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Get in-depth motivation, personal growth advice, and powerful life coaching from Brendon Burchard, the world's #1 high-performance coach. Brendon is the founder of GrowthDay and one of the most watched, followed, and quoted personal development trainers in history. A #1 New York Times bestselling author, his books include The Motivation Manifesto, High Performance Habits, The Charge, The Millionaire Messenger, and Life's Golden Ticket. Famed for his in-depth research and innovative curriculu ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Welcome to the Bryan Foltice Behavioral Finance Podcast, where we dive deep into the fascinating intersection of human behavior and financial decision-making. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you n ...
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The Market Moment is an educational finance podcast for the everyday investor.
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MHPListings Podcast
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Rubber Meets The Road Economics: Exploring the forces shaping our economy with Professor Edwin T. Burton
Hunter Craig
Welcome to ’Rubber Meets The Road Economics,’ where investor Hunter Craig and Professor Edwin T. Burton from the University of Virginia explore the forces shaping our economy. Each episode breaks down complex economic concepts into clear, relatable insights. From globalization and technology to behavioral economics and policy impacts, we cover the topics that influence your daily life. Whether you’re an enthusiast or just curious, join us for engaging discussions that deepen your understandi ...
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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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I'm on a mission to help individuals, families, and entrepreneurs achieve greater financial freedom. My team and I have assisted thousands of clients across the US in using institutional resources to build wealth. Apart from my financial endeavors, I'm passionate about fitness. I was a competitive bodybuilder for several years and continue to lift weights today. In addition to finance, business, fitness, and spending time with loved ones, I dedicate around 12-15 hours per week to studying. M ...
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audi ...
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As opposed to reiterating the main headlines of major news sources, Le Chiffré's Market Commentary offers unique insights into niche topics within the global markets. We believe that our discussions help better equip the general investor with a stronger understanding of what indicators and sentiments drive market behavior. It is important to understand the drivers and mechanics behind market performance as it allows one to effectively formulate educated opinions and predictions.
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Money is one of the greatest tools we have to build a life we love. Whether you're seeking financial freedom or security, or simply want to have more peace of mind when it comes to money, learning how to use it wisely is essential. In this show you will to learn how to take control of your finances, start investing and put your money to work to serve you and others more effectively. You will learn from world-class personal finance experts as well as from Sebastien’s experience in reaching fi ...
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I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide presented by Avantis Investors®, UCLA Professor Hal Hershfield examines this divide to find insights that may help advisors and i ...
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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Ventured is a podcast that delves into the exciting and fast-paced world of venture capital, health care innovation, entrepreneurship, and more. Through insightful interviews with industry experts, successful entrepreneurs, and venture capitalists, the show offers a unique perspective on the latest trends, strategies, and innovations that are driving health care forward. Whether you're an aspiring entrepreneur, an experienced investor, or simply interested in the latest developments in healt ...
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X-Factor casts a spotlight on proven private equity-backed executives and the tools and tactics they leverage to create enterprise value within their portfolio companies. This podcast is brought to you by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Smart women are investing in two key assets these days, themselves and real estate! Join your hosts Sharon Lechter and Jason Hartman once a month as they bring you exciting authors, entrepreneurs, top-tier investors and financial experts that are sharing their secrets of success. Learn tips and tools to apply to your own career, business, and life from experts such as: Lori Ann LaRocco (7-Steps To Success In Business), Nancy Doyle (CFA, Manage your Financial Life), Darlene Coquerel (CEO of K ...
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The Profile podcast will introduce you to the most successful and interesting people while feeding your brain high-quality ideas. Improve your content diet, and learn more at https://readtheprofile.com
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Welcome to the State of Identity, the leading podcast in the digital identity industry! Host Cameron D’Ambrosi, and the team at Liminal, invite you to join an enlightening and engaging conversation about digital identity, its technologies, and the ever-evolving paradigms that shape our world today. Through candid discussions with the industry’s greatest minds, Liminal explores the most pressing topics in digital identity, cybersecurity, and Fintech, from cutting-edge technologies and innovat ...
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Since our beginning more than a decade ago, NewSquare Capital has based its investment approach on what has proven to work combined with discipline and execution. We rely on facts, not hunches or impulses, and we know that wealth is built over the long term. Our goal with this podcast is to share what we've learned and provide insights that can be implemented with an intentional process and consistency over time. Although investing should be simple, it isn’t always easy. That’s where discipl ...
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Get inside the twisted minds of our host Trey Carmichael and the kings and queens in his network. Trey will be interviewing entrepreneurs, high performers, creatives, and business owners across various fields. The idea of the show is to get into the mind and "under the crowns" of these experts to find the things that you can implement into your journey and keep you motivated! This show wouldn't be possible without Hephaestus Global. There is no official schedule for this show, episodes will ...
