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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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 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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Optimize your business operations. Tune in to hear how we help founders & business owners build simple, streamlined systems & digital experience operations that scale.
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Welcome to the Modern Investing with Sidepocket podcast, where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
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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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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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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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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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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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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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Muriel Siebert, the first woman member of the NYSE, said "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open." Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your w ...
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Greetings and thank you for stopping by the Modern Alchemy Podcast. With your hosts James and Bear, you will hear real, unfiltered conversation about Modern Alchemy. Are you ready to learn the psychology and the strategies to literally transmute mind and matter to take your power back? Then get a drink and settle in but brace yourselves, because things are about to become real. Not turning base metal into gold literally Taking something difficult and using it. Turning tough times into learni ...
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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 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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Exploring the mindset shift from midlife crisis to midlife opportunity. A judgment free space to talk openly about the third chapter in a woman’s life, fully embracing the midlife journey and creating meaningful and intentional experiences. Your host, Sonia Flores, shares her midlife awakening journey to peel back the layers society has placed on her, reawaken the spark inside and come back to her inner authentic woman. She is also joined by experts in different areas of learning and growth ...
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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 T.J. 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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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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Hosted by veteran bartender and industry consultant Shawn Soole, the Post Shift Podcast dives deep into the world of hospitality. With a passion for storytelling and a wealth of knowledge, Shawn brings listeners behind the bar and into the minds of industry leaders. Each episode unpacks the trials, triumphs, and transformations of hospitality professionals, offering insights, strategies, and candid conversations. Whether you're a seasoned pro or just starting out, the Post Shift Podcast deli ...
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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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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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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Welcome to The Brad Leavitt Podcast—your exclusive backstage pass into the complex world of entrepreneurship and business building. Brad is no stranger to the details that bring excellence. He's been recognized twice as one of The Phoenix Titan 100 and has steered his company, AFT Construction, to an impressive spot on the Inc 5000 list of America's fastest-growing and most successful companies. Their projects regularly grace the pages of prestigious publications like Fine Home Building and ...
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This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
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"Unless you are the lead dog, your view never changes." On the Sales Lead Dog podcast, CRM technology and sales process expert Christopher Smith talks with exceptional sales leaders that have separated themselves from the rest and achieved a sales leadership role in their organization. Hear what they did to become the alpha, lead their pack, and how they leverage CRM technology to drive sales for their organization. If your goal is to rise higher in your sales career or you currently are the ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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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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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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Are you ready to leverage the power of business process improvement tools to enhance your profit margins and achieve a better work-life balance? Welcome to The Well-Oiled Operations Podcast, where you'll join forces with Stacy Tuschl—an accomplished International Best-Selling Author, astute Business Coach, and successful Multiple 7-Figure Business Owner. Stacy will serve as your trusted guide on a transformative journey, unveiling highly effective systems and strategies to improve business o ...
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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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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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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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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Growing and Sustaining a Family Business with Joe Pohrer
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On the latest episode of our podcast, Darrick welcomes Joe Pohrer, President of the Pauly Jail Building Company. Together, Darrick and Joe will delve into the impact Joe has brought to central Indiana. A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode. Chapters: 0:00 - Introductio…
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Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management
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Let us know what you think! We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into …
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Episode #17 Modern Wealth Management: Balancing Life and Technology with John Prendergast
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Unlock the secrets to achieving true freedom and flexibility in your professional life with John Prendergast, CEO and founder of Blue Leaf Wealth. In our latest episode, John challenges the conventional wisdom of work-life balance, revealing how work-life integration can better align your career with personal goals. Whether you're an entrepreneur o…
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In this episode, I recently put out a questionnaire for business owners, operators and managers to see how other markets are doing. The results were shocking and telling on how the industry is currently. The link to my break even calculator is here - https://soolehospitality.com/blog/2021/5/18/ultimate-break-even-calculator FOLLOW US ON INSTAGRAM –…
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Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XXB7ta Meet with Us: https://bit.ly/4gFONjO Mega Backdoor Roth IRAs Befor…
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#127 - What are you giving your life for?
