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Redefiners

Russell Reynolds Associates

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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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The ERP Advisor

ERP Advisors Group

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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.
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The Investing Podcast

Narwhal Capital Management

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The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Please see disclosures: https://www.narwhalcapital.com/disclosure
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Macro Mondays

Andreas Steno Larsen

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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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Main Street Business

Mark J Kohler and Mat Sorensen

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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. You’ll find show notes and useful resources on the website, https://CarlGottlieb.com, as well as details for getting in touch with Carl directly.
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The Flexible Advisor

Laura Gregg and David Partain

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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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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Interviews with leaders in the business world to inspire your work, career and the mark your leave. Greg Martin, a Toronto based investment banker and M&A advisor, hosts Lifetime at Work, featuring interviews with industry leaders across the business world. The show aims to share advice and lessons learned with the hopes of answering the question "why do we do it?". The podcast explores the founders and leaders of some of North America's most successful businesses. It speaks with investors a ...
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The Startup CEO Show hosted by coach and advisor Mark MacLeod, brings you veteran CEOs each week who have collectively had had billion dollar valuations, 9 figure exits, and millions in revenue each week. Subscribe to join the leading podcast produced exclusively for the CEOs of high-growth startups and the VCs who back them. This podcast offers concise, yet deep dives into specific themes within each episode, focusing on providing actionable insights for busy leaders. The format includes in ...
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The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Back Bay Life Science Report

Jonathan P. Gertler and Peter Bak

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Back Bay Life Science Advisors brings you expert insights from our advisors and investment bankers in the world of BioPharma & MedTech. On this podcast, you’ll hear from our experts in life science development, commercialization, and investment banking, scientific investigators, biotech and medtech executives, physicians, and strategists who excel at guiding global life sciences companies and their investors through complex decisions. Join us for insights generated from in-depth scientific, ...
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The Cash Flow Academy Show

The Rich Dad Media Network

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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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Fintech Chatter Podcast

Dexter Cousins | Fintech Executive Search

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Tier One People, leaders in Fintech Executive search presents Fintech Chatter, Australia's no1 Fintech podcast! Hosted by Dexter Cousins, renowned Fintech Headhunter and advisor to some of the worlds leading fintech companies on hiring and leadership. Fintech Chatter is your one-stop shop for all things Fintech in Australia and the APAC region. We chat about everything from AI, blockchain, digital banks, insurtech, payments, embedded finance, open banking, digital assets and other emerging t ...
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Join Laura Nicol (your host) as she dials into the stories of startup operators. Each podcast episode reveals the incredible—and often challenging—journeys of building and scaling tech startups across various functional areas. Together, we'll master the art of 'building the plane while flying it, drawing on experiences from leaders and rising stars at Tracksuit, Canva, Culture Amp, Atlassian, me&u, Airwallex, Eucalyptus, and more. Laura's day job is Chief of Staff to Maxine Minter (solo Gene ...
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Inspired Money

Andy Wang, Runnymede Capital Management

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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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Good Morning, HR

