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Host James Ferreira breaks down everything insurance-related in Canada. From expert advice on coverages for all types of insurance needs to hot topics in the industry and related insurance markets including real estate, mortgages, finance, and automotive industries, and most importantly; special guest appearances, The Broker Breakdown will bring entertainment and education to the world of insurance.
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Steph McGovern and an expert panel discuss major global business trends, their impacts on the insurance industry and the challenges they pose to insurance brokers. At a time when business and technology are constantly changing, which fundamental worldwide shifts will have the greatest impact on businesses, and entire industries? What risks do we need to mitigate against, and which changes offer the most exciting opportunities? A podcast series by Allianz Insurance. Want to find out more abou ...
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Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way. Insurance Town is a production of Ready, Set, Podcast! Find more info at www.readysetpodcast.xyz Music: "Mornin, Noon, and Nite" by Daddy Long Legs
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Insurance Broker and Consultant Supporting Business Owners

Clarence Nappier, Insurance Broker & Consultant

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Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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Insurance 360

Pinnacle Financial Services

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Apex Broker Edge

Filip Lundstedt and Taton Wells

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The Apex Broker Edge is the podcast for insurance brokers & agents and agency leaders who are not satisfied with second place. Learn client retention, sales, and leadership skills from top-performing agents that you can replicate to build a predictable and profitable career as the #1 insurance agent. Expect to learn strategies you can’t find with a Google search. Our mission is simple: to be your #1 resource for no-nonsense advice so that you can become the top producer at your agency. Subsc ...
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The Insurance Podcast

Pete Tessier & Curt Wyatt

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Pete Tessier & Curt Wyatt host the leading podcast about Insurance. Whether it's home insurance, auto insurance, business, people, insurance companies or more the Insurance Podcast discusses the relevant issues within the P&C insurance sector. From CEOs, to insurance brokers, VPs, owners, innovators, the podcast will feature those within the insurance industry who lead change. This podcast also considers the future with social media, consumer facing, fin-tech or startups, or AI, we will shed ...
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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Cyber Insurance Leaders is a bi-weekly podcast dedicated to helping Cyber Security and Insurance professionals hear about the latest developments, best practices and thought leadership from leaders in the market. If you’re looking to hear and learn from cyber insurance and security experts, this show is for you. Each episode features an interview with an executive or thought leader, discussing topics like: the cyber insurance industry as a whole, international growth, cyber claims, and more.
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The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
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CRE Clarity

Jeremy Goodrich

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All successful commercial real estate investors have one thing in common, they make smart decisions quickly. In other words, they have clarity. This show is all about building that foundation for you. We ask the best investors in the business how they make decisions, how they manage risk, and how they've built their best systems and business plans. If you're a member of a GP team, CRE Clarity starts here.
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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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We Fixed Real Estate

Fred Glick & Rene Perez JR

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Welcome to WE FIXED REAL ESTATE! Whether you're buying, selling, financing, or just interested in the real estate market, Managing broker Fred Glick and Rene Perez Jr. will give you the realities in the market! Get your weekly fix!
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Call Your Broker

Treadstone & Liberty

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The CYB podcast is a collaboration of Treadstone Risk Management and Liberty Benefit Advisors. The series is dedicated to bringing free and easily understandable insurance and risk management ides and concepts to business owners, organization leaders, families, and individuals.
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The Insurance Technology Podcast

The Insurance Technology Podcast

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The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at ...
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Bima Leap Insurance Broker is fully committed to provide you with first in class general insurance solutions that are fully compliant with IRDAI guidelines. We aim to protect all of our customers with their insurance needs. All insurance products provide customers with state-of-the art solutions, and come with the in-house support of a dedicated & professional team and insurers who are there for you ALWAYS.
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Broker Brett Radio

brett@brokerbrett.com, Brett Fulmer

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Broker Brett radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, and more. Some content reshared from Insurance Nerds as well, InsNerds.com. brett@brokerbrett.com is a great way to connect if you want to talk shop or join me on the show.
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‘Tech Insurance Leaders’ – the podcast that positions you at the forefront of the digital insurance landscape. Our host Louisa Weix, Managing Partner at TittmannWeix, interviews Chief Claims Officers, Tech Officers, Claims Directors, and other insurance professionals about: - Cutting-edge insurance products - Complex issues surrounding AdTech and Media Claims - Artificial Intelligence - Data Security, and more. Here, you’ll gain the knowledge and guidance you need to thrive in the fast-paced ...
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Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. ​Bill has been helping clie ...
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At Healthcare Clarity, we compare and review policies while providing free advice, helping to secure our clients the best private health insurance for their needs We provide first class private health insurance advice for our clients, and finding the best policies for their needs.
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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IDG 50for50

