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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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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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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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The Aussie FIRE podcast is the ultimate guide to Financial Independence for Australians. Having started life as an e-book, then an audiobook, it's now reached its final form: a podcast that will keep on giving. The Aussie FIRE audiobook is brought to you by Pearler, Australia's favourite long-term investing community; and Dave Gow, the brains behind Strong Money Australia. Each episode explores a different aspect of Financial Independence, so stay tuned for new releases! https://pearler.com ...
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Mo Money is where we bring you practical tips, hacks, strategies and knowledge to help you save more, invest smarter, and maximise your money to ultimately replace your salary by investing faster and easier. In this show, Ben Nash, finance expert, best-selling author, speaker, and award-winning financial adviser along with Will Cant, a Financial Adviser at Pivot Wealth, will help you cut through the noise.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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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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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Insight and analysis on investment markets and issues affecting your whole financial world.
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A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You ...
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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Independent investing and finance podcast covering financial topics, investing news, education, and insights into New Zealand and Australian listed companies.
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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PreMarket Prep is a daily trading podcast that airs weekdays.Email premarket@benzinga.com for your questions.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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Learn from top entrepreneurs and seasoned business owners in the HALO (Health, Active Lifestyle, Outdoor) sector how to optimize your business success. With host Pete Moore, Founder and Managing Partner of Integrity Square.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Check out the fifth Art of Advising podcast from Region 10! Join Daniel Colon, Business Development Specialist at Family Savings Credit Union with more than 20 years of experience in the banking credit sector, as he answers the question: What are some of the trends we are seeing for college student financial preparedness, and how can staff (especia…
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Episode 9: 'Talking Ads' with Alex and Tessa
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Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins. But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immer…
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Top Retirement News Stories and Retirement Regrets to Avoid
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On this edition of Plan Today Own Tomorrow we go over top retirement news stories making headlines. Hindsight is 20-20 so we will also talk about retirement regrets and how to avoid them. Big retirement planning concerns are out there and are you ready for them? If you have any questions concerning your own retirement call Guardian Investment Advis…
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Top Retirement Related News Stories this Week, Including Some Retirement Regrets
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On this week's show we will discuss some of the top stories out there that pertain to retirement and retirement planning. We will also take a look in the rearview mirror when it comes to planning regrets. If you have any questions or concerns regarding your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website. R…
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“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)”
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Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Abby Wilson and Scott Jordan will share a new way to look at investing, “Investing is FUN(damental).” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…
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Episode 16 | End of financial year market update
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In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets. The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the glob…
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As money managers, we tend to consult history as a guidepost for where markets may be headed, and the further back you look, the clearer the picture often becomes. Nathan and Steve take us on a journey through 100 years of stock market returns, highlighting trends that may surprise you. Also, on our MoneyTalk Moment in Financial History we discuss …
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice…
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In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning. He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation. Fred also explores different strategies for generating in…
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Joe Murphy discusses the five critical pillars of retirement planning.
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In this episode of Wealth Health Radio, Joe Murphy discusses the five critical pillars of retirement planning. The first pillar is income, which is essential for maintaining the desired lifestyle in retirement. Joe emphasizes the importance of diversifying income streams to mitigate risks. The second pillar is expense management, which involves und…
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals.
