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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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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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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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Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?" From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights. Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights sha ...
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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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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL 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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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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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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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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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are 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. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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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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We cover topics on healing, health, happiness, growing wealth and living wise in a world that often sabotages you.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast 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 guidi ...
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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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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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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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.
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Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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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We all want to be smarter with our money, but with all the noise and abundance of mixed information out there most people often become overwhelmed with where to start. As a result, most people choose to do… nothing! In this podcast, Peter and Hovig, share practical, no-BS tips and strategies to help you make smart decisions about your personal finance and investing in Australia. Each week we will explore current topics, answer our listeners questions, and guide you through how to confidently ...
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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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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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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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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: 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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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Maximising the Wealth You Created. Hello and welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments. Courtiers are here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content. The views express ...
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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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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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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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Feeling overwhelmed by market headlines and endless financial noise? We cut through it for you. Veteran investor Philip Davis of www.PhilStockWorld.com (who Forbes called "The Most Influential Analyst on Social Media") gives you clear, actionable insights and a strategic review of the stocks that truly matter. Stop guessing and start investing with confidence. Subscribe for your daily dose of market wisdom. Don't know Phil? Ask any AI!
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Real businesses. Real stories. All from right here in Columbus, Georgia. Hosted by the team at Momentum Wealth, Fountain City Founders dives into the true stories behind the businesses shaping our city. From makers and manufacturers to service pros and startups, we talk with the people who’ve built something from the ground up—and lived to tell the tale. These are unfiltered, honest conversations about what it really takes to run a business. The wins. The losses. The big decisions. And the s ...
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Nate Lenz: Key Wealth Management Trends | Next Gen
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The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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#706: How Do You Know If You Should Hire An Associate?
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On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a dental practice: hiring and managing associates. They discuss why many associateships fail to lead to ownership, the challenges that make partnerships tricky, and what dentists should consider before bringing on an associate. Tune in to lear…
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PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry’s largest investment platforms. We sat down in Prudential’s Newark studio with PGIM’s Global Head o…
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Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management
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The Art of Exceptional Service and Client Relationships with Barrett Wright of Hill Robinson Yacht Management
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Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:4…
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Sunday, November 2nd. A Big Week for Central Banks.
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It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market an…
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Saturday, November 1st. Another Cut. Is That All For 2025?
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Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprisi…
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Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger
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In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive str…
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Think Mariner Is Just for Individuals? Think Again.
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Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategie…
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17. Inside Kayne Anderson Rudnick’s 540% Growth Story
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Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent. In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Je…
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Lessons Learned from Boutique Asset Manager Collapses
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In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiq…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Midlife doesn’t have to be associated with a “crisis.” In fact, a positive outlook on life can literally shape how well and how long you live. Rob shares the three key upsides of midlife and beyond, including the secret to longevity and …
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Business Entities and Taxes with Tax Specialist, Christine Smith
