This is the official podcast feed of the Society of Actuaries
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Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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Thought leaders and industry experts explore the key issues and opportunities for today’s finance professional.
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Next Gen Personal Finance (NGPF) is a free blended-learning personal finance curriculum to engage and empower students to make informed financial decisions. In our podcasts we interview educators and other experts in the field of Personal Finance.
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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This is a show for professional growers and agronomists who want to learn about the science and principles of regenerative agriculture systems to increase quality, yield, and profitability.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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The Lifestyle Finance Show is focused around showcasing the incredible Thought Leaders, Coaches & Game Changes Lifestyle Finance Aus supports with finance backing. We want the world to know about the impact these amazing humans are making and how they are helping create an even better world for us all to live in. This show is also creating a greater awareness around finance, as being one of the most powerful ways to invest in yourself and catapult your personal and professional growth by bri ...
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Our host Joseph is an Economist, Mathematician, Mortgage Broker, and the Founder of It's Simple Finance. Joseph Daoud is a multi-talented professional with a passion for finance, mathematics, and empowering individuals to achieve their financial goals. As an economist and mathematician, he offers unique insights into market trends and data-driven decision-making. Join us as we discuss finance, mortgages and home buying in Australia! Follow us on our pages; www.itssimple.com.au Instagram: @it ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Keeping you abreast with the latest developments in the accountancy profession.
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Welcome to The Finance Cafe, Canada's leading business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers. Join your hosts, Shannon Pestun, Financial Expert and Shauna Frederick, Chartered Professional Accountant and CFO On the Go, founders of the financial learning platform designed by women entrepreneurs, for women entrepreneurs as they dive into conversations about business and finance with women entrepreneurs and the experts that su ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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GentleMan Style Podcast-God, Family, Finance, Self
Marcus Norman-Entrepreneur, Licensed Professional, insurance, finance, reti
This show is dedicated to discussing the hot topics in our society and challenges men grow up and go through in life whether it be finances, relationships, and leading your homes with God at the forefront.
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Finance Babe is the leading podcast on Financial Education for Professional Women that are ready to stop trading time for money and want to take charge of their finances once and for all so they can live the lives they desire and on their own terms. Hosted by Intuitive Financial Coach Sara Chevere, will provide you with the necessary tools to empower you to not only get rid of debt but also to build generational wealth. Sara’s methods are not of the typical Financial Advisors. What she teach ...
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Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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Insights into the world of professional services marketing, presented by Frank Lippert and Deirdre Gilmore. The professional services industry is an increasingly competitive one – your firm needs to stand out from the pack, so a marketing strategy can no longer be an afterthought.
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Property People is a media brand featuring conversations with a wide variety of property professionals sharing ideas, experiences, problems, and solutions within the property industry. Are you a property professional with something interesting to share? Or maybe you'd like to sponsor an episode and get your business in front of our audience of property investors & developers?Drop us an email if you'd like to feature on the pod or sponsor an episode!Email: yasmin@propertypeople.co
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Learn. Grow. Inspire. A podcast on Finance People, for Finance People, by Finance People. Celebrate the Profession and the Professionals in the world of Finance with Rohit Agarwal, Tech Entrepreneur, ex-CFO, and ex-investment banker. These unsung heroes mostly remain under the limelight but contribute tremendously towards company building. We endeavor to unpack their journeys to understand what moves them, get inspired by their triumphs, learn from their experiences, and, most of all, connec ...
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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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Hosted by David Grosse and Trevor Pirie, the podcast is focused on all matters that are relevant to the business finance marketplace. David and Trevor have both worked in the business finance space for over 35 years. David is the founder of Number Eight Business finance and specialises in providing advice and access to all business finance products available today. Trevor is the founder of Alexander Angel and provides independent consultant advising lenders, brokers and software companies. H ...
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Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
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Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Future Finance is a podcast that delves into the transformative world of finance, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving i ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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We all have questions about the money we earn, how we spend it and the best ways to approach investing it now and for our future. Having an extensive network of professional finance voices with honest, credible opinions has allowed Money Magazine to become Australia’s longest-running and most-read personal finance magazine, presenting easy to understand financial news, advice and reviews for its audience. Money's Senior writer, Tom Watson, and Editor-in-Chief, Michelle Baltazar, chat weekly ...
