Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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What’s the latest from the crop insurance industry? Find out from National Crop Insurance Services in quick five-minute monthly episodes. Because crop insurance keeps America growing.
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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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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
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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Best’s Insurance Law Podcast series examines key topics in the insurance industry from an attorney’s point of view. Featured panelists are top lawyers from firms profiled in Best's Insurance Professional Resources, a highly selective online service showcasing only firms recommended by their clients for outstanding service to the insurance industry. Published by AM Best, Best's Insurance Professional Resources is a claims industry resource that features qualified legal counsel, independent in ...
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Medicaid Planning Assistance.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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The Phoenix Health Insurance Approach | Simplifying the Complexities of Healthcare Coverage
Phoenix Health Insurance
Phoenix Health Insurance is a leading provider of healthcare coverage solutions designed to meet the diverse needs of individuals, families, and businesses. With a customer-focused approach, Phoenix Health Insurance offers a range of products and services that cater to the ever-changing healthcare landscape. Phoenix Health Insurance 20823 N Cave Creek Rd, Building B Suite 101 Phoenix, AZ 85024 (623)516-8300 https://www.phxhealthinsurance.com/
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Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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York County's Home for News, Talk and Sports.
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NAMIC's new podcast, Insurance Uncovered, will cover various topics that affect the property/casualty insurance industry. This podcast will also feature an interview segment called "Unscripted" that will include interviews with inside industry experts and staff on a variety of topics.
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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Fielding Questions is a collaboration between the AgCountry Farm Credit Services & the Red River Farm network that explores the world of agriculture & rural life.
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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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The Veterinary Blueprint Podcast is all about taking the blueprint of industry experts and breaking it down in short, digestible episodes you can use to take your practice to the next level. Join host Bill Butler as he interviews experts on client and practice management, financial strategies, human resources, and more. Gain valuable insights and stay ahead in the veterinary field by tuning in to tips from successful experts inside and outside the veterinary industry.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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This podcast brings newbie, seasoned and top network marketers to share their struggles, successes and provide tips, tricks & strategies to help one get started in this amazing business model. This inside look into network marketing allows us to hear about how it transformed them and allowed them to achieve success. It also shows real life examples of how they failed and overcame those failures.
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The mission of the Department of Insurance, Securities, and Banking (DISB) is three-fold: (1) cultivate a regulatory environment that protects consumers and attracts and retains financial services firms to the District; (2) empower and educate residents on financial matters; and (3) provide financing for District small businesses.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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We're different and we like it that way. Discovery is our differentiator and throughout the journey creating C3, hosts Jamie Reid and Gabe Erle have interacted with other business leaders and companies bringing a different approach to their industry. We're passionate about the journey and telling the stories along the way - of failures, triumphs, lessons learned, key differentiators and expert advice. Every episode of Discover the Difference will spotlight what makes our guests and their bus ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Hosted by Nick Samuels of the US Public Finance team, Muniland delves into the latest developments impacting the credit environment for states, local governments, healthcare, higher education and more. In each episode, Moody’s analysts join Nick in exploring the ramifications of the pandemic, climate change, cyber risk, federal policy, pension burdens and other deep-seated challenges.
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly.
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Our educational podcasts equip producers with the knowledge they need to make the right decisions for their operations. This institution is an equal opportunity provider and employer.
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In 10 minutes daily, The Business of Tech delivers the latest IT services and MSP-focused news and commentary. Curated to stories that matter with commentary answering 'Why Do We Care?', channel veteran Dave Sobel brings you up to speed and provides resources to go deeper. With insights and analysis, this focused podcast focuses on the knowledge you need to be effective, profitable, and relevant.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to ISight Drone Services, where precision and reliability are at the forefront of aerial data collection. Our team of seasoned professionals is committed to providing unparalleled service. We are proud to serve industries ranging from construction and solar to insurance, energy, agriculture, government, and more. The HIVE is a one-of-a-kind hybrid business accelerator & incubator for Unmanned Aircraft Systems (UAS) and autonomous systems. Rise to new heights by joining the epicenter ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Official podcasts from Standard Bank South Africa. South Africa’s universal financial services group, catering for your personal, business, wealth, insurance, and corporate banking needs.
