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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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EUVC

The European VC

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EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love. Follow us and stay in the loop with everything European VC on eu.vc
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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A Different Perspective is a Zeus podcast, hosted by Nick Searle, Equity Sales. In the different perspective podcast we speak to interesting characters within finance and business to understand more about their personal journey and ambitions. This is co-mingled with a discussion about their business. It’s more about the formation of the individual than the business per se; thus trying to gain that different perspective. This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Guy Kawasaki is on a mission to make you remarkable. His Remarkable People podcast features interviews with remarkable people such as Jane Goodall, Marc Benioff, Woz, Kristi Yamaguchi, and Bob Cialdini. Every episode will make you more remarkable. Using his decades of experience in Silicon Valley as a Venture Capitalist and advisor to the top entrepreneurs in the world, Guy’s questions come from a place of curiosity and passion for technology, start-ups, entrepreneurship, and marketing. List ...
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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The Alliance Academy

Alliance Advisors

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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Conversations that equip you to reclaim your purpose, live intentionally, cultivate curiosity, pursue the extraordinary, create immense value, and become a WayMaker in business, community, and everyday life. Jon Mayo is an author, entrepreneur, strategic advisor, veteran, and founder of the WayMaker Movement.
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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Henfruit Radio

Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert

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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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Literacy Talks

Reading Horizons

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Welcome to Literacy Talks, a podcast series from Reading Horizons, where reading momentum begins. Each episode features our trio of literacy champions: Stacy Hurst, an assistant professor of reading at Southern Utah University and Chief Academic Advisor at Reading Horizons; Donell Pons, a dyslexia specialist, educator, presenter, and writer, who now works with adults who struggle with reading; Lindsay Kemeny, an innovative, dedicated elementary teacher who is a CERI certified Structured Lite ...
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Transaction Talk

Jennifer Fox and Eric Sigman

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Business broker Jennifer Fox and attorney Eric Sigman team up to provide a 360-degree view of the current Boston Business for-sale market. From buying and selling to franchising and everything in between, Transaction Talk breaks down the deal process from a business, brokerage, and legal perspective. A resource for business owners, buyers and entrepreneurs, Transaction Talk offers interviews and real-life deal experiences from industry experts and key transaction players.
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Fighting Terror

Lucinda Creighton

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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Meaningful conversations with passion pursuers & changemakers.This podcast is an experiment in human flourishing; a reason to connect with regular people who pursue their passion, who create impact in this world through their actions (changemakers, achievers and thinkers) across multiple fields, deep dive into what makes them unique and what makes them tick. Disclaimer: The views, information, or opinions expressed during the series are solely personal.
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Everyday EQ