Aaron Gordon - Millenial Insurance

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2nd Generation Insurance Broker/Agent. Boutique Family Owned and Operated Service. Father and Son giving unique perspective on the #insurance marketplace. (212) 687-2525, aaron@gordoncompanies.com #idgat50 #futureinsurance #millenial #trustedadvisor
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In SecureNow Radio we interview senior executives from the insurance ecosystem. The podcast is brought to you by SecureNow, an award-winning, technology-focused insurance broker, distributing pure-risk, commercial insurances to small businesses. Through these interviews, you get a ringside view of the insurance industry, its issues and opportunities. Stay tuned!
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The Stacking Benjamins Show

StackingBenjamins.com | Cumulus Podcast Network

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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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Insurance Age has been serving the UK regional broker community for over 30 years. Through exclusive news stories, analysis interviews and features it delivers the market intelligence brokers need to improve their business in print and at www.insuranceage.co.uk
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A Digital Guide for Brokers

Featuring host, Luke Kennelly

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A Digital Guide for Brokers, produced to provide advice and support for brokers on how to tackle the growing digital opportunity within general insurance. The podcast features senior leaders within Open GI sharing their first-hand experiences and discussing the opportunities and challenges brokers will face implementing digital solutions in their businesses.
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In Dishin' Dirt with Gary Pickren, South Carolina Real Estate Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practices. Gary also brings a touch of humor to each podcast with his funny Corona Closing Crazi ...
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As a broker you understand the need for life and health insurance, but clients may need a little help. Assurity sits down with the insurance pros to get valuable tips on targeting, prospecting techniques, sales strategy, and more. Tune in every other week for new tips to grow your business. We’re listening. Tell us what you’d like to learn about next: podcast@assurity.com
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The Business of Health Podcast examines how group health insurance brokers and agents grow profitable businesses. We focus on issues like ACA compliance, ERISA, and other issues that cost companies thousands. Host Mike Martens brings over a decade of experience in group health compliance. His company First Staff Benefits has saved clients millions of dollars and countless hours through Affordable Care Act compliance services. The Business of Health is here to save your group health business ...
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M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
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The Insurance Chatter with Reghan Brandt

Reghan Brandt | LRP, The Loss Run Pros | CPF, Columbia Pacific Finance | The Insurance Chatter

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This is the Insurance Chatter! What is the insurance industry talking about? What problems are insurtechs solving? What trends are agents, brokers, underwriters and executives thinking about? Every week, I sit down with a different person from across the insurance industry to discuss what's happening in their niche markets. I want to give you a behind the scenes look at risk, technology, data and culture within one of the most exciting business sectors. Follow along to get pumped and see whe ...
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Spark’n Conversations

Electrical Association

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Industry experts sit with Master Electrician, and Electrical Association Director of Education, Mike Miller about trends and challenges facing contractors, talking shop, and everything needed to keep electricians in-the-know.
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Mother Knows Death

Nicole Angemi & Maria Q. Kane

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Mother Knows Death with Nicole Angemi (@Mrs_Angemi) and her daughter, Maria Q. Kane (@MariaQKane), is a weekly podcast focusing on pathology, forensics, death, and more! Each week, they will discuss related topics in the news followed up by External Exams with special guests. Enjoy! 📺 Watch - www.youtube.com/c/MrsAngemi 🧠 Join The Gross Room - www.thegrossroom.com 🎙 Follow the Show - www.instagram.com/motherknowsdeath 🔬 Nicole's Book - www.theduramater.com/book 🥼 Merch - www.bonfire.com/stor ...
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Who's really in control when you buy a property? The Elephant In The Room is where the things that no one wants to talk about, actually get talked about. Veronica Morgan, real estate agent, buyers agent and co-host of Foxtel’s Location Location Location Australia & Chris Bates, financial planner, mortgage broker and wealth coach have joined forces to find out what’s really going on in the world of real estate. Veronica and Chris talk to property owners and buyers every day in their respectiv ...
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"The Mortgage Shrink Podcast" brought to you by True North Mortgage Solutions. Hello, dear listener! Join your host David as he discusses different aspects of home ownership and lending in Australia. David is a Canberra-based Mortgage Broker with over 20 years of experience under his belt. This show features guest professionals from different sides of the financial and residential property spheres. Whether you're a First-Home Buyer or an Existing Property Owner, you're bound to learn somethi ...
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The Multifamily 5 Podcast

