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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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The Market Moment is an educational finance podcast for the everyday investor.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Welcome to the Osborn Financial Group Podcast! Hosted by Jarrett Osborn, dive into expert insights on wealth management strategies, essential tips for securing your financial future, and in-depth discussions on life and health insurance options. Get practical advice for protecting your assets and loved ones, proven strategies for maximizing investments, and real-life examples to illustrate key concepts. Stay tuned for Q&A sessions with industry professionals and actionable steps to take cont ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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Skytale Insights offers business, financial, and operational strategies for leaders in the dental and aesthetic industries. If you’re a healthcare business owner with an appetite for growth, tune into each episode for key insights on opening your next location, scaling your business, or positioning yourself to sell. Each episode features experienced members of Skytale team and other healthcare industry experts, providing tactical and strategic guidance for growing your business and helping i ...
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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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BIZdaily is a transformative podcast series designed to empower entrepreneurs with the tools and insights needed for personal and professional success. Hosted by Allegra Jackson, owner of AJCEO Business Coaching Group and founder of Women Into Networking (WIN), this podcast delivers daily doses of inspiration, actionable strategies, and expert advice from industry leaders. Each episode explores essential topics like leadership, resilience, financial mastery, and productivity, helping entrepr ...
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This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays. This show will help you successfully navigate to and through your retirement. Our Financial Compass pr ...
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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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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Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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SeedTime Money (Christian living & Personal Finances)
Bob & Linda Lotich | Christian Financial Coaches
👉 Want to be debt-free this year? Want to stop counting the days til payday? Want to have the money available to do all the dreams God has put on your heart? Well, for the rest of 2024, we are running a 40-week series where we share our 40-week checklist to eliminate debt, build wealth, and give $1 million. Each week, we share specific action steps we took to go from maxed-out credit cards with debt collectors calling to being 100% debt-free and reaching our biggest financial goal of giving ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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We will chat with Fierce Female Entrepreneurs and share the good, the bad and the ugly of Entrepreneurship and discuss obstacles we have faced and how to overcome them to reach the success you desire.
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Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans
Vanessa and Shana | Christian Financial Coaches | Dave Ramsey Fans
***TOP 1% MONEY & FINANCIAL SUPPORT PODCAST*** Do you make good money but have nothing to show for it? Tired of using your bank account & credit card balances as your budget? Want to get debt-free but don’t want to sacrifice everything to do it? Ready to save money and build generational wealth? You’re in the right place! We’re telling you exactly how to budget, pay off debt, save money & stop living paycheck to paycheck. We’re Shana & Vanessa: BFFs, business partners & Dave Ramsey Solutions ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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No sector or region is immune from challenges. Each episode we visit a different UK location, putting a client in the frame. Get insights to inspire your own business as we delve into the issues they’ve faced – and the big picture strategies that led to success. Barclays Bank PLC is registered in England (Company No. 1026167) with its registered office at 1 Churchill Place, London E14 5HP. Barclays Bank PLC is authorised by the Prudential Regulation Authority, and regulated by the Financial ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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Property Investing Insights, a podcast partnership between Smart Property Investment and leading property buyers’ agents Steve Waters and Victor Kumar from the Right Property Group, delivers investors real-world strategies to create wealth through property. The team delve into the hard issues that property investors face, demystifying complex terms and strategies and providing practical solutions to maximise your investment potential – regardless of the size of your portfolio. The team cover ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Exit Strategies Radio Show is our way of giving back to the community. We're here to empower you through financial literacy and real estate education. So, if you're out there hustling to make things happen for your family, if you're striving to secure a better future for your children and their children, then this podcast is tailor-made for you. Our host is Corwyn J. Melette, Broker/Owner of EXIT Realty Lowcountry Group in North Charleston, South Carolina. He is passionate about sharing insi ...
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Bullish Talks is a daily podcast dedicated to providing comprehensive financial news from around the globe. Our coverage spans a wide range of topics, including initial public offerings (IPOs), tokenization, and the latest developments in the cryptocurrency market. A key focus of our podcast is the use of artificial intelligence (AI) in finance, exploring how AI is transforming investment strategies, risk management, and financial services. Additionally, we offer in-depth news updates and in ...
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News and Views Podcast Show
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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The world's best podcast about the mindsets, behaviors, attitudes, and activities for the Appraisal, Real Estate, and Lending industries. Hosted by well known Real Estate and Appraiser Success Coach, Blaine Feyen, founder and CEO of the Real Value Group and Real Value Coaching Academy in Grand Rapids, Michigan, the Real Value Podcast covers a variety of topics involving all three of those businesses, as well as the topics of success, communication, leadership, balance, marketing, social medi ...
