401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
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The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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A podcast made to help financial advisors make the most of their client’s charitable giving.
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The Wealth Academy Podcast host asks listeners, "Who doesn't want to be wealthy or at least financially secure. We agree with listeners that money is essential to being able to take care of one's needs and wants however there are more important aspects of life that create and define wealth. Our mantra is 'Wealth Is More Than Just Money." The Wealth Academy Podcast delves into a multitude of elements that constitute wealth and host Paul Lawrence Vann will provide solo broadcast and invite gue ...
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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
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The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
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Listen Weekly to Nationally Recognized Financial Expert and Founder of Crown Haven Wealth Advisors, Casey Marx, talk about the latest must-know financial happenings from around the globe, tips and tricks for sustained financial freedom, and the business and life lessons Casey has learned along his path building one of America's Elite Independent and Fiduciary Financial Planning Practices.
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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What is Wealth? We asked ourselves the same question. Join financial adviser, Hannah as she hosts couples counselling sessions for you and your bank account, answering the questions you’ve always wanted to ask. From how to actually get that pay rise to what your credit card might be doing to your brain, she tackles money matters like you’ve never seen them before. Whether you’re getting started with investing or just want to make your budget work, she’s here to talk you through the small pri ...
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Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management. In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance. But clarityON goes beyond numbers and charts; we're passio ...
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An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.
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Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
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MoneyBriefings.com explores ideas on the financial markets, the economy, and other issues that matter to investors.
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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"Old wealth is built by owning more, new wealth is built by owing more." Welcome to Leverage Addicts, the podcast for purpose-driven entrepreneurs, investors and hustlers who want to maximize their time and capital by using leverage. Join us as we dive into the world of property investing and explore the different journeys of successful investors. We'll dissect real-world deals and strategies, and give you the tools you need to navigate the market and make the most of your investments. Wheth ...
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the worl ...
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Join Deborah Knight for Money News, the most respected business program on radio. If you crave the latest insights into super & small business, interest rates & investment, and economics & e-commerce, then the team at Money News has everything you need to know. Add your voice to the conversation Monday to Thursday 7pm to 8pm by calling 131 873, texting 0460 873 873, or emailing moneynews@2gb.com
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The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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This is to all of our Fellow Money Masters, The Wealth Advancement Services Show is about helping you create a financially comfortable life. We believe money has three phases Earn It, Respect It and Make It Work For You. Once you learn and apply all three phases you will be well on your way to creating the debt free and financially comfortable life you deserve.For More about us visit WealthAdvancementServicesGroup.com
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Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
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Corey Peterson is a rags to riches real estate entrepreneur and self made millionaire. He's a best selling author and has been featured on Fox, CBS, ABC, NBC affiliates. Multifamily apartments is his passion and specifically how to put deals together that operate effectively and cash-flow. If your tired of the hustle and grind from fix and flipping, let Corey, pull back the curtain and show you power of multifamily apartments and cash-flow.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Let's talk about finances, bust through the taboos and take charge. We can create our own fabulous financial futures. We are UK based authorised and regulated Independent Financial Advisers dedicated to empowering women around their money. Women’s Wealth Ltd is an appointed representative of Professional Financial Planning Group Ltd which is authorised and regulated by The Financial Conduct Authority, no. 950921.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Maven Money Personal Finance Podcast
Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
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Wellness. Wealth. News. Entertainment. Relationships. Family and More!
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Insights and analysis on the bank wealth management channel from Bank Investment Consultant.
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Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Stairway to CEO is a podcast, hosted by entrepreneur Lee Greene, featuring untold stories from inspiring Founders & CEOs about what it takes to start and grow a business.
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WLCPod: Expert advise for direct sales, network marketing, and party plan consultants from Wendy Lloyd Curley, Independent PartyLite Consultant and Leader
Wendy Lloyd Curley, Independent PartyLite Consultant
Wendy Lloyd Curley is a dynamic person who is passionate about everything she does. With creative energy, an engaging presentation style, humour, business savvy, and authenticity, Wendy brings a wealth of experience and sensibility to her audience.
