Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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Mo Money is where we bring you practical tips, hacks, strategies and knowledge to help you save more, invest smarter, and maximise your money to ultimately replace your salary by investing faster and easier. In this show, Ben Nash, finance expert, best-selling author, speaker, and award-winning financial adviser along with Will Cant, a Financial Adviser at Pivot Wealth, will help you cut through the noise.
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Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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The Risk Adviser Podcast gets behind the industry, regulatory and political forces driving the Australian life insurance market. Join the Risk Adviser team as they discuss what it means for advisers and their clients.
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When you set out to get things like life insurance, critical illness cover or income protection, many people do not think that they are going to hit any snags along the way. But! Insurance is a world of risk and there are times that a persons circumstances will make insurers sit back and have an extra think about offering the insurance. Why?! This podcast is designed to answer that why. Kathryn Knowles is joined by guests to bring a clear and open chat about how insurance works. Kathryn brin ...
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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The Māori Millionaire Podcast has taught thousands how to improve their money mindset, management and wealth strategies. Te Kahukura, the founder of Maori Millionaire has grown an online community of almost 60,000 accounts across different platforms. Te Kahukura Boynton (Ngāti Kahungunu, Tūhoe, Te Whakatōhea) is a 20 year old entrepreneur. At just 14, she opened up her business which eventually failed. Te Kahukura is young and ambitious, paving the way for likeminded rangatahi. Love the Māor ...
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SC Media is proud to present this month's CISO Stories program. Each month, the CISO Stories Program explores a cybersecurity topic selected by CyberRisk Alliance’s CISO Community and provides content that examines that topic from a variety of perspectives. Hosted by Todd Fitzgerald, best-selling author of CISO COMPASS, the CISO Stories weekly podcast features content powered by the 1,100+ members of CyberRisk Alliance’s CISO Community. Listen to previous CISO Stories podcast episodes at cis ...
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SC Media is proud to present this month's CISO Stories program. Each month, the CISO Stories Program explores a cybersecurity topic selected by CyberRisk Alliance’s CISO Community and provides content that examines that topic from a variety of perspectives. Hosted by Todd Fitzgerald, best-selling author of CISO COMPASS, the CISO Stories weekly podcast features content powered by the 1,100+ members of CyberRisk Alliance’s CISO Community. Listen to previous CISO Stories podcast episodes at cis ...
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.
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This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
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Frank Norris and Stan Johnson have been friends since 1995. Both have had successful and lengthy careers in education. Frank was a very senior HMI with Ofsted for 11 years and was the CEO of the Coop Academies Trust for 6 years. Stan was seconded to Ofsted for a year and then returned to headship before working as a senior adviser with Lancashire LA. He has latterly led a successful education consultancy in the North West. Prior to Covid-19, the two gents would meet in Manchester for a pint ...
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Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. Learn more at: www.newtonim.com/double-take-podcast/ Disclosures For Institutional Clients Only. Issued by Newton Investment Management North America LLC ("NIMNA" or the "Firm"). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of ...
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First Principles is a weekly interview podcast comprising authentic, candid, and insightful conversations between some of India’s most accomplished founders and business leaders, and Rohin Dharmakumar, The Ken’s CEO & co-founder. From personal philosophies, mental models and decision making frameworks, to reading habits, parenting styles or personal interests, each episode will delve into what makes each of these leaders unique.
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CISOs insiders is open conversations I’m having with leading CISOs in the industry. We’ll be talking about what makes them ticks, their biggest accomplishments and flagrant failures, their favorite drinks and what it is they like in vendors as well as dislike in vendors. We’ll try to tap into the mind of the person behind the role and hopefully have some fun while doing so. Join us for a light talk.
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Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management. In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance. But clarityON goes beyond numbers and charts; we're passio ...
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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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Welcome to the Leading for Good Podcast series with Elaine Herdman-Barker, Chair & Partner for Mutual Growth...and the search for the common good at Global Leadership Associates. Join us as we gather with people who are transforming leadership. The series aims to stretch how we think about “a leader's footprint.” We’ll ask, can leaders tip the world towards the good and contribute in ways that both feel good and are profitable? With strategic thinkers from organisations worldwide, we’ll inve ...
