The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Welcome to the Business Advisor Podcast, the go-to show for entrepreneurs and professionals tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit t ...
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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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Richard Tubb has been a leader and keynote speaker in the MSP community for the last two decades. At the helm of media company and MSP advisory business Tubblog, Richard loves to showcase tech companies disrupting the industry, as well as shining a light on new tools you might not be aware of. His long-running and successful interview-style show, TubbTalk, features fireside style chats with the CEOs and CTOs of these businesses, to dig deep into how they got started in the industry, what ins ...
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Pauline Brown is the former Chairman of LVMH North America. She currently is an adjunct professor at Columbia Business School and head of the strategic advisory firm Aesthetic Intelligence Labs, which helps corporate and entrepreneurial clients build brands that resonate and businesses that last. On her radio show she invites friends from the worlds of beauty, fashion, design & retail to explore how socio-cultural trends shape people's tastes and influence their buying behaviors. The show ai ...
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The Styling Advisory Podcast - Personal Styling Business Interviews
Sarah Cohen: Founder, The Styling Advisory
How does a personal stylist build a profitable business in 2024? Join Personal Styling Business Expert, Sarah Cohen, as she interviews successful image experts from around the world to learn about the marketing tactics that helped them build successful businesses. You'll find out how these successful stylists: ✨Built a social media audience using different platforms (not just Instagram!) ✨Connect meaningfully with that audience ✨Build an huge email list of subscribers ✨Nurture those subscrib ...
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Welcome to the esk podcasts, an irregular series of podcasts with guests offering insight, analysis and their take on Everton Football Club and occasionally wider topics. Hosted on Acast. See acast.com/privacy for more information.
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Each week, Bryce Holdaway and Ben Kingsley bring their conversational style to The Property Couch, where they educate their community on the fundamentals of property, finance, and money management. They delve into the latest industry data, trends, and best practices, making complex concepts understandable and engaging. Since its launch in February 2015, The Property Couch has become Australia’s premier property investing podcast. Bryce and Ben draw on over 25 years of personal investing expe ...
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Where healthy habits, mindset adjustments, and busy schedules combine, there’s Baggage Drop. Hosted by experts from Wondermind’s Advisory Committee — Dr. Jessica Stern, Dr. Ryan Howes, Alo Johnston LMFT, and Dr. Nina Polyné — Baggage Drop delivers repeatable and powerful mental fitness tools to help rewire your mindset for personal impact. New episodes land every Monday, Wednesday, and Friday during the month of May. The world’s first mental health ecosystem, Wondermind combines easy-to-unde ...
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The world needs a new style of leadership. We interview the game changers and rule breakers to inspire all of us to push against the status quo and lead us towards a better future. Hosted by Gillian Davis, author of 'First Time Leader' and founder OverTime Leader, Gillian is a transformational leadership expert on a mission to empower leaders to lead change. Since 2017 she’s been at the helm of her leadership advisory business OverTime Leader, working with leaders in forward-thinking, fast-m ...
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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The Turning Point is a new podcast series brought to you by FT Strategies in collaboration with the Google News Initiative: a partnership born from the shared mission to digitally transform and work side by side with publishers and journalists to help strengthen their work in the digital age In each episode, we’ll uncover the defining moments faced by leaders in news publishing and unpack the strategies adopted - and capabilities built - in order to continue delivering and sustaining journal ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The transformation of an expertise-based business from an unscalable, income-focused business to a scalable and saleable, profit-focused business is a journey. Host Erin Austin, attorney and consultant, and the Hourly to Exit podcast gives you a front row seat on that journey. Through conversations with expert guests, other expertise-based business owners and the occasional solo episode, Erin brings the “explain it simply and clearly” style that she’s known for to share tips, tactics, strate ...
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The Better Leadership Team Show helps growth-minded, mid-market CEO's to grow their business without losing their minds. It’s hosted by Leadership Team Coach, Mike Goldman. If you find yourself overwhelmed by all of the obstacles in the way to building a great business, this show will help you improve top and bottom-line growth, fulfillment and the value your company adds to the world. If you want to save years of frustration, time and dollars trying to figure it out on your own, check out t ...
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Team Anywhere’s mission is to uncover Leaders on the Front Lines that are building teams and cultures where the majority of the workers are dispersed throughout the city, state, country, or world. We explore how these remote leaders foster engagement through trust, authenticity, and a sense of community. Ultimately, we are uncovering the new skills and practices that leaders must take on to connect, inspire, and transform their teams to compete in the new dispersed global economy. Hosted on ...
