Principal Software Engineer in Google’s Information Security Engineering organization. Christoph helps to keep Google’s products secure and users safe. His main focus is on developing scalable, principled approaches to software security. 00:42 - Christoph offers a rundown of his duties at Google 01:3…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, Drew Johnson, and Scott Jordan as they dive into an “Economic Update” and “Updates on the Renaissance Market.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a re…
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This week, Splunk is taking over the Millennium Live podcast! On this episode, two distinguished guests in the cybersecurity field Mikhail Falkovich, Chief Information Security Officer at ConEdison, and Paul Kurtz, Chief Cybersecurity Advisor and Field CTO at Splunk. Together, they bring decades of expertise and insights into the ever-evolving land…
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In this episode of Big Bull, we welcomed Rajat Arora who is swing trader. He practically learnt about the stock market when his boss showed his trading portfolio and explained that stocks give dividends, especially those of public sector companies, and also showed his old stocks. Inspired by this, he started buying a small quantity of stocks with t…
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Discover smart ways to structure your income! In this quick video, John Kuykendall shares practical tips to help you make the most of your earnings and investments to generate tax-advantaged streams of income. Whether you're self-employed or working a traditional job, optimizing your income can lead to greater financial stability. Watch now for act…
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Lead Americas Analyst Sydney Stewart and Middle East and Africa Analyst Megan Sutcliffe return to cover the latest escalation in the ongoing Israel-Iran shadow war. On 19 April, Iran activated its air defences in response to reported drone incursions, likely from Israel, near air bases in Esfahan and Tabriz. The strikes followed Iran's earlier laun…
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Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index I…
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Just like a balanced diet, a well-balanced mix of assets is needed for having a healthy investment portfolio. Hybrid funds can potentially help you create this healthy mix. Listen to Hari discuss hybrid funds with guest Bableen Kaur, Sr Product Manager at Axis Mutual Fund. Learn all about an easy way to create a healthy and diversified portfolio in…
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Meet Rajat Arora, our guest on the Big Bull Podcast, who engages in Swing Trading. Back in 2015, while interning as Company secretary (CS), Rajat Arora heard about the stock market from his boss. His boss used to often discuss the ins and outs of trading, including the profits and losses involved.He practically learnt about the stock market when hi…
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Katie Moro, Director of Managed Services at Productsup, joins the Millennium Live podcast to unbox the world of social commerce, uncovering strategies, success stories, and future trends that will shape the way we shop in the future. As social media platforms increasingly blur the lines between social interaction and shopping, businesses are left w…
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Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities. While technological adva…
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Are you getting a tailored retirement plan or just a sales pitch? In today’s episode, you’ll learn how to recognize whether a financial advisor is looking out for your best interests or merely trying to sell you products. Stay tuned as we share some client stories, give you some red flags to look out for, and caution that credentials alone don’t gu…
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Early on, folks were hesitant as to whether the technical tax rules that underpin TRAs would work. As it turns out, it’s not terribly controversial. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Phill DeSalvo. Phill is a principal in KPMG’s National M&A Tax practice and th…
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Bring on 80% unemployment! In this episode, David Shapiro joins Trishul and Aaron to discuss AI and the Fourth Industrial Revolution. Where are we now with technology and society, and where are we going? What is the future of AI at the individual, corporate, and state levels? How does AI affect different jobs? How does AI interact with capitalism i…
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Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …
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In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russi…
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