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The Moneywise Guys

Wealth Management - Community

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The Moneywise Guys podcast is all things funny, finance and business. Utilizing both regional and national hot topics of the day as talking points, this show is dedicated to breaking down and making fun of often dry, confusing financial concepts while offering simple, practical financial solutions for everyday people and all pocketbook sizes. Website: www.MoneywiseGuys.com
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Perspectives

Rothschild & Co Wealth Management Switzerland

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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Wealth Management Invest

WealthManagment Invest

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
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The Holistic Wealth Podcast with Keisha Blair – the weekly podcast that features celebrities, influencers, CEO's, and everyday people. The show will also showcase various experts on the key pillars of holistic wealth such as financial wellness, physical health, emotional wellness, and spiritual health. Hosted by Keisha Blair, Award-winning, bestselling author of Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness and Founder of the Institute on Holistic Wealth ...
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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A Wiser Retirement™

Wiser Wealth Management

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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement™ Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decis ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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What does it profit a man to gain the whole world and lose his soul? This podcast provides spiritual insights about creating a Christian Retirement Plan. In each episode, he answers questions Christians have about how to build wealth and live a financial life according to the Word of God. The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional and owner of A.B. Ridgeway Wealth Management.
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The Local

Fairhaven Wealth Management

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The Local brings you conversations with residents and business owners of Wheaton, Illinois, uncovering amazing stories happening every day. Brought to you by Fairhaven Wealth Management and Flint Rock LLC.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Barenaked Money

Verecan Capital Management Inc.

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The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by Verecan Capital Management Inc. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada, except Manitoba.
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Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
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The Wealth Alchemist

KDI Wealth Management

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Join Kevin and Carrie Dick as they dive into the world of wealth management, sharing insights on building wealth, investments, taxes, estate planning, and more. Let's embark on this journey to financial empowerment and education together! The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and advisory ...
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Down the Middle

Peter Mallouk & Jonathan Clements

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Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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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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Business Tales

Signature Wealth Management Group

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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Ian Payne an ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. ...
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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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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Show Me The Money

Floyd Financial Group

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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast] Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth ...
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Retirement Results

