show episodes
 
R
RIMScast

1
RIMScast

The Risk and Insurance Management Society, Inc.

Unsubscribe
Unsubscribe
Weekly
 
The official podcast of RIMS, the Risk and Insurance Management Society. Tune in for weekly discussions about risk management hot topics, interviews with leaders in the profession, and updates on RIMS events and education.
 
United Educators (UE), a Reciprocal Risk Retention Group, was formed by educators for educators to ensure a stable source of insurance and risk management. EduRisk™ from UE provides resources to help prevent incidents that put people and institutions at risk. Listen to advice from UE and other experts on how to protect students, staff, and faculty at your school, college, or university.
 
Welcome to the hear all voices podcast by Speeki, our host Scott Lane will bring you a fresh perspective on all things ESG. Discover a step-by-step path for companies to integrate ESG at every level and conversations that would challenge you to use the principles of ESG to drive business performance, add value for customers and protect the community and the planet.
 
Hello and welcome to GARP’s Climate Risk Podcast series, where we will be investigating how climate change is impacting the world of business and finance and what this means for risk management. Through the course of this series we will be bringing you insights from those working at the cutting edge of climate change. We will be joined by regulators, business leaders and risk practitioners who will help us build up a holistic view of the risks and opportunities that climate change poses and ...
 
M
My Freedom Foundry

1
My Freedom Foundry

Paul David Thompson: Investor, Speaker and Coach

Unsubscribe
Unsubscribe
Monthly
 
Welcome to My Freedom Foundry Podcast, a podcast dedicated to taking real estate investing to the next level. Whether you’re a beginner, an experienced investor, or a real estate professional, this podcast is for you. We’ll cover everything from flipping houses to finding the right rental property, as well as advice for both rental properties and creative financing. In each episode, we’ll bring you inspiring stories from real estate pros, in-depth interviews with industry leaders, and practi ...
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
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 ...
 
It’s hard to keep up with everything going on in the diving industry. To be a successful dive professional you need to be in the know. Join industry leader Tec Clark every week as he explores the latest in diving industry resources that make you excellent at teaching techniques, risk management and the business of diving. If you want to succeed as a dive professional this is the podcast for you.
 
Risk Playbook gives you an inside look at the evolving landscape of business risk, as told by the most reputable leaders from a cross-section of industries. No high-level executive has made it to where they are today without taking a few calculated risks. In today’s competitive environment, the best leaders know how to evaluate strategic risks and opportunities to propel their organizations forward while protecting their bottom lines. Join host Mike Mitchell as he sits down with key business ...
 
A podcast series featuring conversations with some of the innovators, trailblazers, and leaders in the insurance and risk management industry. We'll get their insights and perspectives on some of the trends, issues, and developments shaping risk management and commercial insurance.
 
The Insurance Information Institute Podcast features discussions with insurance industry practitioners, regulators, community stakeholders, and thought leaders discussing current and emerging issues that will shape the state of insurance over the next years. Visit the Triple-I at www.iii.org for our latest articles and industry research or follow the discussion on Twitter @iiiorg.
 
We see a striking contradiction: the sharply increased need for Enterprise Risk Management, while risk managers persistently report low perceived value of their processes. High Quality Risk Assessment addresses uncertainty and helps solve chronic business problems. Join Edward Robertson, successful ERM practitioner and thought leader, to discover a simple process that delivers clear value.
 
Office Hours is a work of passion to share strategies, technology ideas, and real-world stories that inspire governance, risk management, compliance, and audit professionals to live their biggest impact! Our channel is dedicated to delivering the best stories and strategies in developing GRC programs we've seen across 7,000 organizations in 140 countries around the world.
 
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
 
ePlus helps our clients imagine, implement, and achieve more from technology. Our people are the best in the business — and we’re proud to feature them in our podcasts. Our services are backed by thousands of successfully delivered engagements, elite certifications, and awards. And we’re pleased to share the talent and perspective of our staff as it relates to today’s emerging, transformative technologies. See how we can help you connect the dots between IT investments and business outcomes.
 
If you are looking to identify and develop your strengths and talents, take calculated risks and make decisions, The Strengths Revolution with Steve Morgan will help your personal development, as well as helping you support your clients, employees, teams and wider organisations. Knowing your strengths will also support positive risk-taking and decision making as part of good risk management.
 
TOA Storytellers is a down-to-earth, behind-the-scenes look at some of the most interesting people throughout the Workers' Comp, legal, business, and public life arenas and beyond. This podcast features interviews with some of the top comp risk management, WCAB, legal, business, political and creative minds anywhere. Hosted by Todd Olivas, Storytellers offers a rare sneak peek into the lives of these thought leaders. What is the story behind the person? What is their inspiration? What obstac ...
 