Mike Coffey, SPHR, SHRM-SCP

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HR entrepreneur Mike Coffey, SPHR, SHRM-SCP engages business thought leaders about the strategic, psychological, legal, and practical implications of bringing people together to create value for shareholders, customers, and the community. As an HR consultant, mentor to first-stage businesses through EO’s Accelerator program, and owner of Imperative—Bulletproof Background Screening, Mike is passionate about helping other professionals improve how they recruit, select, and manage their people. ...
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The Loan Originators' Edge is a podcast and video series partnership between Scotsman Guide, the leading resource for mortgage originators, and Mortgage Marketing Animals, a top coaching and mentorship program for loan officers. In each episode, Carl White of Mortgage Marketing Animals interviews a Scotsman Guide Top Originator or recent authors from around the mortgage world, sharing insights that originators need to know in order to thrive in today's marketplace, or a high-ranking Top Orig ...
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"What Gives" Podcast is hosted by Erin Satzger and focuses on philanthropy, community, business and family. Erin is the current CEO of the Northern Cincinnati Foundation. With insightful interviews and thoughtful commentary, "What Gives" is the perfect podcast for anyone who wants to learn more about how business and philanthropy can work together to create a better future for all. Listen now to discover how you can make a difference in your own community.
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In 2000, I lost $300,000 in mutual funds that an investment advisor had put my lifesavings into.... I lost it because I had entrusted it to an industry that does not educate investors nor encourage them to look closely at what that industry is doing with their money..... I set out to find a better, safer way to invest..... My podcasts relate to what I learned in creating a generous, reliable income and in growing my wealth.... A few of the more important lessons I learned and explore are:... ...
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Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for price-fixing, and additional threats to Trump's life. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.n…
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On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset a…
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Summary In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets…
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Wondering what to do with extra cash? I'll tell you why investing in crypto might not be the answer, but paying off your mortgage could be. Discover my balanced approach to savings and debt reduction that doesn't require a finance degree to understand. To learn more about straightforward money management, give this podcast a listen!________________…
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What does it take to transform a small regional traditional energy provider into a global renewable energy powerhouse? In today’s episode, Hoda and Simon are joined by the Chair of the Governance Board for Sustainable Energy for All and former Enel CEO Francesco Starace, who led the transformation of Enel from its start in electric generation in It…
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In today’s episode, we look at 3 big stories: 1. There’s some intel on Intel 2. Watts Up, India? 3. Is India really the next China? 4. Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtub…
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In this episode of the Main Street Business podcast, hosts Mark J. Kohler and Mat Sorensen analyze the potential tax changes as the Tax Cuts and Jobs Act nears expiration. They discuss Kamala Harris's proposal to increase capital gains taxes and enhance child tax credits versus Donald Trump's plan to maintain lower rates and extend business deducti…
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In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see di…
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Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see d…
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How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "age plus 20" rule for retirement savings, Roth 401(k) contributions and distributions, and a Social Security claiming strategy for Ralph and Marie in Wilmington, Delaware. Shawn wonders if YMYW listeners are ignoring the W…
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Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…
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Social Security retirement benefits are the bedrock of guaranteed income for most American retirees. It forms the income basis that helps to build the rest of your portfolio's withdrawal strategy. So it makes sense to ask the question: at what age should I begin taking my retirement benefits? Everyone eligible for benefits has a "full retirement ag…
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In today’s episode, we look at 3 big stories: 1. Mutual funds want to become Michael Burry 2. The fall of Europe’s industrial giant 3. India is doing well, but what about the states? 4. Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.su…
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Zoe Hughes of the National Association of Real Estate Investment Managers and David Chang of CoreNet Global highlight the benefits of a symbiotic relationship between real estate investors and occupiers. Insights to Share: Investors and occupiers increasingly have similar priorities, especially with respect to operational efficiency and sustainabil…
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Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/dail…
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TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About" In our new TL;DR series episode, Victoria reads her article which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about. Book a free consultation with …
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Episode 63. There is a big engine of people behind the candidates in the world of politics. Exploring a campaign and election from the inside helps give insight into what’s happening and why. Guest Matthew Krayton provides counsel to campaigns at the local, state and federal levels as well as to clients in the private and public sectors across the …
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We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers. Check out the episode on youtube to see the graphs & videos we look at. Remember to check out the links below. FREE macro newsletter - https://st…
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Seeking ground-breaking insights on startup growth and leadership excellence? 🚀 SUBSCRIBE to Mark MacLeod's newsletter for exclusive tips and updates: https://markmacleod.me/newsletter/ ------------------------- Ever thought, "This meeting could be an email"? We've got you covered! Meet Fellow: The AI Meeting Assistant that transforms your meetings…
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Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda. In this episode we cover: Consumer Investing and Churn Customer Acquisition and Data Challenges AI Investment Framework and Opportunities AI Infrastructure and Revenue Gap…
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In today’s episode, we look at 3 big stories: - Axis Capital got axed - China is getting older - Are we exporting enough? - Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@mark…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss the Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the infla…
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This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.- Intro- How’s the Indian economy doing?- Fed Rate Cut- Quick commerce vs Govt?- …
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In this episode of the Main Street Business podcast, host Mark J. Kohler focuses on the transformative role of family board meetings in a business context. He discusses how these meetings are crucial for asset protection, tax planning, and promoting family unity, offering a blueprint for implementing these strategies effectively in any business env…
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Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Will Gaybrick joined Stripe as CFO after investing in the company at Thrive Capital. Over the past 9 years, now as President, he's helped grow Stripe's into one of the world's largest private startups. In this episode, we explore his impressive career journey—from Harvard Math to software engineering, Yale Law, venture capital, and now his leadersh…
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Join me, Kelly Brothers, as I chat with Cecily Hastings of "Inside Publications" and "Inside Sacramento" and explore her inspiring journey from Ann Arbor, Michigan, to becoming a prominent publisher in Sacramento. Cecily recounts her upbringing in a vibrant neighborhood and her multidisciplinary design education from the University of Michigan. Mov…
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In today’s episode, we look at 2 big stories:00:04 Stories Coming Up!00:22 Intro00:35 First time in 4 years03:45 India’s trade deficit08:51 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/This content is for informational p…
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In this episode of the Inspired Money Live Stream Podcast, we focus on how personal and professional growth can transform your career. Our panel of experts—Bobby Umar, William Arruda, Stella Collins, and Claire Wasserman—share their strategies for investing in yourself to unlock new opportunities and achieve long-term success. Practical Approaches …
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Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosur…
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In episode 166, Coffey talks with Mike Kahn about the current state of recruitment and effective strategies for hiring top talent. They discuss the current job market trends; shifts in demand for different types of HR roles; the importance of specialized skills in HR; the changing landscape of recruitment technology; the value of thorough candidate…
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On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Pejman Nozad James Joaquin We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm comm…
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In today’s episode, we look at 2 big stories:- How does the Fed rate cut affect India- Quick Commerce vs Govt- TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/This content is for informational purposes only. None of the stoc…
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Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation.…
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NetSuite announced a series of new product updates and AI innovations across the suite to help organizations increase efficiency and accelerate growth. Oracle was busy making major data and AI-related announcements, alongside its new partnership with AWS. Qlik announced new enhancements to its AutoML capabilities. Certinia announced the general ava…
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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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Send us a text Welcome to Safe Dividend Investing’s Podcast # 186 on all ON SEPTEMBER 19TH OF 2024. Today I am answering one investment question. QUESTION (1) WHY INVEST IN GOLD? SIX INVESTMENT GUIDE BOOKS, BY IAN DUNCAN MACDONALD, ARE AVAILABLE FROM AMAZON.COM / KINDLE BOOKS, THE FOLLOWING ARE THE 2 LATEST: (1) CANADIAN HIGH DIVIDEND INVESTING - I…
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The Cash Flow Academy team discusses their "asset playoff" predictions and debate the outlook for various asset classes. They were skeptical about the long-term prospects for Bitcoin and crypto, seeing them more as speculative investments rather than true stores of value. However, they were more bullish on gold, noting its technical strength as it …
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Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries betw…
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Is a cashless society really in our best interest? I'm breaking down why cash is still king for budgeting and why credit card rewards might be costing you more than you think. Discover practical tips for navigating a world that's pushing digital payments and learn how to keep your spending in check. To find out how to outsmart the system, tune in!_…
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