Active Wealth Management

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Ford Stokes and his Team of Fiduciary Advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 - or - Dial #250 on Your Cell Phone and Use the Keyword "Retirement Results" For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Finance is being pulled apart by the forces of frontier technology. From AI, to blockchain and DeFi, mixed reality, chatbots, neobanks, and roboadvisors — the industry will never be the same. Here is the blueprint for navigating the shift.
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The Boosting Your Financial IQ podcast deconstructs accounting and financial concepts to provide listeners with a holistic understanding of how money works and how to create more value. The host, Steve Coughran, brings his wealth of experience working as a business owner, management consultant, and CFO to share examples, stories, and analogies that deepen business acumen and build skills related to financial literacy. Boosting Your Financial IQ centers in on financial and accounting topics t ...
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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.By Annex Wealth Management
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Dive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging f…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Sho…
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No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid…
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Should I get out of debt before I retire? It’s one of the more common questions we get when we meet with people getting closer to retirement. It’s important to understand that not all debt is the same. Let’s examine different types of debt to help determine whether you should get out of debt before you retire. Retirement Plan Checklist: https://bit…
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Welcome back to the In Your Business podcast, your go-to podcast for leadership, business, and finance, hosted by Michael Sayre and produced by CUI Wealth Management. In this episode, Michael addresses a common and critical question that everyone wants to know - how much can one withdraw from their investment accounts without running out of money i…
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You have a financial plan in place, but you haven't revisited it for quite some time. Does this sound like you? Well, if you aren't revisiting your financial plan, your ability to take care of your loved ones forever may be in jeopardy. On the latest installment of the Plum Pointe Wealth Management Podcast Series, Brian Dunckley addresses the overa…
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WealthManagement.com’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approache…
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The reality of the situation is that most business owners aren't adequately prepared for passing on their business and executing a well-designed succession plan. Oftentimes, these efforts and conversations are happening too late. On the latest episode of Modern Wealth Management, Darrick covers the most important considerations that business owners…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agr…
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Weight Watchers stock plummets 20% as billionaire decides that drugs instead of hard work is the answer. History just repeats itself, I guess, because Oprah Winfrey is promoting yet another weight loss program. After 50 years of promoting Atkins, WeightWatchers, and bringing on countless health experts. She is turning to drugs. Even as a billionair…
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You don't have to depend on wealthy parents to become a millionaire. In this video, I react to 3 tips that Ramit Sethi, who is the host of Netflix's "How To Get Rich" and New York Times bestselling author of "I Will Teach You To Be Rich" shares on this video. Are you doing these 3 things? Are you are on track to becoming a millionaire? Check out th…
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On this episode, Ford Stokes and Sam Davis walk listeners through the ten essential steps you should be taking if you expect to retire in the next ten years. For More Information: RetirementResults.com We are your resource for all things retirement and financial planning Contact Ford Stokes Here and Retirement Results at (770) 685-1777 Watch Our Yo…
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In this week's Market Minutes recap, our team of investing experts discusses various topics including the recent leap year, the GDP for the fourth quarter of 2023, consumer spending, unemployment claims, and inflation. They also discuss the Federal Reserve's outlook on interest rates and the equity market's performance. Additionally, they delve int…
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In a viral clip, Chad "OchoCinco" Johnson explains why he saved nearly 83% of his salary from the NFL. As a multi-millionaire, he speaks to the insecurities and our need for validation that causes us to spend money unnecessarily. This clip was so viral the Dave Ramsey show picked it up and in this episode we both give our takes on what it means to …
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Lex chats with Christian Catalini, co-founder and chief strategy officer of Lightspark - a company aiming to break down global payment barriers, throwing its weight behind a new standard intended to make payments as easy as sending an email. Christian kicks off by discussing his career in blockchain and academia, as well as the challenges and oppor…
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In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QAIB) report, which revealed the significant performance gap between mutual fund investors and the fun…
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This episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, features Matt Jones and Neil Staines discussing global macroeconomic themes for professional investors. They delve into the ECB's monetary policy in light of recent data, anticipating continued caution rather than immediate rate cuts. In the UK, the focus shift…
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Diamonds aren’t just a girl’s best friend, they are becoming best friends with the fastest and longest lasting microchips in the world. Technology is always the X factor that can change the course of investing. A fascinating Wall Street Journal in today's Market Intel segment, then Medicare and health insurance expert Shelley Grandidge joins us. MA…
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A deceased father did not leave a will. This was his second marriage and his surviving wife has left the state, leaving the home unattended and not paying the mortgage. His daughter wants to move in and has been paying the mortgage but she can't keep up with two households. To her surprise, she has NO rights to the home because it is community prop…
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The Moneywise Radio Show and Podcast Thursday, February 29th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement linkedin: MoneywiseWealthManagement Guest: Michael George, EV…
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In 10 years will you be able to rely on social security to be there for you? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if social security is going to pay out benefits in the future and a six part plan on how to fix social security. If you enjoyed this episode, make sure to check out our latest podcast on 2024 Sto…
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The Moneywise Radio Show and Podcast Wednesday, February 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement linkedin: MoneywiseWealthManagement…
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Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse …
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As a million new apartments come on line, the Wall Street Journal reports that sales of apartment buildings were down 68% in November of 2023. Prices paid for apartment properties fell 12%. Rents are falling, vacancies increasing. We’ll have that report in the Market Intel segment, then some deep insights on where smart retirement money is going, a…
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There may be some massive layoffs for companies coming. What will you do if it happens to you? Late December 2023, Newsweek reported that over the 900 companies they surveyed 4 out of 10 of those companies were considering layoffs due to the anticipation of recessions and others stated they were reducing the workforce in favor of AI or artificial i…
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Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women …
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The Moneywise Radio Show and Podcast Tuesday, February 27th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement linkedin: MoneywiseWealthManagement Guest: Lori Malkin, Founde…
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Major stories developing on the global economic front, including: Budget Battle in Congress as Shutdown Looms US Dollar is Riding High NVIDIA Surge Sparks Market Shakeups Apple Ditches EV for AI Wood Trades Chips for Code Buffet Sits on Record Reserves Ant Overruns Citadel Telecom Titan Considers Takeover Xi Scrutiny Spurs China Brain Drain Elon’s …
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In this episode, we're tackling the hot topic of Canada's population growth and its economic implications. We're discussing the concept of a "population trap", as highlighted by National Bank Financial, and the critical need for increased investment in our capital stock. Join us as we delve into how immigration affects the housing market and the si…
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Silicon Valley and other tech hubs are losing the tech talent war, says Wall Street Journal. Metro areas that consistently attracted huge numbers of tech workers have hit a turning point. Silicon Valley, San Francisco, Boston, New York, and LA, are seeing layoffs and moving vans, not new startups. Which cities are winning? We’ll review that in the …
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When a young couple gets together one of the first things they start to do is to combine their resources. OK! We're finally married, let's get a house together, let's get a bank account together, let's do this thing we call life... together! But one vital question we don't ask is, Are you currently saving for retirement and if so how are you doing …
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Are you tired of hearing how amazing the Ontario Teachers’ Pension Plan (OTPP) is, leaving you feeling left on the sidelines for a comfortable retirement just because you’re a pensionless T4 employee, Canadian business owner, or entrepreneur? For the few industries that still provide Canadians defined benefit pension plans (DBPP), these sources of …
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Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio…
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The Moneywise Radio Show and Podcast Monday, February 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement linkedin: MoneywiseWealthManagement…
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Last year, Silicon Valley laid off thousands of workers, led by Meta. This year, Meta is the only Silicon Valley company hiring right now, with the intent to rule in the area of AI. Will it drive the share price higher or lower? Meta’s stock has been soaring for almost a year. Will it continue? We’ve got the Barrons report in the Market Intel Segme…
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