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What does living a robust, fulfilling life really mean? It’s a question that we’ll all have to confront at some point, and it will stump the best of us. For many entrepreneurs, monetary success often comes at the cost of the other areas of life that are just as important, if not more so. This new show opens our eyes to these “other” areas and the things that many of us don’t talk about. Live L.I.F.E. Wealthier will teach us the path to fulfillment that simply running a successful business wi ...
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UK MATTERS IN ACCOUNTING is a weekly podcast for accountants and bookkeepers, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show focuses on the UK market and UK specific apps, software, firms and influencers. The show selects accounting and fintech news articles blogs. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular ...
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Don't miss a thing while you're on holiday, with Tim Dower and Newstalk ZB Holiday Breakfast. Tim delivers the best in news, views and opinion to keep Kiwis informed and entertained while you're on the road, at the bach, or relaxing at home.
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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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Growing the company. It’s the CEO’s #1 priority. And yet oftentimes a gap exists between the strategies of the CEO and the demands of customers. This strategic gap slows growth and erodes your competitive edge while exposing your organization to unnecessary risks. By gaining a deep awareness and understanding of this chasm, CEOs can lead the charge to align the strategy, promises and experience to gain customer loyalty and advocacy and eliminate the friction that can open the door for a mass ...
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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
34:37
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In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com.
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514 | Property Market Update Spring 2024
1:17:26
1:17:26
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What’s happening in Australia’s property scene this quarter? 🤔 You’re about to find out, because Bryce and Ben are back with all the juicy details in this September quarter property market update! From sizzling capital growth drivers to the cooling of certain regional hotspots, uncover the trends you need to know to stay ahead in the property game.…
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Why Bitcoin Matters: Sean King and Jack Krupey Discusses Decentralization, Debt, and the Future of Finance
24:22
24:22
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Join Jack Krupey and Sean King in this insightful discussion! 🚀 In this thought-provoking video, Sean shares his unique journey, from his background to his bold decision to move to Puerto Rico, where he embraced a lifestyle aligned with his libertarian beliefs. The conversation delves deep into the world of Bitcoin, discussing Sean's early adoption…
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Episode 146: The Concept of the 'Tax Torpedo'
31:58
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In this episode of 'Retire with Style', hosts Alex Murguia and Wade Pfau delve into the concept of the 'tax torpedo', a phenomenon affecting the taxation of Social Security benefits. They explore how increased taxable income can lead to a significant rise in the percentage of Social Security benefits that are taxed, particularly for middle-class re…
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The New and Improved Human Resources Function
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In this episode of Mike on the Mic, I dive into the crucial role Human Resources plays in driving profit growth by focusing on people growth. HR has traditionally been seen as a tactical function, but it's time to reimagine it as a strategic powerhouse that can truly impact an organization's success. I discuss the importance of redefining HR, perha…
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TPC Gold | 3 FOMO Mistakes Property Investors Make!
7:49
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In today’s bonus episode, Bryce & Ben explore some of the mistakes property investors make due to FOMO! FOMO = Fear of Missing Out and can push investors into impulsive decisions, but on the other hand being overly cautious can also lead to missed opportunities. Finding the right balance—acting confidently but after thorough research—is key to succ…
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54. Liminal Thinking For Business Advisors
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In this episode, we explore the concept of Liminal Thinking and its application to the accounting and finance profession. Discover how this mindset can help you break free from traditional thinking, embrace new perspectives, and transition into higher-value advisory roles. Key Takeaways: Challenge Your Beliefs: Question your assumptions about your …
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[165] The 20-Year Overnight MSP Success Story You Need To Hear
57:02
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In this interview, Richard Tubb speaks to Daniel Shone and Chris Gorman of Apex Computing: Daniel is the Managing Director and Chris is the CEO. Based in the North West, they support their clients with cybersecurity, hardware and software procurement, BDR and consultancy. They talk about how Apex got started, what it’s like running a business with …
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513 | What's The Forgotten Pillar of Wealth Creation?