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Tax filing as a business owner can be complex, whether you're launching a new business or have years of experience. In this episode, Christine Smith- an IRS Enrolled Agent with a master’s degree in taxation and 28 years of experience- joins George to explore the different types of business entities and how they impact your taxes. Tune in to gain va…
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Finish 2025 Strong: Smart Year-End Money Moves
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As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportun…
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Tune-Ups, Bodywork, and Craniosacral: Healing Hands’ Holistic Physical Therapy Experience
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🎙️ Welcome to Healthy Happy Wise Wealthy (HHWW)! In this transformative episode, host Mary Meyer goes inside Healing Hands Physical Therapy and Body Work with owner Jamie Pribyl and Dawn Cushing. Discover why their innovative therapy clinic rejects the traditional, insurance-driven physical therapy model—creating a space where deep listening, holis…
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Whipsaw Wednesday Aftershock: Political Turmoil, the AI Reckoning, and Strategy Failures
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♦️ PhilStockWorld Recap: Whipsaw Wednesday – Democracy Strikes Back! The Day's Theme: 😱 Democracy Strikes Back & The AI Valuation Reckoning The market theme for the day was a jarring disconnect between political sanity and speculative excess. Phil’s morning post, "Whipsaw Wednesday – Democracy Strikes Back!" led with the surprising strength of demo…
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From Start to Success: How County National Bank Supports Local Businesses
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Welcome to The Currency of Knowledge, an educational video series by County National Bank (CNB) where we explore real stories, expert insights, and the power of relationships in community banking. In this episode, Trent, Vice President of Commercial Lending in Portage/Kalamazoo, Michigan, sits down to discuss what commercial lending really means fo…
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How To Become a Millionaire by Investing $700 per Month
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This is an in-depth review of PhilStockWorld.com's $700/Month Portfolio strategy, demonstrating how monthly investments of $700 have grown to over $80,000, achieving a nearly 195% total return in 39 months. Phil Davis details his option-trading strategy, emphasizing the use of defined-risk spreads to achieve high upside potential while maintaining …
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Retired General Clarke and Ray Discuss Financial Planning Ep.20
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Summary The conversation emphasizes the importance of being open to military life, highlighting the valuable experiences and friendships that can be formed during service. It encourages individuals to appreciate their time in the military and consider the long-term benefits of their service. Takeaways There are things you may not appreciate about t…
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Quilter: This is what we want to see in the Budget
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Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.By Citywire
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In this episode of A Wiser Retirement® Podcast, Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital, to revisit the cryptocurrency questions they first tackled in 2020 and how the answers have evolved over time. Their answers are here to help you find out, does crypto belong in your portfolio? Related Podcast Episodes:…
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#4 - $2 Million Retirement Reality Check: Why Doing Nothing Is Riskier Than You Think
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💰 Episode #4 — The $2 Million Retirement Reality Check: Why Doing Nothing Is Riskier Than You Think Most Australians underestimate how much they’ll actually need to retire comfortably — and the reality might shock you. In this episode, Hovig and Peter break down the real math behind the so-called “$2 million retirement number,” the dangers of lifes…
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Is Property Losing Its Shine? The Rise of Smart, Passive Investing
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Key Topics Covered: 1. The Shift Away from Property Why more investors are moving away from buy-to-let and traditional property strategies Impact of rising interest rates, Section 24 tax changes, and new regulations Property returns: 39% growth in 10 years vs. 242% for stocks 2. Is Property Still Worth It? Existing landlords with long-held properti…
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Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
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The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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In the last Monthly Update of the year, James Timpson (Head of Asset Management and Fund Manager) explains the main topics affecting the US and UK last month, including UK inflation, and President Trump meeting Xi Jinping. We also look at what the Courtiers Investment Team have had their eye on. Important information Past performance is not a relia…
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Your Will, Your Way: Prevent Family Inheritance Feuds
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What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor …
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Take Control Rx: 7 Part Meaningful Goal Setting | Episode 36
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In this week’s solo episode of A Life Well Lived: A Physician’s Guide to Wealth, James Nutter continues the Financial Wellness 101 series—helping you bridge the gap between planning and living. After exploring your financial vitals, free cash flow, time audits, and values, today’s focus is on Vision 101: a seven-step goal-setting framework that con…
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The Founder Exit Report: What Happens When You Sell a Company?
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Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com Most exit stories are told in headlines and highlight reels. We wanted the truth. So we surveyed dozens of exited Hampton founders and pulled insights…
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$4.65 Trillion AI Bubble: Forensic Dissection of the Mag 7's Circular Funding and Systemic Collapse Risk
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💥 Narrative Theme: The AI Circle Jerk Meets The Real-World Crash The market theme for the day was a stark bifurcation between the speculative AI bubble and the contracting reality of the industrial economy. The Magnificent Seven drove the Nasdaq to fresh highs based on massive, often circular, capital expenditure, while the manufacturing index flas…
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Today's Post - https://bahnsen.co/43Ga1ZR**** Monday Market Recap and Historical Insights - Dividend Cafe with David Bahnsen In this Monday edition of Dividend Cafe, host David Bahnsen covers a variety of market topics. Bahnsen urges viewers to check out the Friday edition of Dividend Cafe for an in-depth analysis of private markets. He then discus…
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Join host Phillip Ramsey on the Uncommon Wealth Podcast as he explores the journey of finding the right financial advisor. Phillip dissects the DNA of advisors, distinguishing between those trained in insurance and investment and advocating for a planning-focused approach. He shares insights into selecting an advisor who aligns with your financial …
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#705: Should You Make Extra Payments Toward Your Mortgage?