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim So…
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Today's Topics: More earnings reports PCE / Inflation data! Today's Guest: Eric Krull, IPOs and more PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the tradin…
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Outlook for fixed income in the current climate
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On the latest edition of the FT Adviser podcast, Iain Stealey, international chief investment officer for fixed income at JP Morgan Asset Management, David Coombs, head of multi-asset funds at Rathbones Investment Management and Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management discuss the outlook and opportunities in bond …
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6 biases that impact investors (and how to manage them) [🧠 Brain Hacks]
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We all have biases that impact how we make decisions and view the world. As investors, when we understand some of the common biases that impact our decisions and those of experts, we can improve the way we spend and invest our money and ask better questions. In today's episode, Kate Campbell and Evan Lucas discuss six key biases that impact us as i…
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Episode #512: Navigating Boutique Studio Ownership with Studio Grow's Beth Potter & Peter Pastijn
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Today we're joined by Beth Potter and Peter Pastijn, industry veterans in the HALO sector and two top players at Studio Grow, one of Integrity Square's strategic partners who provide top notch, in-the-trenches coaching for boutique studio owners worldwide. Beth and Peter draw parallels between Studio Grow and the role of a regional director, highli…
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With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increa…
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Today's Topics: Breaking down the worst day of the year Tesla moves lower $F, $CMG, $VKTX Earnings Airline disaster continues Today's Guest: Tommy Lackey, Portfolio Manager Relativity Capital Advisors PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest ma…
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This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality. Cale Bulgin LinkedIn: http…
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5 Critical Questions To Ask Your Financial Advisor
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Whether you're just starting out with a financial advisor or considering a change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you five critical questions you need to ask to ensure you're getting the best…
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Episode 18 | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes
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In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his en…
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#77: Show Me The Money! with Hayley Grosser - The Abundant Farmer
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On today’s episode of the Wealth & Wisdom podcast we’re challenging some of the most pervasive money myths that have likely shaped your mindset since childhood. These beliefs can limit your potential, induce stress, and even perpetuate negative financial cycles across generations. Joining us is Hayley Grosser, a money mindset coach, who shares her …
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Tesla earnings disappointment Google trades lower $T, $ENPH earnings Today's Guest: Cameron Dawson, CIO NewEdge Wealth PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you n…
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The rules on Inherited IRAs have changed since the passing of the SECURE Act 2.0, and if you’re not up to date on the details you may find yourself on the wrong side of some serious tax liability. Donna discusses the options for those receiving on non-spousal inherited IRAs. Also on MoneyTalk, 529 rollovers, qualified charitable distributions, and …
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Doing medicinal cannabis differently–Rua Bioscience
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The medicinal cannabis market has been a long, hard road for NZ players and the patience of retail investors is wearing thin. We talk to Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas. Rua CEO Paul Naske sees significant growth as new legal framewor…
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Art of Advising | How do advisors advance to administration?
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Check out Region 10’s fourth Art of Advising podcast! Join Shalece Nuttall, Advising Director for the College of Health and Public Service at Utah Valley University and the Region 10 NACADA chair, as she talks about how advisors advance to administrative roles.By NACADA: The Global Community for Academic Advising
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The Art of Advising | Glorification of Busy
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The third Art of Advising podcast from Region 10 is now available! Join Sarah Maddox, Undergraduate Program Coordinator for the Department of Biomedical Sciences at Colorado State University; Kacey Gregerson, Student Services Manager for the Department of Chemical Engineering and Materials Science at the University of Minnesota Twin Cities; and Sar…
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Listen to Region 10’s second Art of Advising podcast. Join Michelle Wik, Academic Success Advisor in the Ira. A. Fulton Schools of Engineering at Arizona State University. In this Diversity Series, she discusses Youth on Their Own, a Pima County-based 501(c)(3) non-profit charitable organization that promotes high school completion and the ongoing …
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Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession. Rebecca Pritch…
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Exploring the growth in private debt with Pengana Capital Group: insights from the Mercer Global Investment Forum in Melbourne
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In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group’s CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space. They break down the historic drivers of growth in the asset class, and…
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This report highlights that PPC declares its first dividend in nine years as the cement producer returns to profitability. Management’s shake-up with the new group CEO Matias Cardarelli has strengthened the Executive Committee (Exco) with several new roles to improve the profitability and sustainable return on capital in South Africa. Internationa…
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Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, sta…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who…
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Navigating financial advice and finding a niche
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In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice. Hale explains how Rising Tide found its core client base and moulded its offering around the…
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Meet the Investor Series: Gracie Coburn, Nuveen Real Estate
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In this episode of Meet the Investor, Joey Mouracadeh sits down with Gracie Coburn, Portfolio Manager at Nuveen Real Estate, to discuss the nuances of real estate as an asset class. Understand the various types and geographies of real estate, what makes a sound real estate investment across different sectors, the potential impact of rising interest…
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428 economics of EVs: Tesla M3 265,000km - the end!