1:01:58
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It’s not a fun BBQ conversation like discussing the rate you snagged or the exciting new property you just bought but... It is a critical pillar for holding up your entire wealth creation. 🏠🃏 Yep. We’re talking about Defence – the forgotten pillar of wealth creation. Here’s the deal: 🛡 What essential defences do you need to protect your income, ass…
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Strategic Investing: Managing Risks and Opportunities in Real Estate Today with Jake Clopton Part 2
25:14
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Ready to dive into the wild world of real estate? Join Jack and Jake as they uncover the secrets to thriving in today's unpredictable market. Whether you're a seasoned investor or just starting out, our podcast is your go-to guide for seizing opportunities, navigating challenges, and mastering the ever-evolving real estate landscape. In this episod…
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Episode 145: Mastering Tax-Efficient Withdrawals
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In this episode of 'Retire with Style', Alex Murguia and Wade Pfau delve into tax-efficient withdrawal strategies for retirement. They discuss the importance of withdrawal order sequencing, the types of accounts available for withdrawals, and effective marginal tax rate management. The conversation highlights techniques for generating taxable incom…
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How to Be a Master Convincer with Adele Gambardella and Chip Massey
50:40
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On this episode of the Better Leadership Team Show, I sit down with the dynamic duo Adele Gambardella and Chip Massey. They are two accomplished professionals with diverse backgrounds and a shared mission. Adele, recognized as a prominent figure in the PR world, brings over 20 years of expertise, serving as a spokesperson for Fortune 100 companies …
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RBA September 2024 | Can We Expect a Rate Cut This Side of Christmas?
1:10:53
1:10:53
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The sixth RBA Cash Rate Announcement of 2024 is here! Join Ben Kingsley and Evan Lucas as they break down the RBA’s latest decision and dig into economic trends from Australia and around the world. Here’s what they cover: 📺 The RBA’s Cash Rate Decision: Find out all about the Reserve Bank of Australia’s latest cash rate decision, as announced at 2.…
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53. The Transformative Power of Working In Seasons
20:41
20:41
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In this episode, we explore the concept of seasonal work, emphasizing the importance of understanding and embracing the natural ebb and flow of your workload. Discover how working in seasons can improve your productivity, work-life balance, and overall well-being. Key Takeaways: Identify Your Seasons: Recognize the busy and quiet periods within you…
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[164] Top Lessons from 25 Years Building a Successful MSP
1:13:40
1:13:40
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In this episode, Richard Tubb speaks to David Brereton. David founded Myson Pages 25 years ago, while most of his peers were operating on a break/fix model. Today, he has 15 employees and supports SMEs with a range of IT requirements. David talks openly about how early challenges helped Myson become the company it is today and why they do managed s…
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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
33:48
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In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com.
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512 | Solving Australia’s Housing Crisis: The Real Issues We’re Overlooking - Chat with Tim Reardon
1:18:15
1:18:15
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Why aren’t we building enough homes to meet Australia’s housing demand? 🤔 It’s a complex question with political, economic, and historical layers, and to help us make sense of it all, we’ve brought in an industry expert... In this episode, we’re chatting with Tim Reardon, Chief Economist at the Housing Industry Association (HIA)! The HIA has been r…
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1
Strategic Investing: Managing Risks and Opportunities in Real Estate Today with Jake Clopton Part 1
21:28
21:28
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21:28
Ready to dive into the wild world of real estate? ] Join Jack and Jake as they uncover the secrets to thriving in today's unpredictable market. Whether you're a seasoned investor or just starting out, our podcast is your go-to guide for seizing opportunities, navigating challenges, and mastering the ever-evolving real estate landscape. In this epis…
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1
[Travelogue] UptimeLIVE 2024: Business Growth for MSPs
13:53
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Time for another Team Tubb Travelogue! This time, Gudrun Lauret catches up with Richard Tubb and Lenka Koppova, who are in London for UptimeLIVE. Grab a cup of your favourite tea or coffee, relax and join them for a fun conversation about the highlights from this big event. They share why UptimeLIVE is different from the usual MSP events, the new b…
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Episode 144: Understanding the Rules of RMDs
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In this episode of 'Retire with Style', Alex and Wade delve into the intricacies of Required Minimum Distributions (RMDs). They discuss the calculations involved, the implications of RMDs on retirement planning, and the recent changes introduced by Secure Act 2.0. The conversation also covers the consequences of failing to take RMDs, the aggregatio…
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How to Facilitate an Annual Planning Retreat
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In this Mike on the Mic episode, I share my insights on facilitating an effective annual planning retreat. I'll guide you through the essential steps to align your leadership team on key priorities, foster deep collaboration, and set the strategic direction for the upcoming year. We’ll discuss common pitfalls to avoid, necessary pre-work, and how t…
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TPC Gold | Repairs vs. Improvements: What Every Property Investor Should Know
