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EY Talks Tax is a podcast series that examines significant recent and upcoming tax developments and their implications for businesses. In the series, EY subject-matter professionals share insights on a wide range of topics, from federal to international and state and local tax issues. Views expressed in this podcast are those of the speakers and do not necessarily represent the views of Ernst & Young LLP. The series is provided solely for the purpose of enhancing knowledge on tax matters. It ...
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Welcome to the podcast home for tax, legal, and compliance professionals. Our easy-to-listen-to podcast series will give you trusted insights and forward-thinking guidance, hosted by renowned subject matter experts with guest commentary from global leaders on the critical issues and opportunities facing the legal, corporate, tax & accounting, trade, and government communities.
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Friends from different countries giving our top threes' in various subjects. We'll hopefully be learning, but we'll definitely be laughing!
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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Hosts Pat Ennis (ENNIS Legacy Partners) and Walter Dehyle (GRF CPAs & Advisors) interview subject-matter experts on topics related to building transferable business value and business exit planning and strategies.
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TaxingSubjects® is Drake Software's blog for tax professionals, covering income tax, IRS news, software and technology, and business strategies for tax preparers. Visit DrakeSoftware.com/Blog for the latest tax industry info.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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We’re the digital wealth manager that gives you the power to put your money where your mind is and invest your way. We specialise in general investment accounts, stocks and shares ISAs, Junior ISAs, Lifetime ISAs and pensions. There’s a reason 200,000 clients trust us to manage over £4.5bn of assets, making us the UKs largest digital wealth manager. For more information visit https://www.nutmeg.com/ As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can g ...
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Learn the keys to multifamily real estate investing success from our veteran asset managers and real estate experts. Join Pat each week and learn how to earn cash income and create wealth with a secure, stable multifamily real estate investment. Don’t forget to catch up on past seasons of Multifamily Real Estate Investing presented by Mara Poling. Check out The Learning Center at MaraPoling.com to register for live webinars taking a deeper dive into all these great subjects.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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BDO in the Boardroom is a podcast series for the board of directors and those charged with governance. Each episode features a topical discussion with board peers and subject matter experts on both trending and timeless boardroom issues – mitigating risk in an increasingly digital world, navigating your board career, financial and ESG reporting, shareholder activism and more.
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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
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FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author ...
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The EY India Insights podcast features conversations with experts on a wide range of topical subjects like ESG, technology, and economic and policy changes that are shaping the thought process of the C-Suite, and are likely to be the cornerstone of a transformative business.
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Did you know Milwaukee had a Mafia? Many people don't realize how powerful the Milwaukee Mafia was - especially during Frank Balistrieri's impressive 30-year reign! Gavin Schmitt has been researching and writing published works on the Milwaukee Mafia for over a decade, and is considered the top expert on the subject. Join Gavin Schmitt and Eric Wulterkens as Gavin takes you through stories of the Milwaukee Mafia, and related Wisconsin true crime. For more information, visit MilwaukeeMafia.com
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Best of Johnston County" dives into the stories that make this North Carolina community unique. Brought to you by the trusted legal at Breeden Law Office and hosted by Jonathan Breeden, this podcast showcases all aspects of life in Johnston County. It features insights from business owners, political figures, community members, and even engages with significant subjects in the realm of family law. Amid the daily hustle and bustle, sometimes, we just take a step back to appreciate what lies a ...
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The purpose of the Growing Your Dental Business podcast is to interview the consultants within the eAssist Dental Solutions Consultant Network so they can share what they do and give advice and tips to dentists and their teams. This podcast is for informational purposes only. We’re not giving any tax or legal advice. We’re not covering all details, conditions or requirements. Laws, strategies and materials are subject to change, and we may or may not update this podcast or presentation. All ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
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Welcome to Treasury Talk, a podcast for Michigan taxpayers hosted by State Treasurer, Rachael Eubanks. Our trending topics with Subject Matter Experts will include cybersecurity, tax prep tips, education savings plans, the budget and our economy, and leadership best practices. Listen for take-aways that will support you, your family and and your business!
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Tap into Tax is PwC’s podcast series covering current regulatory, legislative and technology hot topics through the lens of our tax technical leaders as well as process and technology subject matter specialists. As tax department's navigate today's disruptive events and position your business to thrive, our podcast series will provide timely tax technical and operational updates to help you mobilize your response and recovery efforts, transition into a return to work, and set a path for the ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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The Colin McEnroe Show is public radio’s most eclectic, eccentric weekday program. The best way to understand us is through the subjects we tackle: Neanderthals, tambourines, handshakes, the Iliad, snacks, ringtones, punk rock, Occam’s razor, Rasputin, houseflies, zippers. Are you sensing a pattern? If so, you should probably be in treatment. On Fridays, we try to stop thinking about what kind of ringtones Neanderthals would want to have and convene a panel called The Nose for an informal ro ...
