show episodes
 
In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
Are you struggling to create a career and life vision that you love? Portfolio Career Podcast is here to provide proven success stories, actionable tips, and key skills to do this for you. David Nebinski talks with people who have designed their Portfolio Career that allows for growth, resiliency, and happiness. Tune in to build and grow your Portfolio Career. Let's have some fun!
 
Are you struggling to create a career that you love? Do you wonder if you could hold multiple jobs and projects at once? A Portfolio Career is here to answer your questions. David Nebinski talks with people who have designed Portfolio Career that allows for growth, resiliency, and happiness. Tune in to learn how to create a Portfolio Career of your own. Let's have some fun!
 
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ITPM Podcast

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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
 
Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
 
The tastytrade network teaches investors innovative, simple ways to trade stocks, options, and futures, take advantage of market volatility and build a successful portfolio. Tom Sosnoff leads an irreverent and playful band of floor traders who are showing America a new way to quickly find low risk, high return strategies in bullish, bearish and sideways markets.
 
Hosted by Ryan Irvine & Aaron Dunn, the podcast is highly interactive taking listener questions each week on individual Canadian & U.S. stocks as well as stock portfolio building strategies. The podcast focuses on high quality Canadian Dividend growth stocks, unknown & profitable Canadian Small-Cap stocks, U.S. tech leaders and high growth small-cap stocks. We also provide simple portfolio building tips for DIY investors. Weekly show highlights include: - Case For & Against Any Stock: our Ry ...
 
ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC's Stocks Editor Bob Pisani is joined by top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in th ...
 
Ready to build your real estate empire… but not sure where to begin? Think of us as your personal trainer. From detailed breakdowns of real-world deals… to one-on-one coaching sessions and a warm, welcoming community… hosts Ashley Kehr and Tony J Robinson bring on a wide range of guests to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to 10X your real estate investing business this year? This show isn’t for you. Looking for your first, second, or thi ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
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Tea and Crumpets

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Tea and Crumpets

Will Brown and Adam Eagleston

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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
Real Estate Expert, Shawn Moore, from Vodyssey.com, brings you the Vodyssey's Vacation Rental Revolution Podcast. Bringing you the best tips, tactics & strategies for growing and scaling your short-term vacation rental portfolio. Discover the difference between traditional short-term vacation rentals and true Lifestyle Assets. Learn from my 20 years of ups and downs in the Real Estate Investing game. Expert interviews on Acquisition, Legal, Finance, Management & more. All focused on building ...
 
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Why Invest?

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Why Invest?

Douglas Barnett, Waverton Investment Management

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Why invest? Doug Barnett from Waverton Investment Management looks at why we invest in certain asset classes, regions and financial products in a series of interviews with professionals from the industry. See acast.com/privacy for privacy and opt-out information.
 
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Wealthion

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Wealthion

Adam Taggart - Wealthion

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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
 
A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock? Update episodes focus on portfolio management, major developments to a current holding, and any changes ...
 
In a world where it can be increasingly difficult to know who to trust, Chris Evans and Taylor Welch are your one stop shop for honest & authentic investment training - whether you're just getting started, or already a seasoned pro. Wealth Cap Holdings presents Portfolio Builders: a show about long-term wealth building & financial independence. For more information, visit https://wealthcapholdings.com See acast.com/privacy for privacy and opt-out information.
 
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show series
 
Daniel Spreadbury, who is part of the development team for Dorico at Steinberg, and Jason Heath of the Double Bass Conversations podcast join Garrett to discuss Dorico 4, a major new update to the engraving software. This episode is sponsored by Dorico by Steinberg, the future of scoring. Visit www.steinberg.net/tpc for a free 30-day trial version.…
 
When Lisa Cuesta first got involved with the cryptocurrency sector in 2017, the sector mostly contained whitepapers and ideas compared to companies and real projects. Since then, the sector has grown and matured, especially in the last 18 months. In June 2021, Lisa published a blog post sharing why she was transitioning full-time into the sector. I…
 
AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we would invest. Following, the team discusses 2021 Top News Stories, from Covid's impacts and pulls on…
 
In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenges facing global equity markets. With markets being at all-time highs, Paul and Chris address rising inflation concerns, geopolitical risks, emerging markets, ESG, and the importance of finding compani…
 
The Nasdaq falls 5% to start the year. How should investors react? Ron Gross and Jason Moser analyze what's happening with stocks, the potential for Federal Reserve responses, and the mindset investors need right now. They also share seven stocks they believe are looking more attractive right now due to their underlying business strength and future…
 
Seth Kniep has a remarkable entrepreneurship origin story. He found himself working at Apple, leading a 20-person team of tech support advisors. But he was miserable, working as a cog in the world’s most valuable company. Fascinated with an idea, he went about doubling one dime 20 times. He shared his vision with random strangers & asked them to do…
 
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan. In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps th…
 
Sharing information that makes money / protects capital And teaching how to use it Join the ARMR community and become an ARMR Insider today. Visit us at https://armrreport.com/ Day Trading Information: Risk Monitor RED / Op Ex Week How to use it: Focus on Capturing Alpha by buying after the 'Crazy Ivan' Examples to follow.... Investing Information:…
 
This week’s question comes from Brandon through Ashley’s Instagram direct messages (follow her @wealthfromrentals). Brandon is asking: I live in a great neighborhood where my rent is less than a potential mortgage. I’m looking to invest in a different town experiencing great growth, but I would live there myself. Is it a bad idea to purchase a rent…
 
Many people experience short bursts of excitement or curiosity around investing in vacation homes, but inevitably get stuck at some key points along the way, and before they know it, another year has gone by and they aren't where they wanted to be. This is totally avoidable if you understand the long game and have a proven process to follow. Many p…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with entrepreneur Jim McKelvey, author of “The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time.” McKelvey is the CEO and founder of Invisibly and (with Jack Dorsey) co-founder of Square, where he currently sits on the board of directors. McKelvey also chairs the board of d…
 
Earnings season kicks off with the latest results from JPMorgan Chase, Wells Fargo, and Citigroup. Take-Two Interactive buys Zynga for $12.7 billion. Elastic's CEO moves to the CTO role. Virgin Galactic needs more money. Meta Platforms shuts down its dating service. Domino's makes changes to deal with inflation. Crocs makes a play for the luxury ma…
 
As out-of-the-money premium sellers, extrinsic value is the name of the game. Specifically, the textbook end goal is for the extrinsic value of our positions to fall to zero, which they would do if they remained OTM, and we held them until expiration. But along the way, even if a position is OTM, its extrinsic value can increase, which would work a…
 
When we enter calendar and diagonal spreads, we are selling an option against our long option to reduce cost basis - this short option remains mobile through the duration of the trade, and we can move it vertically or horizontally to continue to defend moves against us. Tune in for a live Q&A session as well!…
 
We typically manage breached positions by either rolling, holding, or closing the trades. However, as we have shown in previous studies, strike breaches won’t necessarily affect the profit potential of different strategies in the same way. Join Tom and Thomas as they discuss how breaches affect the POPs of different types of SPY strangles.…
 
On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad…
 
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
 
Johnny Lynum is an active duty Lieutenant Colonel in the United States Air Force. He is a seasoned real estate investor, entrepreneur, and coach. Johnny started his real estate investing career in 2006 and actively buying and renovating homes in 2015. Since then, he has purchased and sold dozens of single-family properties and one apartment across …
 
On this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more! Thanks to Fundrise for sponsoring this episode. …
 
We discuss the Fed’s hawkish pivot and whether it is rooted in reality or an effort to use its words to convince the market it is serious about inflation. We also look back to prior tightening cycles as a frame of reference for potential equity market weakness, as well as exploring the omicron variant’s effect on society, supply chains, and the eco…
 
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