Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach ...
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Alternative Wealth is a non-traditional investing, personal finance, and retirement podcast hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance corporations, privatized banking, and different retirement strategies. Available everywhere, even on You ...
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Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some ...
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For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
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The TRAXERO On-The-Go Podcast covers topics regarding the towing, recovery, and roadside assistance industry and the tools needed to ensure the success of your businesses. Whether you’re an owner, general manager, operator, dispatcher, fleet tracker, or lien processor, listen in to hear conversations about how to keep your business moving in the right direction. We will feature subject matter experts, customers, vendors, and other special guests to talk about their experiences with our produ ...
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The Domain Name Wire Podcast brings you the latest news and happenings in the domain name industry every week.
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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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Welcome to Self Storage Insights, the show where we bring you insights and tips from successful self storage property owners. If you own or manage a self storage property, this podcast is for you!
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Real-Time News, Market Data and Stock Quotes For Green Stocks @ greenstocknews.com
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Welcome to FIREchat with Rich Rice, the podcast where real investors share their journey in real estate. Discover how they started, the challenges they faced, and their strategies for success. Learn practical tips from active investors, on deal hunting, financing, portfolio management, and more! Get on the show at https://www.firechatpodcast.com
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Jade Global is well-positioned to be your strategic IT services partner. We create value through our vast portfolio of IT services delivered by highly skilled and experienced consultants. Our services include business application implementations, integrations, software product engineering, Cloud services, technology advisory, testing, and managed services. We have domain expertise in a variety of industries including manufacturing, high-tech, energy, pharmaceuticals and warehouse distribution.
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Welcome to Business Ninjas, the podcast where we interview top business leaders and entrepreneurs who share their secrets to success. Learn from the masters and apply their insights to grow your own business. Join us as we explore the strategies and tactics used by today's most successful companies. Tune in now and become a business ninja yourself. 🤺🚀
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Educating the Next Generation of Investors in MicroCap Stocks
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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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Remove the guesswork from real estate investing and establish a clear path for consistent returns. Here, building wealth is straightforward and fun.Discover how commercial real estate investors from all over the world got where they are today, how you too can generate truly passive, tax-efficient income, and confidently invest in real estate, even in the face of risks and unknowns.Real estate has made more people wealthy than any other form of investment. However, it can come with a steep le ...
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Financial services industry veteran Rick Kundracik joins WBI Co-CEOs Matt Schreiber & Don Schreiber, Jr., to provide wealth-building insights that keep you on top of the markets. Past performance does not guarantee future results. The views presented are those of podcast participants, and should not be construed as investment advice. Important disclosures: http://bit.ly/2Co4ush
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Join Eswee Bothma, Tian Alberts and guests in discussing cryptocurrencies such as Bitcoin and the technology on which it is powered. Bitcoin has important implications for the traditional financial system, transaction regulation, and taxation. It also opens up a new world of possibilities regarding the autonomy and freedom of individuals and communities. Nowadays, it is possible for individuals to increasingly relinquish the state's monopoly on money, the strict regulation of assets and expo ...
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Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values ...
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The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
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On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, S…
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Green Stock News Weekly Headlines: Monday July 29th - Friday August 2nd
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Welcome to the Green Stock News weekly wrap, where we recap this weeks top headlines. Blink Charging ($BLNK) Electrifies ValuePoint’s New EV Charging Station Portfolio Uber ($UBER) and BYD Partner to Accelerate Global EV Transition Archer Aviation ($ACHR) Nears Completion of High-Volume eVTOL Manufacturing Facility In Georgia Zeekr ($ZK) and Mobile…
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Zeekr ($ZK) and Mobileye ($MBLY) to Accelerate Technology Collaboration in China
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Zeekr (NYSE: ZK), a premium electric vehicle manufacturer, and Mobileye (NASDAQ: MBLY), a leader in autonomous driving solutions, are deepening their collaboration to localize technology in China and integrate Mobileye tech into new Zeekr models. Zeekr will use Mobileye's road intelligence technology across its new vehicle lineup, enabling efficien…
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Archer Aviation ($ACHR) Nears Completion of High-Volume eVTOL Manufacturing Facility In Georgia
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Archer Aviation (NYSE: ACHR), a leader in eVTOL aircraft development, has announced progress on its high-volume manufacturing facility in Covington, GA, reaffirming an expected 2024 completion date. The 400,000-square-foot facility will enable the production of up to 650 Midnight aircraft annually, making it one of the aviation industry's largest b…
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A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau
1:02:50
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In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…
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The Federal Reserve, Beneficiaries, and Regional Banks
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Uber ($UBER) and BYD Partner to Accelerate Global EV Transition
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Uber (NYSE: UBER), a technology transport company focused on making urban transportation more sustainable, and BYD have announced a multi-year partnership to introduce 100,000 BYD electric vehicles to the Uber platform in key global markets. As leaders in their fields, Uber and BYD aim to reduce EV ownership costs for Uber drivers, promoting EV ado…
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Tight on cash, where do I start saving first?