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Welcome to Podbytes! Listen to KPMG in Canada leaders and subject matter experts on a vast range of topics including our Audit, Tax, Advisory and Enterprise services. | Bienvenue sur PodBytes! Écoutez les dirigeants et les experts techniques de KPMG au Canada parler d’une vaste gamme de sujets, dont nos services-conseils et nos services aux entreprises, d’audit et de fiscalité.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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Each month on the State of the State Podcast, professors Charles Ballard, Associate IPPSR Director Arnold Weinfeld and Director Matt Grossmann aim for a lively discussion of Michigan policy and current events. They’ll run down three or four hot topics, pointing to research on each policy issue. In the first edition, they cover income tax cuts, Detroit’s bid for Amazon’s second headquarters, and the proposal for a part-time legislature. This podcast comes to you from the Institute for Public ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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I'm Aaron Henriques, a British expat, business investor and entrepreneur who buys simple businesses. I own multiple businesses in the UK and Dubai and am a former police officer. Ready to transform your financial journey and build wealth? You're in the right place! Subscribe for expert Dubai expat tips and join our Opportunity Awaits podcast community. Here, I share my own real-world, no-nonsense, ad-free insights to empower you to seize lucrative opportunities in business and investing. Be ...
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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
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Small Business Origins is an engaging podcast series that delves deep into the heart of American entrepreneurship. Every week, our host, John the Marketer, provides an intimate look into the journeys of entrepreneurs and small businesses across the nation, giving listeners a taste of the hard work, passion, and resilience behind every successful enterprise. Our content ranges from stories of quaint 'mom and pop' shops to those of thriving million-dollar companies, highlighting the diverse sp ...
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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
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Kelly Ann Greene interviews subjects on their thoughts about all matters regarding money
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Many topics pm Many subjects
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The Italian Citizenship Podcast is a project dedicated to the subject of Italian citizenship hosted by Italian attorney, Marco Permunian, head of the US office of Italian Citizenship Assistance and video podcaster known for his video podcast series Not Your Average Globetrotter & dual citizen, Rafael Di Furia. In this podcast series Marco and Rafael share all their experience and expertise while discussing various topics related to Italian citizenship; citizenship by descent (Jure Sanguinis ...
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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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Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without ...
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Crypto Current is a podcast where Srijan Bharadwaj breaks down the complex subject of cryptocurrency into small, bite-sized episodes so you can understand cryptocurrency better and start your investing journey. Srijan shares his first-hand experiences of investing in cryptocurrency, the lessons he has learned, and the wisdom he has gained on the subjects of investing, money and cryptocurrencies. Listen in to become a smart and successful crypto investor.
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Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
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2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets
Societe Generale | Podcast about economy, market trends and sustainability
Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG. Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an exploration of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets. In each episode, Kokou deep-dives into the events impacting the econom ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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Beware of AI Voice Cloning Scams: Protect Yourself
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As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becomi…
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A look at the bullying impact of the canon and the zeitgeist
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Is there some thing that EVERYBODY seems to like that you’re just not that into? Star Wars? Game of Thrones? Seinfeld? The Beach Boys? Christopher Nolan? … Taylor Swift? Or what about some very current thing that seemingly everybody thinks is so interesting and cutting edge and exciting, but you just don’t like it? (For Colin, that very current thi…
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Market Minutes Recap - Market Update (Perspectives on retail sales, the FOMC recap, and the equities market)
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…
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Federal Reserve Cuts Interest Rates: What It Means for You
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In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consum…
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msu-today-with-russ-white__new-book-from-msu-scholar
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This month, the group analyzes the impact of the Federal Reserve’s interest rate cut. Then, Matt moves from the co-host microphone to the guest microphone to tell Arnold and Charley about his new book Polarized By Degrees, How the Diploma Divide and the Culture War Transformed American Politics.By Matt Grossmann and Charles Ballard
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Hannahpocalypse is a fourth wall breaking serial comedy/horror audio drama that follows the last zombie, Hannah; who’s ‘living’ her best life over 150 years after the zombie apocalypse has come and gone. All the while Cali, a scout for a thriving settlement, looks to make a mark on the world but is coming up bust. Destined to collide, zombie and hu…
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I'm having writer's block writing this headline about writer's block
