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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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Thomson Reuters Institute Insights Podcast

Thomson Reuters Institute Insights podcast

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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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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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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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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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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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Through The Pines

Through The Pines

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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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Government can be confusing! To combat this, Marion County Gov101 was created to be your guide through the confusion here in Marion County, Florida. Stay on the lookout for episodes taking a deep dive into complex topics simplified by subject matter experts around the county!
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Devil's Advocate

Independence Institute

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Devil's Advocate with Jon Caldara is a current events show not to be missed. Each week it features lively - and sometimes heated - debates between elected officials, journalists, activists, concerned citizens, subject-matter experts, and hard-pressing host Jon Caldara, president of the Independence Institute. Jon is not afraid to express his "free-market" views, and his guests are not afraid to take on those opinions. It all makes for an informative, lively public affairs program.
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Shares

The American College of Financial Services

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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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Nutmeg

Nutmeg investing

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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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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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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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Pilot Money Podcast

Timothy P. Pope, CFP®

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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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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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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

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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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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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Legal Speak

Charles Garnar

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Legal Speak is a weekly podcast that makes sense of what's happening in the legal industry. Each episode tackles a subject that's worthy of a deep dive—from law firm profit hacks to Supreme Court showdowns to the most promising plays in legal tech. Hosted by Senior Litigation Reporter of the Daily Report Cedra Mayfield and Senior Staff Writer for the American Lawyer Patrick Smith, Legal Speak offers straight talk from experts, plus an inside-the-newsroom perspective on market-shaping stories.
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Treasury Talk PODCAST

Treasury Talk with MI Treasurer Rachael Eubanks

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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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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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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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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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Jef is a postal Employee in the Seattle Area. Griffin is not a postal employee. Jef is gonna teach Griffin and the listening audience about life in the postal service while chatting about other subjects along the way. The views and opinions expressed by "Walk Like a Mailman" are those of the Author's and do not necessarily reflect the official policy or position of the United States Postal Service
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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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Do you ever wish you could afford consistent coaching that would take you to the next level of your business, life, career, personal, parental, and emotional goals without having to pay for it? Or, are you a coach who wants to level up your skills and your clientele to a six figure business and need some guidance from others who’ve done it successfully? Join me to hear from six and seven figure coaches who are unveiling the secrets to building six figure plus coaching businesses and doling o ...
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Key Wealth Matters

Key Wealth Institute

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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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Canso Radio

Canso Investment Counsel Ltd.

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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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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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Power Up Wealth

Smedley Financial

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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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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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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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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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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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Make Life Happen

Capstone Planning

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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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State of the State Podcast

Matt Grossmann and Charles Ballard

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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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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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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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The Beavis Wealth Podcast

Brandon Beavis, Marc Beavis

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Here we help Canadians learn how to invest in the stock market the right way. In particular, we focus here on long-term investing! Investing is a tool that everyone should be taking advantage of. We have so many valuable years ahead of us to let our investments compound, even by saving small amounts we can generate hundreds of thousands/millions of dollars for retirement. It's the ones that take action today that will be rewarded years down the road. Hosted by the father-son duo of Brandon & ...
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The Corporate Escapee Podcast is a resource for GenX professionals ready to break free from the constraints of corporate life and design a more intentional, fulfilling lifestyle. Hosted by Brett Trainor- who’s been on the escapee journey for nearly five years—and who’s been helping others make the leap for just over a year—this podcast goes beyond just replacing replacement to focus on a life built around four core pillars: Happiness, Wellness, Freedom, and Financial Stability. Every episode ...
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Crypto Current