The Multifamily 5 Podcast

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Mark Allen is a multifamily broker based in Dallas-Fort Worth; The "Multifamily 5" series interviews investors, property managers, lenders, etc. to understand how each is achieving success in the current market conditions.
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Invest Savvy: Advice You Need to Know

Alliant Retirement and Investment Services (ARIS)

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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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The Insurance Marketing and Advertising Podcast is produced in conjunction with the Insurance Marketing and Advertising Summit, set for Nov. 3, 2006 in New York City. The conference is a joint production of the Insurance Media Association and the A.M. Best Company. It focuses on best practices and current strategies for agents, brokers, carriers, reinsurers and other insurance-related organizations. Details are available at http://www.insurancemedia.net
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Healthcare Happy Hour

info@nabip.org (NABIP)

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The NABIP Healthcare Happy Hour podcast is released weekly on Friday afternoons by the National Association of Benefits and Insurance Professionals, and includes a recap of the week’s top issues in healthcare and health insurance politics and policy.
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To stay competitive in this market, lenders need to find efficiencies and understand their operations in a much deeper way. Richey May’s consulting, cybersecurity, business intelligence, and automation services are designed by mortgage experts to help you continue to drive growth and increase profitability. Visit https://richeymay.com to learn more…
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Aly Kanji has a different vision for insurance with Insureline, one that empowers agents and brokers to grow as opposed to sell and consolidate. Aly and Steve Pieroway the VP of Marketing, sat down to talk about where they see the future of insurance sales and growth going. In this episode: What are alternative options for brokers and agents to sel…
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📺 Watch this Episode This week, we open the show discussing potential social media bans and warnings for children. Getting into celebrities we cover Justin Timberlake's DWI, a reality star's allergic reaction on a plane, and unwanted info about Kourtney and Travis' sex life. Moving over to freak accidents, we get into an update about the Mexican re…
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Insurance data often appears daunting but Elad Tsur, Co-Founder & CEO of Planck, is making insights for insurance via data accessible for everyone. This is more than another AI it's about Accessbile Intelligence that empowers insurance professionals and organizations across the industry. In this episode: Learn about how accessible insurance data in…
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On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield muni…
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Fred Glick, a Broker, Real Estate Realist, and Founder of Arrivva, holds a stellar track record with over $2 billion in residential transactions while grounded in a lifelong passion for real estate. René Pérez Jr. is an adept Broker and Pricing Savant, who specializes in strategic problem-solving and long-term growth. Join them in the We Fixed Real…
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What are the biggest fifteen items on most budgets that can derail your spending plan? One blogger, our friend Allison Baggerly at InspiredBudgets.com, made a list. Today we use that list as the basis of a game show episode! Paula Pant (AffordAnything), Doc G. (Earn & Invest) and our own OG go head-to-head in a match to figure out which items made …
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Today’s podcast is brought to you by Quontic. Quontic serves all 50 states as a federally chartered digital bank, and they're a US Treasury designated CDFI. Their mortgage loan programs are created to be adaptive to customers’ unique circumstances, reducing the hassle of reams and reams of paperwork. Quontic’s mission is to help creditworthy borrow…
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Today’s podcast is brought to you by Quontic. Quontic serves all 50 states as a federally chartered digital bank, and they're a US Treasury designated CDFI. Their mortgage loan programs are created to be adaptive to customers’ unique circumstances, reducing the hassle of reams and reams of paperwork. Quontic’s mission is to help creditworthy borrow…
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This weeks episode is a hard market solo episode. We will be talking about the hard market a little bit. I will nerd out a little bit and it could be a lot of fun. Hang out with me and lets talk. I would love your feed back!! Reachout to me https://linktr.ee/heathshearon and let me know your thoughts, ideas, agree , disagree. Etc. Episode Sponsors:…
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Finally, South Carolina is at the forefront of something good. South Carolina is one of the first states to prohibit and void the 40-yearlong listing agreements that are recorded at the register of deeds office and binds even future owners to the agreement. With Gov. McMaster signature the agreements were deemed void and unenforceable. Listen for a…
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AI and quantum computing are revolutionizing underwriting and claims handling. In this episode, Keith Bergin, Vice President of Corporate Claims at Tokio Marine HCC, shares his insights on the transformative impact of AI and quantum computing, emphasizing the crucial role of data in understanding systemic risks and improving underwriting practices.…
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Using analogies from insurance practices, Bill underscores the importance of mitigating risks despite their minimal probabilities. Just as homeowners insure their properties against fire or individuals purchase life insurance to protect their loved ones, he advocates for insuring retirement funds against market volatility. Bill highlights the stati…
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Send us a Text Message. Welcome back to another episode of the Insurance 360 Podcast! Today, we're going to dig into what's new with Medicare for 2025. We'll break down the Final Rule and talk about what it means for everyone involved - from insurance companies to agents to the beneficiaries who use Medicare. Plus, we'll go over all the important s…
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Even if you only have $500 in your emergency fund, today we reveal why having this money in the right place can yield BIG dividends. If you have your $500 in an account paying the average rate, you'll make around $2.50 in interest per year. Yet, by moving these Benjamins to a well-structured emergency fund, you could earn around $22.50. Doesn't sou…
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📺 Watch this Episode In this week’s External Exam, we have Author and Founder of Four Thousand Mondays, Jodi Wellman, to discuss her book and living your best life before you die. Buy Jodi's Book! You Only Die Once: How to Make It to the End with No Regrets Follow Jodi - Instagram (@fourthousandmondays) // LinkedIn (@fourthousandmondays) // Website…
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In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and…
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Real Estate continues to be a hot topic within Canada as the Bank of Canada decreased its interest rate for the first time in over 4 years, having many people coming out of hibernation and sparking up new interest in real estate in Canada. Henry Dang joins the podcast in June to go over his journey in real estate and what trends he is finding right…
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Welcome to the CRE Clarity Podcast with Jeremy Goodrich. Today, we're joined by Natasha Falconi, a multifamily investor based in South Florida. In this episode, we delve into topics such as real estate taxes, women in the real estate industry, and strategies for transitioning into multifamily investing. Learn more about Natasha and her story at cre…
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Today’s podcast is brought to you by Quontic. Quontic serves all 50 states as a federally chartered digital bank, and they're a US Treasury designated CDFI. Their mortgage loan programs are created to be adaptive to customers’ unique circumstances, reducing the hassle of reams and reams of paperwork. Quontic’s mission is to help creditworthy borrow…
  continue reading
 