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In this new episode, we delve into the nuanced world of financial planning tailored specifically for physicians. We tackle the intricate challenges and opportunities that come with high-performing stocks like Tesla, navigate the complexities of tax implications associated with practice buy-in loans, and explore robust investment strategies perfect …
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12 Steps to Better Investing Mini-Series Part 4
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In today’s episode Greg and Colin wrap up the mini-series on the 12 Steps to Better Investing. Focusing on Risk Capacity vs Risk Tolerance, Managing Risk, and the Invest and Rest mode. Enjoy the show!By The CM Group
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Monthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital
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Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that …
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Blink Charging ($BLNK) Electrifies ValuePoint’s New EV Charging Station Portfolio
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Blink Charging (NASDAQ: BLNK), a global leader in EV charging equipment and services, has been chosen as an official supplier in NASPO ValuePoint’s new EV Charging Station Portfolio. Led by the State of Maryland and funded by NASPO’s emerging markets initiative, this portfolio aims to provide public entities nationwide with EV charging solutions to…
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284. The Triple Tax Benefits of Paying Your Children
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In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this.Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume.This is an incredibly tax-efficient strategy within an episode you won't want to miss.To…
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Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds
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My guest on the show today is Jacob Rowe, Founder and CIO of Rogue Funds. We met for the first time at my conference in Vegas, and invited Jacob on the show to share with you all his investing philosophy and strategy. Our focus today is special situations: I like to joke sometimes that most MicroCap investing theses are likely special situations, w…
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Ep 223: Medics Money MBA - the £1billion business in doctors' pockets
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Medics Money MBA Part 1 In this episode, Tommy is joined by special guest Sanay Goyal to explore the world of business through the lens of the Blue Light Card. They discuss the financial success of Blue Light Card, a 50 million pound a year business, and delve into its operations, profitability, and potential growth. The episode covers other busine…
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Navigating Financial Planning for Expats with Adam Fayed
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On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
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Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
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On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother’s estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an O…
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Airline Problems | Ford EVs Not Selling | Market Check
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Boosting Efficiency and Retention in Self Storage | Interview with Brett Copper
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Dive into the latest Self Storage Insight podcast where we discuss boosting occupancy rates and enhancing customer retention in self-storage facilities. Learn about effective pricing strategies, the power of online marketing, and the importance of customer reviews. Don't miss out!By Ben Shirey
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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
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In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…
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Sunrun ($RUN) Unleashes First Vehicle-to-Home Power Source Using Ford F-150 Lightning
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Sunrun (NASDAQ: RUN), the leading provider of clean energy, is now operating the nation's first vehicle-to-home power plant using customer-owned bidirectional electric vehicles. In collaboration with Baltimore Gas and Electric Company, the initiative uses all-electric Ford F-150 Lightning trucks to provide power to homes during peak demand times th…
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Should I be more aggressive with my college investments?
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In this insightful episode, we delve into the multifaceted world of financial planning for physician families. Hosts Nate Reineke and Ben Utley provide expert advice on navigating home building, real estate transactions, and investment strategies, all tailored to the unique needs of medical professionals. From addressing the emotional and financial…
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In today’s episode Greg and Colin carry on with the 12 Steps to Investing Mini-series. Spending time today discussing the silent killers, risk and factors of return, as well as the history of market cycles. Enjoy the show!By The CM Group
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Small Caps Are BACK + Aerospace Opportunities, Info Arb is Everywhere with Maj Soueidan, (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting
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My guests on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. Even though it's been a week to remember in Politics, its also potentially a week to remember in Small/MicroCap land. Both the IWC (iShares Micro-Cap ETF) and Russell 2000 ETF are up about 10-11% in July, causing Small and MicroC…
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283. How Doctors and Professionals Buy Back Time with Real Estate Investing
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In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …
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Ep 222: Anaesthetist with a £plan - investing, protection and the problem with BLEEP advisors.