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Leo Daily Horoscope Reading is your source for radiant and confident astrological insights, tailored for those born from July 23 to August 22. Embrace your Leo pride with guidance from the cosmos.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Prosperity is more than a number. It's the power to shape what's possible - for you, your family, and your heirs. Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Hosted by your Chief Prosperity Officer® Mark Chandik
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Listen Up Show with Mitchell Chadrow
Mitchell Chadrow: Fintech Entrepreneur, Attorney, and Business Startup Advi
Find out what makes the greatest people great and how to apply those lessons to your family, business and life. Join fintech entrepreneur, attorney Mitchell Chadrow as he shares inspiring stories from startups, leaders and entrepreneurs with excellent business success, and world-class execution and influential people globally. Visit Him On: http://mitchellchadrow.com
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Hey we're Queenie and Pablo, and we're on a journey to reach financial freedom so we can enjoy our life while we're young without having to worry about money. On this podcast, we share how we're building wealth and money saving hacks you may not know about. If you'd like to come along on our journey you can follow for more! Hosted on Acast. See acast.com/privacy for more information.
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler. Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society. Links: The Orchard Practice Cavendish Content Leave a review! Support our show with a donation! Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for mo ...
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The Market Wrap with Kate Hanrahan, Private Client Adviser, Sequoia Wealth Management
9:25
9:25
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Company reporting again dominated the market, with Brambles, Charter Hall, Corporate Travel Management, and Breville all in focus. ASX200: up 0.16% to 8,010 AUD: 67.35 US cents GOLD: $2,549 USD/oz BITCOIN: $88,257 AUD Property investors Charter Hall saw its shares climb by 15.8% despite posting a big loss for the year. Pallet producer Brambles saw …
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The Past, Present and Future with Morningstar Retirement’s Brock Johnson
19:35
19:35
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Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…
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Marnie Baker, CEO & Managing Director, Bendigo & Adelaide Bank
7:26
7:26
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As competition heats up in the banking sector, Bendigo has grown its customer base, helping the company to lift its profits. See omnystudio.com/listener for privacy information.By Money News
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The Market Wrap with Elio D'amato, Stockopedia
9:33
9:33
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The US will get its first rate cuts soon, so will that continue the recent gains seen across global markets, and how long until the RBA acts? See omnystudio.com/listener for privacy information.By Money News
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Mark Fitzgibbon, CEO & Managing Director of NIB Group
11:19
11:19
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NIB has seen people keeping hold of their health insurance despite rising cost of living challenges, with profit up 67%. See omnystudio.com/listener for privacy information.By Money News
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MWP August 26: Good signs on US rate cuts helps ASX to more gains ✂️
4:37
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US Fed Chair Jerome Powell has signalled that rate cuts are on the way, giving a kick to both our local market and the Aussie dollar. See omnystudio.com/listener for privacy information.By Money News
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Retirement Planning: The Ultimate Puzzle You Must Solve
47:27
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Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement. If…
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Planning for Retirement Can be Daunting, We have Helpful Tips
48:57
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Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to understanding your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress -free retirement If you h…
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Episode 18 | What makes a successful business owner Part 2
34:53
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In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally. Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", buildi…
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Why You Need Bitcoin In Your Portfolio | Balance Property Investments with Crypto Assets
52:00
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In this episode, we discuss why you need bitcoin in your portfolio. Darcy shares his insights on why crypto is a valuable addition to a diversified portfolio, addresses common concerns, and provides practical steps for beginners. Discover recommended portfolio ratios and explore how crypto’s role in long-term investment strategies is evolving. Cont…
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Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement
35:31
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Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement. The discussion touches on the importance of considering Congress and not just the president when it comes to changing laws and policies. He also delves into the impact of different admini…
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Joe Murphy discusses the seven habits of highly effective people and retirement readiness.