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Futurum Tech Webcast Leading tech analysts from The Futurum Group share weekly deep dives on the latest tech news, new products and services, mergers, earnings, regulations, and more. The Futurum Tech Webcast will keep you current on what’s happening in the tech space — from startups to industry leaders, emerging tech, and what’s ahead for industries across the globe, along with interviews with tech industry leaders and experts. Subscribe now and stay connected to this exciting journey into ...
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Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
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The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guida ...
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Sounds of Health seeks to shine a light on the path to improved health. The podcast highlights the people, organizations, and resources available to help improve physical, emotional, and financial well-being. Join us on a journey of self-discovery and empowerment as we explore expert insights, practical tips, and real-life stories to help you achieve a balanced and healthy life. In each episode, our host David MacNiven engages in thoughtful conversations with health and wellness professional ...
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The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.
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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Architect Mark R. LePage explores the business of architecture, firm leadership and the everyday life of an architect. From Gābl Media, EntreArchitect Podcast features weekly interviews with inspiring, passionate people who share their knowledge and expertise... all to help you build a better business as a small firm entrepreneur architect. Proven business strategies for architects, including financial management, profit, marketing, sales, productivity, and planning.
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Radio Show #14: Tax Planning Strategies in Retirement Planning
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Tax planning can certainly be overwhelming and changing tax laws only add to the frustration as you try to plan for retirement. That’s why this show will have a special focus on tax strategies and how it fits into a comprehensive financial plan. Join Chris and Scott as they discuss the SECURE Act 2.0, Roth conversions, and the pros and cons of annu…
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It’s been said that the most important rule of finance is to not consistently mess things up. In other words, you need to survive the short-term chaos – and there’s lots of it – to reap the potential long-term rewards. If you can buy enough time to weather the constant storms, you may find yourself in a very good position down the road. The Bucket …
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‘Leading from the front’ with R Collard Group in Hook
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From humble beginnings as a mechanic on his family’s pig farm, Robert Collard started out with nothing more than a set of spanners to his name. Utilising his mechanical know-how, combined with a focused, disciplined mindset honed through his racing career, he has built his business to become one of the leading demolition contractors in the UK and l…
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Kurt Kallaus on Market Retest, Bank Tightening Reversal, and Delinquency Normalization (Preview)
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Aug 14, 2024 – Kurt Kallaus at ExecSpec.net, who correctly forecasted the recent pullback, gives FS Insider an update on his market and economic outlook, discussing a potential retest as well as what he's seeing in the data when it comes to concerns over...By fswebmaster@financialsense.com (Financial Sense)
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The Impact of Marketing AI Councils on Businesses - Marketing Art & Science, Episode 9
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In this episode of Marketing Art and Science, CMO advisor and host Lisa Martin invites Dynatrace CMO Laura Heisman to discuss the real-world applications and impact of AI, generative AI, causal AI, and predictive analytics on the customer journey. Laura also shares her expertise in formulating marketing AI councils at companies like VMware and Dyna…
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289 | Turning Income into Impact: How to Make Every Dollar Count
21:19
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Snag Our Signature Budget Template! Episode Summary: Budget besties, we just dug up some mind-blowing stats that underline why it’s so crucial to take control of your money. While these numbers are definitely eye-opening (not to say gut-wrenching), they confirm what we already knew—money stress is real, but it doesn’t have to be. We’re diving into …
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Dollar’s to Doughnuts, Volatility Explained!
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In today’s episode Greg and Colin talk about volatility. What is it? How is it measured? What does it have to do with the market(s)? Listen in to find out more and enjoy the show!By The CM Group
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🔒 Entrepreneurs' PATH to SELF MASTERY: The Journey to Self-Actualization
1:01:03
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Subscriber-only episode Send us a Text Message. Episode 7: The Journey to Self-Actualization Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Allegra Jacks…
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Interview with Jennifer Surmacz Founder of Posterity Legal Discussing NextGen Estate Planning Software
18:46
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Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Navigating Dual Ventures: Morgan Hoogvelt’s Journey with Gohfr and Morgan Human Capital Management
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In this compelling episode of **Business Innovators** hosted by Marco Salinas, we delve into the fascinating journey of Morgan Hoogvelt, a veteran, entrepreneur, and the innovative mind behind the on-demand delivery platform, Gohfr. Marco kicks off the episode by highlighting the unpredictable nature of job stability and the formidable challenges o…
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Interview with James Edward Durden Jr, Owner of Edward Financial Group Discussing Social Security
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James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…
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Interview with Mehran Rad Founder & President of R & AP Financial Discussing Guaranteed Income
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Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use…
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What's Working & What's Not in the Market
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People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and lo…
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🔒 Entrepreneurs' PATH to SELF MASTERY: Financial Mastery for Entrepreneurs
1:24:46
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Subscriber-only episode Send us a Text Message. Episode 6: Financial Mastery for Entrepreneurs Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Allegra Jac…
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The Main Scoop, Episode 25: Driving Business Value Through IT Investment Strategies
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On this episode of The Main Scoop, Hosts Greg Lotko and Daniel Newman sit down with Patrick Moorhead, founder and CEO of Moor Insights & Strategy, to talk current IT investment trends across platforms and how to maximize business value through strategic investment.
