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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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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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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines? Subscribe to our Podcast where in a few minutes or less, we discuss what’s affecting the past week’s market performance as well as give a preview of what might be ahead. ASSET STRATEGY ADVISORS Tel: 781-235-4426 Fax: 781-222-3002 info@assetstrategy.com
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SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Socially Responsible, ESG, Impact, Sustainable & Responsible investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy to SRI—to in ...
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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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 Real Buzz, a podcast designed with small business owners in mind who are serious about reducing their tax liability. Hosted by accounting and tax experts, Eric and Melissa Broughton of Busy Bee Advisors, this informative, and yes, even entertaining, podcast focuses on sharing forward thinking strategies to help you get organized, plan ahead and ultimately pay less in taxes. As small business owners themselves, they walk the walk and boy do they talk the talk. Their unexpected down-to-ear ...
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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the pod ...
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New Business podcast. The podcast for CEO's, business owners, entrepreneurs and professionals who run a public, private or family business. You'll discover the strategies that business leaders use to grow their business, elevate their wealth and integrate their family prosperity. Topics include family office, entrepreneurship, leadership, strategy, marketing, operations, family dynamics, wealth management, buy and selling, mergers and acquisitions and much more. If you own a startup, small b ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Fund Flow is a podcast for Emerging Managers offering insights into the journey of new and aspiring fund managers seeking to have success in a crowded market. Tune in as McGuireWoods partner and host, Jon Finger, is joined by guests ranging from first-time fund managers to proven emerging managers, experienced LPs poised to back emerging managers, and other key participants in the emerging manager ecosystem. Hear their real-world perspectives and gain actionable tips to help inform your stra ...
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Dan Nathan and SoFi's Liz Young Thomas of dive into the latest market trends, focusing on earnings season, with significant attention to consumer commentary from CEOs. They discuss Jamie Dimon's perspective on higher interest rates for longer, Apple's focus on India vs. China sales, and a potential $23 billion cybersecurity deal involving Google. T…
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Ep 177: You might be the problem with your biggest asset.
17:03
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Take the VALUEBUILDER SCORE www.weeklywealthpodcast.com/valuebuilderscore Email david@parallelfinancial.com with your questions. Schedule your time to meet with David www.calendly.com/davidpf In this episode of the Weekly Wealth Podcast, host David, a certified financial planner, emphasizes the importance of business owners not neglecting their bus…
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Truth or Consequences with Lori Calvasina
1:19:42
1:19:42
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Guy Adami, Danny Moses, and Dan Nathan delve into recent economic trends, including potential Fed rate cuts, inflation, and CPI updates. They analyze key sectors like consumer goods, airlines, and tech stocks while discussing current valuations and earnings reports. The gang also discusses their favorite car manufacturer/future robotaxi company Tes…
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S2 E113: Finding Opportunities in Today's Real Estate Market and Economy With Tom Burns
35:49
35:49
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Send us a Text Message. Tom Burns is an Austin, Texas native who started his career as a sports doctor specializing in orthopedic sports medicine. Over time, he realized he needed to look beyond medicine to achieve the happiness and lifestyle he desired. This led him onto the path of real estate and passive income, where he successfully built a luc…
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When your heirs inherit a Roth IRA, they are not required to take distributions, which allows the account to continue growing tax-free for up to ten years. This flexibility can be a significant financial boon, especially if your heirs are in their prime earning years and want to defer withdrawals until they are in a lower tax bracket. The question …
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S2 E112: Leveraging Government Resources to Make Smarter Real Estate Investments With Dennis Cisterna
49:06
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Send us a Text Message. Dennis is a seasoned real estate investment expert with a rich professional history within the industry. Starting out as a housing market analyst right out of college, he quickly climbed the corporate ladder, with notable stints at prominent companies like Lennar and Toll Brothers, culminating in a CEO position. Despite his …
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After The AI Gold Rush with Guy Adami | Okay, Computer.
33:45
33:45
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Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves wi…
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Episode 19: Top 10 Tax Strategies for Sole Proprietors: Maximize Deductions and Save Money!
33:41
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Eric and I would love to hear from you. Tell us what you think of the podcast. Can flowers and fruit really cut down your tax bill? Join your hosts Melissa and Eric on the Real Buzz podcast as Melissa and Eric unravel their top 10 tax strategies specifically tailored for sole proprietors. We promise, tax talk doesn't have to be boring! From the ins…
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Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
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He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of …
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Federated Hermes' Blueprint for Biodiversity Investing and Quantifying Positive Impact Outcomes | Ingrid Kukuljan, Head of Impact & Sustainable Investing
1:08:45
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Biodiversity is essential for the survival of humankind, yet we threaten it every day as a society. But what’s most concerning is how it’s vastly overlooked by companies in the investment space, not realizing how their future returns depend on having healthy ecosystems. To help shift this narrative is my guest Ingrid Kukuljan, Head of Impact and Su…
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S2 E111: How to Analyze Real Estate Markets for Maximum ROI With Dan Erb
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Send us a Text Message. Dan Erb is a real estate investment entrepreneur and the founder of EM Capital, a firm focused on single-family real estate investments. He started his professional journey in finance, obtaining an accounting and finance degree from Indiana. Following several internships and experience in wealth management, strategic consult…
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Navigating Investment Strategies in a 401(k)
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This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust …
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Guy Adami and Liz Young Thomas discuss a range of topics from personal updates to pressing financial trends. We delve into the stock market's latest all-time highs and the market's questionable response to weak job numbers, and predictions about the Federal Reserve's potential upcoming rate cuts due to increasing unemployment, which has exceeded 4%…
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What We Believe at The Retirement Income Show
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Have you ever stopped to think about what you really believe regarding investing in your retirement? What has shaped your beliefs in the things that you think about when it comes to investing? Do you know what your advisor really believes? If you're unsure about the answers to those questions, you don't want to miss this episode of The Retirement I…
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The Way of the Champion with Paul Rabil | Okay, Computer.
