))
Gain Federal Credit Union is proud to present The Better Banking Podcast which will bring tips and tricks from our financial experts (with a side of tomfoolery) to wherever you get your podcasts.
…
continue reading
Insights and analysis on the bank wealth management channel from Bank Investment Consultant.
…
continue reading
Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
…
continue reading
Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
…
continue reading
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 ...
…
continue reading
Have you been forced to work from home by your employer? Have you been laid off and are feeling depressed at home? Do you want to make money while working from home? When your W-2 world changes and you're told to work from home, or when work sends you home and tells you that you have to use vacation time if you want to get paid, it's time to figure out how. Adam Schroeder and Naresh Vissa have been working from home for over a decade each, and are here to teach you how to not only prove your ...
…
continue reading
Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
…
continue reading
Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
…
continue reading
Being a people manager is kind of the best. But it's kind of the worst too, right? I mean between questions like, “how do I know what to talk about in a 1:1 meeting?” to “how do I give difficult feedback without being awkward?” to “how do I avoid becoming a micromanager?” – managing teams can be really overwhelming. Not anymore. The Managing Made Simple Podcast is your roadmap and compass to help you navigate life as a people manager. Chock full of fun stories from the trenches, concrete too ...
…
continue reading
Learn to kick ass in the Real Estate market
…
continue reading
Financial freedom is the ultimate goal of all who work hard to earn money, whether in the corporate world or in entrepreneurship. Your retirement years are closer than you think, so you want to build your wealth as early as possible to secure a financially comfortable future. Many turn to professional advisers for this, but at the end of the day, these people are just salespeople. Their traditional advice will never get you to the goal you want. They will simply sell you siloed tactics that ...
…
continue reading
What do you do if you’re a corporate executive in your 30s, 40s or beyond, have kids, a mortgage - and have this undeniable desire to start a company? Execepreneur covers the journey from successful corporate executive to entrepreneur. We navigate the transition from accomplished corporate leader to launching, building and growing your first business. We interview successful, high growth executives that have made the leap, like Matthew Lieber from Gimlet and Startup, Gary Swart from oDesk, a ...
…
continue reading
1
Investing Well - Financial Freedom : Living a life full of income and impact :Family, Relationships, Wealth
Liz Sheik -Lifestyle & Real estate investment coach, mindset coach, life coach, investment coach
Welcome to the ”Investing Well” podcast, where it’s not just about the money, but investing in the life you’ve always dreamt of. Struggling to strike a balance between career and family? Between present moments and financial goals? At the crossroads of chasing success and seeking fulfillment? Hi, I’m Liz Sheik – a mother, wife, real estate investment consultant, and an absolute travel junkie! I’ve been where you are, and trust me, there’s a way to have both: a life rich in relationships and ...
…
continue reading
Are you a trader or investor? Do you want to get the latest market insight and analysis? Essential Trades is your guide and your resource for understanding how events could unfold for the current quarter. Saxo's strategy team deliver expert opinion and carefully constructed trade views to help you execute your trading strategies. Disclaimer: Trading in the products and services of the Saxo Bank Group may, even if made in accordance with a Recommendation, result in losses as well as profits. ...
…
continue reading
It’s time to start running your money so it doesn’t run you. Your host, Veronica Grant, a certified personal finance consultant, will help you navigate debt, spending, saving, and investing in plain English (and make it fun!). Listen weekly on Tuesdays for a deep dive into a money topic and on Fridays as she answers questions from the community. Got a money question? Submit it to veronicagrant.com/askv Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Law of Code podcast focuses on the legal framework being built around blockchains, crypto, NFTs, and DAOs. We’ll look at crypto regulations, rights surrounding NFTs, as well as the legislation impacting blockchain. You’ll hear from the top lawyers, lawmakers, and entrepreneurs in the space – we’ll touch on best practices countries are implementing, new regulations, and share ideas on the best path forward.
…
continue reading
In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour d ...
…
continue reading
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
…
continue reading
DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially. Past performance is not indicative of future results. Nothing contained herein shou ...
…
continue reading
Welcome to the Chief’s table. In this podcast series, you’ll hear the story of Chiefs in all different areas. The CEOs, CFOs, Legal Officers, HR, Marketing, Accounting, Technology, and Operations. We will learn about their roads to success. Listeners will also gather fun and interesting nuggets, or you might care to even call them “Gems of Knowledge” from these quick conversations with these Chiefs. Built on a foundation of legal service more than a century long, Ice Miller LLP is committed ...
…
continue reading
Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
…
continue reading
The Mapable podcast promotes crowdfunding projects and puts your deal on the map! Learn all about equity crowdfunding, security token offerings, and blockchain technology on the only show of its kind! Become a supporter of this podcast: https://www.spreaker.com/podcast/mapable-usa--3164091/support.