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In today’s bonus episode, Ben and tax expert Julia Hartman tackle one of the trickiest parts of property investment—tax claims. With a surprising statistic from the ATO revealing that 9 out of 10 property claims are incorrect, this episode sheds light on where investors often go wrong. Plus, learn how to navigate insurance claims and why getting th…
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52. The Hidden Weight: How Tolerations Are Holding You Back
18:24
18:24
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In this episode, we explore the concept of tolerations, those seemingly small annoyances that can have a significant negative impact on your life and business. Discover how addressing tolerations can free up mental and emotional energy, improve productivity, and reduce stress. Key Takeaways: Identify Your Tolerations: Become aware of the small irri…
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[163] Why Modern MSPs Need to be at Uptime Live
53:59
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In this interview, Richard Tubb speaks to Jason Kemsley and Bradley Munday, the co-founders of Uptime, a white-label, outsourced solution provider. They offer helpdesk, NOC, SOC and project support. They are also the organisers of a new MSP conference, UptimeLive. They tell Richard how Uptime helps MSPs and what their typical client looks like. Bra…
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511 | Transform Your Backyard into Profit: A Simple Solution to the Housing Shortage - Chat with Peter Kelly
1:25:30
1:25:30
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With property prices continuing to rise and the dream of home ownership drifting further away for many, today’s guest has a ground-breaking solution that could be the antidote for these growing issues... Please welcome Peter Kelly, Co-founder and CEO of Little Fish Development, project management specialists in property development! He also hosts t…
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Unlock Tax Benefits & Strategies in Alternative Investments & Private Equity with Kelly Ann Winget - Part 2
24:20
24:20
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Tune into Alternative Investor Mastermind with industry experts Jack Krupey and Kelly Ann Winget as they delve into the lucrative tax advantages of oil and gas investments. This podcast offers valuable insights into maximizing returns through strategic tax planning in the energy sector. Perfect for investors looking to leverage tax benefits and enh…
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Episode 143: The Importance of Asset Location and Asset Allocation
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In this episode, Alex and Wade discuss the importance of asset location in addition to asset allocation. They explain that asset location involves strategically placing assets in different types of accounts based on their tax efficiency. They discuss the tax efficiency spectrum, with tax-exempt bonds being the most tax efficient and REITs being the…
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The Global Month Ahead: The new European Commission, UK party conferences, Germany's regional elections, United Nations General Assembly Week
53:37
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This month, in our 'Back to school' edition, Isabelle Trick is joined by Global Counsel colleagues across our offices to discuss the new European Commission, UK party conference season, Germany's regional elections, and the United Nations General Assembly week. Tom White, our Europe Director explores the formation of the new European Commission, th…
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Transform Your Business With Open Book Management Featuring Rich Armstrong
50:25
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In this episode of The Better Leadership Team Show, I dive into the transformative power of open book management with Rich Armstrong, a Senior Coach at The Great Game of Business, Inc. SRC Holdings Corporation. He has more than 33 years of experience in improving business performance and employee engagement through open-book management (OBM) and em…
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TPC Gold | Chat with the Money Queen – Effie Zahos
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Today, we’re joined by the fabulous Effie Zahos—editor, speaker, author, and all-around finance guru! Effie dives into the emotional aspect of money management and how it’s more than just dollars and cents. Tune in and get inspired to take control of your financial story! Listen to the full episode here: Episode 235 | Money Hacks from the Money Que…
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The New Retail Landscape with Oliver Chen
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Pauline is joined by top-ranked equity research analyst Oliver Chen of TD Cowen for an in-depth discussion on trends in the retail and luxury sectors. During this segment, Pauline and Oliver compare the positions and performances of leading beauty and fashion companies, and they discuss what differentiates the winners from the losers in this highly…
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In this episode, we explore the concept of a freedom-based business practice for financial advisors. Discover how to achieve greater control over your time, choose ideal clients, scale your impact, and align your work with your personal values. Learn the importance of setting boundaries to protect your well-being and create a sustainable business. …
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[162] How to Make Accurate Billing a Superpower for Your MSP Business
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In this interview, Richard speaks to Ben Rogers, a Sales Manager at Cloud Billing. Cloud Billing offers a solution that helps MSPs to automate their billing processes quickly, accurately, and comprehensively. Ben explains how they help MSPs with their billing and support them manage all of their responsibilities, as well the types of clients they w…
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Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
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In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation. For full show notes, see kitces.com and thesocietyofadvice.com.
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