1:00:41
1:00:41
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Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commi…
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Ep 176: Financial independence - What it means and how to achieve it.
16:56
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Financial Independence – What It Means and How to Achieve It. In this episode of the Weekly Wealth Podcast, Certified Financial Planner David discusses financial independence, tying it to the spirit of Independence Day. Recorded during the week of July 4th, 2024, David explores strategies and common pitfalls that can either aid or hinder one's jour…
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S2 E110: Why Debt-Free Real Estate Investing is the Key to Long-Term Success With Joel Friedland
34:18
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Send us a Text Message. Joel is an industrious individual who hails from the vibrant city of Chicago. He boasts an impressive career that began during his teenage years with an entrepreneurial spark for cutting lawns. This initial foray into business led to a profound realization: his future belonged in real estate. Joel pursued his passion at the …
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Maximum Efficiency: How to Lower the Costs of Multifamily Over Time with Andy Mcquaid
47:32
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In this episode, discover how to optimize your multifamily investments for long-term savings. Andy McQuaid, who transitioned from the supply side of real estate development to full-time consulting, introduces The TCO Method, a strategic framework designed to shift decision-making from lowest cost to Lowest Total Cost of Ownership. This approach has…
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S2 E109: The Stress-Free Dentist: Strategies for Managing Stress and Avoiding Burnout With Eric Block
27:21
27:21
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Send us a Text Message. Eric is a seasoned dentist with a background in psychology from Tulane University. Despite initially pursuing a business career, a personal incident led him to the world of dentistry where he has now been practicing for about 20 years in Massachusetts. Eric is an alumnus of Nova Southeastern and Boston University where he co…
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The Cycle Is Coming with Helima Croft
1:26:21
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Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influe…
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The 'Stoic Investment' Primer, With Darius Foroux
50:34
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Darius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing. This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day -- without ads or announcements. For more information on premium subscriptions, visit…
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Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
15:51
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Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring now. As they consider moving to the no-income-tax state of Nevada in retirement, they have some decisions to make: should Pa take Social Security before age 70? How should they bridge the gap until Social Security? And most importantly, how can they m…
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Take the Fork: Yogi’s Wisdom on Making Financial Choices
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26:35
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In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …
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S2 E108: How to Start and Grow Your Private Practice with Confidence With Lana and Carrie Lipe
38:36
38:36
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Send us a Text Message. Lana Lipe is a licensed clinical social worker, a serial private practice owner, and a current doctor of social work student. She brings a wealth of experience particularly in medical social work, having worked in level one trauma ICUs and community health agencies. She pivoted to private practice during the pandemic and is …
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4th of July and Supporting Small Businesses
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This week on Success In The New Retirement, the conversation covers various topics including organizing a neighborhood fireworks show, 4th of July statistics, pride in being American, financial independence, and support for small businesses. The main takeaways include the importance of community involvement, the significance of financial planning f…
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Stocks Rise to Start the Second Half | MRKT Call
53:56
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Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Monday, July 1st Timecodes 0:00 - S&P 500 16:00 - Seasonality 21:30 - Rates/Data 29:00 - Homebuilders 31:00 - JPM/WFC/BA 33:30 - Sectors To Watch 43:00 - Q&A -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Cal…
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Episode 370 - The Fundamentals of Lifetime RMDs
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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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Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon
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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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Is it possible that earning a lower rate can be better than earning a higher one? Understanding this mystifying financial paradox might just save your retirement. We're revealing that secret for you on today’s episode of The Retirement Income Show with Dave Stearns.By Dave Stearns
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Ep 175: What you should do about nvidia (nvda) and two other quotes
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CHOOSE YOUR HARD With regards to your money and other important areas in life, it is important to make the hard decisions now and do the hard things now. There is a good chance, that by doing the hard things now, your life will be better in the future. What are some of the HARD decisions that you need to make today? What are some of the HARD things…
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Asset Inflation: The Real AI with Mike Wilson
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48:20
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Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. …
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Healthcare And Financial Planning – With Christine Simone (Ep. 106)
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Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christ…
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S2 E107: The Secrets to Finding the Perfect Short-Term Rental Property With Adam Broussard
29:19
29:19
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Send us a Text Message. Adam is a Pediatric Anesthesiologist based in New Orleans, working at the city's children's hospital. With an intriguing journey that led him to medicine, Adam holds a remarkable backstory as a philosophy major who pivoted to medicine, pursuing his longstanding aspiration to be an anesthesiologist since childhood. Adam's exp…
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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
22:43
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In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…
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The Advisor's Option 136: Hedged Equity & Boomer Candy
1:03:00
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On this episode, we discuss how to navigate current market complexities and we provide insights into today's market volatility. We look at how the earnings season is shaping up. We provide our thoughts on the current options volume trends. We discuss derivative strategies in ETFs that allow investors to chase stock returns while also protecting aga…
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In this episode, we dive into the world of effective marketing strategies with Kevin Shortle, a seasoned real estate investor, national instructor, coach, and author with over 20 years of hands-on experience. Kevin simplifies complex real estate and small business strategies through real-world examples that keep you engaged and informed. From his b…
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S2 E106: The Unexpected Benefits of House Hacking With Ayush Gupta
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Send us a Text Message. Ayush is a pediatric emergency medicine specialist with a significant presence in the real estate investment sphere, particularly in the area of house hacking. Having completed his fellowship in Michigan and seeking sunnier climates, Ayush moved to New Orleans, where he established his medical practice and grew the pediatric…
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The Killer AI Device is Already in 2 Billion Pockets
22:32
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CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…
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