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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Primal Diet - Modern Health

Beverly Meyer, Holistic Nutritionist

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Primal Diet – Modern Health combines the best of Natural Health and the Paleo Diet in one terrific show. Host Beverly Meyer offers a wealth of information on food, hormones, supplements, sleep, neurotransmitters, and more, often with great guests. She is a Clinical Nutritionist in practice since 1985. Beverly has worked actively on her own health since the 1970's. Find her popular blog at www.ondietandhealth.com.
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Pragmatism in Practice addresses the challenges facing today’s digital leaders and gives practical approaches to overcoming them. We have candid conversations with a range of inspiring change-makers who share stories of becoming a modern digital business. 334660
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Coffee and Coin Podcast

Allegra Moet Brantly

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Ready to take charge of your financial future? Coffee & Coin is your go-to resource for financial education and honest money conversations that women don’t get anywhere else. Allegra Moet Brantly is the Founder & CEO of Factora, a company on a mission to lead 1 million women to $1 million in net worth. Her specialty? Breaking down complex personal finance and investing topics into easy-to-understand, actionable strategies. Tune in to learn how to put your money to work and reach financial fr ...
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence CFP® Pro TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence To learn more about TJ's independent advisory firm Modern Wealth Builders, head to modernwealthbuilders.com
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How can we understand and improve the modern world? Join our discussion programme exploring new ideas and global trends from Pictet Group, one of Europe's leading independent investment managers, where we hear from leading experts share ideas and insights considering a plethora of fields to push intellectual frontiers. The show is a collaboration between Pictet, and How To Academy, London’s leading public forum for sharing big thinking.
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Andrew Brookman

andrewbrookmanofficial

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Andrew Brookman is a seasoned financial advisor based in Westport, CT, currently associated with Aegis Capital. With a career spanning since 1998, Andrew Brookman is a highly experienced professional in the financial industry. His expertise has been honed through collaborations with prestigious financial institutions and the development of sophisticated investment strategies. He has established a successful track record in wealth management.
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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of ...
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Wealth management is at a critical inflection point. Changing demographics are hitting up against under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re a woman in wealth management, this podcast is for you. In this podcast, you'll hear the stories of women who are slaying it, doing things differently, and bringing new energy to their work. The powerhouse women are proof that YOU can achieve your ambitions, and that we are ...
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Endgame Investing

Cody Smith & Cole Hutchinson

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In this podcast series, join Cody Smith, an investment-focused realtor with extensive experience in the Canadian real estate market, and Cole Hutchinson, an REI coach who has helped numerous investors achieve their financial goals, as they explore the world of real estate investing in Canada. With expert guests and real-life investors, they'll take a deep dive into the Canadian real estate market, sharing insights and tips on how to invest successfully.Through interviews with seasoned invest ...
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Contact Centre Focus

Jeremy Blake and Bob Morrell

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Welcome to Contact Centre Focus, your go-to podcast for industry insights and expert advice tailored specifically for advisors, agents, salespeople, team leaders, managers, and directors of contact centres. Join your hosts, Bob Morrell & Jeremy Blake, renowned sales trainers and executive coaches from Reality Training, as they share their wealth of knowledge from training thousands of people in contact centres worldwide. Our mission? To empower you and your team, ensuring that your contact c ...
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Heart of Herbs Herbal School Podcast

Demetria Clark- Heart of Herbs Herbal School

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Welcome to the Heart of Herbs Herbal School Podcast, with Demetria Clark. Embark on a journey of herbal wisdom and natural wellness with Heart of Herbs, where we invite you to discover the incredible world of herbalism. Our channel is your gateway to a wealth of knowledge, empowering you to cultivate a deeper connection with the healing power of plants. At Heart of Herbs Herbal School (www.heartofherbs.com), we are passionate about sharing herbalism's time-honored traditions and modern insig ...
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The way we move money is changing. Fast. We want control at the touch of a finger-print. We want to send money in real-time – to the other side of the world. We want everything in one place, integrated, seamless and on our devices. Ubiquitous, embedded, fast, standardized, frictionless and secure. Global finance trends are hurling towards a unanimous conclusion. These are our Financial Futures. Each episode, we size up the bleeding edge of fintech innovation and explore the trends that are a ...
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Welcome to the SANGU STORIES podcast by The Ritz-Carlton Maldives, Fari Islands. Sangu, conch shells were ceremoniously blown to announce special news in the ancient Maldives. Inspired by this beautiful tradition, we have created Sangu as the voice of the island. The Ritz-Carlton Maldives is located on the Fari Islands, an archipelago of three-integrated luxury brands - The Ritz-Carlton Maldives, Patina and Capella, redefines the luxury landscape of the Maldives, offering both social and ser ...
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Sink your teeth, and let's hope they are healthy, into the world of modern dentistry, medicine and healthcare in general and join world renowned dental surgeon Dr Miguel Stanley as he shares his views on what's going on out there. He will be talking about all things that he is passionate about in dentistry, regenerative medicine and healthcare. Simply by himself or with colleagues, scientists, doctors and business leaders from around the world, Dr Miguel Stanley will be challenging tradition ...
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This Podcast is ideal for people who are already working in the property and construction industries. Whether you just want to get to grips with the world of Building Surveying, a Surveyor looking to get Chartered or maybe just looking for some quick learns to upskill yourself - this is the place for you! Tune in for regular episodes and make sure to check out our other podcast - Cardoe Martin's A-Z of Building Surveying. Cardoe Martin is a dynamic and modern property consultancy specialisin ...
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The Art of Adjusting® Podcast