Today’s podcast is brought to you by Quontic. Quontic serves all 50 states as a federally chartered digital bank, and they're a US Treasury designated CDFI. Their mortgage loan programs are created to be adaptive to customers’ unique circumstances, reducing the hassle of reams and reams of paperwork. Quontic’s mission is to help creditworthy borrow…
  continue reading
 
Tax planning in June? Of course! Why would you wait until next year, when you can't make ANY financial moves that save you money, to start figuring out how to cut your tax bill? Right now, at nearly the halfway point of the year, we'll dive into how to understand your taxes and make cuts with our tax planning mentor, Hannah Cole. Hannah will walk u…
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Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more! Visit OnPoint Financial here. Follow Martin on LinkedIn. Sign up / find out more about the protection sales skills masterclasses here.…
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Wondering how the 2024 property forecasts are stacking up so far? Tune in to our mid-year review as we dive into the real estate predictions that nailed it and the ones that missed the mark. In this episode, we dissect the key trends, market shifts, and unexpected twists that have shaped the housing landscape in the first half of the year. Today, w…
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To stay competitive in this market, lenders need to find efficiencies and understand their operations in a much deeper way. Richey May’s consulting, cybersecurity, business intelligence, and automation services are designed by mortgage experts to help you continue to drive growth and increase profitability. Visit https://richeymay.com to learn more…
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Investors are gearing up for a potentially lighter new issuance calendar ahead. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfo…
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How are you preparing for retirement? Have you looked at all of the dimensions to ensure you have a successful, long runway of money always available? On today's special roundtable episode, we dive into a piece that claims there are seven things you need to do in order to be prepared for retirement. Joining us are: Don McDonald from the Talking Rea…
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In this episode of The Insurance Technology Podcast, Reid chats with Surround Insurance CEO and Co-founder Kate Terry for an engaging conversation from Insurtech Boston ’24. Tune in to get to know Kate, from her Boston upbringing and work ethic that started at an early age to a new passion for tap dancing and how she’s always chasing a challenge. E…
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📺 Watch this Episode This week, we open the show discussing shark attacks at two Florida beaches. Getting into celebrities we cover the death of celebrity doctor Michael Mosley, Tisha Campbell's Sarcoidosis, Nick Cannon's testicle insurance, and Jennifer Esposito's celiac journey. Moving over to freak accidents and violent crimes, we get into a pyt…
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Eugene Lee never planned for an insurance career, now as the SVP & GM of Insurancesuite for Guidewire, he's helping shape the industry via product management and distribution. In this episode: Hear how Guidwire is looking at relationships with partners inclusively Why insurance company portals are still necessary How the move from legacy systems fo…
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To stay competitive in this market, lenders need to find efficiencies and understand their operations in a much deeper way. Richey May’s consulting, cybersecurity, business intelligence, and automation services are designed by mortgage experts to help you continue to drive growth and increase profitability. Visit https://richeymay.com to learn more…
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In this weeks episode the Mayor was visited by a whole room full of GOATS!! This week we are talking about AgencyPoint with Chris Paradiso, Carey Wallace, and Aaron Stocks. (see I told you) We have a phenomenal conversation about a very important subject matter in our industry. In this episode we talk about something that effects every single agenc…
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We need a break from all the crazy legal stuff happening in real estate for at least one week. This week I have an incredibly fun guest for you. Chelsea Peitz is an Inman News Top Marketing Influencer for 2023 and 2024 Marketing All-Star. She is one of the most sought-after speakers, coaches and podcast in the real estate space. And it looks like w…