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market)
21:18
21:18
Play later
Play later
Lists
Like
Liked
21:18
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 Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market. Speakers: Brian Pietrangelo, Managing Dire…
…
continue reading
1
Central Banks, Inflation, and the Future of Commodity Investments
59:01
59:01
Play later
Play later
Lists
Like
Liked
59:01
Big tech meets commodity demand! Discover how the backbone of our digital age—data centers and tech infrastructure—fuel the need for materials like steel, rebar, and concrete. We unravel the distinct dynamics between trading financial markets and the more volatile, opportunity-rich realm of commodity trading. Learn about futures contracts, their hi…
…
continue reading
1
136: Are you protecting your team's time... or avoiding delegating?
13:44
13:44
Play later
Play later
Lists
Like
Liked
13:44
As leaders, we often struggle with delegating, telling ourselves that we’re protecting our team from burnout. But is that the real thing stopping us? In this episode, I dive into the reasons why we sometimes hesitate to delegate and how we can overcome these challenges. From setting the right context to building trust and having load-balancing conv…
…
continue reading
1
S5E15: Peak Performance & Flow with Internationally Recognized Author Steven Kotler
50:56
50:56
Play later
Play later
Lists
Like
Liked
50:56
Steven Kotler is the Founder of the Flow Research Collective, one of the world's leading experts on Ultimate Human Performance, and #1 New York Times' bestselling author of Abundance: The Future Is Better Than You Think, Stealing Fire: How Silicon Valley, the Navy SEALs, and Maverick Scientists Are Revolutionizing the Way We Live and Work, The Rise…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
20:27
Play later
Play later
Lists
Like
Liked
20:27
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, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
…
continue reading
1
Lessons From Losing $28 Million | Navigating Sudden Wealth with Paul Deloughery
53:03
53:03
Play later
Play later
Lists
Like
Liked
53:03
Ever wondered how financial security might actually be holding you back? Join us as we unpack the intricate world of wealth transfer and estate planning, starting with the surprising challenges of inheriting physical assets like gold and precious metals. Through the lens of a multi-generational family in Naples, Italy, we reveal how the comfort of …
…
continue reading
1
135: How to stop repeating yourself and start holding people accountable
15:03
15:03
Play later
Play later
Lists
Like
Liked
15:03
Ever find yourself repeating the same instructions to your team, wondering why they aren’t following through? In this episode of Managing Made Simple, I dive into the root cause: lack of accountability. I’ll share practical strategies for building a culture where your team takes ownership and gets things done the first time. Learn how to effectivel…
…
continue reading
1
S5E14: Writing Military History from Home with Carole Engle Avriett
22:09
22:09
Play later
Play later
Lists
Like
Liked
22:09
Carole Engle Avriett is the #1 bestselling author of Coffin Corner Boys: One Bomber, Ten Men, and Their Harrowing Escape from Nazi-Occupied France and the new book Marine Raiders: The True Story of the Legendary WWII Battalions Topics: - What got you interested in writing about military history, which is traditionally a man's penmanship? - Who are …
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key ...
24:40
24:40
Play later
Play later
Lists
Like
Liked
24:40
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 U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
…
continue reading
1
Equities expectations for the rest of 2024
14:07
14:07
Play later
Play later
Lists
Like
Liked
14:07
Chief Investment Officer David Hagee and senior investment strategy leaders outline their broader expectations for equity returns for the remainder of 2024. Topics include: · How the U.S. economy is slowing, but still appears supportive for equity markets. · The expectation for strong corporate earnings and valuations through the rest of the year. …
…
continue reading
1
Teacher Retirement Planning: Securing Their Futures
46:38
46:38
Play later
Play later
Lists
Like
Liked
46:38
What if educators could secure their financial futures and retire with confidence? Join us for an eye-opening episode with Sophia Neil where we uncover the financial opportunities and hurdles teachers face in Las Vegas and Utah. Sophia shares her inspiring journey and dedication to helping educators navigate the complexities of retirement planning.…
…
continue reading
1
Wanna Save Money? Meet Debbie Davis of Benefits Plus®
16:20
16:20
Play later
Play later
Lists
Like
Liked
16:20
Do you like saving money? Or do you REALLY like saving money? The pro's pro when it comes to spending less is Debbie Davis of Benefits Plus®. She'll break down every which way that her program can put money back in your pocket. And that's not all, they'll even act as a concierge when you're traveling. And even THAT's not all. You'll have to listen …
…
continue reading
1
134: How to retain your unsung hero team members
15:12
15:12
Play later
Play later
Lists
Like
Liked
15:12