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Everyone has likely experienced some form of writer's block in their lives — when you sit down to write and the words just won't come. This hour we dive into the phenomenon and talk with writers about their experiences with it. What is writer's block, where does it come from, and how can you get past it? Plus, we take a look at the long history of …
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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
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Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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Keith Wilfong of Capstone Planning is back talking about the family-oriented approach of Capstone Planning and the different areas of expertise within the company. Keith talks about the future solvency of Social Security and the potential levers that can be pulled to extend its solvency. The importance of proper retirement planning and the optimal …
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Data Centers: The Billion-Dollar Real Estate Investment Boom
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With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, h…
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Is There Really a Housing Shortage presented by Mara Poling
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There is and has been a significant shortage of housing in the US for years....or has there? One of the underpinnings of investing in multifamily real estate is the lack of new supply, especially in Class B, relative to ever increasing demand. Join Pat for a look at some of the facts around housing in the US and the answer to the question, is there…
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1948 Rule, Permesso di Soggiorno & More: An Italian Lawyer Answers Your Citizenship Questions
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When applying for Italian citizenship by descent or considering the elective residency visa for moving to Italy, it's important to stay aware of key factors like ensuring your apostilled documents are current, understanding the travel rules while awaiting a permesso di soggiorno, and tracking down your Italian ancestor's naturalization records. 17:…
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A conversation with Don Winslow about love, money, murder, and why free food tastes better
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Bestselling author Don Winslow joins us to discuss his new novel, City in Ruins, which he says is the last of his career. GUEST: Don Winslow: Bestselling author whose new book is City in Ruins Join the conversation on Facebook and Twitter. Subscribe to The Noseletter, an email compendium of merriment, secrets, and ancient wisdom brought to you by T…
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Preserving and Enhancing Industrial Legacies in the US Ft. Jules Brenner
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DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…
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You Come to the US to Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
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CPI increased by 0.2% in August, putting the year-over-year rate at 2.5%. So, inflation is stabilising and we can all celebrate? Possibly. The U.S. added 142,000 jobs last month too, leading to a slight decline in the unemployment rate. What does this mean for markets? Richard and James are back in the trenches, to bring you the latest cross-border…
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How to Maximize FERS in 2024 (Federal Employee Retirement System)
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Understanding the options available to civil servants entering retirement under FERS. If you’re one of the 2 million people in the federal workforce, this post is designed to help you make the most of your retirement plan by understanding the Federal Employee Retirement System (FERS). As we head toward the end of the fiscal year, it’s a great time …
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FS Thrive x Regina Hess: That’s just for rich people
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Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. Regina joins Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights …
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Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
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By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmac…
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Are we thinking about travel the wrong way?
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It feels like tourism hit a breaking point this summer, with residents around Europe protesting visitors, new entrance and tourist fees popping up at famous spots, and even a net going up to block a popular view of Mt. Fuji. This hour, a philosopher makes the case against travel. Plus, we talk about how tourism is impacting destinations, like Bolog…
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Revolutionizing Rights: AI and the Future of Legal Equality — Hon. Judge Pam Gates
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In the latest podcast in our limited series, Revolutionizing Rights: AI and the Future of Legal Equality, presented on the Thomson Reuters Institute Insights podcast channel, we speak with Judge Pam Gates on the challenges of ensuring the ethical and safe use of AI. Judge Gates also discusses how courts need to be prepared for AI's influence on evi…
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An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
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AI Uncovered – Part 1: Summarization and legal insights in Tax with AI
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In the second episode in our special series, ‘GenAI in Tax: The next wave,’ Tax Partners, Manoj Rathi and Giselle Barboza explore the transformative impact of Artificial Intelligence on tax processes and its role in distilling complex tax documents into essential insights. Discover how GenAI's advanced algorithms simplify the intricate world of tax…
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Tech Trend: Future of work: Revolutionizing the next-gen employee experience
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In the third episode of our Tech Trends 2024 series, we discuss the future of work and next-gen employee experience with our Technology Consulting Partner, Ajay Gachhi. Ajay sheds light on the integration of digital employee experience across platforms and the transformative impact of AI on HR processes. Join us for an enlightening conversation on …
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Tesla's Returns on Capital: Are They on the Rise?