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Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
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The Finance Bible podcast is your guide to helping you reach Financial Freedom, learning new concepts one episode at a time. Zeke Guenthroth & Oscar Don dive into a variety of different finance based topics, including but not limited to investing, investment properties, saving, budgeting, shares, crypto, interest rates, inflation, wealth and debt with a new episode launching every week. You can be sure to tune in and learn how to accumulate wealth over time. DISCLAIMER:The information in thi ...
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Discover the path to success in the golf industry with the GBN University podcast. Hosted by Col. Spencer Clouatre, PhD, this educational series delves into leadership, finance, merchandising, and more. Join us on the journey to greatness. Subscribe now for expert insights and strategies. To learn more about GBN go to golfbusinessnetwork.com
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The Source is a network for women in business created by BankPlus to provide access to capital, education and networking events. The Source supports women in business at all levels, across varied industries, business sizes and professions. Whether you are starting in business, growing a business, seeking professional development, or have already had success in business, we hope you will go to The Source.
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PropCast is a property podcast produced by Montfort. PropCast covers issues across the whole of the real estate market; from finance and funding through to development and construction.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Regulatory Ramblings
Reg/Tech Lab - HKU-SCF FinTech Academy - Asia Global Institute - HKU-edX Professional Certificate in FinTech
Welcome to Regulatory Ramblings, a new podcast from a team at The University of Hong Kong on the intersection of all things pertaining to finance, technology, law and regulation. Hosted by The Reg/Tech Lab, HKU-Standard Chartered FinTech Academy, Asia Global Institute and the HKU-edX Professional Certificate in FinTech, with support from the HKU Faculty of Law. Join us as we hear from luminaries across multiple fields and professions as they share their candid thoughts in a stress-free envir ...
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We, the Latinos, Latinas, Latinx, and Latines of the US are here to stay. Y juntos, echamos pa’lante! So why navigate the choppy waters of our shared experience alone? Join Clemencia, Cecilia, and many Latino/a/x guests every Monday for a convo cultural y de corazón that digs into our unique issues. Let’s unpack those tricky topics with a fun twist, sin pelos en la lengua.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Optimal Work Daily, presented by the experienced narrator Dan, is a podcast that focuses on enhancing productivity, creativity, and work-life balance. Dan provides clear and engaging narration of thought-provoking articles from leading experts in the fields of work, career development, productivity, and entrepreneurship. Optimal Work Daily is an ideal resource for professionals, entrepreneurs, and anyone looking to maximize their potential in the workplace. The podcast's diverse range of top ...
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Episode 274 - Marketing and Finance: The Dream Team
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Frank sits down with Laurie Lumish, Principal and Director of Marketing and Business Development at Degenkolb Engineers, and CFO Maury Ballif to explore the secrets of building a strong working relationship that sets a new industry standard. In this engaging conversation, you'll gain practical advice on enhancing your role within the company, devel…
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How Generative AI Is Changing The Game for Finance Professionals - Featuring Adam Tzagournis
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TLDR: These show notes were optimized using Google Gemini after we tried Meta Llama 3 8B and ran into issues. The show notes are designed to make you listen to the full episode thanks to AI. Below is a poem for the show from Gemini The numbers whiz by, a blur in the night, Financial wizards locked in a fight. AI swoops in, a tool sharp and bright, …
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Latinos are the demographic that creates the most businesses at this moment, however, we have the least access to resources and funding. Well, we're here to change that! In this episode, Clemencia and fellow entrepreneur and marketer Ana Carolina Salazar from Bold Hispanic Marketing talk about what they wish they had known when they started their b…
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Young Professional Advisory Council: Evolution of Technology: A Journey Through Time
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Join us for a conversation that journeys from the 1980’s to today, exploring how technology along with the nature of actuarial work has evolved. On this podcast, Bill Sayre, FSA (an actuary with decades of experience) will take Shang Xu, FSA (a Gen Z actuary) into the past, examine how the nature of actuarial work changed with the advancements in t…
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1363: How Long It Really Takes to Start a Business by Stephen Warley of Life Skills That Matter on Entrepreneurship
8:21
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1363: Stephen Warley of Life Skills That Matter reveals the reality behind starting a business, emphasizing that it typically takes about two years to achieve financial stability. Drawing an an…
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SoF CLIPS | What is Success and How to Achieve it with Srini Phatak, Deputy CFO of Unilever