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The "Having the Craic" podcast, hosted by Caleb McDonnell, Mike Ream, and Gaff, offers a lively mix of Irish humor, real estate insights, business discussions, and random banter. Caleb is a black Irish Realtor and real estate investor, Mike is a former athlete turned entrepreneur from the Midwest, and Gaff adds a touch of Kentucky charm. Each episode features entertaining guests sharing their experiences and stories, creating a blend of laughter and engaging conversations. The trio's diverse ...
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Provident Healthcare Partners discuss various topics in healthcare mergers and acquisitions, including trends we are seeing within the industry and exploring a process. For additional information, visit www.providenthp.com or email podcast@providenthp.com.
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In a Clubhouse room the other night, angel investor and venture capitalist David Rose suggested that there are three types of entrepreneurs. Type 1: circumstantial entrepreneurs trying to survive and get themselves out of poverty Type 2: natural-born entrepreneurs Type 3: self-made entrepreneurs David goes on to mention that he only invests in Type 2s. He later revealed that Type 2s are hypomanic. A survey of college students revealed that six percent scored high on hypomanic traits. This is ...
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Let’s be honest…it’s bad out there. Did you know teachers are twice as likely to experience stress as the general population? Or that 90% of teachers have experienced burnout symptoms in the last year? In this podcast, we’ll speak with educational leaders, former educators, and industry experts to better understand the employee experience in education. We’ll dig deep into causes of teacher burnout and transitions into other professions, and we’ll discuss strategies school leaders can impleme ...
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Clinicians have trained in the art and science of medicine, and yet feel powerless to make a meaningful impact on the healthcare system. Clinical Changemakers is the podcast looking to bridge this gap by exploring inspiring stories of leadership, innovation and so much more. To learn more and join the conversation, visit: www.clinicalchangemakers.com www.clinicalchangemakers.com
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#book, #read, #get, #epub, #download, #ebook, #pdf,
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We break down everything about the ABA therapy landscape to help you understand how to provide high-quality behavioral health services. Get the lowdown on what's in the news, receive updates on legislation, and listen to industry commentary. Many clinicians start their own Applied Behavior Analysis (ABA) therapy organizations. ABA therapy is widely considered the gold-standard treatment for children with autism spectrum disorder. Despite making this admirable move, many practitioners find th ...
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On this podcast, hosts Tammy Palazzo and Tim Wikstrom talk to a wide range of amazingly successful executives, business owners, and leaders about how learning to communicate effectively changed their lives and their fortunes.
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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
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InvestTalk 7-19-2024 – Is a Scarcity Mindset Holding You Back Financially?
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In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and adopting practical strategies, you can build financial resilience and weather any economic storm. Today's Stocks & Topics: FAST - Fastenal Co., DPZ - Dom…
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Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)? Chris Boyd and Jeff Perry outline in detail the various categories of investments that are not allowed to be inside an IRA. The conversation turns to a detailed dialogue of investments that may b…
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Having a Succession Plan for Your Advisor – Episode 11
22:27
22:27
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Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to discuss the importance of having a succession plan in case your advisor changes. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for…
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InvestTalk 7-18-2024 – Market Rotation: Small-Caps Surge, Tech Giants Tumble
45:58
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A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler inflation data, affect your investment strategy? Today's Stocks & Topics: ULS - UL Solutions Inc., Market Wrap, AGPPF - Anglo American Platinum Ltd., N…
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Fetta Facts - Financial Accuracy equals Financial Power I Jerry Fetta
13:51
13:51
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In this weeks episode of Fetta Facts, I go over how to make better financial decisions and grow your wealth. It all starts with finding accurate information. We’ll share simple tips and tools to help you verify financial data, so you can invest smarter and feel confident in your choices. Remember, accurate info means more financial power. Let’s get…
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Are you ready to finally master the art of public speaking and captivate any audience? Brendon Burchard, the world’s top high performance coach, is here to guide you through proven strategies and techniques to become a confident and compelling speaker. Discover how to overcome your fears, engage your audience, and deliver powerful presentations tha…
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Becoming a Change Agent in a Private Equity-Backed Environment
44:58
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Jessica Hamilton, Chief Financial Officer for LeaseCrunch, a cloud-based lease accounting software solution backed by Aquiline Capital Partners, joins us to discuss effective change management practices. Jessica offers insights on professionalizing businesses and executing platform strategies while keeping employees aligned. X-Factor is presented b…
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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
35:30
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Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…
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InvestTalk 7-17-24 - Is the AI Bubble Bursting?
