Best Tailored Financial Consulting Podcasts (2024)

1
E68: Navigating the Complexities of Hedge Fund Investing with Tom Costello 42:51

5h ago42:51

42:51

Unlock the power of hedge funds in crypto. In this episode, Eric Scovill continues the conversation with industry veteran Tom Costello to explore the world of hedge funds and their unique strategies, particularly in the rapidly evolving cryptocurrency market. As an experienced quant and former hedge fund manager, Tom shares his expertise on how acc…

1
184: Client Showcase: How to Work Less and Earn More with Alecia Huck 35:44

15h ago35:44

35:44

This week’s episode is a re-release from the Seven Figure Consultant Podcast Archives. In this episode of the Seven Figure Consultant Podcast, I had the pleasure of interviewing my amazing client, Alecia Huck. Alecia is the founder and CEO of MAVERICK & Company, a management consulting firm that specialises in working with the leadership teams of f…

1
WisOpinion: ‘The Insiders’ discuss how the primary may impact the general election 7:53

1h ago7:53

7:53

WisOpinion: ‘The Insiders’ discuss how the primary may impact the general election by wispoliticsBy wispolitics

1
FF5 #24 DOL TDF Guidance - Periodic TDF Review 6:29

40m ago6:29

6:29

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…

1
401k Tips for High Earners! 27:10

5h ago27:10

27:10

Are you a high earner looking to maximize your 401k contributions? In this podcast, we dive into essential 401k tips specifically designed for individuals with high incomes. Learn about strategies to effectively boost your retirement savings while taking advantage of tax benefits. We’ll cover topics such as contribution limits, catch-up contributio…

1
WisBusiness: the Podcast with Rachel Neill, Carex Consulting Group And Figgy 10:07

2h ago10:07

10:07

WisBusiness: the Podcast with Rachel Neill, Carex Consulting Group And Figgy by wispoliticsBy wispolitics

1
Unlock True Financial Freedom: Income Independence Secrets with The Retirement Income Coach Steve Selengut" 💰🔓 40:34

7h ago40:34

40:34

Show Notes Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. Steve is also promoting his 2nd book, Retirement Money Secrets. He was a private investment manager for 44 years, personally m…

1
Lisa Drake: The Connection Between Financial Literacy And Financial Wellness 28:40

1h ago28:40

28:40

Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…

1
How to Achieve Financial Freedom through Effective Planning in 2024 29:54

22h ago29:54

29:54

Are you ready to take control of your finances and achieve the financial freedom you've always dreamed of? In this video, "How to Achieve Financial Freedom through Effective Planning in 2024," we will guide you through essential strategies and actionable steps to help you reach your financial goals. Join us as we explore the importance of budgeting…

1
E67: Navigating Economic Uncertainty with Tom Costello 41:16

18m ago41:16

41:16

Worried about your investments in these uncertain times? In this episode, Eric Scovill sits down with financial expert Tom Costello to discuss the current state of the economy and the challenges facing investors. From the impact of government policies to the role of the Federal Reserve, Tom provides valuable insights that can help listeners navigat…

1
183: Client Showcase: The Leadership First Approach with Amanda HarNess 36:06

5d ago36:06

36:06

In this week’s episode of the Seven Figure Consultant Podcast, I interviewed my wonderful client, Amanda HarNess, an executive coach specialising in leadership development. Amanda shared her journey from working as an occupational therapist to becoming a successful business owner and coach, adapting and transferring her skills from her previous car…

1
WisOpinion: 'The Insiders' preview the Democratic National Convention in Chicago 8:07

2h ago8:07

8:07

The WisOpinion Insiders, Chvala and Jensen, give their takes on the upcoming Democratic National Convention in Chicago. Sponsored by the Wisconsin Counties Association and the Tommy G. Thompson Center on Public Leadership.By wispolitics

1
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs 7:41

9d ago7:41

7:41

In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is g…

1
WisBusiness: the Podcast with Laura Strong, Forward Festival 2024 8:55

3h ago8:55

8:55

WisBusiness: the Podcast with Laura Strong, Forward Festival 2024 by wispoliticsBy wispolitics

1
Breaking the Barriers - Outsourcing your Finance Dept. 34:29

8h ago34:29

34:29

In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses. Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of bus…