7:49
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In this insightful podcast clip, Srini Phatak, Deputy CFO and Controller of Unilever, shares his personal definition of success and offers practical advice on how to achieve it. Srini emphasizes that success is not solely defined by titles or salaries but by the impact you create in your business and with the people around you. He discusses the imp…
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The Dangerous Retirement Plan You're Probably Using
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Today, we tackle a widespread but often misunderstood concept of retirement planning. Are you under the impression that time eliminates risk when it comes to your investments? Think again. In this engaging and informative episode, we break down why the common belief that "time in the market" reduces risk can lead to serious financial missteps, espe…
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We spoke with Anthony Simmons, the CEO of Nemiro Group International. He gives tips on the importance of off-shore accounts and when you are traveling on vacation how easy it is to open up accounts in the Caribbean and abroad. We discuss the importance of REITS, and how to engage with businesses and business owners abroad. You will learn the 3 stat…
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1362: How To Keep Working During Personal Hardship by Christine Comaford of Smart Tribes Institute
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1362: Navigating through personal hardships while maintaining your professional responsibilities can be incredibly challenging. Christine Comaford offers compassionate and practical advice on h…
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Send us a Text Message. Millionaires are leaving the UK faster than any country in the world other than China, new data shows. According to the Henley Private Wealth Migration Report, 9,500 millionaires, defined in US dollar terms are leaving the UK this year. Only China - which has more than twice as many people with seven-figure net worths - saw …
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SoF CLIPS | How to Succeed in Finance? Secrets Revealed by Srini Phatak, Deputy CFO of Unilever
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In this insightful podcast clip, Srini Phatak, Deputy CFO and Controller of Unilever, shares his expert advice on how to succeed in the world of finance. Discover the four key roles every finance professional must master: Strategist, Catalyst, Operator, and Steward. Learn why adaptability, strategic thinking, and strong leadership are essential for…
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YFP Real Estate Investing 122: Deep Dive: 4 Tricks for Finding a Deal
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David Bright and Nate Hedrick share four creative strategies to consider when looking for investment properties in 2024. Summary As the housing market continues to be competitive with low inventory and high home prices, it can be hard to find those good investment deals. Drawing from their own experiences, David Bright and Nate Hedrick share four s…
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1361: Turning Toward Bids Creates Better Workplace Relationships by Rosemary Schmidt with Gottman
9:36
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1361: Rosemary Schmidt highlights the importance of responsiveness in workplace communication, drawing on insights from the Gottman Institute's research on relationships. By encouraging teams t…
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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
1:11:43
1:11:43
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Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks…
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Payroll & Time Tracking Options for Painting Businesses
23:28
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Unlock the secrets to seamless payroll management in the painting industry with our expert dialogue featuring Daniel, the brains behind Bookkeeping for Painters, and myself, Richard, your tax director guide. We tackle the nitty-gritty of paying your team accurately and legally, spotlighting top-notch systems like Gusto—known for its affordability a…
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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk
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1360: The Secret Marketing Tactics That Every Succesful Brand Knows by Margo Aaron of That Seems Important
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1360: Margo Aaron emphasizes that while actionable marketing tactics are often sought after, true success lies in understanding human behavior and paying attention to people. She argues that th…
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Exploring Business Cycles with Liz Young: Insights for Young Professionals
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Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities. Liz advises young professionals to ex…
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What’s Making Headlines – the week commencing 17 June
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they discuss the latest RBA decision, updated forecasts, and new government measures. This week, they cover: Vigilance and uncertainty from the RBA. Dwindling hopes …
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Nicole Lin and the $100,000 Impact of Financial Education
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Special host Christian Sherill and Nicole Lin from Tyton Partners explore a study that quantifies the lifetime financial benefits of personal finance education, highlighting a potential $100,000 impact per student. Nicole discusses the methodology and findings of the study, emphasizing its practical implications for students' financial behaviors an…