Loading …
show series
 
ESG covers a broad spectrum of sustainability and ethical practices in business. However, there is currently no single standard that companies can follow consistently. As a result, companies are relying on individual standards that already exist within specific topics that fall under the ESG umbrella. In this episode, we delve into the anti-corrupt…
 
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
 
Landon Witt, managing broker and CEO of the award-winning brokerage OKCREAL and host of the Oklahoma Real Estate Show, joins us in this special podcast swap episode. Landon describes how he transitioned from the Air Force to investing in real estate. We discuss how crucial education is to the real estate sector and how making business decisions sho…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Today’s guest is Matt Zender, Senior Vice President, Workers’ Compensation Strategy at AmTrust. We’ll be looking at a new risk report from AmTrust Financial on “Workers’ Compensation and Injury Trends in the Restaurant Ind…
 
Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the b…
 
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie, wealth advisor, is joined by Carolyn Moriarty, wealth advisor, to break down bonds, their structure, how they work within your portfolio and if you should consider investing in bonds…
 
As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank …
 
An aspiring entrepreneur in the real estate industry must expand their portfolio, and marketers are here to help you get quality deals! We are joined by Brian Driscoll, a seasoned investor and the co-founder of Motivated Leads. He shares key tips for conducting side work, empowering and creating leaders in your team, understanding current market tr…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. March is International Women’s History Month and March 8th is International Women’s Day. It’s the perfect time for the RIMScast debut of Jennifer Santiago! Jennifer is the Director for Risk Management and Safety at Wakefer…
 
50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn, practice management consultant, joins this episode of Your Life Simplified to share how to discuss aging and long-term care with your parents, what emotions this may bring, how much to plan for…
 
Hear from Dr. Nicola Ranger, Director of Climate and Environmental Analytics at the UK Centre for Greening Finance and Investment (CGFI), as we discuss the importance of climate adaptation. When discussing humanity’s response to climate change, we often draw a dividing line between the competing priorities of mitigation and adaptation. Simply put, …
 
Overlooking insurance can put investors in financial trouble - when its purpose is to secure all assets and liabilities, and your future. Matthew Sutika, who founded Obie Insurance, is here with us. He shares how insurance coverage saves real estate properties, how you can pick the right deals, and the key terms you should know from deductibles to …
 
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar, senior wealth advisor, hosts, Julia Rodgers, CEO and Co-Founder of HelloPrenup, who shares ways you can approach this topic with your partner, how to have that conversation and ways that you can h…
 
Marsh’s Tom Quigley, Larry Liu, Jackie Quintal, Jaymin Kim, and Sam Tiltman discuss the challenges and opportunities that technology companies are facing and how they are adapting to continue growing, including through investments in digital assets, the metaverse, and autonomous mobility. You can access a transcript of this episode here. Download t…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Guest 1: Pat Saporito Founder & Principal Consultant, Saporito & Associates, LLC “Leveraging Data and Analytics for Continuous Risk Management” is a course that is available in three parts — Part 1’s next session is on Mar…
 
Becoming a solopreneur means the sole manpower of your business. To succeed, it takes extensive work experience, passion, a healthy mindset, and an empowering network. We are joined by Jamie Hess, the co-creator of NYC Fit FAM, Founder of The Big Ask Method, Co-Host of Off the Gram Podcast, and a Nutritious Life Master Certified Nutrition Coach (NL…
 
In this bonus episode of Risk in Context, Reid Sawyer, head of Marsh’s Emerging Risks Group and US cyber risk consulting leader, discusses the findings from the Global Risks Report with Robin A. Kemper, a senior risk engineer with Zurich Resilience Solutions, during Zurich’s Future of Risk podcast, moderated by David Hilgen. You can access a transc…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. NAAIA is the National African American Insurance Association and they recently released a report with Marsh McLennan titled The Next Steps on the Journey. It’s a great read and it’s publicly accessible through the link on …
 
Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recogn…
 
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more in the long run. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and hosts guest, Julia Rodgers, CEO and Co-Founder of HelloPrenup. They discuss what is a pren…
 
Marsh’s Kerri Petri, Bryan Berkman, Stephanie Manson, and Matt McLellan discuss trends in the directors and officers liability (D&O) insurance market and emerging risks that organizations need to aware of. You can access a transcript of this episode here. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and Tw…
 