51:43
51:43
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Joe Murphy discusses the seven habits of highly effective people and retirement readiness. They emphasize the importance of accurate information and planning for retirement, using tools like calculators and budgeting. They also discuss the timeless wisdom found in self-help books and the value of gaining knowledge and perspective. The conversation …
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Bank of Queensland to cut jobs & close branches; Aussies put their trust in Aldi; infrastructure excitement around the nation; NAB to remove bonus cap on mortgage lenders; Super Retail Group brings in good sales; Jackson Hole Symposium to get underway; what price do you put on a good night’s sleep?; Ben Affleck & Jennifer Lopez put the spotlight on…
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Bennifer is no more, with Ben Affleck and Jennifer Lopez set to divorce. But with no prenuptial agreement in place, is it something more Australians should be thinking about before marriage? See omnystudio.com/listener for privacy information.By Money News
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Anna Baker, sleep consultant & founder of SleepBaker
7:20
7:20
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Would a good night sleep for you and your family be worth as much as $1500? See omnystudio.com/listener for privacy information.By Money News
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The Market Wrap with Tony Sycamore, Market Analyst, IG Australia
9:02
9:02
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We’ve been told retail is on its knees in economic headwinds, but another good result – this time for Super Retail Group – might be shifting the narrative. ASX200: up 0.21%, 8,027 AUD: 67.49 US cents GOLD: $2,541 US/oz BITCOIN: $90,484 AUD WiseTech Global jumped another 7.8% to a record high of $120.39. Not so lucky was Megaport, which saw shares d…
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Terry Rawnsley, Director, Planning & Infrastructure Economics at KPMG Australia
9:22
9:22
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Sydney’s new Metro has won public admiration for its design and scale, so what can good public infrastructure add to the overall economy? See omnystudio.com/listener for privacy information.By Money News
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MWP August 22: Super sales for Super Retail, as ASX hits 10-in-a-row! 🚗🏕️🏑
4:31
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Retail results continue to surprise, with Super Retail group increasing its sales over the last financial year. While the ASX continues its upward charge. See omnystudio.com/listener for privacy information.By Money News
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Are tech stocks the new property for wealth building?
14:04
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The world is a very different place now than 50 years ago and boomers financial strategies won't have the same effect for us anymore - is there a better way?! Spoiler alert - I've run the numbers and the answer is ✨nuanced✨ Link to the pace of technological change stats mentioned here Have a browse of my website here and if you want to learn more a…
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Coffee machines help Breville to a big year – is it the essential we can’t live without?; the tech sector boosted by WiseTech Global’s performance; Scentre supporting families of Bondi Junction victims; Amazon selects Sydney for first same-day delivery trials; how easy is it to change up your brand after many years?; Hong Kong high schoolers get an…
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Chris Illman, Bickford's Group Head Of Sales and Marketing
7:58
7:58
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A change is as good as a holiday, but if you’ve got a 150 year old brand, can a change be the spark that brings increased business to your company? See omnystudio.com/listener for privacy information.By Money News
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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board]
21:39
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In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …
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Richard White, WiseTech Global CEO & Founder
9:22
9:22
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The tech sector has been riding a wave of optimism and revolution, with Australia’s Wisetech Global forging ahead in the logistics space. See omnystudio.com/listener for privacy information.By Money News
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MWP August 21: ASX claws its way into the green, helped by a good WiseTech result 🚚📦✈️
4:44
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Another day of gains on the Australian share market, with tech companies leading the way offsetting losses in Energy. See omnystudio.com/listener for privacy information.By Money News
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The RBA Minutes reveal rates could be higher for longer; how can the government reduce its spending?; company reporting season continues; aged care access on the agenda; small business conditions continue to weaken with more insolvencies; and Henry Jennings joins us for the Market Wrap. Host: Deb Knight Executive Producer: Tom Storey Technical Prod…
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Julie Rynski, NAB Executive, Business Banking Metro and Specialised
6:06
6:06
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Small business conditions continue to be sobering news, with hopes that an increase of insolvencies doesn’t last too long. See omnystudio.com/listener for privacy information.By Money News
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Catherine Stoddart, Brightwater Care Group CEO
8:26
8:26
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The aged care sector will be increasingly under pressure in years to come, so could a plan to change access ages actually work? See omnystudio.com/listener for privacy information.By Money News
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The Market Wrap with Henry Jennings, Senior Investment Analyst & Portfolio Manager at Marcus Today
5:20
5:20
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Yancoal dominated company news, opting not to pay a dividend in preparation for some big moves in coal. See omnystudio.com/listener for privacy information.By Money News
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With the RBA signalling higher rates for longer, it’s now up to the government to take the lead and make some tough decisions to help the economy. See omnystudio.com/listener for privacy information.By Money News
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MWP August 20: RBA Minutes show rates could be higher for longer, as ASX keeps going up ⬆️
4:34
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Company reporting continued, as the ASX made its 8th-straight day of gains, plus the RBA Minutes are released. See omnystudio.com/listener for privacy information.By Money News
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Insurance premiums to remain high as Suncorp reports; parliament to pass CFMEU administration bill; Ampol enthusiasm for EVs dwindles; Booktopia gets a lifeline; prepare for the next era of cybersecurity; Australians keep making sea & tree-changes; ; and Adam Dawes joins us for the Market Wrap. Host: Deborah Knight Executive Producer: Tom Storey Te…
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The global meltdown caused by Crowdstrike’s failures last month has thrust online security back into the spotlight. See omnystudio.com/listener for privacy information.By Money News
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The Market Wrap with Adam Dawes, Senior Investment Adviser, Shaw and Partners
8:36
8:36
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Reporting season continues, with results of Suncorp, Ampol, a2 Milk & Bluescope all in focus. See omnystudio.com/listener for privacy information.By Money News
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Jason Pellegrino, Domain CEO & Managing Director
8:45
8:45
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Domain has boosted its profits over the last full year, but will the market keep strong even if rates stay higher for longer? See omnystudio.com/listener for privacy information.By Money News
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Service levels among UK insurance companies have dropped significantly over the past few years. In this latest FT Adviser editor's podcast, which is worth 30 minutes of CPD, Roy McLoughlin, director of strategic partners at Cavendish Ware and member of the Protection Distributors Group, talks to Simoney Kyriakou, editor of FT Adviser, about what ne…
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MWP August 19: Premiums set to stay high, as Suncorp boosts its profits 🌪️⛈️🌊
4:44
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A big year for Suncorp saw the company extend its profits, as the ASX finished up yet again. See omnystudio.com/listener for privacy information.By Money News
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Retirement Savings Check Up: Are You on Track?
