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Your source for financial advice and news. Join Glen Wright, founder of Worth Advisors and author of "The Financial Shepherd", & Nick Wharton, Chief Operating Officer at Urban League of Central Carolina’s, on the Worth Report Podcast. Now available on iHeart Radio, Apple Podcasts, Spotify, Stitcher & Google Play.Follow Us On Twitter @WorthReport
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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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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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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HR entrepreneur Mike Coffey, SPHR, SHRM-SCP engages business thought leaders about the strategic, psychological, legal, and practical implications of bringing people together to create value for shareholders, customers, and the community. As an HR consultant, mentor to first-stage businesses through EO’s Accelerator program, and owner of Imperative—Bulletproof Background Screening, Mike is passionate about helping other professionals improve how they recruit, select, and manage their people. ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Real talk about Financial Independence and life after corporate jobs. Carl Jensen and Doug Cunnington talk about FI, lifestyle, side hustles, health, and anything on their minds. Plus, they interview experts and non-experts interested in the FI lifestyle. It's raw, candid, pretty much like you get to sit in on a private conversation.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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Whether you're just starting out or already scaling your income, Financially Free is made for those of you who want to shift your mindset and relationship with money. Join Julia M. Carlson, CEO, Author and Financial Advisor with over 25 years of expertise each week to become one step closer to feeling financially free both internally and externally. DISCLOSURE: The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendati ...
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Karina Barton is a world-renowned Strategic Communications & Crisis Management expert. She has served as an advisor for multi-billion-dollar corporations, high-net-worth individuals, investors, and entrepreneurs, providing strategic counsel for internal and external communications, media relations, branding, reputation management and crisis management. Karina is well-known in the industry for her stellar skills helping individuals and organizations navigate challenging issues during high pro ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Welcome to the Women Choosing Growth podcast, your go-to show actionable advice to grow your business to be worth millions while sharing empowering stories of triumph and navigating obstacles from women entrepreneurs, industry experts, and thought leaders who have experienced the inevitable challenges that come with entrepreneurship. Whether you're embarking on your entrepreneurial journey or seeking to elevate your business to new heights, our podcast is your ultimate resource hub, providin ...
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refin ...
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Welcome the Impact podcast. Through my career as an athlete, broadcaster, business advisor and investor I get to meet a huge amount of people, from all walks of life. There are so many private conversations that I think are worth making public, putting a spotlight on people and organisations that have a pioneering spirit, and are motivated to make positive change. Having a catalogue of these conversations also appeals to the documentarian in me, so we can look back in years to come and see w ...
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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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The Long Form with Sanny Ntayombya is a weekly podcast intent on keeping you up to date with current affairs in Rwanda. The topics discussed range from politics, business, sports to entertainment.
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Join me, Melissa Browne, ex-financial advisor, ex-accountant, ex-working till I drop. Now serial entrepreneur, best selling author and financial educator as I talk all things money. Why a podcast about money? That's because as women we're choosing not to talk about it and when it comes to dealing with money - we’re kind of sucking at it. There is a wage gap that exists not simply in the corporate world but in the world of small and medium business owners where women should be on par with men ...
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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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The Money Mondays Podcast is a financial empowerment channel created by Lawrence Cain, Jr. Lawrence is an author, financial coach, and CEO of Abundance University. This podcast provides financial/business gems that are resourceful and practical for any and everybody who wants to take their finances to the next level. For more information about us, visit abundanceuniversity.net Support this podcast: https://podcasters.spotify.com/pod/show/moneymondays/support
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Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial plannin ...
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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 Secrets to empower the creation of a financial future that allows yo ...
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What comes after the ultimate success? You look around the room. It’s filled with other super successful founders and C-Suite execs raising their glasses to celebrate the sale of your business. But you feel empty. Why? Isn’t this what success is supposed to look like? Isn’t this what success does look like? Turns out, the answer’s more complicated than you thought. Because the success you and everyone else in the room have been chasing is an illusion. We call it The Matrix. It’s the success ...
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Every week, we talk to the "Top M&A Entrepreneurs" today to ask them about their Acquisition Journey. When and why they started and what was the call to adventure. We talk about where and how they source their deals, how they analyze deals, how they do valuation, and how they negotiate a deal. We talk about how they finance a deal and how they raised capital to acquire the deal. We talk about their successes, failures and what keeps them inspired.