HT Smartcast Originals

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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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Dwan Bent-Twyford is a 30-year veteran of real estate investing. Whether you are looking for passive income, rentals, SFH, commercial properties, fix & flips, Subject-To's, storage units, creative financing or anything in the investing world, Dwan is your go-to girl. She has personally flipped over 2,000 properties in her career - to date! She is considered Americas Most Sought After Real Estate Investor and she coined and trademarked the term "Short Sales" as it applies to real estate inves ...
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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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In this episode, we’re joined by Adrian Lefler, CEO of My Social Practice, a leading dental marketing company. Adrian dives into how AI is transforming the way dental practices engage with patients and grow their businesses. He breaks down the key ways AI is shaping dental marketing, the trends practices need to stay ahead of, and shares real-life …
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As the holiday season approaches, fraudsters are intensifying their tactics in hopes of catching unsuspecting shoppers off guard. Today's Stocks & Topics: JXN - Jackson Financial Inc., CCJ - Cameco Corp., Market Wrap, SCCO - Southern Copper Corp., Beware: Holiday Scams are on the Rise. NVDA - NVIDIA Corp., The Dollar, NOG - Northern Oil & Gas Inc.,…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the Purchasing Manager’s Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting. Speakers: Brian Pietrangelo, Managin…
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It’s been a busy couple of weeks of high-stakes decisions and shifting landscapes. Richard and James jump right back into the trenches in the aftermath of the U.S. election, reflecting on the decisive results and how stability, even if brief, has brought some clarity to markets and investors alike. From here, they pivot to the UK budget shake-up, a…
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Understanding how the results of the 2024 election could affect your decisions in retirement. It’s natural to wonder if political shifts will impact your financial decisions. Many are predicting major changes in legislation and economic strategy due to the results of the 2024 election, and while there is merit in anticipating major changes, I find …
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Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change. Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the…
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Driven by surging bond yields and a strengthening dollar, gold prices dropped 3% following Trump's victory. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, VICI - VICI Properties Inc., Covered Call Strategy, GOLD - Barrick Gold Corp., Why Is Gold Falling After Trump’s Election Win?, SMCI - Super Micro Computer Inc., RTX - RTX Corp., …
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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 Samuel A. Thumma from Division One of the Arizona Court of Appeals, on the use of AI to shape the judiciary and legal community, and about judges’ responsi…
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Explore strategies for resolving trust and estate disputes with ACTEC experts. Learn tips on overcoming legal, financial, and emotional hurdles to reach a settlement. 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 offe…
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How much profit potential are you're missing out on if you don't have a podcast to accompany your coaching business? 💵 If you do have a podcast to accompany your coaching business, are you treating it like a brand and a business, or a side project which is costing you money rather than making it? 🎧Podcasts can catapult the profits and the exposure …
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The Federal Reserve sets interest rates in the United States, right? Well, some, but overall the answer is No. Well if the Fed doesn't, then where do interest rates come from? Join Pat for a brief (people earn PhD's on this topic) discussion of Treasury Notes, the bond market, money supply, investor confidence, and the inverse relationship between …
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From analyzing comparable sales to estimating construction costs and future income potential, there are techniques that offer powerful insights into real estate valuation. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, FNMA - Fannie Mae, How to Accurately Value Real Estate: 3 Proven Strategies for Investors, RDDT - Reddit Inc., ONON -…
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Join Timothy P. Pope, CFP®, as he welcomes Bobby Baker, an experienced aviator and mortgage specialist with Trident Home Loans, to the Pilot Money Podcast. In this episode Bobby shares his dual expertise in aviation and home financing, offering tailored mortgage solutions for pilots. Drawing from his unique background in both the military and comme…
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In this episode of the Corporate Escapee Podcast, Gabrielle shares her journey from a full-time marketing career to going solo, discussing the importance of understanding taxes and business structures like LLCs and S-Corps. She emphasizes the advantages of S-Corps in reducing self-employment taxes and the necessity of managing payroll effectively. …
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Send us a text On today's show Jef Discusses the long lasting connection between the military and the USPS. Send your hate and love mail to walklikeamailman@gmail.com The views and opinions expressed by "Walk Like a Mailman" are those of the Author's and do not necessarily reflect the official policy or position of the United States Postal Service.…
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From analyzing competitive advantages to tracking market trends and monitoring volume patterns, investors can learn to spot the next big winner. Today's Stocks & Topics: WU - Western Union Co., Market Wrap, Economy Numbers, JPM - JPMorgan Chase & Co., Spotting Breakout Stocks: 7 Essential Strategies for Investors, LUMN - Lumen Technologies Inc., FL…
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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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The unexpected surge in Treasury yields is signaling a potential shift in market expectations for future interest rate cuts. Today's Stocks & Topics: USB - U.S. Bancorp, UI - Ubiquiti Inc., Market Wrap, Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?, REITs Space, LII - Lennox International Inc., Mortgage Rates, Tariffs, TSCO - Tractor…
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Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the events that mattered to investors in October, and explains how markets reacted.About this update: This update was recorded on 5 November. All returns figures, unless otherwise stated, relate to the month of October. Source: Nutmeg, Macrobond, Bloomberg. Risk warning: As with…
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Topics include: DC and profession update BOI discussion with FinCEN Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Phil Lam, Beneficial Ownership and Innovation Chief, FinCEN On this episode of the AICPA Town Hall, we dive into the…