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In our new TL;DR series episode, Jake reads his blog post explaining that while making extra payments on your mortgage can reduce the total interest you pay and shorten the life of your loan, it's not always the best financial move. Tune in to learn whether you value the peace of mind that comes from eliminating debt or the long-term growth potenti…
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Signs Your Retirement Plan May Not Be Right For You
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In this episode Jake and Jeff discuss current events, 7 signs your retirement plan may not be right for you, capital gains taxes and how they affect your retirement income, and Warren Buffet quotes explained.By Floyd Financial Group
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The Bank of England’s Balancing Act & the Fed's Dilemma
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss recent developments in global monetary policies and their implications. They review actions by the ECB, Bank of Canada, and Bank of Japan, and look ahead to central bank announcemen…
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311. Smart Charitable Giving Before December 31st
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34:30
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Tru…
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#704: Two Cents of 11/1 - Federal Reserve Scare; Healthcare Shutdowns; How Much Do Americans Spend On Halloween?
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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 of Dentist Money's Two Cents, Matt and Rabih unpack how the Federal Reserve's recent decisions have affected Wall Street, the growing impact of the government shutdown on healthcare costs, and explore why Halloween spending is pr…
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November 1, 2025: Listener Question Special: Feuds, Funds & Financial Growth
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53:25
It’s listener Q&A time! We’re tackling your biggest financial questions—from family feuds to smart giving strategies. What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins us to discuss one of the most emotionally charged financial topics: how to structure your e…
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How Does the Government Shutdown Impact the Markets?
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This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consider implementing before year-end. Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podca…
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Wealthyist E39 | Where To Start With Estate Planning
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Estate planning is uncomfortable (addresses incapacity and death) but essential; integrate it naturally into life/financial discussions for comprehensive planning. Key Checklist of Must-Have Documents & Designations Powers of Attorney (POA): Financial & Healthcare POAs: Needed at age 18 (even for adult children, e.g., college prep). Parents lose de…
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Today's Post - https://bahnsen.co/4qxLxMp Demystifying Private Markets: Risks, Rewards, and Systemic Implications In this episode of Dividend Cafe, host David Bahnsen, Chief Investment Officer at The Bahnsen Group, delves into the complexities of private markets, focusing on private credit and private equity. Bahnsen addresses the widespread discus…
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The Hidden Potential of Bitcoin Mining With Beau Turner
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Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income… In this episode of The Agent of Wealth Podcast, John Williams is joined by Beau Turner, founder of Abundant Mines, a company built to make passive crypto infrastructure investing simple, secure, and sustainable. In t…
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Taking the Right Shot – How to Strategically Maximize Your Big Play Potential | AWM Insights #225
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Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to t…
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Stifel slams the door on sale talks... or does it?
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Alex, Ian and Sam discuss Sam's reporting on investment bank and broker-dealer Stifel emphatically denying that it is selling itself to Raymond James and how Thursday's denial doesn't necessarily mean the story is over, plus Ian explains how and why Constellation Wealth Capital's Karl Heckenberg is looking to raise $2bn from investors to buy minori…
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LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
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In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the proj…
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Market Recap: Market Decline and In-Depth Analysis of Financial Trends In this episode of Dividend Cafe, Brian Szytel provides a market recap for October 30th, detailing a downturn with the Dow closing down 109 points, the S&P down 1%, and the Nasdaq down 1.5%. Key factors include interest rate increases post-Fed meeting and disappointing earnings …
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Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill
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In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss the major updates to Social Security and Medicare introduced under the One Big Beautiful Bill. These changes impact retirement planning, healthcare costs, and benefit timing for millions of Americans approaching or …
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