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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Ezzat Daniel Nesseim is developing and managing a portfolio of high net worth private clients with a view to generating revenue through the provision of all financial services such as investments, credit, protection, and capital markets.
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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I‘d like to share my passion to help leaders & emerging leaders transition from managing to leading, motivate people and create high-performing, collaborative & engaging culture. Would you like to learn more about our inner world, drivers and values? Deep dive into our emotions, limits and learn how to unlock all limiting beliefs and thinking patterns. Learn to respond to life and people the way you inspire and create positive impact on other’s people lives? Every month, Alex and her guests ...
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Navigating the world of real estate can be a daunting task, with a myriad of confusing questions to be answered. From selecting a reliable real estate agent to choosing the right lender, the process can seem overwhelming. Furthermore, determining the best approach to selling a home and deciphering which real estate companies are worth working with can add to the stress. However, our goal is to demystify the real estate industry and provide unfiltered insights to the general public. We believ ...
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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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The "Balanced Blueprints Podcast," hosted by John Proper and Justin Gaines, explores the intricate relationship between health and wealth. Each episode delves into personal growth, financial stability, and maintaining a balanced lifestyle. The hosts share their experiences and insights on goal setting, handling information overload, and the art of enjoying life while striving for improvement. It's an enlightening resource for listeners seeking guidance on achieving a harmonious blend of pers ...
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PassionCast : Voices Worth Listening #DrPassionTalkThis series which releases 2 monthly Talks, is hosted by Dr Sok-ho Trinh, aka Dr Passion, a Passionologist: doctor in Positive Psychology and Leadership studies. Dr Passion and his worldly guests, discuss valuable topics for lC-suite leaders, senior managers, entrepreneurs, coaches, and anyone who is looking for a sense of purpose and passion, happiness and success in life and work.Some of the topics may include: the dark side of leadership, ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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CRECo.ai Roundtable: Technology, Marketing, Brokerage, Government Policy, Capital, Construction & Cyber Security in Real Estate with Andreas Senie
Andreas Senie
Your all in one comprehensive view of what is happening across the real estate industry -- straight from some of the industry's earliest technology adopters and foremost experts in Technology, Marketing, Government Policy, Brokerage, Capital, Construction & Cyber Security in Real Estate. The show is broken down into three parts: Part I: Introductions and what's new for each panelist and the business sector Part II: Sector Focus on the past month's most prominent news and paradigm shifts Part ...
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My Favorite Ways For Advisors Attract High-Net-Worth Clients
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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account? Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients? And if your business was healthier, do you think you could be a better pa…
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Allie in Quint go back and review the basic DIY Money steps.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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What Should A Good Financial Advisor Charge To Manage My Investment Portfolio? [Secret Sauce Ep9]
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Are you paying too much in investment fees and wondering how to optimize your investment portfolio? Are you unsure what a good financial advisor should be charging you or even how to choose a wealth manager? Discover how to lower your costs and maximize your returns in this episode! In this episode, Kyle Pearce from Canadian Wealth Secrets addresse…
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Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mu…
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Strategies for Cross-Border Employment with Meredith Morris
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In episode 161, Coffey talks with Meredith Morris about global employment strategies and challenges for U.S.-based companies. They discuss the Texas SHRM Global Business Conference; reasons companies seek international talent; alternatives to H-1B visas; risks of misclassifying workers as independent contractors; employer of record (EOR) services; …
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Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine how they reached this point, and what some can do to be better prepared. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jil…
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Pros and Cons of Hospital Employee — with Diana M. Flis, MD (Ep. 271)
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📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz" where we’ll talk about the pros and cons of being a hospital employee. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, author…
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The Smith Maneuver Explained: A Case Study On Innovative Investment & Tax Strategies