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A Podcast show with award winning entrepreneur and international business adviser Xue Mei Rhodin. Xue Mei has been featured in Dagens Nyheter, Cap&Design, DigitalTeknik. Expressen, Aftonbladet, Företagaren, Nordic Bits, Northland Square and Dagens Industri talking about building businesses, brands and working smart as an entrepreneur. ------------------------------------------------------- Website: http://www.xuemeirhodin.com/ -------------------------------------------------------
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The Professional Investor is a podcast series where we go inside the mind of a UK based professional investor. We explore, the secrets of asset management, get the inside scoop on the latest developments from the front line of the investment industry as well as get analysis and opinion what is going on in the economy. DISCLAIMER: This podcast, all opinions and information are for is for educational purposes only and do not constitute investment advice. Trading and investing carries a high le ...
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Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
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How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the pod ...
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Coffee & Capital Podcast by Creative Wealth Management. Highlighting everyday topics with information you don't want to miss!________________________________________________________________________________ DISCLOSURE STATEMENT: CWM Advisory, LLC is a registered investment adviser and any opinions expressed by CWM Advisory, LLC on this show are their own. All opinions expressed by participants are solely their current opinions and do not reflect the opinions of CWM Advisory, LLC, or the compa ...
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Weatherstone Capital Management is an SEC Registered Investment Adviser and money management firm that utilizes active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock and bond market investments. Our goal is to provide investment programs that generate strong returns relative to the amount of risk that is taken. Past performance is no guarantee of future results. The opinions expressed in this podcast are t ...
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Learn how to be wealthy. FREE KNOWLEDGE beyond the worldly. If you would like to support, buy our books and course at www.newfriends.today For more information, please see www.wesleytheactor.com
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Daily Market Updates podcast from Faithward Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. T ...
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Behind the Letters is a biweekly podcast that will last 15 minutes in which I will cover Greek life aka Sororities and Fraternities, but not in the way the media portrays them. Greeks are usually stereotyped in a bad image, because the media only shows that side of the story. I will dig deeper in how they function as a day to day business, by covering topics from public relations, risk management, licensing, public image, and finance.
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Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirationa ...
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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosu ...
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Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
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Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
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Despite the growing attention on industrial cybersecurity, there is still much work to be done to keep pace with the increasing risks. To mature and comprehensively protect against cyber threats to operational technology (OT), it will take collaboration among key players from various sectors and industries. The PrOTect OT Cybersecurity podcast brings together experts in the field of cybersecurity for critical infrastructure and industrial organizations. Join Aaron Crow, the Chief Technology ...
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Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274- ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Depression is among the most common mental health problems faced by students. In this series of podcasts, we look at what depression is and how it can impact student life, and offer some ideas and techniques to help you through it. Drawing on cognitive behavioural therapy (CBT), an evidence-based approach for the treatment of depression, they provide a framework for thinking about ways in which depression and low mood can keep you stuck, and some practical tools you can try out either on you ...
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50 - What's Risk Got To Do With It?
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan Stanley Meat and Potatoes: What’s Risk Got To Do With It? Questions posted by NO beloved TRAPist because of time Culture Corner Links…
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Retirement Planning: The Ultimate Puzzle You Must Solve
47:27
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Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement. If…
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Planning for Retirement Can be Daunting, We have Helpful Tips
48:57
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Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to understanding your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress -free retirement If you h…
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Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement
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Kevin Brucher explores the intersection of the presidential race and economic policies and how they can affect one's financial future, particularly in retirement. The discussion touches on the importance of considering Congress and not just the president when it comes to changing laws and policies. He also delves into the impact of different admini…
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Joe Murphy discusses the seven habits of highly effective people and retirement readiness.