We all have those team members we know we can rely on for that last minute request, to jump in and fix a problem no one was able to solve, even to remember those birthdays and special moments that create a strong team culture. But are all recognizing the importance of their contribution to the team? Sadly, these folks often run the risk of being he…
…
continue reading
1
S5E13: Time Management with Oliver Burkeman
42:43
42:43
Play later
Play later
Lists
Like
Liked
42:43
Oliver Burkeman is the New York Times' bestselling author of The Antidote: Happiness for People Who Can't Stand Positive Thinking and the new book Four Thousand Weeks: Time Management for Mortals. Topics: - You likely saw the latest stats from the CDC saying the average human lifespan is down 1.5 years. This is not encouraging. What are your though…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call)
20:50
20:50
Play later
Play later
Lists
Like
Liked
20:50
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 labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
…
continue reading
1
Breaking into Real Estate: Rob's First-Year Triumph with 71 deals
49:10
49:10
Play later
Play later
Lists
Like
Liked
49:10
From handling multiple offers to understanding seller priorities, Rob's insights into the emotional and financial complexities of selling a home are invaluable. We also demystify the distinct roles of listing agents versus buyer's agents, highlighting the specialized skills that each role demands. Ever wondered why some homes linger unsold on the m…
…
continue reading
1
133: How to stop from burning out as a leader
14:46
14:46
Play later
Play later
Lists
Like
Liked
14:46
The topic of burnout is constantly top of mind for team leaders and business owners, and let's face it, we all know it isn't solved with a spa day or even a 2-week vacation. In episode 133 of Managing Made Simple, I share concrete strategies for preventing yourself from burning out as a leader - because quitting your job or shutting down your busin…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility)
23:20
23:20
Play later
Play later
Lists
Like
Liked
23:20
Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility) In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market volatility and its implications for investors. Our panel shares predictions on earnings season and insights on the f…
…
continue reading
1
What To Expect On The Buying Side Of Real Estate With Michelle Evans
55:21
55:21
Play later
Play later
Lists
Like
Liked
55:21
Welcome to navigating the real estate market with our special guest, Michelle Evans, a veteran real estate agent from Washington County. Michelle sheds light on this often-confusing aspect, ensuring you understand seller responsibilities and avoid costly mistakes. If you're a prospective homebuyer, her advice is invaluable, outlining the long-term …
…
continue reading
1
Wanna Strategize? Meet Neil Goldman of Goldman Consulting & Strategy
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29
What makes your business stand out? What's your business strategy? Whether you're selling t-shirts or walking dogs, but especially if you're a credit union, you need to hear from Neil Goldman of Goldman Consulting & Strategy (GCS, Inc.). Neil has been advising credit union leaders for over twenty years and literally wrote the book (check out "The E…
…
continue reading
1
132: Three ways to lower the chances great team members will quit
11:30
11:30
Play later
Play later
Lists
Like
Liked
11:30
Employee turnover is EXPENSIVE. Not only from a time and money perspective, but for morale and motivation as well.... which ends up costing you money on the end anyway. The Gallup organization recently reported that 42% of employee turnover is preventable - so today I'm sharing three ways to keep the team members that you worked so hard to hire and…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index)
21:59
21:59
Play later
Play later
Lists
Like
Liked
21:59
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 JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index. Speakers: Bria…
…
continue reading
1
Understanding Risks In Financial Plans with Carisa Bertrand
1:12:24
1:12:24
Play later
Play later
Lists
Like
Liked
1:12:24
Ever wondered how disastrous sales pitches can lead to market chaos? In our latest episode, we promise you'll learn how to steer clear of financial pitfalls by understanding the widespread misunderstandings surrounding the Augusta rule and the impact of Joe Biden's unexpected withdrawal from the presidential race. We discuss the emotional and often…
…
continue reading
1
131: Yes, we have to be paying our team members more
15:55
15:55
Play later
Play later
Lists
Like
Liked
15:55
We're all trying to save money where we can right now - but when it comes to paying your team members, that's not the place to trim the fat. In this "hot take" episode of Managing Made Simple, I talk about why we need to pay our team members well if we want them to do good work - and remind you to ask the question when determining what to pay someo…
…
continue reading
1
#141 - Josh Lawler and Jener Sakiri on securities, regulation and gaming in crypto
49:42
49:42
Play later
Play later
Lists
Like
Liked
49:42