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What do you believe in so strongly that you’re literally willing to give your life for it? In my new book God, Money and Sex I discuss the problems we experience when we lose our connection to Fundamental Principles. The only way to have Truth is to come from Truth. And God’s Truth is the only truth. Irrespective of what we’ve been conditioned to b…
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Military Discipline for Entrepreneurial Success with Jovan Wright
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Jovan Wright: https://dwbuilds.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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"If you can't find the firm you want, build your own." with Chuck Failla, CFP
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The Journey to RIA Success: From Cold Calling Cowboy to Independent Innovator In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Chuck Failla, a financial advisor with over 25 years of experience. Chuck shares his journey from being a 'cold calling cowboy' in the 90s to founding Sovereign Financial Group, an SEC-registered …
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Episode #159 - Reece Sims and Flavor Camp
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In this episode, I sit down with Reece Sims, a spirits expert and entrepreneur. We dive into the importance of fitness in the hospitality industry, overcoming rejection, and finding success beyond financial goals. Reece also shares her vision for disrupting the spirits industry with innovative tasting methods.FOLLOW US ON INSTAGRAM – Shawn Soole ht…
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Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion
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Let us know what you think! In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and r…
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BADASS Business Money Mindset Shift | Jen Sincero
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In this episode of the Well-Oiled Operations™ podcast, Stacy delves into the essential topic of the millionaire mindset with acclaimed author Jen Sincero. Jen shares her transformative journey from living in a garage to becoming a bestselling author and successful entrepreneur. They explore how the right mindset is pivotal for financial success and…
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Mastering Mindset, Marketing, and Systems for Business Success
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In this episode of the Well-Oiled Operations™ podcast, Stacy dives into the concepts of mindset, marketing, and systems that drive business success. She reveals the importance of stepping back from day-to-day operations to maintain a high-level visionary approach. Stacy elaborates on how her mindset, quick action-taking, marketing prowess, and hard…
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Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4etYKz2 Meet with Us: https://bit.ly/3BjiVkO https://youtu.be/4SQjU8Wio…
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Hiring is Guessing, Firing is Knowing. I live by this to stop perfectionism in the hiring process. Here are 5 tips to hiring the right team. FOLLOW US ON INSTAGRAM – Shawn Soole https://www.instagram.com/shawnsoole/ Soole Hospitality Concepts https://www.instagram.com/soolehospitalityconcepts/FOLLOW US ON TWITTER - https://twitter.com/ShawnSoole FO…
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Episode #19 Mastering LinkedIn Content: Insights from Supergrow's Journey with Utsav Patel
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Unlock the secrets to skyrocketing your LinkedIn engagement with our special guest, Utsav Patel, co-founder and CMO of Supergrow. You'll hear the riveting story of how Elon Musk's unexpected acquisition of Twitter led to a seismic shift in Utsav and his co-founder Devin's entrepreneurial journey, compelling them to create Supergrow. This episode is…
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Taxes on My Investments Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Taxes on Retiremen…
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Planning for Unexpected Exits and Succession in Family-Owned Businesses
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In this episode, we dive deep into the critical aspects of estate and business transition planning. Celeste welcomes experts Oliver Cohn and Israel Miller to discuss the necessity of a well-thought-out exit strategy for business owners. The conversation covers everything from ensuring business stability and proper due diligence to the emotional and…
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Many clients come to us and tell us that they “want to create this or that” But the harsh reality is there is no way you can tell me what you truly want unless and until you know who you truly are. When you don’t know who you are there is no way you can really know what you want. And if you don’t know who you are and what you want then how can you …
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41. Healing Your Inner Child: The Path to Quickly Manifest Your Dreams
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In this episode, Sonia dives deep into the powerful connection between healing your inner child and quickly manifesting your desires. Our inner child holds onto deep-rooted beliefs and emotions from our past that, when left unaddressed, can block us from showing up as our authentic selves. By nurturing and healing this part of ourselves, we unlock …
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From Music to Custom Furniture with Paul Mencel
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Paul Mencel: https://www.philadelphiatablecompany.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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Integrating Wealth Management with Accounting Services
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Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative appro…
