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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For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Care For My Wealth Show with Capstone Wealth Management, a weekly show that airs Saturdays at 9am on The Big 1070 in Madison.
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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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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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Radio and TV Personality O'Donnell and President & CEO of Annex Wealth Management Dave Spano discuss current events at the intersection of wealth and policy.
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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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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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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Tired of not knowing what to do with your retirement and hard earned investment savings? Listen to our show for easy tips, topics and info that will help you make better investment decisions.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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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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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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Each week, members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats of the markets and economy. Go deep and listen to the team talk through what's helping guide their decisions.
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When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make ...
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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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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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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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Hot topics, fresh stories and useful formation; all in 60 seconds
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At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
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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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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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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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Financial Education and Entrepreneurship for Professionals
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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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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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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Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.
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Financial Education and Entrepreneurship for Professionals
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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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Financial Education and Entrepreneurship for Professionals
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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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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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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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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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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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 Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Mellon Wealth Management: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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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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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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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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Major indexes recaptured their trend durations Tue...but those are once again at risk with the META blow-up. META needs to re-take $474 for it to not be in the bear house. 4 of the "Mag 7" are now bearish trend. Big tech rolling over? STILL...lot sof similarities to the OCT 2023 lows happening throughout markets and macro.…
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#507: Beyond a Resume: Rethinking the Hiring Process
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When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In a tight employment market, focusing more on natural talents and strengths can help you secure top talent. On this episode of the Dentist Money Show, Ryan talks with Dr. Michael Neal, Founder of Build My Team, about how…
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Maximizing Your Inheritance: Expert Tips on Estate Planning and Tax Strategies
1:08:43
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Tune in to this exciting episode of the podcast, where Branden Ducharme and guest Preston Mathews tackle the complex world of estate planning and tax implications. Learn about gift and estate taxes and how they may or may not affect you depending on the size of your estate. Discover the benefits of the step-up in basis for inherited real estate and…
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You’ve sold your business and there are countless questions and logistics that need to be addressed. How do you manage the emotion and the loss of that business owner identity? How do you manage what is now a liquid asset in your life? On the latest episode of the Plum Pointe Wealth Management Podcast Series, Brian breaks down these critical questi…
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EPISODE 100! "It feels worse than it's been" (the week, not the podcasts)
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Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates.By Annex Wealth Management
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First Trust Senior Economist Andrew Opdyke joins Dean Barber to make a guest appearance on America's Wealth Management Show. Tune in to learn Andrew's keen insight on the Fed's actions since 2020, the economic impacts, and where Americans find themselves in today's landscape. Financial Planning Tool: https://bit.ly/3W4fOWa Meet with Us: https://bit…
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Sunday, April 21st. Have we forgotten what risk feels like?
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A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.…
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Saturday, April 20th. A stumbling bull or an awakening bear?
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Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.…
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How Parents Can Teach Teens About Investing
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Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more…
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Stock Market Investing in Election Year 2024
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43:17
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Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here t…
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WealthManagement INVEST: Trends and Innovations in Alternative Investments
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Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…
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The Aussie value managers going big on Europe and China
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29:54
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Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.By Citywire
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Vinay Nair: Using AI to Personalize Wealth Management at Scale
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How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.By Barron's Advisor
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Vote For Your Ballot, Not Your Life Savings
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28:41
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As we draw closer and closer to another Presidential election in 2024, many investors are wondering how their portfolio will perform based on who is ultimately elected President of the United States. And throughout history, investors often make investment mistakes because of their perception of the election results. On the latest episode of Modern …
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Daily IQ Retirement Brief 4/25/24
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4/23/24 Peak Boomer Issues & Past Inflation (with Dan Akroyd)
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The Moneywise Radio Show and Podcast Tuesday, April 23rd 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: MoneywiseWealthManagementBy Wealth Management - Community
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A Common BIG Life Insurance Misconception (094)
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When my cousin casually mentioned he didn't have life insurance for his non-working spouse, it sparked an important conversation. This episode is a must for anyone that underestimates the economic value of a stay-at-home partner. Don't let the absence of a salary fool you into thinking there's an absence of value; we break down the cost of replacin…
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(#227) New "Grandparent Loophole" for College Savings
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It doesn't matter if you have adult children, young children ,or your a child yourself. The idea of paying for college never goes away. But there is some good news for those who are seeking to help pay for higher education for their loved ones. There are some new rules coming out through the Department of Education for the revised Free Application …
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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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Daily IQ Retirement Brief 4/24/24
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How a Gas Station Employee Grew an $8 Million Fortune Through Investing
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Join Paul Moffat and Zach Taylor as they discuss the remarkable story of Ronald Read, a man who’s life and legacy offers profound lessons in the power of investing and frugality. Through wise and frugal investing, Ronald Read quietly gained a fortune of nearly $8 million dollars as a gas station attendant. Listen to learn about his valuable insight…
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Updated Online Budgeting Trends - Interview with Robin Growley
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In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them. For More Information & to Check Out Previous Episodes: RetirementResults.com To Learn M…
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Episode 103: The Canadian Budget | What's In It For Me?