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Holistic Crop Insurance Reviews to Protect Your Bottom Line
13:16
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In this episode, we share an all-too common story of money left on the table due to the wrong crop insurance decision. Learn how an annual crop insurance review can help you avoid this pitfall. We also discuss our ‘360’ review, which is unique in the industry, combining our expertise in crop insurance with financial insights to ensure your risk man…
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Medicaid Planning for Senior Citizens Involves Exploring Long-term Care Insurance
3:24
3:24
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Medicaid planning for senior citizens involves exploring long-term care insurance options or chalk-out a plan for home-based care to delay or avoid any nursing home admission.By Platinum Benefit Services Inc
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AI in Law, Insurance, more; Zoom goes 1M for Webinar, OpenAI Moves, AMD vs NVIDIA
12:07
12:07
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AI continues to make waves across various industries, with the American Bar Association issuing ethical guidelines for lawyers using generative AI tools. The importance of competence, confidentiality, and client communication is emphasized, highlighting the need for responsible AI adoption. In the insurance sector, AI integration is on the rise, of…
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Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future
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Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…
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Ep 75. False Breakdowns and Home Cancellations
8:47
8:47
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Should I put my money, from my 401k, into an IRA when I retire? What does the term “False Breakdown” mean in financial language? And with cancellations rising, is this a bad time to sell your home? David Brooks has answers to these questions in today’s Q & A episode.By Retire SMART LLC
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Why Every Insurance Agent Needs a Website | Unlocking the Power of Digital Footprints
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In today's digital age, having a strong online presence is essential for every insurance agent. This episode dives deep into why a website is more than just a digital business card—it's a powerful tool to build your brand, generate leads, and stay competitive in a crowded market. We explore the importance of digital footprints, how a well-designed …
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The evolving role of Chief Data Officers and Generative AI in financial services
44:43
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Welcome to the Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack MillerIn today's episode, we explore what it takes to build world-class data governance in financial services. Our guests are Jay Como, the global hea…
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Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you to navigate the complexities of retirement income an…
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Chinese Hackers in ISPs, OpenAI's breakthrough, Security Concerns, and Tech Hiring Trends
13:42
13:42
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Chinese state-backed hackers have intensified their attacks on US internet service providers, targeting government and military communications. The sophisticated techniques used, such as exploiting zero-day vulnerabilities, have raised concerns about intelligence gathering. Despite the Chinese embassy denying state involvement, US cybersecurity off…
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Tom Zacharias, President of National Crop Insurance Services, takes a deep dive into crop insurance and car wrecks in the latest episode of Keep America Growing, a short podcast all about crop insurance.By NCIS
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The Retire SMART family is branching out! Joining in our studio today, is financial advisor, Brian McConnell, who will be leading the Retire SMART team in Las Vegas, Nevada. Brian unpacks his journey with David on what lead him to become an advocate for the SMART process.By Retire SMART LLC
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Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
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AI in Patch Management, Chatbots, Cloud Spending, and Windows Control Panel
11:44
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The episode begins with a focus on AI-based patch management solutions, highlighting leading vendors like Automox, Flexera, and Kaseya. The discussion delves into how AI and ML-driven patch management can provide real-time risk assessments, helping prioritize critical patches and enhance cybersecurity measures. The episode then shifts to the evolvi…
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The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost …
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Muni loans and bonds at the cutting edge of financial technology
20:04
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We talk to Alphaledger co-founder and CEO Manish Dutta about his firm’s quest to rebuild the fixed income market’s financial infrastructure, using blockchain. Speakers: Manish Dutta, co-founder and CEO, Alphaledger; Gregory Sobel, AVP-Analyst, Moody’s Ratings Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings Related Research: Local…
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David gives details on a documentary feature film he helped produce, “The Psychology of Retirement,” on how it’s a wakeup call for retirees. But even though these are rough waters, David manages to bring a little humor with his take on the weekly market analysis.By Retire SMART LLC
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Wealth & Wellness: Reverse Mortgages and the Opioid Epidemic's Financial Impact
40:39
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Understanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as…
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Uncomplicating Workers Comp with the NCCI