1
Laura Jurica - Wearing Multiple Hats as a Plan Committee Member 22:47

5h ago22:47

22:47

Laura Jurica is the SVP of finance, accounting, and compliance at Andrews Distributing. She has been with the organization for just over 24 years, all in accounting and finance capacity. Laura has been a member of the 401K committee for six years. Andrews Distributing is a beverage distributor in the North Texas and South Texas markets. In this epi…

1
Living Richer: Identifying & Stopping the Leaks in Your Wealth" 💸🔍 TTST Interview with Remnant Finance’s Brian Moody 36:29

1d ago36:29

36:29

Show Notes Brian is a Christian, husband, and father of 4 children. Brian is a Nelson Nash Institute Authorized Practitioner and is the founder of Perennial Wealth Concepts - a financial agency that specializes in teaching people how to unconsciously save money, create a financial tailwind utilizing the Infinite Banking Concept, and create a legacy…

1
The Importance of Financial Planning: Creating New Opportunities 11:35

23h ago11:35

11:35

Discover why financial planning is a game changer for your future in our latest video, "Why Financial Planning is a Game Changer for Your Future." In this insightful episode, we delve into the critical importance of effective financial planning and how it can open up new opportunities for you. Learn how setting clear financial goals, managing your …

1
E66: Uncover the Spiritual Depths of the Bible: From Genesis to Revelation 41:32

1d ago41:32

41:32

Unlock the hidden depths of Scripture and be transformed by the power of God's Word. Join Eric Scovill and Pastor Isaac Schafer as they dive deep into the rich theological tapestry of the Bible. Discover how God uses imperfect people and angels to carry out His divine purposes and learn how Revelation can awaken believers to spiritual realities and…

1
182: Client Showcase: Raising the Tide with Tara McDonagh 30:46

1d ago30:46

30:46

This week’s episode is a re-release from the Seven Figure Consultant Podcast Archives. In this episode of the Seven Figure Consultant Podcast, I had the pleasure of chatting with my wonderful client and seasoned corporate communications consultant, Tara McDonagh. Tara shared her journey from agency work to leading corporate communications and event…

1
WisOpinion: 'The Insiders' discuss Milwaukee Public Schools' financial woes 7:24

18d ago7:24

7:24

The WisOpinion Insiders, Chvala and Jensen, discuss recent financial problems at Milwaukee Public schools, their history and the need to fix them.Sponsored by the Wisconsin Counties Association and the Tommy G. Thompson Center on Public Leadership.By wispolitics

1
FF5 #22 - DOL TDF Guidance - Glidepath Determination 8:20

4d ago8:20

8:20

In this episode of the Friday Fiduciary Five, Eric Dyson talks about evaluating and selecting target date funds based on a glide path fit according to participants' demographics and risk tolerance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kgu…

1
WisBusiness: the Podcast with Jessica Martin Eckerly, Forward BIOLABS 10:00

6d ago10:00

10:00

WisBusiness: the Podcast with Jessica Martin Eckerly, Forward BIOLABS by wispoliticsBy wispolitics

1
🧩 Personalized Solutions: Tailored Strategies for Entrepreneurs - TTST Interview with Guide and Consultant Jennifer Musser 🌟 32:54

5d ago32:54

32:54

Show Notes Jennifer Musser shares leadership lessons from big business. Jennifer is a small business consultant who helps owners gain control of their business with less stress. She is the founder of JLM & Associates Consulting, LLC, applying her business know-how to help entrepreneurs solve financial and operational issues through her personalized…

1
Greta Green Gentile: Effective Plan Communication 29:53

14d ago29:53

29:53

Greta Green Gentile is a strategic benefits, wellness, and total rewards director/sr. manager. She is a proactive HR business partner with proven success in guiding the development of best practices in benefits, wellness, compensation, HRIS, communications, compliance, performance development, employee relations, training, staffing, and payroll in …

1
🙏Healing Prayer: Transforming Your Body, Mind, and Spirit - TTST Interview with Dr. David Chotka🌟 32:09

10d ago32:09

32:09

Show Notes Dr. David Chotka is the founder and director of SpiritEquip Ministries. He has served as the chair of Alliance Pray! Team (APT)—the national prayer equipping team of the Alliance Church in Canada—for more than twenty years. He is an author, conference speaker, director of a renewal society, a writer, and a prayer mobilizer. David has ser…