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The team reviews some of the more...interesting parts of the Canadian Federal Budget and, in terms that make sense, tell us how included changes might impact you. Josh & Colin also cover recent relevant headlines!By Verecan Capital Management Inc.
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If you’re worried that artificial intelligence will transform your job, insinuate itself into your daily routines, or lead to wars fought with lethal autonomous systems, you’re a little late—all of those things have already come to pass, says Christopher Mims, the Wall Street Journal’s chief Technology editor. We’ll review his eye-opening report in…
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(#226) What Happens To My Stuff If I Don't Have a Will?
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One day you are going to die. I don’t like to be so blunt but it is true. But a majority of investors make decisions about their finances as if this is not the reality. And if you die without a Will, you are basically leaving your family with the responsibility of picking up all of the pieces of glass, we call life, as it shatters into a thousand p…
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4/22/24 How Much Is It Worth? A Conversation with Appraiser Mike Burger
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The Moneywise Radio Show and Podcast Monday, April 22nd 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 Guest: Michael Burger, Real Estate Appraisal Professional. Offices…
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Andy Schell: Leadership Lessons From the High Seas
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The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.By Barron's Advisor
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Daily IQ Retirement Brief 4/23/24
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Put on Your Oxygen Mask First - Moyra Gorski
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I am thrilled to announce the latest episode of The Local podcast, where we had the pleasure of hosting Moyra Gorski, a local wellness entrepreneur extraordinaire. An informative podcast where Moyra explains you must set boundaries for yourself and get off the emotional roller coaster of life – nobody’s coming! She encouraged listeners to pay atten…
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Illiquid Assets and Over-investing in Yourself
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If you’re already living the lifestyle you want, what is the point of liquid assets? Is there too much risk in tying up the vast majority of your assets? And more importantly, if you already have far more money than you’ll ever need, what is the purpose in continuing to invest for the future when you could be enjoying that money in the present? “Da…
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The Fed is willing to wait. Homebuyers might not be.
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Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.By Annex Wealth Management
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Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a…
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#506: Two Cents Week of 4/22/24 - Market Sell-off; Student Loan Forgiveness Update; Do You Feel Rich?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich. Book a free c…
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Daily IQ Retirement Brief 4/22/24
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Budgeting Tips for Pilots with a Variable Income
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On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at regional airlines and how to make it to the majors, different career paths for pilots, variable income budgeting tips, emergency funds, airline 401k pla…
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We're replaying this one for you this week because it's so important. If you heard it the first time around, feel free to give it a listen again. If not, take it in fresh and let us know what feedback you have. When pursuing the life of an entrepreneur, there is nothing that can help smooth out rough waters, reinvigorate fading optimism, or remind …
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Major markets are at the line in the sand - bullish...or bearish! Lots of similarities to OCT 2023 - Move Index (Bond volatility), USD, Rates...could this be the spot market rally for a bit?By Chris Kline
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423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates
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Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, Sapio with Buck Joffrey. In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have to admit, the nerdy physician scientist typ…
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423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates
39:57
39:57
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39:57
Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, Sapio with Buck Joffrey. In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have to admit, the nerdy physician scientist typ…
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1
423: Campbell Harvey Says the Fed is WRONG on Inflation and Interest Rates
39:58
39:58
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39:58
Even really smart people are wrong on a regular basis. I see this all the time in health and longevity-related issues on my other podcast, . In case you are wondering…yes, I have become one of those middle-aged California guys trying to stay young at all costs. Not easy. But, I have to admit, the nerdy physician scientist type in me is having lots …
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1
19 Financial Mistakes To Avoid In Your First Year of Retirement
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In this episode Jake and Jeff discuss current events and continue their conversation about mistakes to avoid in the first year of retirement.By Floyd Financial Group
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4/19/24 How CTEC/ROC Benefits Our Community Plus Much More with Angel Cottrell
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The Moneywise Radio Show and Podcast Friday, April 19th 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 Guest: Angel Cottrell, Program Manager at Kern High School Distric…
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Avoid These Financial Pitfalls for a Better Retirement
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Ford Stokes and Sam Davis share some of the most common financial mistakes they encounter when helping people prepare for a successful retirement. We also highlight some common misconceptions in a new edition of “right or wrong”. For More Information & to Check Out Previous Episodes: RetirementResults.com To Learn More About our Mission and Our Tea…
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Market Minutes Recap - Market Update (Perspectives on the retail sales report, the equities market, and the Fed)
18:08
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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 the retail sales report, the equities market, and the Fed. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Inves…
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Red Flag for Markets and Income Generating Investment Ideas
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26:19
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Another recent red flag to be aware of regarding the stock market, interest rates, inflation and investments to take advantage of within this environment that can generate an income.By John Scambray and Giuseppe Visconti
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4/18/24 Business Talk with Richard Chapman of KEDC
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The Moneywise Radio Show and Podcast Thursday, April 18th 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 Guest: Richard Chapman, President/CEO of the Kern Economic Devel…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates. They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahe…
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Medicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to dig a little deeper in the Q & A. A fact filled show you don't want to miss, MAS…
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