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Preparing for Potential Changes and Uncertainties
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Episode Takeaways: Market volatility is inevitable and will occur multiple times during retirement, so it's important to have a proper retirement strategy and diversification. Being proactive in retirement planning is crucial, and waiting for things to happen and then reacting is not a good strategy. Having a customized portfolio that matches an in…
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The Role of Emotions in Investing and Retirement
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Ryan discusses how to navigate market volatility and protect your retirement savings. He emphasizes the importance of having a solid financial plan that includes income streams and protection against market downturns. Ryan also explains the role of emotions in investing and how having a plan can help minimize emotional reactions. The conversation t…
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AI, Indexes, and Independent Research: Inside Morningstar’s Strategy with CEO Kunal Kapoor
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Join host Jonathan Boyar as he sits down with Kunal Kapoor, the dynamic CEO of Morningstar, in this episode of The World According to Boyar. Dive into the story behind one of the most influential firms in the financial services industry and discover how Kunal’s leadership has propelled Morningstar to new heights. Kunal discusses Morningstar's missi…
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Jim Ciprioti discusses the current state of the stock market and the impact of interest rates on retirement planning. He emphasizes the importance of having a plan in place to navigate market fluctuations and protect retirement savings. Jim also discusses the potential impact of the upcoming election on the market and the need for tax planning in r…
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218: [Encore + bonus content] Site-of-care shifts: It's time to go on offense
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This week, host Abby Burns invites Advisory Board expert Sebastian Beckmann back to Radio Advisory to provide an update—as promised—on what his team has uncovered about site-of-care shifts in the six months since he first brought this research to the pod. Hint: there’s about $50B at play. This episode is a modified encore of Episode 195: Site-of-ca…
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It's Time For Your Mid-Year Money Checklist!
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We're half way through 2024, and it's time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There's still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out. So what's left to do?…
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Exploring the Science of Red Light Therapy for Sleep, Skin, and Brain Health
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Aug 12, 2024 – In today's episode of the Lifetime Planning podcast, we explore the intriguing science of red light therapy with Scott Chaverri from Mito Red Light. Scott delves into how various wavelengths of light, including infrared and near-infrared, interact with...By fswebmaster@financialsense.com (Financial Sense)
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🔒 Entrepreneurs' PATH to SELF MASTERY: The Art of Mindful Leadership
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Subscriber-only episode Send us a Text Message. Episode 5: The Art of Mindful Leadership Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Allegra Jackson, …
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EP 151: Unlocking the Secrets of Private Lending with Garrett Keillor
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In this episode of Exit Strategies Radio Show, host Corwyn J. Mellette welcomes Garrett Keillor, founder of Lenders Academy and managing partner at Keillor Capital. Garrett shares invaluable insights into alternative financing, revealing how investors can secure funding for unique and complex real estate deals. Garrett Keillor is a seasoned expert …
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288 | Breaking the Habit: How to Stop Using Credit Cards for Good
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Snag Our Signature Budget Template! Ready to break free from credit card reliance? In this episode, we guide you step-by-step on how to stop using credit cards and start paying with cash. 💳🚫➡️💵 Highlights: Why Stop Using Credit Cards? Breaking the habit of using credit cards can be tough, but it's essential for getting out of debt. Using credit res…
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Radio Show #15: Common Financial Pitfalls in Planning
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There are a lot of things out there that can trip you up as you try and plot out your financial future. Even the most diligent planners make missteps but the more you know, the better you can prepare. In this week’s show, Chris and Scott talk about some common financial pitfalls they see, which include hidden fees, tax planning, investing risk, and…
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"Boiling a Frog" - Julie Bailis - Mountain View Wellness
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Sounds of Health welcomes Master Health Coach and Personal Trainer Julie Bailis of Mountain View Wellness. Julie helps turn the challenges of being a woman over 40 into opportunities to feel stronger and more confident in the next chapter of life. Mountain View's approach includes personalized one-on-one coaching, functional fitness training, holis…
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Adam Rosen - Cold Email Mastery: Boosting Customer Acquisition and Growing Your Newsletter
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Here's what to expect on the podcast: Why is email an excellent method for building your customer base, and how can you implement it effectively? Three main elements to consider when crafting an effective cold email. How to ensure your messages stand out and don't feel like typical AI-generated templates. Adam's advice to new entrepreneurs who are …
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🔒 Entrepreneurs' PATH to SELF MASTERY: Mastering Time Management and Productivity
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Subscriber-only episode Send us a Text Message. Episode 3: Mastering Time Management and Productivity Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Alle…
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Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth
20:34
20:34
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Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros
17:51
17:51
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Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and l…
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8.11.2024 I Are Big Tech Stocks Getting Too Hot?