William Auten & Chantal Roberts

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Dive deep into the world of insurance claims with our podcast, newly rebranded as "The Art of Adjusting®"—a title echoing the revered book of the same name. This revamped podcast is not just a beacon for professionals navigating the adjuster landscape but also a wealth of insights for those curious about the intricacies of the industry. We're thrilled to announce that Bill Auten, owner of Auten Claims Management, will now share the mic with a stellar co-host, Chantal Roberts. Chantal isn’t j ...
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Your Brand Amplified

Anika Jackson, Bleav

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Welcome to Your Brand Amplified® – the podcast that takes you behind the scenes of successful businesses, exploring the minds of entrepreneurs, business leaders, marketers and sales experts. I'm thrilled to be your host, Anika Jackson, and I'm on a mission to uncover the stories, strategies, and secrets that have propelled these individuals to success.🎙️ **Discover Inspiring Stories**: Tune in to hear the captivating journeys of our guests. From humble beginnings to industry titans, each epi ...
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The Islamic Finance Guru Podcasts are a series of podcasts aimed at bringing money matters to the forefront of the Muslim community. We've got something for everyone, from our popular Millionaire Muslim podcast where we discuss halal investments, personal finance and entrepreneurship! We also give you a spiritual kick with regular business/finance-focused Qur'an tafseer sessions! Or hear the IFG team discuss current affairs in our fortnightly news round-up!
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This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.
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Talks of imperfection is a new podcast series of intimately open diverse conversations where globally recognized leaders, founders, entrepreneurs and activists reveal their personal relationships with growth, collaboration, success and imperfection. Season one features eight carefully curated guests coming from different backgrounds, cultures, languages and professions who all share the common goal of creating a more equal, more reasonable and increasingly sustainable future through their ta ...
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Weekly show about why to invest in real estate, how to do it right and where to look for profitable opportunities.We interview experts from around the world who offer first hand tips and experiences to help our audience make the right investment decision.Providing You with Quality Real Estate Investment Opportunities‍Investing in real estate can be quite lucrative if done properly. If you’re starting your investment journey, you should consult a commercial real estate agent who can help you ...
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Learn to block and delete idiots from your life. Remove addiction to bad people, drugs, alcohol, government and more (WITHOUT MEETINGS!) Then use your new-found time and energy to MAKE A LIVING DOING WHAT YOU LOVE, like the author does. A USER'S MANUAL FOR THE HUMAN EXPERIENCE is a libertarian manifesto for getting healthy, getting brilliant, maximizing potential and changing the world. WHAT PEOPLE ARE SAYING ABOUT THIS BOOK: "Part intellectual memoir, part self-help book. Michael W. Dean's ...
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show series
 
Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and …
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Let us know what you think! Explore the world of modern finance with Ronald Flores, the CEO of Curious Finance, as he shares comprehensive strategies for navigating today's dynamic economy. Discover the importance of personalized financial goals over generic advice, the role of technology in investments, and the value of diversified and alternative…
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Ever wondered how a rock musician can transform into a master of the speaking stage? Our latest episode features the endlessly fascinating Corey Poirier, who takes us on his journey from strumming guitars to delivering empowering speeches. Capturing the essence of an artist's metamorphosis, Corey opens up about the sweat and serendipity involved in…
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Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you’re not careful, taxes can quickly destroy the financial wealth you’ve worked so hard for. It’s important to understand how your income sources are taxed, so today we’re going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly…
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Embark on a transformative journey with Kathryn Smith, marketing maven and co-founder of the Black Lady Business School, who shares her inspiring shift from corporate stability to the exhilarating world of entrepreneurship. Battling health setbacks, Kathryn channeled her resilience and savvy into founding Walton Birch, a company that stepped up to …
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We delve into the dynamics of gender in negotiation, spotlighting how women can excel, especially when advocating for others. Kathryn Valentine, CEO of Worth More Strategies, shares her wealth of experience, including personal anecdotes and research findings that reveal how traditional negotiation advice often fails women. Learn how to navigate soc…
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Unlock the secrets of smart hiring and workforce optimization with Donna Dube, our expert guest on the productivity pulse of today's business landscape. From ICU nurse to operational guru for CEOs, Donna's unique perspective will guide you through the intricacies of when and how to expand your team. Discover how to identify tasks ready for automati…
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Let us know what you think! Welcome to another episode of Modern Investing with Sidepocket podcast, featuring Nathan Creswell, a head of product, angel investor, and syndicate lead at Swell Ventures. Nathan shares his impressive journey, beginning in product management at a startup in the Bay Area and rising through the ranks at prominent tech comp…
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Send us a Text Message. Blast from the Past! Episode from 2009. Have you ever walked into a space feeling immediately judged, your personal journey dismissed before you even shared your story? Demetria Clark, herbalist extraordinaire and the heart behind Heart of Herbs Herbal School, joins us to unpack the sensitive dynamics between herbalists and …
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Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.l…
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In this podcast episode, financial coach Mandyy Thomas joins us to speak about helping people with their money worries. She shares her own story and gives tips on how to manage finances better. Mandyy teaches how to plan for big and small costs and how to save money wisely. She also talks about the importance of understanding your actual income and…
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Embark on an enlightening odyssey through the digital marketing landscape with our seasoned expert, Menekse Stewart. As a one-time teenage SEO scribbler turned marketing maestro, Menekse dissects the seismic shifts from keyword cramming to crafting content with genuine intent. She not only maps out the journey for businesses striving to keep pace w…
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No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That’s why it’s critical to have a forward-looking financial plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth. Financi…
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Ever faced the paralyzing grip of fear that stifles your every move in business? Andy Neary certainly has, and this episode is all about the playbook he crafted to turn that fear into a fuel for success. As a former athlete who didn't quite make it to the major leagues, Andy's story will resonate with anyone feeling like they're on the bench in the…
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Let us know what you think! Diving into the realm of investing, the Modern Investing with SidePocket podcast hosts an illuminating conversation with Israel Suero, a multifaceted investor with experience in real estate, stocks, angel investments, crypto, and venture capital. This episode gives us a glimpse into Israel's journey from his early fascin…
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Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize activities that provide the biggest return on investment. Resources Mentioned In This Epi…
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Have you ever been gripped by the relentless drive of entrepreneurship? That's the story of Tami Crea, whose 40-year voyage through business ownership is a masterclass in resilience and adaptability. She swung from the challenges of ad sales fresh out of high school to the intricate dance of graphic design, all to keep her dreams alive. Our candid …
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Send us a Text Message. Embark on a journey through the lush landscapes of New England with Amelia South, an herbalist and foraging instructor from Black Sun Farm. She is also a Heart of Herbs Herbal School graduate. Our enlightening chat uncovers the holistic power of plants that Amelia nurtures within the rich biodiversity of Eastern Connecticut.…
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Our first episode ever on the topic of whisk(e)y features guest Oliver Court, Managing Director of London Cask Traders. There are many parallels to our previous episodes on investing in wine and we find out how it differs in the spirits space. After the interview, Derek and Johnny discuss why they think whisky may be the better investment choice of…
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Want to get your kids more interested in investing but don't know where to start? In today's episode, Allegra is joined by Erika S., who has been talking to her kids about money since they were in the crib. Fast-forward 16 years, and her oldest has just opened a HYSA and is well on her way to a million-dollar net worth! Erika S. lays out her strate…
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In this episode, William and Chantal explore the world of litigation and its impact on claims professionals. They discuss the role of adjusters in the litigation process, the importance of effective communication with clients, and the unique challenges faced by elderly individuals on Medicare when filing claims. The episode also covers the 'duty to…
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We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Roth Conversion Case Studies: https://bit.ly/3KeQ2ri Become a Rothaholic: https…
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Are your periods toxic? Is your body discarding toxic waste when you flow? Some Raw Vegan bloggers began to claim periods are toxic wastes leaving the body as early as 2017. They say that periods are not necessary. Have heavy flow or painful periods? Stop eating all fats, proteins and cooked food and your painful periods may stop. The diet guidelin…