Julia Ford-Carther

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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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The Law School Insider podcast is geared toward students that are considering law school and graduates of law school. We talk all about being successful in law school and in your career. The shows are short - only 15-20 minutes each - and are shared weekly on Thursday mornings.
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Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and ...
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Join us in this riveting episode as we dive into the extraordinary journey of Sherry Winn, a two-time Olympian who faced unimaginable challenges at the peak of her athletic career. From enduring harassment at the Olympic Games to finding the strength to stand up and transform her life, Sherry’s story is a powerful testament to resilience, self-wort…
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In this episode we’re joined by one of the most honest and dynamic LPs we’ve yet met: Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors. Evan’s based in the US with an Early-stage investment focus - first check to Series A in the US, Europe, Israel, and LatAm. This is a long one and covers a lot of ground from an LP’s pers…
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Join us for an intimate conversation with Tank Gunner, a retired combat-decorated cavalry soldier turned prolific author at the age of 85. In this exclusive interview, Tank delves into pivotal moments from his 27 years in the military, the emotional rediscovery of his combat reports, and the transformative process behind his book "War Stories of an…
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In this episode of the EUVC podcast, Andreas discusses with Sion Evans, Senior Investment Manager at VenCap, currently investing out of a $340M fund with $2.0bn in total AUM. VenCap was founded in 1987 and is one of the longest-established FoFs around. They are headquartered in the UK and are backing the leading Tier 1 firms from globally — with ju…
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Join us in this insightful conversation as we sit down with Gina Nacnac, a Marketing Consultant and Coach with over a decade of experience in tech and media. Gina is an expert in personal branding and social media, specializing in helping purpose-driven solopreneurs become thought leaders through strategic social media, content marketing, and impac…
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Do you know the impact that health has on your business? Discover the crucial connection between health and business success in this enlightening episode, where Scott Snider engages in a compelling dialogue with Luci Gabel. Gain profound insights into the profound impact of health on leadership effectiveness and overall organizational performance. …
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In this week's episode, we'll discuss how having "Who's" in your life is more important than knowing how to do everything, especially in retirement. Who is the "Who" in your retirement? Do you need to know everything about everything or do you just need to know WHO already knows and you can trust and can help you? Is your current WHO working for yo…
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In this episode, Jason Miller is joined by Michael Podolsky, CEO of PissedConsumer.com. Michael Podolsky is the CEO and co-founder of PissedConsumer.com, a review and reputation management platform. A serial entrepreneur, a Forbes Business Council influencer, an expert in customer service and leadership, and an active advocate of consumer rights an…
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I have a deep and varied conversation with Devin Rose, a Catholic author, blogger, and software engineer. We dive into topics like writing books, moral guidance for Catholic investors, and the debate between Bitcoin and Ethereum. Devin shares his personal journey from militant atheism to Catholicism, his experiences with homesteading, and his insig…
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In the latest episode of Remarkable People, host Guy Kawasaki engages in a captivating conversation with William Ury, co-founder of the Program on Negotiation at Harvard Law School and co-author of the groundbreaking book "Getting to Yes." William shares his wealth of experience as a negotiation advisor and mediator, having worked on conflicts rang…
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In this month's energy podcast, Senior Portfolio Manager, Rob Thummel, discusses: S&P climbing 15% and the energy sector standing out, led by strong gains in infrastructure Oil prices rising 6% in June and natural gas surging 48% amid production adjustments and demand spikes Energy infrastructure stocks showing resilience with improved fundamentals…
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Welcome to another empowering episode of the She CEO podcast with Dr. Julie Ducharme, where we bring you inspiring conversations with women CEOs from around the globe. In this episode, Dr. Julie sits down with Tammy Alvarez, CEO of the Career Winner's Circle, author, keynote speaker, and transformational coach. Tammy shares her remarkable journey f…
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This week Nick talks to Dr Daniel Daniel Dr Daniel Daniel has over 24 years in dentistry and a deep understanding of cryptocurrency. Daniel specialises in teaching busy professionals, like dentists, how to invest in crypto confidently. His journey started at Dalhousie University, where he developed a passion for math and finance before his Dentistr…
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Comment via Text Message Leave a Comment on Our Website So, everything is too expensive these days and you want to save some money? We have you covered. On this episode of 2 Cents, Drew and Jeff run through a list of tips and tricks that could help keep more of your money in your pocket. AmeriServ's Website: https://www.ameriserv.com/ Credits: An A…
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In this episode, we welcome Giulia Van Waeyenberge to the pod. Giulia is an experienced investor and judge in the European VC Awards and a Managing Director at Sofina Group, an investment holding company with more than 9 billion in AUM. Sofina Group is a global investor investing mainly in the Venture and Growth stages. Its sectors include digital,…
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Dan Trommater is a captivating magician and keynote speaker renowned for his ability to challenge assumptions and inspire fresh perspectives. With over two decades of experience, he has graced over 1000 events, including a TEDx talk. Drawing on his 25 years as a magician, Dan seamlessly blends illusion with motivational messaging to empower clients…
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Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.…
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Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress might do), this may not mean much of anything. U…
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Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to navigate and deal with the ever-changing worl…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Dane Williams, and Scott Jordan as they reveal “Some of the Biggest Issues Facing Business Owners from an Insurance Perspective” and “Update on the Economy.” Rob Clement discloses “5 Emotional Stages of Retirement: How to Adjust.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, i…
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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 S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds. Speakers: Ather Bajwa, Director of Investmen…
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Dive into the fascinating journey of Giselle Samson, famed alumnus of 'America's Next Top Model,' now the visionary founder of 'Kiss The World' jewelry line, on the latest episode of the Successful Minds Podcast. Discover how a dancer's passion morphed into a mission to unite the world with a "Symbol of Love". Giselle shares her transformation from…
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Amber Welch is a 20+ year veteran of FinTech with experience working with over 300 WEb3 companies. She is passionate about elevating underrepresented voices in the tech space and finding solutions to the problems that slow the adoption of emerging tech. Amber's story is not just about business; it's about creating equitable opportunities and levera…