Josh Lawler is a partner at Zuber Lawler, where he leads the firm’s Emerging Technologies Group with a particular emphasis on blockchain technology. Josh previously practiced as a corporate securities and M&A attorney at Skadden, Arps. Jener Sakiri is an associate at Zuber Lawler and focuses on transactional and regulatory matters. He often works w…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting)
19:11
19:11
Play later
Play later
Lists
Like
Liked
19:11
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 existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment St…
…
continue reading
Managing downside risk in investment portfolios has never been more critical, and our latest episode promises to equip you with the knowledge to safeguard your investments. Inspired by the insights of Warren Buffett and macroeconomists like David Hunter and Jeremy Grantham, Branden and guest Ben Reppond of Reppond Investments address the potential …
…
continue reading
1
2024 Commerce Trust Midyear Economic and Market Outlook
18:10
18:10
Play later
Play later
Lists
Like
Liked
18:10
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by senior investment strategy leaders to discuss insights on the current economic and market landscape, as well as opportunities for investors for the rest of 2024. Topics include: · An analysis of the U.S. economy, and the shi…
…
continue reading
1
130: Why investing in your team is the secret to scale with Brittany Driscoll, CEO & Co-Founder of Squeeze
35:28
35:28
Play later
Play later
Lists
Like
Liked
35:28
It's not everyday you get to interview someone who has inspired so much of your work, it so exciting to bring Brittany Driscoll, CEO and Co-Founder of Squeeze massage franchise onto the show. When it comes to building great teams and scaling businesses, no one does it better than Brit; and in the episode she shares insights in how she helped grow D…
…
continue reading
1
Citizens Private Bank delivers tailored banking to startups
24:58
24:58
Play later
Play later
Lists
Like
Liked
24:58
Sam Heshmati of Citizens Private Bank (https://www.citizensbank.com/homepage.aspx) discusses their tailored banking solutions and high-touch service.Find out why Kruze Consulting is one of the leading accounting firms in San Francisco and the US, serving funded, early-stage companies. Kruze clients have raised over $15 billion in venture capital an…
…
continue reading
1
#140 - SAFEs, SAFTs and what's market for crypto startups with Nick Pullman
1:07:22
1:07:22
Play later
Play later
Lists
Like
Liked
1:07:22
Nick Pullman (@NickPullmanEsq) is Corporate Counsel and founder of Day One Law Corporation, where he provides legal solutions for tech startups and investors. Nick was previously head of legal at an NFT startup and an associate at Cooley and DLA Piper. In this conversation, we cover: [2:53] Nick's introduction to Bitcoin [7:33] What's market: SAFEs…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market)
21:47
21:47
Play later
Play later
Lists
Like
Liked
21:47
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 monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market. Speakers: Brian …
…
continue reading
1
What Should You Do After An Auto Accident? With Personal Injury Attorney, Marshall Witt
54:48
54:48
Play later
Play later
Lists
Like
Liked
54:48
Why should you always call the police after an accident? Discover the chilling consequences of skipping this crucial step and how it can impact your insurance claims and legal standing. We share eye-opening red flags to watch for when the other driver insists on keeping the cops out of it—hint: they might have something to hide. Alongside, we unpac…
…
continue reading
1
129: How to prevent tough feedback conversations from going badly
16:50
16:50
Play later
Play later
Lists
Like
Liked
16:50
We've all been there - we thought carefully about a piece of feedback, rehearsed how we were going to say it, even stress tested it with a colleague, and then... the feedback conversation still goes sideways. THIS right here is one of the reasons feedback is so hard, because even when we think we're doing it right, we still can get it wrong. In epi…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings)
19:35
19:35
Play later
Play later
Lists
Like
Liked
19:35
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 Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings. Speakers: Brian Pietrangelo, Managing D…
…
continue reading
1
128: QUICK WIN - How to get your team members to bring in more revenue
5:49
5:49
Play later
Play later
Lists
Like
Liked
5:49
Frustrated that you're the only person in your business who seems to be stressing about revenue and profitability? In this QUICK WIN episode, I share a case study of how I helped a client shift the mindset of her team members to take an active role in bringing in new business. This is an issue my clients share with me ALL OF THE TIME - and the solu…
…
continue reading
Ever wondered if real estate is the financial goldmine it’s often claimed to be? Think again. We break down the complexities and risks associated with real estate investments, revealing why tailored financial and tax planning are essential. Learn how collaborating with CPAs and business coaches can transform your approach to advanced tax strategies…
…
continue reading
1
127: How to better manage your time as a leader
18:36
18:36
Play later
Play later
Lists
Like
Liked
18:36