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Are you tired of high mortgage interest rates eating into your savings? Discover how the Smith Maneuver could turn your biggest expense into a powerful investment strategy! In this episode, hosts Jon Orr and Kyle Pearce unpack a real case study to dive deep into the Smith Maneuver, a financial strategy that aims to convert non-deductible mortgage i…
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What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think this is a good idea? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Good…
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Accidental FI at Age 45 & 48 – Darren & Jolene | MHFI 228
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Doug chats with early retirees Jolene & Darren about their path to financial independence and early retirement. The couple shares their experience from 20-year careers in agronomy, high savings rates, and the impact of discovering the FIRE movement in 2018. They discuss life changes including downsizing possessions, international travel, utilizing …
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249: How to Build a Financial Partnership: Reflections on 10 years of Marriage, Money and Hendershott Wealth Management
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Welcome to an extra special episode of the Love, your Money podcast–because we’re celebrating our 10 year anniversary here at Hendershott Wealth Management! It’s hard to believe it has already been a decade of helping high net worth women and couples build wealth and achieve financial freedom, but here we are–and, in so many ways, it feels like we’…
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I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pract…
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How & Why We Bought Four Mid Market Fence Companies with Sam Rosati
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Summary Sam Rosati co-founder of Premier Solutions Group, discusses his experience in acquiring and growing fence companies in the sunbelt region. He highlights the importance of focusing on commercial fencing, which offers larger projects and a competitive advantage. Sam also emphasizes the significance of building a strong team and delegating tas…
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E66: Uncover the Spiritual Depths of the Bible: From Genesis to Revelation
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Unlock the hidden depths of Scripture and be transformed by the power of God's Word. Join Eric Scovill and Pastor Isaac Schafer as they dive deep into the rich theological tapestry of the Bible. Discover how God uses imperfect people and angels to carry out His divine purposes and learn how Revelation can awaken believers to spiritual realities and…
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Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privac…
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Revealing the private President Kagame & understanding Gen. Muhoozi Kainerugaba's courage w/ Andrew Mwenda, I THE LONG FORM
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Our guest this week is Andrew Mwenda, a renowned Ugandan journalist, publisher and political commentator. We discuss his relationship with President Paul Kagame, the state of Uganda-Rwanda relations and unpack some of the regional political challenges and try to navigate a way forward. Listen to the Long Form with Sanny Ntayombya podcast on Apple P…
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10 Specific Ways Financial Advisors Sabotage Their Marketing
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Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way. Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement. Are you making any of these 10 specific marketing mistakes I reveal in this ep…
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Scaling from $500,000 to 1.5 Billion - Angel Alvarez
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How can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing…
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MicroSkills: Small Actions, Big Impact Part Two
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This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills th…
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What if We Applied an Olympians Training Mindset to Our Finances.
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Like the entirety of the world, Mel and Lawsie have spent the past few weeks with their eyes glued on the Olympics. Watching these extraordinary athletes, has made them ask the question, What if we applied a high performing mindset to our finances? In this episode of Uncensored Money, Mel and Lawsie talk about eight things we can learn from elite a…
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MicroSkills: Small Actions, Big Impact Part One
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This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills th…
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Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Solving Your Retained Earnings Tax Problem | Corporate Tax Strategies [Secret Sauce Ep8]
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Are you struggling to navigate the complex world of corporate tax strategies and maximize your business's retained earnings? In today's challenging financial landscape, many business owners face the dilemma of how to efficiently manage and grow their retained earnings while minimizing tax liabilities. This episode of Canadian Wealth Secrets dives d…
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I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: …
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Same Staff for 38 Years — with George Sanders, MD (Ep. 270)
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📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to Beauty and the Biz where we’ll talk about how George Sanders, MD, has had the same staff for 38 years. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Ma…
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20. What Does Being An ‘Early Stage Start-Up’ Even Mean?