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Robbie, one of our listeners, joins Tommy today to talk about everything he's learned from Medics' Money and his own financial plan. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via emai…
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Advice for selling more domains – DNW Podcast #494
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A domain broker gives me tips to sell more domains. Last week, I talked about how my domain sales are down so far this year. Jeffrey Gabriel, Saw.com founder and domain broker, joins me this week to talk about what I can do to change this trajectory. He gives some frank advice about my domains, […] Post link: Advice for selling more domains – DNW P…
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Vertical Aerospace ($EVTL) Commences Prototype Testing on Advanced VX4 eVTOL Aircraft
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Vertical Aerospace (NYSE: EVTL), a global leader in zero-emissions aviation, has announced the start of testing on its most advanced eVTOL aircraft, the VX4. Initial powered ground tests, including propeller balancing, have been successfully completed. In the coming days, the company will conduct propulsion system tests on its advanced powertrain, …
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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman
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This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…
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When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
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On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of former President Donald Trump. A new retiree wants to know how risky he should be with $140,000 he has in an old 401(k). A North Carolina caller asks whether it’s smart to use 401(k) dollars to pay off …
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Lilium ($LILM) Signs New Deal with Saudia Group to Deliver up to 100 High Speed eVTOL Jets
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Lilium (NASDAQ: LILM), a leading manufacturer of eVTOL aircraft, and Saudia Group have signed a binding sales agreement for 50 Lilium Jets, with options for 50 more. Saudia Group aims to enhance connectivity and reduce travel times, with the jets supporting travel across the Kingdom. This agreement marks the largest firm order of eVTOL aircraft in …
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Partners Group's Rob Collins - The how and why of evergreens: one of the most exciting trends in private markets
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins, a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group, a $147B+ AUM alternative asset manager, joins …
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The Case for a Continued Rally with Warren Pies
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In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…
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Bloom Energy ($BE) to Deploy Proprietary Fuel Cell Technology to Power A.I. Data Center
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Bloom Energy (NYSE: BE), a leading innovator in solid oxide fuel cell technology, has announced a strategic partnership with CoreWeave. This collaboration highlights Bloom's capability to address the increasing energy needs of the rapidly expanding AI sector. Bloom will install its proprietary fuel cells to provide on-site power for CoreWeave at a …
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In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, delve into a variety of financial strategies tailored specifically for physician families. They explore how to maximize the safety and returns on extra cash by examining different investment options such as U.S. T…
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In today’s episode Greg and Colin carry on with the 12 Steps to Investing Mini-series. Today we are looking at market timing, star fund managers, and style drift. Enjoy the show!By The CM Group
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JinkoSolar ($JKS) to Establish High-Efficiency Solar Module Manufacturing Facility in Saudi Arabia
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JinkoSolar (NYSE: JKS), a leading solar module manufacturer, has announced a new agreement with Renewable Energy Localization. This venture will establish a high-efficiency solar cell and module manufacturing facility in Saudi Arabia, with a total investment of approximately $1 billion, funded through internal and external sources. The facility aim…
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282. Rinse & Repeat: Investing in Car Washes and Paying Zero Tax with Kriss Berg
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In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.Here’s what to expect:- Why Invest …
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Ep 221: Active v passive investing, simple portfolio = better, the problem with restricted advisers and insure what you can’t afford to lose.
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Tommy and Ed were lucky enough to be invited onto the Century Plan Podcast recently with Sarah Steele and Dennis Hall. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via email by downloadi…
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SBOM Lifecycle Management for Mission-Critical Technology | Business Ninjas: WriteForMe & Vigilant Ops
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Welcome to another episode of the Business Ninjas Podcast, where we uncover the strategies and stories behind successful business leaders. In this episode, we're thrilled to have Ken Zalevsky, the dynamic CEO of Vigilant Ops, join us for an in-depth conversation. Ken Zalevsky has been at the forefront of cybersecurity innovation, leading Vigilant O…
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My domain sales so far this year – DNW Podcast #493
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Let’s dig into my sales results this year. How are your domain sales so far this year? Mine…not so great. On today’s show, I share in-depth numbers about my sales in the first half of 2024: sell-through rates, top level domains, where I acquired the domains and more. I also hypothesize about why my sales […] Post link: My domain sales so far this y…
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