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Save America, Save - A Financial Services Podcast with Charlie Epstein
 
We create greater clarity, confidence and the capabilities for entrepreneurs, medical practitioners, 401k participants and retirees to maximize the power of their financial future. Our goal is to help you generate a "paycheck for life" to pay for all the things you desire to do and to live a fulfilling and engaged life.
 
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Financial Services Marketing Podcast
Monthly+
 
Welcome to the Financial Services Marketing podcast - Strategies To Double Your Production Every Year. Dr. Len Schwartz is a Fortune 500 trained marketer who has been helping Financial Advisors automate the growth of their practice since 1999. To get free access to his webinar where you learn an exact step-by-step 7-figure Automated Marketing System- go to www.markedominationservices.com/7figure to learn how to double your leads, referrals and new clients within 90 days….that’s www.marketdom ...
 
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Financial Services Council
Monthly
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies.The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of man ...
 
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Deloitte UK - Financial Services market insights
 
Financial Services market insights
 
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Farris Financial Services
Daily+
 
Barry Farris of Farris Financial Services educates and guides you through the world of personal finance.
 
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Women Rocking Wall Street - A podcast dedicated to women in financial services
 
From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.
 
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show series
 
Ernest Parker Greer, a Tennessee native, has worked globally from Asia since 1995, while living in Sydney, Tokyo, Hong Kong and Thailand. He has led companies in Europe and North America and in 15 countries in the Asia Pacific region. For years, he was a senior executive with Steelcase Inc., most recently as President, Asia Pacific. He holds ov ...…
 
We use the risk-adjusted capital framework (RACF) as the basis for our capital assessment of banks and certain nonbank financial institutions. In this CreditMatters TV segment, S&P Global Ratings’ Global Financial Services Credit Officer, Michelle Brennan, discusses the key changes in the new RACF criteria and the expected rating impact.…
 
In the West, when we think about innovation, financial firms don't generally grace a top 10 list of innovative firms. Not so in China. There, the financial technology firms are regarded as some of the most creative and aggressive firms around, stealing talent from all the top Internet players like Google and Facebook.Our guest for this week's T ...…
 
I finally met someone who can explain “cognitive banking” to me! Devika Thapar, IBM Watson’s Chief of Staff for Financial Services, is one of those rare techies who can explain deep AI concepts in simple English, or Hindi for that matter. We lift up the curtain a bit on Watson and where IBM is headed … Continue reading Devika Thapar_Meta Scaler ...…
 
Identity theft doesn’t have to claim another victim. At Kennedy Financial Services, we strive to offer the best services and practices for our clients so they can continue living life on purpose. We continue to stand vigilant so that your information and well-being is always protected. Please take... Join Angela Robinson of Kennedy Financial Se ...…
 
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Dvorak Coaching for Wealth Management Practices
 
In this episode Richard discusses the continual change in the financial services industry. It is not whether we will experience change but rather our response and reaction that control our trajectory. Learn how to take change that is typically outside of our control and turn it into a positive catalyst for growth.Music: Fireworks by Jahzzar© 20 ...…
 
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DISRUPT with Mpumi Nhlapo - powered by T-Systems
 
CliffCentral.com — Cars can now drive themselves, and mobile apps such as Uber continue to disrupt the automotive industry. Mpumi unpacks the Digital Transformation/IoT in the Automative Sector with Michael Frans, who has 15 years in various roles in the automotive industry with OEMs and financial services business, coupled with extensive exper ...…
 
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Overnight with Michael McLaren
 
Carly Tonkinson from IT Financial Services joins Michael McLaren for The Bottom Line. ITFS is an independently owned, boutique financial planning and investment advisory firm. It is a testament to the stability we provide to our clients that the founding partners are all self-employed and have worked together for almost 20 years.…
 
SHOW NOTES Prior to joining the Economic Council Jessica Erickson was the Senior Industry Development Manager for the Colorado Office of Economic Development and International Trade focusing on retention, expansion, and recruitment of businesses specializing in Advanced Manufacturing, Infrastructure Engineering, Electronics, Financial Services, ...…
 
Ryan Stewman, CEO and Founder of Hardcore Closer and Break Free Academy, is a 4x best-selling Author, Motivational Speaker, Sales Coach, Podcast Host, Blogger and all around Entrepreneur. He’s also a regular contributor to Forbes, Entrepreneur, Addicted2Success, Good Men Project, Lighter Side of Real Estate, Huffington Post, and more. Find Ryan ...…
 