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When Ruhina Mehra, a holistic coach with traditional healthcare roots, steps into the room, you feel an instant connection to her compelling narrative. She's the guide through our latest conversation, where we peel back the layers of the healthcare system, contrasting the focused approach of Western medicine with the integrative nature of holistic …
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A huge factor of financial planning is controlling what you can control. It’s pivotal to understand that as you’re determining if you have enough money to get to and through retirement. The fear of outliving your money is a retirement risk that’s a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk.…
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Strap in for a transformative ride with marketing maven Erin Marcus as we unravel the fabric of entrepreneurship, from its intricate challenges to its liberating triumphs. From the bustling streets of Chicago to the daring world of business ownership, Erin and I share a heart-to-heart on the delicate balance needed to foster growth and scale a vent…
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Everyone can benefit from this important episode on widowhood and how the wealth management industry can rise to better serve the financial planning needs of today's modern widows. BTW - the average age of widowhood is just 59 and 80% of women aged 80+ are widows. If you're a woman, a woman advisor, an advisor serving women or just have women in yo…
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Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' valu…
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Ever wondered how a background in psychology and criminology could revolutionize the content marketing world? Rai Cornell, the mastermind behind Cornell Content Marketing, joins us to share his unique blend of emotional intelligence and ethical persuasion that's shaking up the industry. Discover how Rai's expertise in human behavior empowers his ap…
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Send us a Text Message. Embark on an expedition into the verdant world of herbalism, as we weave together your personalized Materia Medica—an indispensable herbal companion. With my guidance, you'll learn to meticulously document the myriad aspects of medicinal plants, from their botanical intricacies to the profound experiences they bring to your …
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How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawa…
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Ever wondered what it takes to leap from the safety of a corporate ladder to the free-fall of entrepreneurship? David Forman, COO of Clarity Creative Group, joins us to unravel this very mystery. His story is one of tenacity and creativity, transitioning from a Walgreens store manager to mastering the realms of marketing and SEO. In our candid conv…
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Being an authentic leader fosters trust, collaboration, and respect within teams. In this episode, Darren Smith, CTO of MYOB, shares his own leadership journey with practical strategies for fostering transparency and team alignment. Whether you're a seasoned leader or aspiring to lead, this podcast offers valuable insights to inspire and guide you …
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In this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss the importance of understanding money mindsets and the…
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Embark on a voyage of discovery with Dr. William Attaway, where the fusion of personal growth, spirituality, and professional leadership converge to chart a new course for effective leadership. Through captivating anecdotes and insights, Dr. Attaway joins us to unravel the complexities of a life lived without boundaries between work, faith, and per…
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Imagine stepping off a farm in northern Alberta and into the prestigious corridors of Harvard, only to find your true calling in the bustling world of book publishing. That's the journey Kevin Anderson shares with us, as he maps out the transition from academia to founding Kevin Anderson & Associates, an editorial enterprise that's transforming the…
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Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to expla…
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Ever wondered how the trades sector is revolutionizing its hiring practices? Ryan Englin, founder of Core Matters, joins us to unravel the secrets behind attracting, hiring, and retaining the skilled workforce needed to power small businesses. With a profound shift from corporate to entrepreneurial realms, Ryan brings a fresh perspective on dismant…
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Ever wondered how a Danish environmental innovator turned tech entrepreneur weaves spirituality into his business model? Calvin Correli takes us on a journey that blurs the lines between professional aspirations and personal evolution. He discusses how early dreams of advising world leaders and a childhood intuition for spirituality took a backseat…
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In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clients, debunk common myths about sustainable investing, and explore the growth opportunities in the field. Pe…
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Let us know what you think! In this episode of the Modern Investing with SidePocket podcast, we venture into the world of modern investing, entrepreneurship, and tech innovation with guest Guy Reams, a seasoned investor and technology executive from New Fund Venture Group. The conversation begins with Guy's unique journey from a computer science pr…
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Derek and Johnny kick off the first in a series of side hustle episodes to help you earn quick cash to invest or just pay the bills! The guys start out with the easiest way to get started with a side hustle - the driver apps. Almost every country in the World has apps that let you drive people, food or other items and also have a low barrier to ent…
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Are you planning a wedding and looking for cost-saving strategies? Unsure of how to talk to your partner about finances? In this episode, Chris P. shares her personal take on wedding planning with her partner, focusing on how they’re designing a celebration that not only honors their values, but also respects their financial goals. Chris also opens…
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Welcome to Episode #41 of "The Art of Adjusting® Podcast" - your go-to resource for expert insights and practical tips on navigating the world of claims adjustment. In this episode, join hosts William Auten and Chantal Roberts as they discuss the challenges of assessing damages in insurance claims. To read more on the topic of determining the value…
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Are you overspending and don’t even realize it? Or are you underspending and living well below your means? And whether you’re overspending or underspending, how are you supposed to be able to tell? Retirement Plan Checklist: https://bit.ly/4ai55L3 Tax Reduction Strategies: https://bit.ly/3JT04Oo Financial Planning Tool: https://bit.ly/3wrsH23 Meet …
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What is unique and extraordinary about this moment in the history of technology Where are we right now? And how will AI revolutionise our daily lives? We delve into the world of artificial intelligence with Azeem Azhar, a visionary entrepreneur who has founded multiple tech companies in this dynamic field. Azhar's expertise extends to active invest…
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