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Parting thought from ENGAGE: Don’t let tech changes overwhelm you
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Byron Patrick, CPA/CITP, CGMA, took time from his schedule during AICPA & CIMA ENGAGE a few weeks back to join the JofA podcast. Patrick, recently named CEO at a startup company, has been a regular on the show over the years, talking mainly about technology topics. He continued that theme in this episode, discussing artificial intelligence, how the…
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From Rejection To Financial Freedom: The Minority Mindset With Jaspreet Singh
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Jaspreet Singh’s parents gave him two choices: become a doctor or be a failure. Understandably, he chose medicine, but deep down, he knew it was for all the wrong reasons. People like Jaspreet are born entrepreneurs. They just see the world a little bit differently. He inherently knew he could be happier and make more money doing something else, an…
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Ep 72 | Creating Multiple Income Streams in Property with Jack Jiggens
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In this episode, Saam speaks to Jack Jiggens - Property Developer, Social Housing Investor, Land & Acquisitions Director at XP Property, and Co-Founder of XP Surveys. Jack is responsible for finding, structuring and securing de-risked deals and has to date raised £14m in equity, and £41m in debt facilities across XP projects. Born into property, Ja…
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In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, a…
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Episode 122: Exploring Tillage, Aggregation, and Biological Innovation with Rick Clark
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Rick Clark, a fifth-generation farmer from Williamsport, Indiana, is dedicated to enhancing soil health and achieving harmony with nature on his farm. He has pioneered a systematic approach to regenerative farming, proudly maintaining certification for all acres as organic through his regenerative stewardship with no tillage. Rick's practices focus…
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YFP 364: Starting a Nonprofit: An Interview with Founder of Pharm to Tables, John Muchka, PharmD, BCPS
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Dr. John Muchka, Founder of Pharm to Tables, talks about how he started the non-profit and its mission of helping end the hunger crisis in local communities. This episode is brought to you by First Horizon. Summary In this episode, Tim talks with Dr. John Muchka, Founder of Pharm To Tables, a charitable organization uniting pharmacy professionals i…
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1359: [Part 2] 5 Different Options by Jillian Johnsrud on Growing a Business & How to be an Entrepreneur
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1359: Jillian Johnsrud outlines adaptable plans to build financial security while launching a business. Her strategies emphasize flexibility, allowing for adjustments based on new information a…
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144: Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer
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In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…
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Harnessing Mindful Energy Management for Entrepreneurial Success with Rob Dube
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Ever feel like a hamster on a wheel, running endlessly towards success but somehow feeling drained? Rob Dube, mindful entrepreneur and co-founder of ImageOne, joins me to share a groundbreaking approach to energy management and entrepreneurship. From selling lollipops to adopting the Entrepreneurial Operating System (EOS) with Gino Wickman, Rob's s…
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A Little Filler - The Guild gates are opened
16:54
16:54
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Send us a Text Message. On this show, the boy's are tickled pink to bring you their 2nd 'little filler'...and especially as they have some exciting news to deliver. Dave and Trev have also been receiving positive feedback from the business finance marketplace including a number of case studies that clearly demonstrates the many advantages for busin…
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Building a portfolio to accommodate clients through every phase of life can be challenging. Mercer portfolios solutions lead Rebecca Jacques shares her thoughts on how to how to build a portfolio that aligns with client needs.By Financial Standard
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Elective Medical Procedures and Ways to Finance Them
12:01
12:01
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If you need an elective medical procedure that might not be covered by your private insurance how do you go about financing them. Medicard provides financing programs for patients that could cover some of these procedures. To tell us how it works we are joined but VP and COO of Medicard, William Breton. Find out more at medicard.com and connect on …
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Up Close and Personal With the Portfolios of Finance Pros in Canada
10:46
10:46
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What if you could get a look at the investment portfolios of some of successful finance professionals from Canada and around the world. Well Barbara Stewart, Chartered Financial Analyst, makes this possible through her ‘Rich Thinking Global Research’ papers. Barbara joins us to tell us more about her research and findings. Find out more at barbaras…