1
Navigating Market Volatility - Financial Advice for Uncertain Times (2024) 24:57

21d ago24:57

24:57

In this podcast, "Navigating Market Volatility - Financial Advice for Uncertain Times (2024)," we delve into the challenges posed by market fluctuations and provide practical strategies to help you thrive amidst uncertainty. Whether you're an experienced investor or just starting out, understanding how to navigate market volatility is crucial for p…

1
181: Client Showcase: Empowering Women in Leadership with Niven Postma 39:49

8d ago39:49

39:49

In this week’s episode of the Seven Figure Consultant Podcast, I had the pleasure of interviewing my client Niven Postma, an advisor, author and keynote speaker. We explored Niven’s expertise in addressing workplace disengagement and her ongoing PhD research on office politics, particularly concerning women. We also talked about LinkedIn, where Niv…

1
E65: Balancing Faith and Discernment in a Divided World 36:32

8d ago36:32

36:32

As the lines between the physical and spiritual realms continue to blur, how can Christians responsibly engage with the pressing issues of our time without succumbing to extremism or oversimplification? In this episode, Eric Scovill sits down with Isaac Schafer, a pastor and theological scholar known for his balanced, biblical perspective. Together…

1
Navigating Financial Uncertainty: Expert Advice from a Financial Advisor 25:17

14d ago25:17

25:17

In today's unpredictable economy, having the right financial guidance is more crucial than ever. In this video, we delve into expert financial advice tailored for uncertain times. Join our seasoned financial advisor as they share valuable insights on how to navigate financial instability, manage investments wisely, and safeguard your assets against…

1
WisOpinion: 'The Insiders' analyze recent Wisconsin Supreme Court decisions 11:16

11d ago11:16

11:16

The WisOpinion Insiders, Chvala and Jensen, discuss recent Wisconsin Supreme Court opinions on absentee ballot drop boxes and legislative oversight of stewardship purchases.Sponsored by the Wisconsin Counties Association and the Tommy G. Thompson Center onPublic Leadership.By wispolitics

1
FF5 #21 - DOL TDF Guidance - It's More Than "To vs Through" 8:49

11d ago8:49

8:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences among TDFs, including how this is referenced in DOL TDF Guidance. This includes a consideration and understanding of investment strategies, glide paths, and fees. Eric emphasizes the need for fiduciaries to evaluate these factors when selecting a TDF. Connect with Eric…

1
WisBusiness: the Podcast with Lisa Johnson, BioForward Wisconsin 13:07

25d ago13:07

13:07

WisBusiness: the Podcast with Lisa Johnson, BioForward Wisconsin by wispoliticsBy wispolitics

1
The Power and Connectivity of a Skilled CFO and FC for your Business 32:36

21d ago32:36

32:36

In this latest episode of the Margin Maximizers Podcast, Soonah and Karen explore the symbiotic roles of the Chief Financial Officer (CFO) and Financial Controller (FC). Together, they explore how CFOs and FCs collaborate to enhance strategic business decisions and financial operations. The discussion starts with a clear definition of each role, fo…

1
Jania Stout: Retirement Income Solutions 30:42

13d ago30:42

30:42

With over 25 years of experience in the retirement plan industry, Jania Stout is a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals. As the Senior Vice President and Co-Founder of Fiduciary Plan Advisors, a OneDigital c…

1
🤝From Service to Leadership: Lessons from U.S. Navy Veteran Enrique Acosta Gonzalez ⚓️ 33:59

13d ago33:59

33:59

Show Notes Enrique is the CEO of Triad Leadership Solutions LLC, and served 26 years in the United States Navy. Named on the power list of the Top 200 (#76) thought leaders to follow, a nominee of the Top 30 Global Guru’s, 2023 Top 200 Biggest Voices in Leadership, 2023 Global 100 Executive Coach of the Year, 2023 Best CEO Mentorship & Leadership D…

1
4 Important Considerations for Building Your Doula Business 30:44

23d ago30:44

30:44

What drives you when you are making decisions in your business? When you’re thinking about growth, what helps you figure out what are the best choices? In this episode, I'll share my top 4 considerations when I’m in a season of growth are: Money Money is important, it means freedom. You also need it to live. Bills, groceries, retirement, investing.…