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Joe Murphy discusses the seven habits of highly effective people and retirement readiness. They emphasize the importance of accurate information and planning for retirement, using tools like calculators and budgeting. They also discuss the timeless wisdom found in self-help books and the value of gaining knowledge and perspective. The conversation …
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In Episode 159, Fred discusses the impact of presidential elections on the economy and explores the economic history of past presidents. He touches on topics such as the current job market, the chances of a recession, the role of the Federal Reserve, and the impact of tax policies. He also discusses issues like healthcare, regulation, immigration, …
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454: Busting 6 Big Financial Myths for Retirement
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In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…
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With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Social Security COLA Increase Estimate Announced for 2025
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People always want to know whether they’ll get a Social Security increase and if so, how much will it be in 2025? New government data shows that inflation is starting to subside, and that seems like it will have an impact on next year’s Social Security cost-of-living, or COLA, adjustment. Even though many retirees are still struggling with higher c…
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No One’s Built Weath In A Savings Account | From The Trenches with James Boyle
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With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and James are back in the trenches to guide you through it. As always, it’s about sticking to your investment plan during these volatile times. What’s been the impact of interest rates on spending? Richar…
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Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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Are You Vulnerable to Deep Fakes? Controlling the Risk - Paul Neff - CSP #188
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Rapid advancement in the sophistication and availability of "deepfake" technology enabled by generative AI - the ability to generate convincing multimedia and interactive representations indistinguishable from the real thing - presents new and growing challenges for CISOs seeking to combat fraud, intrusion, disinformation, and other adverse consequ…
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Are You Vulnerable to Deep Fakes? Controlling the Risk - Paul Neff - CSP #188
41:03
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Rapid advancement in the sophistication and availability of "deepfake" technology enabled by generative AI - the ability to generate convincing multimedia and interactive representations indistinguishable from the real thing - presents new and growing challenges for CISOs seeking to combat fraud, intrusion, disinformation, and other adverse consequ…
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#140. Buying a home is not an investment, it's location, location, location
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Rent or buy? How much as a down payment? Most Americans have most of their net worth in their home equity. In this episode, Aaron and Trishul discuss the pros and cons of making a down payment and buying a home. Is it worth making a larger down payment to lower the monthly mortgage? Is it dependent on the growth assumptions of various asset classes…
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This episode of the Mo Money podcast is catch up that we had with Tash Invest, Natasha Etschmann, where we got into her new book, "How to Not Work Forever", how it came about, importantly how to not work forever, because that's awesome - I want some of that. And we get in to Tasha's top tips that she's learned from building one of Australia's bigge…
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104 - $15M in 8 Years: Hamish Nuttall shares Marketing Secrets all Business Owners Can Use
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In today's episode of the Maori Millionaire Podcast, we dive deep in to Marketing and how you could be missing out on customers by not optimising your marketing. Learn more about lazymagnet.ai Sign up for my 12 Week Money Mindset, Business and Investing Program here Disclaimer: I am not a qualified financial advisor. The information contained on th…
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Allie and Logan talk through which accounts to use when saving for retirement.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Series 2 - Episode 1: Mark Leishman, Executive Director of the Royal Warrant Holders Association talks about his proximity to power and what he’s learnt on the way.
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What is it to be a convener of people? Where do leaders find meaning in it all? Is there still room to talk about the place of character? Mark Leishman worked in the private office of the then Prince of Wales, now King Charles. His grandfather was Lord Reith, founder of the British Broadcasting Corporation. Today, Mark is executive director of the …
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Retirement Savings Check Up: Are You on Track?
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Coming up on this edition of "Retire Smart Maryland",you're five or maybe 10 years away from retirement. Are you prepared both financially and emotionally for that transition? We'll make sure that you have your bases covered and give you a few important actions to take to help make sure that you are staying retirement ready. If you have any questio…
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Plan Today, Own Tomorrow: To Roth or Not to Roth?
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On this week's show: A question we often hear is, should I do a Roth conversion? As you might expect, the answer depends on the circumstances. We'll highlight some reasons when it might make sense, and when it might not, today on Plan Today on Tomorrow. If you have any questions about your own retirement call Garry Thurman, Guardian Investment Advi…
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Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs).
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In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a R…
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In Episode 158, Fred Saide points out that retirement planning is like piecing together a complex puzzle, with each piece being crucial for a secure future. One approach to retirement planning is goals-based retirement planning, where the focus is on creating and achieving realistic goals before discussing income and money. Maximizing social securi…
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement.
36:15
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the signifi…
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Allie in Quint go back and review the basic DIY Money steps.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Interview with Jason Cave, Former Regulator Turned Industry Adviser
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Matt Bisanz interviews former financial regulator Jason Cave to discuss developments in resolution and recovery planning, as well as trends in third-party risk management.