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Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies t…
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Evolving Options for Employer-Provided Health Insurance with Matt Morris
42:16
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In episode 160, Coffey talks with Matt Morris about various health insurance options and strategies for employers, particularly small to medium-sized businesses. They discuss recent trends in health insurance cost increases; comparing traditional fully-insured plans to alternative funding methods; health savings accounts (HSAs) and health reimburse…
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What's the most tax-efficient way to handle recent increases in cash flow? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: ht…
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Who SHOULDN'T Buy A Permanent Life Insurance Policy
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Is a permanent life insurance policy right for you? Have you filled all of your tax sheltered buckets like RRSPs and TFSAs? Are you maximizing the benefits of life insurance in your wealth management strategy? In this episode of the Canadian Wealth Secrets podcast, Kyle and Jon delve into the complexities of permanent life insurance and term insura…
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Allie and Logan talk about how to set up your first budget.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Are we on track for retirement in 12 years? My projections say yes, but can they be trusted? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy p…
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Attracting Affluent Entrepreneurs – Episode 23
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25:52
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Top research firm, CEG Insights recently surveyed more than 1,600 affluent entrepreneurs in various industries (including professional services, retail and manufacturing). Here’s what we learned—and what our findings could mean to the future of your practice. Watch, read or listen to find out more on our website for top financial advisors at CEGWor…
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Go Bucket Yourself [rebroadcast] | MHFI 227
1:23:27
1:23:27
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Doug and Carl chat with Debbie and Chris Emick from the “Go Bucket Yourself” blog & podcast about their journey to financial independence. Debbie & Chris discuss their core values, real estate, overcoming challenges & fear, cultivating a growth mindset, the significance of community building, and their adventurous lifestyle, including homeschooling…
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248: The Worst Financial Advice on the Internet
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Seven years ago, I recorded a podcast episode inspired by the worst financial advice I was hearing on other podcasts at the time. A lot of things have changed since 2017, and unfortunately, a lot of things have remained the same. I decided to revisit that awful advice and give it a 2024 refresh so you can see which bad advice is still being recycle…
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Stock markets plummeted in Europe and Asia, including a huge drop in Japan, over fears of a U.S. recession in the wake of a weaker-than-expected jobs report. How does this impact you? I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm…
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How Important is AI to Your Future Success? – Episode 21
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Wealth managers! How aggressively do you need to incorporate leading-edge tech into your financial advisory practice? Here’s what clients are saying about their interest in AI and similar tech when it comes to their financial lives. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.…
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Battle-Tested Leadership: Special Forces Veterans & Business Acquisitions
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Meet Robert Kirila and Mark Whaling, the duo behind Black Powder Partners—a game-changing venture that's turning the dream of entrepreneurship into a reality for special forces veterans. Born out of their passion for aiding these heroes as they transition to civilian life, their journey began with Your Grateful Nation, a nonprofit dedicated to help…
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E65: Balancing Faith and Discernment in a Divided World
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As the lines between the physical and spiritual realms continue to blur, how can Christians responsibly engage with the pressing issues of our time without succumbing to extremism or oversimplification? In this episode, Eric Scovill sits down with Isaac Schafer, a pastor and theological scholar known for his balanced, biblical perspective. Together…
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Amy Anderson | Keys to Building A Resilient, Adaptable and Strategic Business
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Guest: Amy Anderson, Co Founder of Wild Coffee Marketing Host: Tina Sue Introduction: In this episode of *Women Choosing Growth*, host Tina Sue welcomes Amy Anderson, a marketing maven with over three decades of experience. Amy shares her incredible journey from starting at Seventeen Magazine to founding Wild Coffee Marketing. Discover how she navi…
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Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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The U.S. economy may be slowing down. The Labor Department announced 114,000 jobs were added in July, which is below the average of 215,000 jobs per month. Meanwhile, the unemployment rate rose again for the fourth straight month. I joined CBS Saturday Morning to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube:…
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"We can tell when criminals are trying to hack Irembo" w/ Israel Bimpe, Irembo CEO THE LONG FORM
1:07:35
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Our guest this week is Israel Bimpe. Isreal, a pharmacist by training, has served as CEO of Irembo since 2022. We discuss his personal journey, his tenure as CEO of Irembo and his ambitions for the Rwandan public service tech platform. Listen to the Long Form with Sanny Ntayombya podcast on Apple Podcasts: https://podcasts.apple.com/rw/podcast... L…
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You Are The One That Breaks the Family Patterns - Bobby Castro
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55:58
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How do you break free from society's invisible barriers around you? Explore the inspiring journey with host Jerome Myers as he delves into a candid conversation with Bobby Castro, a self-made billionaire who transformed his life from a ninth-grade dropout to a towering figure in entrepreneurship. In this insightful discussion, Jerome and Bobby unpa…
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Money and Markets With Kyla Scanlon Part Two
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17:46
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This weekend I chat with Kyla Scanlon to discuss her book In This Economy?, an illustrated guide to the mad math and terrible terminology of economics. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodm…
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