Monday on Lake Effect : Author Rachel Schneider discusses some of the overlooked variables that impact the economic challenges faced by working-class Americans. Later, how financial challenges affected musicians Laura and Lydia Rogers, and how they got through their darkest times. Plus, film critic Dave Luhrssen offers an enthusiastic review of ...…
 
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Wealth Strategy with Bryan Rigg
 
Today we're going to hit on a few topics that I think you'll find interesting. We're going to talk about savings plans for college education, then we're going to roll into some big mistakes that people make in saving for retirement. Later in the show, after the bottom of the hour, we're going to deal with the cost of healthcare after retirement ...…
 
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Wealth Strategy with Bryan Rigg
 
What we're talking about today is leading off we'll talk about stocks and bonds. Now, you hear the words stocks and bonds together, but we're going to talk about how they're actually different. We're going to talk about what it's like to save at 55. Is it really too late to start planning if you happen to be in your mid 50's? The answer is no, ...…
 
The word “insurtech” has only been part of the vernacular for a very short time – just a couple of years really. Short for insurance technology it reflects a growing area of innovation happening in the insurance industry today. Insurtech has quickly become one of the hot new areas of fintech with dozens of startups attracting significant VC cap ...…
 
The word “insurtech” has only been part of the vernacular for a very short time – just a couple of years really. Short for insurance technology it reflects a growing area of innovation happening in the insurance industry today. Insurtech has quickly become one of the hot new areas of fintech with dozens of startups attracting significant VC cap ...…
 
Max Levchin is the Founder & CEO @ Affirm, the company that aims to remake consumer finance from the ground up. They have backing from some of the best in the business with over $400m in VC funding from the likes of Founders Fund, Lightspeed, Andreesen Horowitz, Khosla Ventures and Spark Capital just to name a few. Prior to Affirm, Max held num ...…
 
Post offices can deliver financial services to people who don’t have access to traditional banks. But developing efficient postal finance isn’t easy. Although it can have a powerful presence in an economy, postal finance can also be inefficient and corrupt. Good regulation is important to make sure that it is both effective and accountable.Read ...…
 
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Oral Arguments for the Court of Appeals for the Ninth Circuit
 
Seungtae Kim v. BMW Financial Services
 
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Real Estate News | Real Estate Investing | Stock Market Investing | Passive Income | Flipping | 1031 Exchange | Private Lending | Cash Flow
 
Federal Reserve Chair Janet Yellen gave her semiannual testimony to the House financial services committee on Capitol Hill yesterday. She said modest GDP growth combined with gains in the job market are two of the reasons why the Fed will continue with it's plans to sell off over $4 trillion in debt and mortgage-backed securities on its balance ...…
 
This Saturday, the National Life building in Montpelier is opening up its "back lawn" and inviting a few friends over. It's the 4th Annual Do Good Fest , underwritten by the financial services company and boasting a musical line-up of national and local performers.By mwilliams@vpr.net (Mary Williams).
 
On todays show we speak with one of Australia's leading experts in leadership development and executive coaching. I have had the absolute pleasure to have worked with Michelle over the past 6 months and the podcast today I got to find out a little bit more about Michelle and her working life. She is an incredible woman and someone who clearly h ...…
 
Fed Chair Janet Yellen says the American economy healthy enough to withstand another rate hike. In a hearing today before the House Financial Services Committee, Yellen said she anticipates the central bank to keep making gradual interest rate hikes to maintain maximum employment and stable prices. The Fed has raised the interest rate three tim ...…
 
Today we speak with two different guests about writing a book to transition your life. Our first guest, Melissa Dawn, is a recent first-time author and is the Founder of CEO of Your Life. She is a life and business coach that helps entrepreneurs build businesses that fit their unique values and lead to the lifestyle they desire. Melissa talks a ...…
 
President Trump jumped to the defense of his son, denouncing reports about Donald Trump Jr.’s meeting with a Russian lawyer to gain incriminating information about Hillary Clinton as part of “the greatest witch hunt in political history.”The younger Mr. Trump and his allies argue that pursuing material to use against a political opponent is sta ...…
 
401kWire has named Charlie Epstein one of the Top 100 Most Influential People in the Retirement Industry and is one of the Top 300 Most Influential Retirement Plan Advisors in the U.S. Charles D. Epstein has over 35 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein ...…
 
Xtreme Realty Team's Real Estate Talk LIVE, a Facebook LIVE Show. On today's show special guest Phil Stevenson of PS Financial Services, shared information about Reverse Mortgages, including how to buy a home using one. Hosted by Tony Martinez, Broker of Xtreme Realty Team and Omar Arcia, Esq of Arcia Law Firm. XtremeRealtyTeam, ArciaLawFirm.co ...…
 