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We talk a lot about the Fed on this show- and for good reason. While elections can have an impact on your investments, what the Fed does next might matter even more. In today’s episode, we’re diving into how the Fed’s recent and potential rate cuts will affect retirees, pre-retirees, and anyone focused on growing and protecting their savings. We’ll…
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The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisi…
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In the latest podcast on the Thomson Reuters Institute (TRI) Insights channel, Nadya Britton, Enterprise Content Manager for Tax, Accounting & Trade at TRI, sat down again with Shaun Hunley, Executive Editor of Checkpoint, to delve into the potential tax policies of Donald Trump's presidency and what it may mean for tax preparers. The pair talk thr…
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5 Steps to prepare your savings within 12 months of your retirement. When you’re on the verge of retirement, say within the next 12 months, you might think you’ve done everything you need to do: saving diligently, investing wisely, and maybe even attending a webinar or two. But have you truly prepared for the retirement you want? Based on real-life…
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With seasonal trends and positive economic indicators at play, many experts anticipate continued stock market growth. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, NVT - nVent Electric PLC, MUSA - Murphy USA Inc., HAYW - Hayward Holdings Inc., Wall Street's Hot Streak: Will the Stock Market Keep Soaring?, CCJ - Cameco Corp., The President…
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We are proud to provide the investing community with quality, free multifamily real estate education. Our weekly podcast, Multifamily Real Estate Investing presented by Mara Poling, The Learning Center at MaraPoling.com where you will find the Mulitfamily Real Estate Channel and our webinar registration page. Today we announce our webinar schedule …
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In this episode we learn about our favorite Mob Lawyer's final attempt at running for government office -- Join the Milwaukee Mafia Newsletter and get updates about the Mafia and Gavin https://milwaukeemafia.com/join-the-mailing-list/ Got a question about this episode? Email Gavin and Eric at milwaukeemafia@gmail.com Explore the Milwaukee Mafia Wik…
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In this episode, Brand Architect and LinkedIn Top Voice Sybil Stewart pulls back the curtain on LinkedIn organic growth—and the surprising strategies that make all the difference. Did you know that commenting strategically on LinkedIn can be as powerful as posting? Sybil shares how just a few thoughtful comments can help you reach the right connect…
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Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines. 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 profe…
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Understanding these distinct approaches helps align real estate investments with your financial objectives. Today's Stocks & Topics: FCTE - SMI 3Fourteen Full-Cycle Trend ETF, Market Wrap, SMCI - Super Micro Computer Inc., PLBY - PLBY Group Inc., Flipping Houses vs. Renting: Which Real Estate Investment Strategy is Right for You?, SOFI - SoFi Techn…
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🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, I'll discuss the recent rate cuts by the Federal Reserve and what they mean for bond investors. With rates trending down, bonds may be set to regain their stabilizing role in portfolios. Could this be a unique chance to benefit from …
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Michael Finke, PhD, CFP® joins Alan Gassman, JD, LLM, AEP® — one of the many thought leaders from The College's new Tax Planning Certified Professional™ (TPCP™) Program — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family exp…
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Send us a text Jef and Griffin get on a tangent talking about the Terrifier Movies, an interesting relationship between President Truman and his mail carrier. Jef admits to a mistake he made on an earlier show and Griffin gets his expressions wrong. Send your hate and love mail to walklikeamailman@gmail.com The views and opinions expressed by "Walk…
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Are you measuring your business results effectively? In this episode, Sarah Jolley-Jarvis and I dive deep into why tracking your success is critical to selling your offers with confidence. We explore how intake surveys capture valuable data, providing the insights and selling points your clients need to say "yes" to your offers. We also address the…
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In this episode of The Business Brew, host Bill Brewsterinterviews John Buckingham, editor of the Prudent Speculator newsletter. John shares his investing expertise, strategies for managing a diversified portfolio, and provides data-driven insights on how stock markets perform under different tax regimes, political administrations, and election cyc…
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As gold prices fluctuate, it's crucial for investors to be aware of the typical pitfalls in gold investing. Today's Stocks & Topics: CINF - Cincinnati Financial Corp., CVE - Cenovus Energy Inc., Market Wrap, NXPI - NXP Semiconductors N.V., CELH - Celsius Holdings Inc., Common Gold Investing Mistakes to Avoid This November, BUD - Anheuser-Busch InBe…
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In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the bond and equities markets' reactions to the latest reports and looks ahead to next week's US presidential election and FOMC meeting. This week's episode also featu…
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In this week's Legal Speak episode, Jen Patton, the chief talent officer for Foley & Lardner in Houston, and Leigh Riley, a Milwaukee partner and member of the firm's management committee, speak with ALM senior business of law reporter Brenda Sapino Jeffreys about how the firm's new partner training program can help benefit lawyers throughout their…
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The International Monetary Fund is cautioning that the world's economy is threatened by a low growth, high debt scenario. Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, PHUN - Phunware Inc., IMF Chief Warns of Global Economic Risks: Low Growth and High Debt Ahead, INGM - Ingram Micro Holding Corp., Home Builders, TEX - Terex Corp., F…
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Why is knowing your Net Worth so important to your financial wellbeing? How does knowing your Net Worth help define future choices with your budget? How do you properly calculate your Net Worth? On this Through The Pines episode, we’ll discuss the importance of Net Worth… Why is knowing your Net Worth important? Net Worth Definitions How to properl…
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Ray McKenzie, founder and managing director of Red Beach Advisors, shares his journey from corporate to entrepreneurship. He started his consulting firm in 2015, focusing on go-to-market strategy and operational efficiency for Fortune 1000 companies in cybersecurity and cloud computing. Later, he founded Starting Point, a workflow management and au…
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