Multifamily investing is one of the main ventures in the United States today. Its capacity to boost cash flows and net operating income has earned its name in the real estate investment field. But what does it take to start your journey in this industry? We are joined by Victor Bell, the founder of Bell Capital, speaker, real estate investor, and m…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Expectations for the world of work, talent recruitment and retention, wage inflation, and corporate culture have never been higher. Joining RIMScast today to discuss these topics and the correlation between human resources…
 
Hear from Carys Taylor, Director of BAFTA’s albert programme, as we explore the issues of climate change and sustainability through the lens of film and television. The film and television sector may not have the biggest carbon footprint, but it still has an important role to play in the transition to net-zero. With 70% of the global population own…
 
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.…
 
It’s no secret that people in the real estate business are thriving. We often hear real estate success stories, but then we still have second thoughts about whether to take the risk or just play it safe. So here’s another success story to inspire you to get into real estate investing! In this episode, we will be joined by CJ Calio, the co-founder o…
 
Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold pr…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Joining RIMScast today is jazz guitarist, CEO, author, tech entrepreneur, and RISKWORLD leadership keynote, Josh Linkner! As a self-proclaimed creative troublemaker, Josh uses live music as a metaphor for innovative collab…
 
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss req…
 
Investing in real estate is one of the most significant assets anyone could have. But other than that, a retirement plan is also crucial for you to really enjoy the fruits of your hard work and success. Investing in your retirement can give you many benefits, from purchasing properties to medical care and many more! In this episode, John Bowens, Eq…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this important episode of RIMScast, Justin is joined by Paul Marshall of McGowan Program Administrators to discuss active shooter preparedness and insurance. Workplace violence is a risk – especially in places where mon…
 
This year’s Global Risks Report — prepared by the World Economic Forum with the support of Marsh McLennan and others — has highlighted the likely increase of polycrises as interacting risk events compound each other. Carolina Klint, Marsh’s risk management leader for Europe, Richard Smith-Bingham, executive director of Marsh McLennan Advantage, Amy…
 
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
 
Our economy keeps growing, and technology advances at the speed of light. Robots and AI run most businesses worldwide, from customer service to accounting and everything in between. Artificial intelligence helps businesses become more efficient. But still, most people view AI as competition that will take over and lead to job losses. But is that re…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Joining RIMScast today are three RIMS Chapter Presidents from around the world: Kerry Bakkerus of the RIMS New Zealand and Pacific Island Chapter, Erica Kiefer of the newly founded RIMS Greater Bluegrass Chapter, and Mako …
 
On episode 8, Mike is joined by Evan Greenberg, Chairman and CEO of Chubb – the world’s largest publicly traded property and casualty insurance company and the leading commercial lines insurer in the U.S. Greenberg has spent more than 45 years in the insurance industry, spearheading the strategic decisions and global acquisitions that have grown Ch…
 
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
 
Hear from Jo Paisley and Maxine Nelson of the GARP Risk Institute as they look back on key learnings from the latest season of the Climate Risk Podcast. As we head into 2023, Maxine and Jo once again join forces to review the latest season of Climate Risk Podcasts, gleaning key insights from each guest and discussing ongoing trends in climate risk …
 
Real estate is one of the best investment avenues around the globe. Many people want to start their real estate journey but don’t know where to start. In this episode, Brent Bowers, owner of The Land Sharks and also an investor and coach, will share his real estate journey with us. Real estate helped Bowers in his career and personal life. Brent wa…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Joining RIMScast today is Josephine Wolff to provide a 2023 outlook on cybersecurity and insurance! Josephine Wolff is an associate professor of cybersecurity policy at The Fletcher School at Tufts University. Her newest b…
 
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
 
Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, …
 
It is very common to write down a new year’s resolution every year. And usually, they end up just a written goal and not an achievement. In this episode, I will discuss the importance of your goals and how it helps you towards success. I will also share my personal system of setting goals that surely help you achieve yours. Tune in to learn more! E…
 
Marsh’s Ellen Charnley and Lorraine Stack discuss the role that captives can play in supporting organizations’ environmental, social, and governance goals and how they can be a critical component of a business’s overall risk transfer plan. You can access a transcript of this episode here. Download Marsh’s ESG: Captive Solutions Guide. For more insi…
 
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. January is internationally recognized as Human Trafficking Awareness Month. In this episode, RIMScast is taking its annual deep dive into this ever-present risk with Marisa Trasatti. Marisa is a Partner at Cipriani & Werne…
 
Loading …

Quick Reference Guide

Copyright 2023 | Sitemap | Privacy Policy | Terms of Service