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Dev Raga continues his tradition of comparing his Tesla Model 3 SR+ which he purchased in 2019 with his previous Diesel. In this episode we focus on the economics of EVs, and whether it makes sense to purchase in EVs in the: 👉🏾 current climate of high costs of living 👉🏿 petrol/diesel prices 👉🏻 servicing costs 👉 all the features EV's offer 👉🏼 the an…
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Episode #511: Chelsea Piers Leadership: Greta Wagner on Culture and Customer Connection
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Greta Wagner is a seasoned fitness industry veteran with over four decades of experience in the HALO (Health, Active Lifestyle, Outdoor) space. A current Board Member of the Health & Fitness Assocation (formerly IHRSA), and Executive Director of Chelsea Piers, her journey began at the age of 16, when she started teaching what used to be called "aer…
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Preparing for Retirement: Withdrawal Rates
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If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank crisis, an…
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Today's Guest: Derrick Oldensmith CTA: Trade with Derrick for FREE in his Pro Desk Virtual Trading Floor July 29th - Aug 2nd. https://vp301.isrefer.com/go/pdoh/bzg... Today's Topics: Earnings, earnings, earnings $SPOT, $GM, $KO and more Google / Wiz deal gets nixed Sketcher's analyst upgrade PreMarket Prep is the #1 go-to source for everything you …
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An Intelligible Perspective On Past Performance
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By Steven Briggs
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GNU: The First 100 Days What needs to be done to transform promises into policy, address systemic inequalities and ensure economic growth: PSG Think Big Series
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34:23
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Justice Malala: Political Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Justice Malala is a best-selling author, political analyst, newspaper columnist, media entrepreneur, talk-show host, and public speaker. As columnist on major publications in SA and as anchor of a major political talk show, Malala is a voice to whic…
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The Importance of a Comprehensive Financial Plan
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The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that …
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How these broker brothers built a Top 25 Brokerage
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Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of Elite Broker, we touch back in with the broker brothers to find out: How they’ve built a Top 25 Brokerage in just seven years. Why education standards need to be lifted in broking. Why process is the ke…
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#408 How to reduce risk when you borrow to invest
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On this episode of the Mo Money podcast, we talk about how to manage risk when you borrow to invest. In the episode, we unpack the four areas that drive the most amount of risk and how you can manage them, as well as some of the strategies that you can use to be smarter when you borrow to invest. This episode is perfect for anyone that wants to get…
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This week, Phil talks about the potential political impacts on markets.
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Fan Mail - Send us a Text Message Today’s topic is negative gearing and debt recycling. www.structuring.com.auBy Terryw
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PreMarket Prep Today's Guest: Jeremy Schwartz, CIO of WisdomTree Today's Topics: Does market like Biden dropping out? $BAC big seller Apple price target raise PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and p…
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Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew discuss his career path from lawyer to financial planner, the importance of culture and ethics in the industry, the role of technology and AI in financial advice, and the need for effective dispute resolution and consumer-first pra…
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Lessons learned when natural disasters shut down your practice with Pete Kehoe, OD
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Welcome to this episode of 20/20 Money! My guest on today’s show is Pete Kehoe, OD. Pete joins me back on the show to discuss all the hard lessons he and his team have recently learned while they navigated their practice being shut down due to a massive ice storm that destroyed a large portion of the building's roof. Pete shares more about the head…
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Navigating Social Security: Listener Questions Answered
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In this episode of the Big Picture Retirement podcast, we dive into listener questions about Social Security, tackling a wide range of scenarios to help you navigate the complexities of your benefits. Lois asks about the earnings limit for survivor benefits versus other benefits for someone born in 1955. She’s been told she must repay two months of…
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