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Owning a car can be expensive but one cost you may not expect is when your auto insurance premium suddenly rises without you knowing the reason. Breaking down the rates of auto insurance is Matt Hands, VP of Insurance at Ratehub.ca. Find out more at ratehub.ca and connect on Facebook and X.By Bruce Sellery
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How to Learn the Skills Needed in Today’s Job Market
15:30
15:30
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Buying, selling, negotiating, leading a meeting, or managing a crisis are some of the everyday skills needed in your job today. But where do you learn these skills? One is from the book CONVINCE ME: High-Stakes Negotiation Tactics To Get Results in Any Business Situation. Authors, Chip Massey and Adele Gambardella, join us to tell us more about the…
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Leveraging AI for Business Success: Insights from AI expert Verena Weber
37:32
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37:32
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
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Secrets to Building Error-Free Financial Models with Cameron & Nicholas Hay
46:50
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Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. We are sharing an episode from Financial Modeler’s Corner. Stay tuned for an engaging conversation you won't want to miss. Here are the show notes from our previous episodes. Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art …
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S2E6: The Conspiracy Theory on Property Prices
24:04
24:04
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Is there a conspiracy around property prices? Probably not, but its certainly starting to feel that way. Anyway, what this episode about other than conspiracies? The boys provide a market update for May/June in which Joe explains that banks and lenders are loosening lending laws to help borrowers during the cost of living crisis. Alongside this, bo…
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1358: [Part 1] 5 Different Options by Jillian Johnsrud on Starting A New Business & Entrepreneurship
8:55
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1358: Jillian Johnsrud encourages a flexible approach to decision-making by exploring multiple options beyond the initial binary choices. Through brainstorming various scenarios, individuals ca…
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Insurance Companies and Annuities: EDU #2425
1:14:08
1:14:08
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Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription). The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Consumer Sentiment Leads The Way. So Where IS The Problem…
49:30
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Today’s markets have been quite uneventful, but consumer sentiment leads the way! Consumer confidence is down, potentially influenced by upcoming election concerns and negative economic rhetoric. The breadth of stocks above their 50-day moving averages is low, indicating a bearish tone, despite strong performance in the tech sector, particularly se…
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"The Biggest Bank Heist in History Is Coming"
56:24
56:24
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Ep 47 with Linda Jeng Linda Jeng is a digital economy leader and strategist with over two decades of experience in FinTech, policy, and regulation. She is the founder & CEO of Digital Self Labs, a Washington D.C.-based Web3 advisory firm. Digital Self Labs is a cross-disciplinary advisory firm combining blockchain software expertise with policy and…
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423 the experience of owning a Telsa (interview with an EV YouTuber)
54:00
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In today’s episode Dev interviews Tom of Ludicrous Feed, touching on: 👉🏾 why did he buy an EV? 👉🏿 batteries and charging 👉🏻 the driving experience 👉 manufacturing myths 👉🏼 his personal experience 👉🏽 is China a threat? 👉🏾 his investing journey YouTube channel: youtube.com/ludicrousfeed and also my website: ludicrousfeed.com We hate email spam so we …
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Can't afford to BUY a house on your own? Property pals might be your answer! With the typical home loan repayment between $3000-$7000 PER MONTH, sharing the burden with your friends may be the key to home ownership. This week on the Friends With Money podcast, Money's Michelle Baltazar chats with Matt Bowen, head of consumer and market insights at …
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Join us in the latest episode of the "What's New at CFI" podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. We discuss practical examples of using AI tools like ChatGPT and Gemini to simplify…
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Indigenous Women in Tech for a Cause: with Tracy Persson
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The Finance Cafe is excited to welcome this weeks guest, Tracy Persson. Tracy is an Indigenous entrepreneur, philanthropist, and tech innovator from Northern Alberta. She founded her first company, Cozy Intentions and is now blazing trail with her latest tech venture, the My Breast Day app, supporting those battling breast cancer. Join host, Shanno…
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A Peek into the Portfolios of Professional Money Managers | Full Episode
55:56
55:56
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How do the pros invest their own retirement savings? Chartered Financial Analyst Barbara Stewart tells us about her latest research and what she learned. Then, how to be convincing. Former FBI hostage negotiator Chip Massey and Crisis PR consultant Adele Gambardella take us through their book CONVINCE ME: High-Stakes Negotiation Tactics to Get Resu…
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