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A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies struggle to find practical applications. Is this the beginning of the end for the AI hype, or just a temporary setback in the industry's evolution? ALSO…
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InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes
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Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws. ALSO in this podcast: MOH - Molina Healthc…
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Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and th…
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The Weekly Wealth Walk - Say Goodbye To Banks: Embrace the Sacred Account for True Freedom | Jerry Fetta
12:22
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In this week's episode of The Weekly Wealth Walk, I uncover the hidden truths about traditional banks and how they keep you trapped. Learn about the Sacred Account and how it empowers you to become your own benevolent banker, freeing yourself from the constraints of the banking system. Take control of your finances and secure your financial future.…
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InvestTalk 7-15-2024 - Fed Rule Change: Big Banks to Save Billions?
46:51
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The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge. ALSO in this podcast: MDT - Medtronic PLC (NYS), LW - Lamb Weston Holdings Inc. (NYS), MEDP - Medpace Holdings Inc. (NAS), URI - United Rentals Inc. (NYS), RSG -…
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Are you struggling to find the motivation to achieve your biggest goals? In today's conversation, cultivate a driven mindset, set ambitious goals, and maintain the motivation needed to achieve extraordinary success. In this episode, learn how to: Cultivate a Driven Mindset: Learn the importance of embracing the mindset of a Striver and stay focused…
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Including family in your financial planning
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Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial planning, estate planning, and help that may be needed from the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal story a…
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Sacred Account Review - Are You Really Doing It Right? | Jerry Fetta
47:42
47:42
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In this week's episode of Finance Friday, I go over the concept of the Sacred Account. Join us as we explore this unique financial strategy, uncovering its benefits and how it can help you build and protect your wealth. We'll break down the key principles, share practical tips for implementation, and discuss real-life success stories. Whether you'r…
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InvestTalk 7-12-204 - 6 Best High Interest Earning Strategies for 2024
46:18
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There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and drawbacks of each option can help you make informed decisions to optimize your returns and grow your wealth in the coming year. ALSO in this podcast: BLX…
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Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is impacting markets and the Federal Reserve’s posture on interest rates. Jeff summarizes recent stock market returns and reviews the AAII Investor Sentiment Survey (see links below) and Chris commen…
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InvestTalk 7-11-2024 – 2024 Cost of Living: HCOL vs LCOL States
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As we navigate the current economic landscape, it's crucial to understand the stark differences in cost of living between states. Factors like housing, groceries, healthcare, and utilities can vary significantly, impacting your overall financial well-being and disposable income. Identifying High Cost of Living (HCOL) versus Lower Cost of Living (LC…
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Fetta Facts - How To Save on Taxes While Helping Others | Jerry Fetta
16:07
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In this weeks episode of Fetta Facts, I go over, how Donor Advised Funds can help you donate smarter and save on taxes. Learn how they work, the tax benefits they offer, and how they can help you maximize your charitable impact while minimizing your tax bill. Whether you're a seasoned philanthropist or just getting started, this guide will show you…
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How to Optimize Your Brain Like an Expert
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Are you tired of constant mental fog or feel a lack of energy and focus in your day? In this episode, optimize your brain like an expert and operate at peak performance. Learn the science and strategies to enhance your brainpower, how to boost cognitive function, sharpen your focus, and develop the mental habits of top performers. In this lesson, d…
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Phil Bray - Effective Marketing in a Noisy World
47:47
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Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…
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InvestTalk 7-10-2024 – Nike’s Ex-Exec Return: Stock Boost?
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Nike brought back retired executive Tom Peddie to mend strained relationships with key retailers. This move aims to revitalize wholesale partnerships and distribution channels. Will this strategic decision impact Nike's stock performance and strengthen its position in the competitive athletic wear market? Today's Stocks & Topics: MO - Altria Group …
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InvestTalk 7-9-2024 – Can Quant Funds Steady Your Portfolio in Volatile Markets?