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4 Ways You Could Pay More Taxes Than Planned
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So you think you've got it all figured out and you’re not going to give Uncle Sam a single dime more than you absolutely have to. Well, not so fast, my friend. On today's episode, we're going to give you four ways that you could pay more taxes than you had originally planned. A couple of these mi…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting, HUM London nearly sold out Meat and Potatoes: Much Ado About Nothing Questions posted by our beloved TRAPist https://twitter.com/J…
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Bob Murphy, fisheries ecologist at Tetra Tech, Inc. joins Double Take for an in-depth discussion about microplastics, examining the dangers they present and exploring strategies to reduce their impact on human health and marine ecosystems.By Newton Investment Management North America LLC
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What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potenti…
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CISO Insiders with Ray Espinoza | CISO at Inspectiv | Episode 85
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🧠 In this episode of CISO Insiders, we welcome Ray Espinoza, the CISO at Inspectiv. Ray Espinoza discusses in detail key skills as a leader in the cybersecurity industry. Ray also answers some of the more hard-pressing questions about being a CISO and a leader in the organization while also striking a balance between life and work. 👇🏻 This special …
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Focus, Breadth, or Depth: Reduce Vulnerabilities with Less $ - Julian Mihai - CSP #187
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Managing vulnerabilities is a large, complex problem that can't be completely fixed. And still, many cybersecurity organizations continue with a traditional approach that attempts to address all vulnerabilities, spreading staff too thin and increasing exploitation windows. With a small set of vulnerabilities being the cause of most of the breaching…
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Focus, Breadth, or Depth: Reduce Vulnerabilities with Less $ - Julian Mihai - CSP #187
26:02
26:02
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26:02
Managing vulnerabilities is a large, complex problem that can't be completely fixed. And still, many cybersecurity organizations continue with a traditional approach that attempts to address all vulnerabilities, spreading staff too thin and increasing exploitation windows. With a small set of vulnerabilities being the cause of most of the breaching…
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#411 How to invest tax smart in the new financial year
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This episode of the Mo Money podcast is a recording of a live event I did on how to invest tax smart in the new financial year. We talk about the different types of investments you can choose, the tax implications of those, and the biggest opportunity for investors when it comes to smarter tax planning. This episode is perfect for anyone that wants…
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103 - 7 Habits of Maori Millionaires | Money Month Special Episode
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Sign up for my 12 Week Money Mindset, Business and Investing Program here Disclaimer: I am not a qualified financial advisor. The information contained on this website and in my training is for general information purposes only. Any reliance you place on such information is strictly at your own risk. It is not intended to constitute legal or financ…
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453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke
1:02:41
1:02:41
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Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker…
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Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Reasons to Roth and Reasons not to Roth in Retirement
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Coming up on Retire Smart Maryland Radio, to do or not to do a Roth conversion. As you might expect, the answer depends upon your circumstances. We're going to highlight some reasons why you might want to take a look at those and how they fit into your overall financial plan. If you have any questions concerning your retirement call Elite Income Ad…
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10 Surprising Stats About the State of Retirement in America.
48:31
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On this edition of Plan Today Own Tomorrow 10 retirement stats that may surprise you. The stats include the fact that many Americans have saved for retirement, but have failed to plan. The stats also include that many of us are not factoring in longevity and what that will mean to your overall retirement. If you have questions about your own retire…
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The conversation covers market update and pre-planning steps for near-term retirees.
51:51
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The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and…
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In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the…
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Kevin Brucher discusses the recent market volatility and the importance of being prepared for retirement.
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In this episode, Kevin Brucher discusses the recent market volatility and the importance of being prepared for retirement. He explains the concept of the Japanese yen carry trade and how it impacted the market. Kevin also emphasizes the need for a diversified portfolio and the role of bonds in balancing risk. He advises listeners to be cautious whe…
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Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps
31:32
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Are you choosing to live inspired so you can lead yourself and others with intentionality? It begins with harnessing a strong sense of self-awareness so you can own the story you were meant to live. In this episode, we discuss: What a “long-life mindset” means The power of legacy vs. Impact vs. influence How to silence external chaos to better focu…
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The two gents chat to Tom Zebedee about cyber security. Tom explains why it is vital that senior managers create a strong culture of openness and trust to ensure the chance of security breaches is reduced. He makes clear that it is all centred around effective leadership and a desire to demonstrate this at all times. He points out how some fairly r…
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The Retirement Equation: Controlling What We Can Control
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When it comes to planning for retirement, one of the most critical aspects to understand is control. Knowing what is within your control, what you have some control over, and what is entirely out of your control can make a significant difference in how you approach planning. Today we’re going to focus on the behavioral side of planning and discuss …
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28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
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Do you know enough about living trusts? They’re a tax-neutral and effective tool in the US to avoid probate – BUT they can have severe UK tax implications for UK domiciliaries. Probate can be time-consuming, costly and cumbersome – especially in New York and California – so it makes sense to avoid if you can. To explore the options, Richard is join…
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Allie and Logan talk about how to set up your first budget.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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