1
'The Insiders' discuss the rift between socialist Rep. Clancy and the Dem legislative caucus 4:24

21d ago4:24

4:24

The WisOpinion Insiders, Chvala and Jensen, take up the rift between socialist state Rep. Ryan Clancy and legislative Democrats.Sponsored by the Wisconsin Counties Association and the Tommy G. Thompson Center on Public Leadership.By wispolitics

1
FF5 #20 - DOL Target Date Guidance - Series Preview 8:07

19d ago8:07

8:07

As an introduction and preview to a series - in this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target date funds. He highlights eight key points from the guidance, including establishing a process for comparing and selecting target date funds. Connect with Eric Dyson: Website: https://90northllc.…

1
WisBusiness: the Podcast with Abbey Crocker, Tailored Remedy 13:06

20d ago13:06

13:06

WisBusiness: the Podcast with Abbey Crocker, Tailored Remedy by wispoliticsBy wispolitics

1
Financial Advisory Services in Stuart FL: Unlock Financial Freedom Now 22:17

23d ago22:17

22:17

Looking for the best financial advisor in Stuart, FL to guide you towards financial freedom? Look no further! Our financial advisory services in Stuart, FL are tailored to help you achieve your financial goals and secure your future. Watch this video to learn how our expert advisors can be your key to financial success. Start your journey to financ…

1
Wealth Management: Achieve Financial Success with Expert Guidance 22:11

24d ago22:11

22:11

Learn how to achieve financial success through expert wealth management in this informative podcast. Discover valuable tips and advice from seasoned professionals that can help you effectively grow and protect your wealth. Whether you're new to investing or looking to optimize your current financial strategy, this video will provide you with the gu…

1
Bill Leitner: 457(b) Plans and Texas Public Plan Coalition 28:40

1M ago28:40

28:40

Bill Leitner is the Vice President of ISC Group, an independent firm that has helped clients navigate the complexities of the financial world since 1987. ISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corporation (ISC), Member FINRA/SIPC. Bill is a registered representative of ISC. In this episode, Eric a…

1
Elevate Your Doula Business With Passive Income 29:15

1M ago29:15

29:15

In this episode I'll be talking about elevating your doula business with smart passive income solutions. If you have ever imagined a business model where your expertise continues to serve and support families, even when you're not actively working, you'll want to get a pen and paper for this one. Here are my tops 3 ways you can make it happen 💚 1. …

1
'The Insiders' examine how Biden's status as Dem nominee affects Baldwin's reelection bid 11:00

1M ago11:00

11:00

The Insiders, Chvala and Jensen, examine President Joe Biden’s status as the Dem nominee and how that affects Tammy Baldwin’s campaign for reelection to the U.S. Senate. Recorded on July 11.Sponsored by the Wisconsin Counties Association and the Tommy G. Thompson Center on Public Leadership.By wispolitics

1
FF5 #19 - Revenue Share - The Devil is in the Details 8:15

1M ago8:15

8:15

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding revenue share in ERISA plans, highlighting potential issues arising from a lack of understanding such as inadequate fee leveling due to exceptions and inequitable distribution of expenses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone:…

1
The Margin Maximizers Focus - Part 2 52:07

1M ago52:07

52:07

In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au…

1
WisBusiness: the Podcast with Peggy Williams-Smith, Visit Milwaukee 9:59

26d ago9:59

9:59

WisBusiness: the Podcast with Peggy Williams-Smith, Visit Milwaukee by wispoliticsBy wispolitics

1
The Shocking Truth About Financial Advisors in Achieving Your Goals 24:34

1M ago24:34

24:34

Discover the shocking truth about financial advisors and their crucial role in helping you achieve your financial goals. In this eye-opening podcast, we delve into the responsibilities and impact of financial advisors in guiding you towards financial success. Learn why choosing the right advisor can make all the difference in reaching your goals an…

1
Dennis Fowler: What’s In A PBM? 37:14

1M ago37:14

37:14

About Dennis Fowler: As a partner and practice leader at The Baldwin Group, Dennis helps employers achieve their culture and goals through innovative and tailored benefit strategies. He has over 14 years of experience in the insurance and human capital ecosystem, and he is passionate about disrupting the expensive and unsustainable healthcare syste…

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