46:54
46:54
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Coming up on this edition of "Retire Smart Maryland",you're five or maybe 10 years away from retirement. Are you prepared both financially and emotionally for that transition? We'll make sure that you have your bases covered and give you a few important actions to take to help make sure that you are staying retirement ready. If you have any questio…
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Plan Today, Own Tomorrow: To Roth or Not to Roth?
48:35
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On this week's show: A question we often hear is, should I do a Roth conversion? As you might expect, the answer depends on the circumstances. We'll highlight some reasons when it might make sense, and when it might not, today on Plan Today on Tomorrow. If you have any questions about your own retirement call Garry Thurman, Guardian Investment Advi…
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Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs).
52:16
52:16
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In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a R…
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How To Become a Successful Adviser In New Zealand | Yan's Journey to $25million Settlement
19:57
19:57
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Have you ever wondered how to become a top successful in New Zealand? Yan is an up-and-coming top adviser and investor with a rich background, including international experience. Hosted by Andrew, we dive into Yan’s journey and the strategies that have shaped his career. Contact Yan: https://mhq.co.nz/staffmember/yan-huang/…
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement.
36:15
36:15
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the signifi…
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Australia’s unemployment rate grows to 4.2%; US inflation trending in the right direction; Telstra adds customers to its mobile network; Cochlear forecasts continued demand; car reselling unaffected by an economic slowdown; a boost for media & advertising thanks to the Olympics; and company reporting continues in the Market Wrap. Host: Deb Knight E…
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A slowdown in economic conditions hasn’t affected the car resale markets, with Car Group still seeing opportunity for international growth. See omnystudio.com/listener for privacy information.By Money News
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Ben Willee, General Manager and Media Director for Spinach Advertising
5:55
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In a big week for Australian media, we look at the Olympic boost for Nine, why Seven’s revenue was soft, and the likely impact of gambling ad reform. See omnystudio.com/listener for privacy information.By Money News
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Cochlear is putting faith that the demand for implants will continue, with sales revenue & net profit up across 2023-24. See omnystudio.com/listener for privacy information.By Money News
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US inflation on the right track, unemployment rises & the Market Wrap
2:17
2:17
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The big economic data doesn’t stop coming, with better signs out of the US. At home jobs are being added – just not as quickly. While the Australian share market continued its positive run. ASX200: up 0.19%, 7,865 AUD: 66.24 US cents GOLD: $2,493 US/oz BITCOIN: $87,701 AUD Energy giant Origin suffered a share price fall of 9.4%, despite posting a 3…
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Michael Ackland, Chief Financial Officer for Telstra
10:02
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Telstra’s booming mobile division has offset the struggles the company has faced from a downturn in enterprise. See omnystudio.com/listener for privacy information.By Money News
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MWP August 15: Telstra's mobile division dials up success, with the ASX lifting again 📱☎️💬
4:56
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Telstra has added an extra 560,000 customers to its mobile network, helping the company while its enterprise business is going backwards. See omnystudio.com/listener for privacy information.By Money News
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Why do leaders make the best clients? In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond…
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How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
1:17:43
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Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust s…
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