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Episode #158 - Keegan McGregor, Diageo World Class Global Winner 2024
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In this episode, I catch up with Keegan McGregor, fresh off his global bartending competition win. We dive into his journey through imposter syndrome, the importance of self-confidence, and his desire to uplift his local community. Keegan shares his unique definition of success and future plans.FOLLOW US ON INSTAGRAM – Shawn Soole https://www.insta…
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Strategies For Growing a Financial Advisory Business Without Adding New Clients
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Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the importance of client optimization and segmentation. PodBox - Help your guest sound their best on your podcast, …
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The post-purchase space is a land opportunity, feat. Gaurav Mittal, EVP of Ethoca
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Gaurav Mittal, Executive Vice President of Ethoca, a Mastercard company, shows that the post-purchase space represents an opportunity for our industry. It's where customers want convenience, autonomy, and trust but many of the players today have not been able to meet their demands.Mittal brings a unique insight into how tools like digital receipts …
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Transform Employee Mistakes into Growth: Effective Management Strategies
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In this episode of the Well-Oiled Operations™ podcast, Stacy dives into the critical topic of managing employee mistakes and answers the essential question: how many mistakes should a team member be allowed to make? Stacy shares powerful strategies to effectively handle employee errors while cultivating a supportive and accountable work environment…
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What Should I Do with My 401(k) If I...? Get your journey off to a great start with our financial resources: https://bit.ly/4dasyQ6 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3MQHacs Meet with Us: https://bit.ly/4e4zBLe Capitalize - htt…
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How are emerging community banks building effective tech partnerships?
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Welcome to the second episode of our de novo community banking series. I’m Sara Khairi, your host and reporter at Teasheet. If you tuned in a couple of weeks ago, you know we kicked things off with a deep dive into Craft Bank's journey in Atlanta, from CEO Ross Mynatt's debut leadership role to its choice of core tech partner and the strategies it …
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Reshaping embedded finance with KeyBank’s Jon Briggs and Qolo’s CEO Patricia Montesi
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Strategic partnerships – those relationships between traditional financial institutions and fintechs – have become really integral as banks seek to modernize their offerings and fintechs aim to scale their operations and get distribution.KeyBank and Qolo have teamed up on an embedded finance offering. On today’s episode, we sit with Jon Briggs, Hea…
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Shot #172 - 5 Tips on Minimizing Staff Turnover
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This week I chat about 5 key takeaways from minimizing staff turnover in your venue. Hope this helps some operators out there. FOLLOW US ON INSTAGRAM – Shawn Soole https://www.instagram.com/shawnsoole/ Soole Hospitality Concepts https://www.instagram.com/soolehospitalityconcepts/FOLLOW US ON TWITTER - https://twitter.com/ShawnSoole FOLLOW US ON YOU…
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Episode #18 Optimize Your Business for Just $6/Month – A Step-by-Step Guide for Solopreneurs and Small Teams
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In this episode, The Queen of Automation explains how to optimize a business using Google for just $6 a month. Meghan demonstrates four ways Google can help run a business, including using branded email templates, creating a filtering system for emails, utilizing Google Drive for task management, and using Google Chat for communication. She also sh…
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40. Dream Big, Serve Bigger: Strategies for Success from Thought Leaders
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Today's episode is a treasure trove of inspiration and insights from the Summit of Greatness 2024. I’ve gathered the most impactful messages and lessons shared by renowned thought leaders, Dr. Joe Dispenza, Lewis Howes, Codie Sanchez, Rory Vaden and David Goggins, to help you harness your potential and elevate your journey. Tune in as we dive into …
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5 Habits Keeping You from Reaching Financial Goals
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5 Habits Keeping You from Reaching Financial Goals Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: Meet with Us: CNBC - https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-r…
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The majority doesn't follow the Truth. Don't follow the majority, follow the Truth. Those who follow the crowd most often get absolutely lost in it. Those who tell the truth in today’s world are most often persecuted, sometimes prosecuted...By James Arthur & Bersabeh Ray
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Pioneering Visionary, Driven Designs with Nicole Roe
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Nicole Roe: https://rnicksoninteriors.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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Episode #157 - Evelyn Chick and Modern Entrepreneurship