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42:40
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Big Tech is driving a big part of the stock market in 2024. Time to jump in or be cautious?
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🔒 Entrepreneurs' PATH to SELF MASTERY: The Power of Vision and Purpose
1:23:17
1:23:17
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Subscriber-only episode Send us a Text Message. Episode 2: The Power of Vision and Purpose Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Allegra Jackson…
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August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley ...
Gene and Alyssa answer buckets o’ questions: She asks if her son should pay ahead on his mortgage. Spoiler alert – it’s not the answer you might expect! She asks if a financial advisor and a tax advisor are the same? As you will expect – it depends! She is retiring from PSERS. Should she take her contributions out or leave them in? They have invest…
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The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for sophisticated scams and attacks. We're sharing the 3 most common financial scams you need to be on the lookout for in today's episode of Wise Money. Season 9 Episode 51 Have a question you want to have a…
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(💸19/40) The Counterintuitive Math Behind Early Retirement That Schools Don't Teach
27:36
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Today, we're diving deep into the counterintuitive math behind early retirement - the kind of stuff they don't teach you in school. You'll discover: Why your paycheck size matters less than you think (Sorry, LeBron!) The shocking truth about how a 1% change in your habits could dramatically accelerate your financial goals A biblical money hack that…
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Uncharted Territory: Confronting the Uncertain Road Ahead
40:55
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Aug 9, 2024 – In today's Big Picture segment, we outline seven major sources of uncertainty that the markets and economy will face: the US Presidential Election and widely diverging policies of each candidate, what we are referring to as...By fswebmaster@financialsense.com (Financial Sense)
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Craig Johnson on 5,800 Year-End Target, Continued Rotation Out of MAG 7
23:46
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Aug 9, 2024 – After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with Piper Sandler's Chief Market Technician Craig "Bullseye" Johnson on why he raised his year-end forecast for the S&P 500 to 5,800...By fswebmaster@financialsense.com (Financial Sense)
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Interview with Jennifer Surmacz, Founder of Posterity Legal Discussing The Horrors of Probate
22:45
22:45
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Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Living a Tax-Free Retirement
23:56
23:56
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James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…
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Zen Waseme, Esq.: Earn CLE Credits in Paris, France at International Law and IP Conference Set for Oct. 11-14
25:06
25:06
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ArtWorks™ is has announced an unparalleled Continuing Legal Education (CLE) experience in Paris from Oct. 11-14, 2024. This immersive weekend is designed to enlighten and educate legal professionals on the convergence of art and law, emphasizing the vital role of Intellectual Property (IP) in our global society. Participants will embark on a journe…
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ArtWorks™ in Paris Invites Legal Professionals to an Immersive Intellectual Property CLE Bootcamp
25:13
25:13
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Zen Waseme Shares Insights on the Must-Attend International Law and IP Conference in Paris In this episode, Dr. Tami Patzer talks with Zen Waseme, an intellectual property attorney at ArtWorks, about the upcoming International Law and IP Conference in Paris, France. Zen Waseme is an experienced intellectual property attorney who has been instrument…
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287 | Mastering Money and Homeschooling: Nicole's Path to Success
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Snag Our Signature Budget Template! Welcome back, budget besties! In today’s episode, Shana and Vanessa chat with the incredible Nicole, who has been a client since last September. Nicole shares her inspiring journey of overcoming financial chaos and achieving financial clarity with the help of our coaching. Key Takeaways: Meet Nicole: A dedicated …
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Entrepreneurs' PATH to SELF MASTERY: Unleashing Your Entrepreneurial Spirit
1:00:58
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Send us a Text Message. Episode 1: Unleashing Your Entrepreneurial Spirit Host/Moderator: Allegra Jackson | Special Guest: Aarionna Hamilton-Lusane Entrepreneurs' PATH to SELF MASTERY is a transformative podcast series dedicated to guiding entrepreneurs on their journey to personal and professional growth. Hosted by Allegra Jackson, each episode fe…
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EA573: Mark Wald - Good Business Decisions Start with Actionable Data
38:34
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Good Business Decisions Start with Actionable Data In this episode, Mark Wald—a serial entrepreneur, angel investor, and consulting CFO—takes listeners on a journey through the power of actionable data in making smarter business decisions. With roots in Silicon Valley and a passion for efficiency, Mark has spent over a decade building, investing in…
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