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Bill starts by debunking the common fixation on investment returns without considering their purpose. He highlights the significance of asking, "For what purpose?" when assessing investment strategies, as emotions tied to gains or losses can cloud financial decision-making. Drawing parallels between building a house and building a retirement plan, …
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**Please Note - this episode is audio only. In this week’s External Exam, we have NewsNation Senior Correspondent & Investigative Journalist, Laura Ingle, to discuss her career and reporting on some of the country's most famous cases. Follow Laura - Instagram (@lauraingletv) // X (@lauraingle) This episode is sponsored by: The Gross Room! Bringing …
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To stay competitive in this market, lenders need to find efficiencies and understand their operations in a much deeper way. Richey May’s consulting, cybersecurity, business intelligence, and automation services are designed by mortgage experts to help you continue to drive growth and increase profitability. Visit https://richeymay.com to learn more…
  continue reading
 
Fred Glick, a Broker, Real Estate Realist, and Founder of Arrivva, holds a stellar track record with over $2 billion in residential transactions while grounded in a lifelong passion for real estate. René Pérez Jr. is an adept Broker and Pricing Savant, who specializes in strategic problem-solving and long-term growth. Join them in the We Fixed Real…
  continue reading
 
There’s another lawsuit brewing in the world of retirement planning. This time, participants in a 401(k) plan in California are raising concerns about how Qualcomm is handling the money forfeited when employees don’t complete their vesting schedules. Vesting schedule? What’s that all about? Today, we'll break down everything you need to know about …
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In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. …
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With increasing awareness of environmental issues, solar energy is gaining prominence as a vital part of the energy conversation. The Minnesota Solar Energy Industries Association (MnSEIA) is committed to advocating and supporting the growth of solar and energy sectors in Minnesota. Logan appears on the podcast with Mike to highlight the crucial ro…
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Welcome to the CRE Clarity Podcast with Jeremy Goodrich. Our guest today is Gib Kerr, a commercial broker and the Managing Director of Cushman and Wakefield. In this episode, we dive deep into a special project: the revitalization of the West Bottoms in Kansas City. We discuss how Gib got involved in this massive project, what he learned along the …
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A flexible and creative approach is the key to staying ahead in cyber insurance. In this episode, we explore cyber insurance with HDI Global SE's US Cyber Lead, Gil Cujcuj. Gil discusses the critical role of networks, the most exciting aspects of cyber, and lessons he has learned along the way. You'll learn: 1. The core value of professional relati…
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To stay competitive in this market, lenders need to find efficiencies and understand their operations in a much deeper way. Richey May’s consulting, cybersecurity, business intelligence, and automation services are designed by mortgage experts to help you continue to drive growth and increase profitability. Visit https://richeymay.com to learn more…
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Unlocking the FinTech Disaster: What You Need to Know You might not know it, but a huge number of people have their money trapped in a recent FinTech crisis. When the middleman company Synapse went bankrupt, it froze funds in many popular FinTech apps, including Yotta, a sweepstakes app that makes saving money fun. Will Yotta and other affected Fin…
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How can you distinguish the trustworthy buyer’s agents from the rest in a market flooded with options? With so many buyer’s agents vying for your attention, it's easy to fall prey to misleading promises and hidden agendas. In this episode, we delve deep into the world of buyer’s agents, uncovering the essential red flags every prospective property …
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