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In this episode of Agency Nation Radio, host Nancy Germond, Big “I" executive director of risk management and education, dives deep into the world of workers compensation with Lisa Alea, senior product manager at the National Council on Compensation Insurance (NCCI). The NCCI recently marked its 100th anniversary. During this time, it has supported…
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The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailore…
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Episode 893: Using a Sales System is the Key to Success
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Our company is the busiest in the last quarter of the month. Please reach out to discuss your current sales situation. Support the Show. Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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FTC Non-Compete Bans, US Sues Georgia Tech, Microsoft Endpoint Security Summit, and Vulnerabilities
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Firstly, a federal judge in Texas halted the FTC's nationwide ban on non-compete agreements, sparking legal uncertainty and potential appeals in other states. The episode emphasized the importance of using non-competes strategically, especially for specific employees rather than implementing blanket policies. Additionally, the National Labor Relati…
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Area-based insurance policies allow farmers and ranchers to protect their bottom lines. Nick Dryer, senior insurance specialist with AgCountry, rejoins the program to discuss what area-based plans are, how they work, and who could benefit.By AgCountry Farm Credit Services
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How FIs can ride the AI wave and build for a fragile customer with Suzy’s CEO Matt Britton
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This conversation with Suzy’s Matt Britton really rose above the noise and allowed me to look at the financial services industry as an interconnected whole, as a mechanism that is alive and complex. It's the kind of perspective you can lose when you report on niche developments day in and out. In this podcast, Britton takes us on a step by step ins…
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Why sharing is so important in Network Marketing with Beatrice Furalv
27:50
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Send us a text Learn from a Network Marketing Legend with Beatrice Furalv Join GotBackup: Join GotBackup: https://ziemteam.gotbackuptour.com Connect with Beatrice here: https://www.facebook.com/beafur/ http://instagram.com/halsokuren http://www.linkedin.com/in/beatricefur%C3%A4lv Skype: beafur Tel: +46705710717 Whatsapp: +46705710717 To help all pe…
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Revised Jobs Data, AI Investments, Remote Work Trends, and Supply Chain Woes
11:40
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The episode begins by discussing the revised U.S. job growth data, revealing a loss of 818,000 jobs as remote work declines but stabilizes above pre-pandemic levels. Despite the challenges highlighted by the data, the Biden administration remains focused on ongoing job recovery efforts. The episode delves into the evolving landscape of remote work,…
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Get Smart About Your Insurance: 08/26/24 High deductibles
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By Get Smart about Insurance – WRHI
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Comparing Lead Generation Strategies in the Insurance Industry
10:56
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In the competitive landscape of the insurance industry, lead generation is a crucial component for growth and success. This episode dives deep into two popular strategies: buying leads versus networking. Join us as we explore the pros and cons of each method, providing you with actionable insights to enhance your lead generation efforts. Discover h…
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In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims…
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Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry
30:51
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Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC). Follow Jason on LinkedIn. Visit or sign up to MIMHC here. Visit Crystal Specialist Finance here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and conten…
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Inside the Indian Bridal Industry with Parthip Thyagarajan of WeddingSutra.com
35:56
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In this episode, Anupam dives deep into the glamorous yet intricate world of the wedding industry with Parthip Thygarajan Co-founder of WeddingSutra.com. Discover how this billion-dollar industry operates, from the early challenges of establishing a bridal platform to the evolution of marketing strategies in the digital age. We explore the fascinat…
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Global Talent Management Strategies for International Recruiting in Today's Market w Jonathan Romley
26:31
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Dave Sobel is joined by Jonathan Romley to discuss the state of hiring and international recruiting in the tech industry. They delve into the challenges companies face in maintaining operational efficiency while dealing with rising salary costs and a competitive job market. The conversation highlights the potential impact of a second wave of resign…
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In this episode, we dive deeper into common estate planning mistakes. We'll discuss the pitfalls of outdated wills, the importance of naming beneficiaries for retirement accounts, and the risks of joint ownership without proper planning. Join us to learn how to avoid these costly errors and ensure your legacy is protected.…
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In this episode, we'll dive deep into strategies for making your retirement savings last a lifetime. Discover how to set realistic spending goals, optimize investment portfolios, and navigate potential market fluctuations. We'll also discuss the importance of creating a sustainable income stream and exploring alternative retirement options.…