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In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years. (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights …
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All calls: Shrews, praying mantises, the power of Taylor Swift, and more
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Listen live Monday at 1 p.m. We’ve been doing these shows where we don’t book any guests, where we fill the hour with your calls. And your calls have been interesting and surprising and amusing — calls about grammar, gardening, long-distance dialing, autotune. Anything. Everything. These shows are fun for us, and they seem to be fun for you, too. S…
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Melissa Overton on Innovative Medical Training and Leadership Development in Johnston County
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In this episode, I sit down with Melissa Godwin Overton, founder of MedicalTraining.me, to discuss her entrepreneurial journey and passion for providing customized medical training and leadership development. Melissa shares insights from her 20+ years in healthcare and how she's now helping businesses and individuals excel through practical educati…
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Ep. 16: Expanding the Reach of Financial Services
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In this special episode of our Shares podcast recorded at The College’s 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with President Nichols about his background at New York Life, his roles as the first Black president of The College and insurance commissioner for the sta…
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Pre-Election Tax Considerations for Board of Directors
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Key Takeaways and Tax Planning Points: To prepare for changes in tax regulations, boards should: Confer with management to review financial models – e.g., changes in tax rates, deductions, credits, and exclusions. Stay informed on tax policy changes and reviewing with management to understand realistic scenarios. Consider the possibility of a divid…
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Investing During An Election: Should You Shift Your Strategy?
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18:55
In this timely episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, delves into the often-asked question about whether investment strategies should change during an election year. With the U.S. presidential election looming, Tim explores the potential impacts of election outcomes on the financial markets and what investors—particularly pilots…
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Experts Advise Moving Cash as Money Market Accounts Surge
46:41
46:41
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As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities. Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Ber…
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Market Minutes Recap - Market Update (Perspectives on CPI inflation data, the stock market, and next week’s FOMC meeting)
16:59
16:59
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16:59
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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What does the latest U.S. inflation report reveal?
4:16
4:16
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4:16
Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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‘Riding the line between art and pulp’: A look at cult classic cinema
50:00
50:00
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50:00
If I say “cult classic,” what do you think of? Probably an underground movie that built up an intense following over time, like The Rocky Horror Picture Show or The Room, right? Or maybe even something a bit more mainstream like The Big Lebowski? But where’s the limit here, if there is one? Is Blade Runner a cult movie? Or Pulp Fiction? Monty Pytho…
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Ready to stir up some serious success in your dental practice? In this episode, Heidi will share her expert recipe for financial success, from uncovering hidden revenue streams to crafting a vibrant office culture by making your team feel appreciated and motivated. Learn how to plug those pesky revenue leaks, monitor crucial metrics, and implement …
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Leading with impact: A conversation with Ira Agarwal
18:39
18:39
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18:39
Women. Fast Forward’ is EY’s global platform that engages our people, clients and communities to advance gender equality. Under this initiative, we bring to you the third episode of our ‘Inspiring Voices’ series, featuring Ira Agarwal, Chief Marketing Officer at Veersa Technologies. In conversation with Abhinav Johri, our Technology Consulting Part…
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Oil Prices Plummet: What’s Behind the Drop to the $60s?
46:12
46:12
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46:12
This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward? Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF)…
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Retirement planning and the SECURE Act
1:00:57
1:00:57
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Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Complianc…
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Inside the confusing, time-sucking, unequal world of taxes
49:00
49:00
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49:00
How did taxes, this quintessentially frustrating thing, come to be so frustrating? And must it be so? This hour, we’re learning about why taxes are so complicated to file in the U.S. Then, we’ll talk about how some of the richest people in America end up paying next to no taxes on the wealth they grow every year. Finally: a conversation with someon…
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Flexible Protection for a Healthy Retirement
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18:39
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18:39
Episode Summary: In this episode of Navigating an Abundant Retirement Radio, Carol dives into the importance of long-term care planning and flexible protection for a healthy retirement. She outlines common challenges retirees face and discusses strategies to ensure financial security without becoming a burden on family members. Key Takeaways: - Lon…
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Election 2024, The Stock Market & Your Retirement Savings: Separating Fact from Fiction
34:30
34:30
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34:30
Feeling uneasy about your finances with election season approaching? You’re not alone. Political uncertainty often raises questions about market stability, and it’s easy for that anxiety to seep into concerns about your retirement savings. Join Scott as he breaks down market trends during election years, and explores how elections can affect retire…
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Your Plan Should Cover It All In Retirement
28:27
28:27
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Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance, and estate planning. Wilkwong also highlights the significance of risk management and diversification in …
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U.S. Money Supply Drops to Great Depression Levels
46:14
46:14
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46:14
In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns. Also in this podcast: CVX - Chevron Corp. (NYS); LULU …
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