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In this episode of, Shawn sits down with Evelyn Chick, award-winning bartender and entrepreneur, to discuss financial literacy, the highs and lows of entrepreneurship, and redefining success in the hospitality industry. Evelyn shares her journey, insights on building a sustainable business, and her vision for creating accessible and memorable guest…
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A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
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Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zo…
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Cross-domain collaboration: Removing barriers to data
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As organizations begin to tap into the value of their data, we’re seeing an increased need for data sharing within internal teams, and even across other organizations. In this episode, Marina Ribke and Sebastian Werner discuss how organizations can remove barriers to facilitate secure data sharing. If you’re a digital leader looking for ways to mak…
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5 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4gp5obA Meet with Us: https://bit.ly/4dVTXqb Setting Up a Spending Plan for …
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Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth
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Let us know what you think! This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods tha…
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Modernizing the finance tech stack: A conversation with Mercury's VP of Finance, Dan Kang
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Today's episode of the Tearsheet podcast features Dan Kang, VP of Finance at Mercury. He shares his insights on how the fintech company is reshaping corporate finance for tech founders. Kang has experience in private equity, Square, and Mercury. This background gives him a unique view of financial services for startups and positions the neobank nic…
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Shot #171 - For < With, Changing Management Wording
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In this episode, I dive into the power of language in leadership. I discuss how shifting from "working for" to "working with" your team can transform your business culture, foster collaboration, and drive success. Tune in to learn how this simple change can make a big impact. FOLLOW US ON INSTAGRAM – Shawn Soole https://www.instagram.com/shawnsoole…
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From Financial Struggles to Record Profits in 60 Days
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In this episode of the Well-Oiled Operations™ podcast, Stacy dives into how she achieved record profits in 60 days, transforming her financial struggles into her best month in 22 years. Stacy candidly shares the ups and downs of scaling a business, detailing her journey from a challenging start to the year to a record-breaking achievement. She open…
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Are your Olive and Avocado Oils pure? Do you trust labels? It’s sad but true. Labels often hide the true ingredients. Real Olive Oil is green and a little bitter Full postBy Beverly Meyer
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Proactive Risk Management & Building Your Team of Advisors
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Have you surrounded yourself with the right business advisors to help you correctly navigate the ups and downs? In this episode of Planning Reimagine, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors, who brings over 20 years of experience in CPA, tax planning, and investment advising. They dive deep into a critical yet often over…
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Inherited IRA Rules and the SECURE Act Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3B2b9vh Meet with Us: https://bit.ly/4cXFOaq Reviewing RMD Rules as IRS Issues Final S…
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#124 - Andre Pennington is challenging the conventional and rebuilding generational wealth!
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We very infrequently have guests—we’re very selective about who we speak with AND that being said, we have never had a guest on twice. But today is an exception. Andre Pennington is an Inc. 5000 awarded CEO, recognized as one of the top attorneys in the world, and the principle of a relatively new adventure he’s on called Universal Wealth. If you’v…
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Designing an Architectural Legacy with Sean Roberts
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Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account! • ◦ Pella Windows & Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Sean Roberts: https://www.instagram.com/pinnacleconceptions Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…
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Marriage and Money Advice for Newlyweds
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Our new series, “Seasons of Marriage & Money,” we explore how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. In this episode, we hear from two couples with a passion for helping others build strong marriages as they share their thoughts on navigating the transition from “me” to “…
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Successfully Selling Your CAS Practice: Lessons from Industry Experts
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Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights…
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Episode #156 - Kevin Demers and Building an Empire
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In this episode, Shawn chats with Kevin Demers, Montreal’s hospitality visionary and the mastermind behind multiple venues, including Coldroom. Kevin shares his entrepreneurial journey, offering insights on scaling a business, multi-unit management, and the importance of personal growth. A must-listen for anyone in the bar industry! FOLLOW US ON IN…
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