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With Duncan MacPherson, CEO, Pareto Systems Overview Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business. Listen in… > Download a transcript of this epi…
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In today’s episode, Andreas discusses the importance of ESG in the venture capital industry with our four guests: Henry Philipson, Director of Marketing and Communications at Beringea Ashley Brown, Sustainability Manager at Atomico Antonia Whitecourt, Director at Seedcamp Grace Savage, ESG Lead at Molten Ventures We are talking about ESG in VC beca…
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In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answe…
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Heather Parady, is the Fractional COO of Unconventional VISIONARIES and Host of the Unconventional Leaders Podcast. Phillip and Heather discuss the importance of tailoring content for each social media platform while remaining authentic, creative approaches to stand out in a sea of unoriginal content, and the value of providing value and entertainm…
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In this powerful episode of Remarkable People, host Guy Kawasaki engages in an eye-opening conversation with Oleksandra Matviichuk, a courageous human rights lawyer based in Ukraine. As the Head of the Center for Civil Liberties and a 2022 Nobel Peace Prize laureate, Oleksandra shares harrowing accounts of the atrocities committed by Russia during …
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Join us as Tom Wilson from Seedcamp and Anthony Danon from Cocoa talk to Cyril Chemla, co-founder at ProcessOut (acquired by checkout.com) In this episode of the Super Angel podcast, Cyril shares his inspiring journey from a school project in computer science to building a successful payment business that was acquired by Checkout.com. Cyril discuss…
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In this Reformed Financial Advisor pod I talk with my friend Bryant Suellentrop, who shares his journey from from scratch to success in various businesses. Bryant reveals how he transitioned from a web design business to a profitable cleaning company and ultimately founded a recruiting agency, Elevate and Delegate. He discusses the advantages of vi…
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Are you ready for "TAX-TIP-TUESDAY?" Is your spouse involved in your marketing? If not, why not? Ever consider doing short video clips in your marketing? This episode of Physician Wealth Meds Podcast dives in head first with Chris and Amy Cherico, of Guardian Tax Solutions Inc., in Cary, North Carolina. You WILL NOT want to miss this podcast. If yo…
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Join Dr. Julie Ducharme on "She CEO Talks" for an inspiring conversation with Rachel Wayte, a sound healer and energy healer who has transformed her own life and now guides others to unlock their full potential. In this episode, Rachel shares her journey from opera singer to a respected healer, detailing the personal challenges and transformations …
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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 retail sales, industrial production, consumer spending, the Fed, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Stra…
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We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.…
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Join us as we dive into the remarkable journey of Alex Strathdee, from struggling author to successful entrepreneur. Discover how Alex transformed the failure of his first book into a booming business by mastering Amazon ads, tapping into university networks, and leveraging innovative marketing strategies. Learn the secrets to his success and get p…
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Denis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade of experience in entrepreneurial ventures, he has a track record of successful startups in various sectors. A non-technologist with a keen eye for applying innovative solutions to real-world business p…
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On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the document…
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On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you! Because every investor’s needs are different, when planning for retirement, it is essential to …
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Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise. As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s guests are representatives from Fiduciary Services North. They will discuss the services they provide and unders…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they talk about the latest “News from Washington and Capitol Hill, the election, the budget, and the Fed.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investme…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at the “Principles and Pitfalls of Investing.” What is “Aging in Place”? Rob Clement will cover essential information around this topic. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offerin…
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Join us on this episode of Successful Minds as we delve into the world of purpose-driven business with the inspiring Nicole Richards. We'll explore how to unlock your unique purpose, align it with profitability, and build a successful business that makes a positive impact. Nicole will share her insights on: * Discovering your core values and aligni…
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Phillip Lanos welcomes Shan Greggs, the inspirational founder and owner of Simply Scents Candle Co. Discover how a moment of inspiration during a Martha Stewart show led Shan to pursue candle making, transforming it from a side hustle into a thriving full-time business. Shan shares her journey from crafting candles as thoughtful Christmas gifts ami…
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With Dustin Cali and Daniel Ventura – Founding Partners, Praetego Private Wealth Overview While the built-in referral mechanism of a bank brokerage firm can help grow a client base, over time, the firm’s “guardrails” naturally limit those who have their sights set on creating something bigger and better. Dustin Cali and Daniel Ventura of Praetego P…
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In this episode of the EUVC podcast, Andreas discusses, with Richard Muirhead, Managing Partner at Fabric Ventures, the transformative potential of Web3 and AI. Richard shares insights into how these technologies will reshape the internet, the power dynamics between big tech and decentralized communities, and Fabric Ventures' role in this evolving …
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Scott is joined in the Exit is Now studio by EPI's Manager, Strategic Relationships - Josh Koza - for our newest Flip the Script episode. In this episode, Scott takes the hot seat as we dive into bucket lists, how EPI's hiring process has changed over the years, and more! Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect…
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In this week's episode, we'll discuss an exciting new health innovation and how that will affect your retirement plan. What is your plan to get rid of longevity risk? How can you overcome the risk of running out of money before you run out of life? How are you hedging inflation? How long will your current plan last? Isn't it time to get answers to …
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In this episode, Jason Miller is joined by Ben Rogatinsky, CEO of eCFO Solutions. Ben Rogatinsky is the CEO/Founder of a Business Process Outsourcing Firm serving mid-sized companies. Stay tuned for more! For more go to: https://www.strategicadvisorboard.com Connect: Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board …
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In this episode of Remarkable People, join host Guy Kawasaki as he sits down with Garret Wing, a highly respected figure in the field of canine training and handling. With over 17 years of experience in law enforcement, including roles as a commander of the Tactical Investigations Unit and Senior Police Canine Unit supervisor, Wing brings a wealth …
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Bob Furlong is a seasoned wealth management professional from The Bulfinch Group. With years of experience managing his own family business + his clients’ family businesses, Bob offers a unique perspective on wealth maximization and legacy building. In this episode, Bob reflects on his personal journey through multiple company exits, including one …
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