Time management - we all know we have to be better at it, any yet... It's one thing when we notice it, but when we get too overloaded to the point where our teams noticed, we have to do something about it. In episode 127 of Managing Made Simple, I share simple strategies to save you time every single week so you can feel less overwhelmed and get ba…
…
continue reading
1
Avidbank Focuses on Startup Banking Services
18:46
18:46
Play later
Play later
Lists
Like
Liked
18:46
Sam Bhaumick, EVP of Venture Lending at Avidbank (https://www.avidbank.com), explains how Avidbank offers venture debt and cash management services to startups.Learn more about why we are one of the best accounting, tax and bookkeeping firms serving VC-backed companies by visiting the Kruze Consulting reviews page. Or, visit the Kruze website to fi…
…
continue reading
1
Behavioral Biases, Pitfalls, and Proactive Strategies
44:42
44:42
Play later
Play later
Lists
Like
Liked
44:42
What if the sticky notes you left on your most prized possessions ended up causing chaos instead of clarity? We tackle the quirky and flawed methods people use to update their estate plans, from sticky notes to unwritten wishes, and why understanding behavioral finance is crucial. Estate attorney Thomas Crofts joins us to share eye-opening stories …
…
continue reading
1
126: How to recognize great work when budgets are tight
13:14
13:14
Play later
Play later
Lists
Like
Liked
13:14
What is one thing you can do everyday on your team that motivates people and costs you zero money? Recognizing people! Yes, my friends, saying THANK YOU in a way that is genuine, specific, and actionable goes incredible lengths to drive higher retention and fuel better results. And yet, we often get busy and forget to do it. In episode 126 of Manag…
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds)
22:56
22:56
Play later
Play later
Lists
Like
Liked
22:56
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…
…
continue reading
1
Ethical Mortgage Practices, Rates, and Trustworthy Advisors
1:30:35
1:30:35
Play later
Play later
Lists
Like
Liked
1:30:35
Are you ready to unravel the complexities of the mortgage industry? Our latest episode offers an eye-opening exploration of ethical considerations, historical practices, and modern regulations that shape today's mortgage landscape. Hear the compelling story of how straightforward advice can build trust and foster long-term client relationships. Lea…
…
continue reading
1
125: Easy ways to set boundaries with your team
14:26
14:26
Play later
Play later
Lists
Like
Liked
14:26
Boundary setting with our teams is one of those things that no matter how good we get at it, it keeps rearing it's ugly head. Doesn't mean you're doing something wrong, and certainly doesn't mean it's too late for your team or your business. It's just an opportunity to make some small shifts to free up time and space for yourself, while empowering …
…
continue reading
1
Market Minutes Recap - Market Update (Perspectives on retail sales, industrial production, consumer spending, the Fed, and the equities market)
19:53
19:53
Play later
Play later
Lists
Like
Liked
19:53
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…
…
continue reading
The dynamics of the global economy are changing, and new trends are emerging. In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee is joined by Kelly Jernigan, a Senior Portfolio Manager and Team Leader at Commerce Trust, to examine how the era of globalization is shifting. Topics include the emerg…
…
continue reading
1
Global Currency Shifts and the Rise of Gold: Investment Strategies for a New Era
58:05
58:05
Play later
Play later
Lists
Like
Liked
58:05
Ever wondered how the shifting global economic landscape could reshape your investment strategies? Tune in as we unpack the future of currency hegemony and the resurgence of gold as a store of value. From the rise of onshoring and authoritarian regimes to America's enduring edge in tech innovation, we offer a panoramic view of the factors driving t…
…
continue reading
1
124: Help! Should I make this a new company policy?
10:32
10:32
Play later
Play later
Lists
Like
Liked
10:32
When something isn't going the way you want it to on your team or in your business, it can be tempting to want to roll out a new policy to get people to fall in line. But policies signify compliance, and while we want people to meet expectations, compliance isn't necessarily the vibe we're wanting to communicate. In episode 124 of Managing Made Sim…
…
continue reading
1
Ep 27 Am I ready to start investing? The 5 things you should have in place before investing
31:53
31:53
Play later
Play later
Lists
Like
Liked
31:53
Lets be friends : Join our Facebook community @ Investing Well Podcast Community Episode 27: "Am I Ready to Start Investing? The 5 Things You Should Have in Order Before Investing" In this episode, we tackle a question many aspiring investors face: "Am I ready to start investing?" Whether you're eyeing lucrative opportunities in vacation rentals, o…
…
continue reading
Sunita Patel of HSBC (https://www.us.hsbc.com) explains how the bank has expanded its startup banking services following its acquisition of SVB UK.Founders love our US-based account management team - with an average of over 10 years of experience, our controllers, CPAs, accountants and bookkeepers understand the challenges of high-growth startups. …
…
continue reading