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It can be unclear whether quant mutual funds can effectively diversify portfolios and generate income during periods of market volatility. While quant strategies have historically performed well in volatile environments, their ability to consistently deliver stable income is less certain. Today's Stocks & Topics: COP - ConocoPhillips, QCOM - Qualco…
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Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios. One of the biggest reasons is emotion, and anoth…
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The Weekly Wealth Walk - Building Wealth: My Plan for Growing Passive Income | Jerry Fetta
11:50
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In this week's episode of The Weekly Wealth Walk, I go over my personal strategy for building wealth through growing passive income. Discover actionable tips, key insights, and practical steps you can take to create a steady stream of income and achieve financial freedom. Don't miss out on this essential guide to boosting your wealth! Jerry Fetta i…
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How to level up at work and earn more? [022]
1:44:44
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How to level up at work? Do you feel like you’re not fully using your potential at work? Or that you are not recognized and rewarded for the work you do? Have you ever wondered how to fast-track your career, climb the professional ladder, and earn more? Wherever you are in your career, there are ways for you to level up at work. This is what we dis…
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InvestTalk 7-8-2024 – How Fed Rate Cuts Impact Gold Prices
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Analyzing past trends, gold has historically delivered positive returns during periods of interest rate cuts by the Federal Reserve. Will this time be any different? Today's Stocks & Topics: Annuities, Sell Orders, Market Wrap, Capital Gains Tax, How Fed Rate Cuts Impact Gold Prices, U - Unity Software Inc., AOS - A.O. Smith Corp., Earnings Season,…
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Lessons from the Morningstar Investor Conference
30:40
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Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legendary investor Mario Gabelli. Chris goes on to share what he took away from Morningstar’s CEO Kumal Lapoor’s comments at the Conference which in part pre…
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Tap Into Joy at Any Moment – Using This Skill
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It’s easy to get caught up in the day to day distractions of life and forget what a gift it is to simply be alive. In this session, Brendon guides you on how to reignite your sense of wonder and imagination. Discover how to tap into these powerful forces to boost your creativity, solve problems, and achieve extraordinary success. In this episode, y…
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The #1 Secret To Maximize Your Passive Income| Jerry Fetta
31:14
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In this episode of Finance Friday, I go over the Key to achieving passive income. Discover proven strategies and practical tips to help you build a steady stream of income without trading your time for money. Whether you're just starting out or looking to expand your current income sources, this video will guide you on your journey to financial fre…
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348: Digital Currencies & Gov't Control: Navigating Privacy in a Cashless World & Building Resilient Financial Strategies with Catherine Austin Fitts
49:25
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Jason welcomes Catherine Austin Fitts, of the Solari Report back to his show after nearly eight years. Catherine, served as Assistant Secretary of Housing under George H.W. Bush. They discuss the disappearance of trillions of dollars from federal budgets, starting in the mid-90s and escalating over the years. By 2001, $4 trillion was unaccounted fo…
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InvestTalk 7-5-2024 – AI in Finance: The Future of Impact Investing?
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AI can enhance impact investing - investments generating social and environmental impact alongside financial returns - by improving data analysis, decision-making, and impact assessment. However, it's crucial to mitigate risks and align AI tools with core principles to avoid systemic biases. Today's Stocks & Topics: HDSN - Hudson Technologies Inc.,…
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First half review of the markets for 2024
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First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The conversation turns to a detailed analysis of Nvidia returns, including a history of the company and an outlook for other companies in the semiconductor industry. Chris asks Brian about his ou…
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Navigating the Private Equity Landscape: Lessons from a First-Time CEO
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Christian Leard, CEO at Perennials and Sutherland, joins us to discuss the journey from a large company executive to his first PE-backed role as CEO of a mid-market company. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insi…
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What does it really take to have a healthy and successful life? In today's discussion, we'll define your health and success goals, and implement powerful strategies to overcome obstacles that might be holding you back. In this episode, you will discover how to: Define Your Health and Success Goals: Identify and set clear goals in mental, emotional,…
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How to Not be a Burden on your Kids - Episode 10
24:17
24:17
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Financial Advisor Morgan Veth, CFP®, joins James Bogart, CFP®, CHFC® to discuss how a sound financial plan can lift the burden on your kids regarding financial, medical, and lifestyle decisions in your older age. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous pres…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
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1
InvestTalk 7-4-2024 – Best of Caller Questions
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Mon…
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Fetta Facts - High-Yield Savings Account vs. Whole Life Insurance: Which Is Better? I Jerry Fetta
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In this week's episode of Fetta Facts, we explore the intriguing question: "Is Whole Life Insurance Better Than High-Yield Savings?" Join me as we uncover the hidden benefits of whole life insurance that might just make it the superior choice for your financial future. I'll share insights on how it can offer more than just savings and why it might …
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Andy Baxley - The Power of Financial Purpose
43:21
43:21
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Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…
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InvestTalk 7-3-2024 – Mortgage Payoff vs Investing: Which Builds Wealth Faster?
47:17
47:17
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Deciding whether to pay off a mortgage early or invest excess funds is a challenging financial dilemma. By comparing potential 8% investment returns to mortgage interest savings, while factoring in tax implications and retirement planning, it's possible to determine the optimal wealth-building strategy. Today's Stocks & Topics: PERI - Perion Networ…
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InvestTalk 7-2-2024 – Trump vs Biden: How Each Will Impact U.S. Sectors
46:25
46:25
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The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructure, financials, and more. Today's Stocks & Topics: SNOW - Snowflake Inc., BEAT - Heartbeam Inc., Market Wr…
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Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well…
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