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10x Talk with Joe Polish and Dan Sullivan
 
In this Episode, you’ll walk away with Inspiration, Motivation, and Implementation with Genius Network and Strategic Coach Alumni Doug Andrew. Doug Andrew is a New York Times best-selling author, the founder, and owner of Paramount Financial Services, and an experienced retirement planning advisor and financial strategist. Recorded Live From th ...…
 
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Top of the Morning – UBS Wealth Management Research
 
In this week's Modern Retirement Podcast, we discuss the importance of planning for long term care, how to start the conversation with your family, and solutions available to a UBS client to mitigate the long term care risk to a financial and retirement plan. Insurance products are issued by unaffiliated third-party insurance companies and made ...…
 
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Top of the Morning – UBS Wealth Management Research
 
In this week's Modern Retirement Podcast, we discuss the importance of planning for long term care, how to start the conversation with your family, and solutions available to a UBS client to mitigate the long term care risk to a financial and retirement plan. Insurance products are issued by unaffiliated third-party insurance companies and made ...…
 
Laura Pearman on why you need killer headshots for your business and personal brand - MAF135 This week I welcome Laura Pearman to the show. She's a photographer who specialises in headshots. If you're in business, have a website and use social media you should consider investing in some killer headshots to elevate your brand Welcome to episode ...…
 
In this 75 min webcast, Coach Joe Lukacs will explain what the habits, beliefs, strategies, and systems of some of his most successful clients and partners. You will learn: - The "X" factors that are critical to your success. - How to break-down the barriers that have held you back. - The 80/20 rule of success. - How to avoid slumps.This podcas ...…
 
On July 12th, 2017 Steve Grzanich shares today’s potential market drivers: The Beige Book is released by the Federal Reserve The House Financial Services Committee begins a two-day testimony of Janet Yellen on her monetary policy OPEC releases it’s monthly oil market reports today House Energy and Oversight Investigation sub committee meets on ...…
 
Dr. Rick Garlick is the Global Travel and Hospitality Practice Lead at J.D. Power. He is responsible for providing industry thought leadership to the company’s clients in the hotel, destination, rental car, airline, and cruise line industries, as well as for creating new products and revenue opportunities to grow the practice. Rick joined J.D. ...…
 
Joe DePaulo, CEO and co-founder of College Ave Student Loans joins us for this conversation on college affordability today. College Ave Student Loans is currently the leading fin-tech next generation student loan marketplace lender. Joe is a financial services veteran having previously worked as CFO and executive vice president of banking and w ...…
 
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Marketplace Morning Report - First Edition with David Brancaccio
 
As part of her bi-annual visit to the Hill, Fed Chair Janet Yellen is set to testify in front of the House Financial Services Committee. On today's show, we'll take a look at what topics she's likely to address, which may include interest rates and the Fed's plans for any bond sales. Afterwards, we'll discuss how thousands of internet companies ...…
 
It is important to celebrate the older generation of the LGBT community for their strength and resilience. Their willingness to stand up and fight got us where we are today, and the best way to say thank you is to ensure that LGBT seniors have a place to call their own, where they can receive the care they need.Tony Ramos is the executive direc ...…
 
- Wayne Nelson, L&M Commodities- Steve Platt, Archer Financial Services- Don Day, Day Weather
 
In order to make money, one has to spend money. You’ve heard of that saying before. The whole “work hard, play hard” concept. But what happens if your entire family is working hard and don’t see any financial progress? Why is it not working? This is common and an, often, ignored cycle happening in the US, where the rich stay rich and the workin ...…
 
In this Intel Chip Chat audio podcast with Allyson Klein: Paul Nash, Group Product Manager for Compute Engine at Google Cloud, joins us to discuss being the first company to bring the Intel Xeon Scalable platform to the cloud. Google Cloud is an Infrastructure as a Service (IaaS) offering that delivers to consumers some of the cloud technologie ...…
 
In this Intel Chip Chat audio podcast with Allyson Klein: Paul Nash, Group Product Manager for Compute Engine at Google Cloud, joins us to discuss being the first company to bring the Intel Xeon Scalable platform to the cloud. Google Cloud is an Infrastructure as a Service (IaaS) offering that delivers to consumers some of the cloud technologie ...…
 
In this Intel Chip Chat audio podcast with Allyson Klein: Paul Nash, Group Product Manager for Compute Engine at Google Cloud, joins us to discuss being the first company to bring the Intel Xeon Scalable platform to the cloud. Google Cloud is an Infrastructure as a Service (IaaS) offering that delivers to consumers some of the cloud technologie ...…
 
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