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In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap. Have a topic or question you'd like Mark and Evan to address in a future episode? Ema…
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Send us a Text Message. Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retireme…
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David gives insight on Intel’s massive job cuts that came after it received $8.5 billion in taxpayer money, and how Macy’s store closures will forever change the outlook of shopping malls.By Retire SMART LLC
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In this episode, we tackle the topic of market volatility and its potential impact on your retirement plans. Navigating through fluctuating markets can be challenging, especially when planning for the long term. We’ll discuss key insights and considerations that every retiree or soon-to-be retiree should keep in mind during these uncertain times. T…
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In this episode, discover essential strategies to ensure a comfortable and fulfilling life after work. From calculating your retirement savings needs to diversifying your investments, we'll provide actionable insights to help you achieve your financial goals.By Rob Kirvan
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As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.By Michael Mcguire
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SaaS Maturity, AI Hype, and Pricing Models with Ryan Morris and Seth Robinson
34:49
34:49
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Dave Sobel is joined by analysts Ryan Morris and Seth Robinson to discuss the current state of the SaaS industry, the challenges with pricing models, and the impact of AI on the market. The analysts delve into the maturing nature of SaaS, highlighting the importance of demonstrating value to customers and the need for a shift towards outcome-based …
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Why is Google being forced to “split up?” What does it mean that Berkshire’s assets are now more than 25% cash? And do we finally have the right leader for the Nebraska football program? David Brooks has answers to these questions in today’s Q&A episode.By Retire SMART LLC
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Generative AI, Microsoft Updates, Gen Z Consulting Dilemma, AI Overbuilding, Vision Pro Review
13:21
13:21
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Generative AI is currently facing a downturn, with Gartner placing it at the peak of inflated expectations and urging organizations to assess ROI and maturity before deployment. The hype cycle identifies four emerging technology themes, including autonomous AI, total experience, and human-centric security. Despite projections of generative AI accou…
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Moody’s insurance conferences throw spotlight on interest rates, inflation
14:30
14:30
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Cyber and climate risk are also high on the agenda at Moody’s summer 2024 insurance conferences in New York and London. Speakers: Audio excerpts from Sarah Williams, Chief Risk Officer, Guardian Life; Brandan Holmes, VP Senior Credit Officer FIG, Moody’s Ratings; Heather Lavallee, CEO, Voya; Joe Brandon, CEO, Allegheny; Sarah Hibler, Associate Mana…
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David unpacks a few items one could expect at our upcoming SMART Spend-down Solutions Class, hosted by Colin Kastrick with Kastrick Law, and Michael Luna with Senior Asset Solutions. Plus, David reveals data on how delinquencies are on the rise across the board, especially with commercial mortgages.By Retire SMART LLC
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Understanding How OSHA’s Multiemployer Worksite Citation Policy Impacts Construction Claims
22:02
22:02
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Expert Service Provider and Senior Safety Engineer Dr. Janine McCartney from HHC Safety Engineering Services and HHC Safety Consulting Services, Corporation discusses construction claims impacted by OSHA’s Multiemployer Worksite Citation Policy.By Best's Recommended Insurance Attorneys & Adjusters
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Transforming Financial Content: Malka, MoneyLion’s data-driven approach to today’s consumers
49:44
49:44
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Today’s a first for the podcast. We have an entire management team joining us on the podcast. For today’s show, we have the new leadership team of Malka Media. Malka is a subsidiary of MoneyLion and the firm’s content studio. It’s in integral part of the entire firm’s strategy and we definitely dive into their groundbreaking approach to financial c…
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Discover The Difference with Heather Whelpley
1:06:03
1:06:03
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Hosts Jamie Reid and Gabe Erle, along with guest host Lindsay Bonfiglio, C3’s EVP of Human Resources & Operations, are excited to welcome Heather Whelpley to Discover the Difference. Heather is a coach, speaker and award-winning author specializing in imposter syndrome and silencing the inner critic. After hearing her powerful talk at the Assurex G…
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According to Fidelity, retirement accounts are the highest they have been since 2021. In fact, Gen X has higher balances than the Boomers! This may seem like a great thing, which it is...but watch out! Those approaching retirement with large retirement accounts should watch out for a huge pitfall known as "sequence risk."…
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063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini
27:50
27:50
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In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…
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Ep 69. A Disconnected Labor and Stock Market
9:22
9:22
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From disconnections between the labor market and the stock market, to times when the unemployment rate surpassed its 24-month moving average, David walks us through the analytical data related to these fields.By Retire SMART LLC
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