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Learn. Grow. Inspire. A podcast on Finance People, for Finance People, by Finance People. Celebrate the Profession and the Professionals in the world of Finance with Rohit Agarwal, Founder of Krayo. These unsung heroes mostly remain under the limelight but contribute tremendously towards company building. We endeavor to unpack their journeys to understand what moves them, get inspired by their triumphs, learn from their experiences, and, most of all, connect with them at a personal level. ht ...
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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The Personal Investor

Fidelity International

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With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approac ...
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This podcast channel will give the best knowledge of stock market ,financial market,economy related knowledge, etc. Cover art photo provided by Sharon McCutcheon on Unsplash: https://unsplash.com/@sharonmccutcheon
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Imagine listening in on these raw, unfiltered conversations with real couples… One partner is in $300,000 in debt, but shrugs it off. The other cries at night, anxious about the future. A couple that’s so worried about money, they never feel they’ll have enough. When they eat out, they order chicken instead of steak to save $10. Their household income: $600,000. Two parents who feel overwhelmed by work, kids, and debt. When I ask them how they’d describe their lives, they instantly say the s ...
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Join money expert Tori Dunlap as she guides you on how to make more, spend less, and feel financially confident in a world run by rich white men. Through solo episodes and special guest interviews, you’ll walk away with resources to get, save, and grow money to gain financial freedom and kick some patriarchal ass at the same time. New episodes drop every Tuesday, and mini-episodes drop every other Thursday.
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A JustPaid.io podcast with hosts Agam Shah and Daniel Kivatinos Dive deep into the intersection of finance and technology with "The Future of Finance." We explore the groundbreaking advancements in the financial sector with topics like FinTech artificial intelligence. From chatbots guiding our banking experiences to algorithms predicting market trends, technology is reshaping the way we think about money, investments, and financial services. Join us as we interview industry leaders, startup ...
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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"What is Money?" is the rabbit that leads us down the proverbial rabbit hole. It is the most important question for finding truth in the world. In this podcast, we will pursue this "rabbit" by engaging in a diversity of deep conversations with deep thinkers from different walks of life.
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For those who have money… or want more of it! Join Mindy Jensen and Scott Trench (from BiggerPockets.com) weekly for the BiggerPockets Money Podcast. Each week, financial experts Mindy and Scott interview unique and powerful thought leaders about how to earn more, keep more, spend smarter, and grow wealth.
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Welcome to the All About Alts podcast where we explore the world of alternative investing to help you find financial independence. Join our host, NuView Trust’s president, Jason DeBono, as he covers a variety of topics with different guest speakers to discuss tax and alternative investing strategies. It is never too late to start taking control of your financial future and we are so excited for you to be joining us for this opportunity to hear from some of the best in the business.
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Exploring the biggest questions of our time with the help of the world's greatest thinkers. Host Manoush Zomorodi inspires us to learn more about the world, our communities, and most importantly, ourselves. Get more brainy miscellany with TED Radio Hour+. Your subscription supports the show and unlocks a sponsor-free feed. Learn more at plus.npr.org/ted
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Welcome to FinTalk, the leading podcast in RegTech and FinTech. Join host Jawad Akhtar, a seasoned regulatory consultant with a passion for creating efficient solutions in the evolving world of finance. Get ready for insightful conversations with industry experts and collective wisdom from panel episodes, all packed with cutting-edge insights from VERMEG. Stay ahead of the game with discussions on hot topics, regulatory issues, and the future of finance. With over 20 years of trusted transfo ...
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Optimal Finance Daily

Optimal Living Daily | Diania Merriam

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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulne ...
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"Do I Have To Adult Now?" podcast is designed to help you navigate the complex (and let's be honest sometimes boring) world of money, personal finance and other 'grown-up' matters. Hosted by financial planner Kristen, a highly knowledgeable financial expert with over 10 years of experience of delivering financial education workshops with her husband Nick, who will be making regular appearances on the show. They be joined by daughter Iz who at 22 years of age, is resisting adulting as much as ...
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From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Bryan Foltice Behavioral Finance Podcast, where we dive deep into the fascinating intersection of human behavior and financial decision-making. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you n ...
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The EY Better Finance Podcast explores the changing dynamics of the business world and what it means for finance leaders of today and tomorrow. Hosted by EY’s Myles Corson, this series offers insights from leaders on key topics affecting the world of corporate finance.
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Finance Regulation Technology

Institute of International Finance

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Hear the latest from the IIF’s experts on where the dynamic world of digital innovation in finance intersects with key regulatory and public policy considerations. Specific topics include access to innovative technologies, data sharing and protection, machine learning, cloud computing and cultural change within firms in the digital era.
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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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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 a "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, R ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Each week Alex discusses a range of topics that relate to the investing and finance industry. As a tech-savvy adviser in a changing world, he will explore what's topical currently as well as longer-term established themes. Alex takes a lighthearted approach to educate listeners, and occasionally stray into the world of the weird and wonderful.
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World Nuclear News

World Nuclear News

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Bringing you the news from the worldwide nuclear energy sector, interviews with key players and easy-to-follow guides to the nuclear essentials each month. The World Nuclear News team has been reporting about nuclear power since 2007 at: https://www.world-nuclear-news.org/ WNN is supported by the World Nuclear Association and draws on its global network of contacts across the industry, academia and international agencies.
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Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.
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2,000 years of wisdom for your finances. WalletWin Founders Jonathan and Amanda Teixeira put the personal back in personal finance as they explore the intersection of faith and finance and help Catholics get out of debt, build wealth, and change the world through generosity. (And have fun doing it.)
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TLDR

Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz

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Money isn't just money. It's culture. It's news. It's being able to retire. Every Tuesday, the TLDR podcast catches you up on everything going on in the world of money that you didn't know you actually cared about. Hosted by Devin Friedman, Sarah Rieger (business reporter), Kyla Scanlon (the Internet’s favourite financial explainer), Kat Angus (culture commentator), and Matt Karasz (resident capitalist/head of Wealthsimple trading). Subscribe to our newsletter: http://wsim.co/tldr
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Cryptopulse is a world-renowned podcast with over 500,000 listeners across the globe. Covering all the latest news, topics and innovations in the Crypto, DeFi, NFT and blockchain space. We interview the best minds in the industry from CEOs, authors, thought leaders and development teams in the DeFi space. Every Saturday, we release our weekly roundup show, discussing all things crypto, including current DeFi news and macro-economic outlooks, to help keep you informed.
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IJGlobal - Infrastructure Journal - is host of this podcast series where members of the editorial team delve into matters relating to the finance, procurement, delivery and operation of infrastructure and energy projects around the world. This coverage ranges from greenfield project / corporate finance through to M&A activity in this space, and infra fund activity... all of it in the infrastructure and energy world. You can find IJGlobal at www.IJGlobal.com - and it is an established provide ...
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An award-winning podcast series by Greengage - embracing innovation and building trust in digital finance - designed to bring expert opinions on the latest tech trends and providing a measured approach to discussing key developments in the world of blockchain and digital assets.
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Discover the insider secrets of real estate investing and unlock your path to financial freedom with the Get Creative Podcast with Pace Morby. Join Pace and industry experts as they share invaluable tips, creative finance strategies, and success stories to help you thrive in the competitive world of real estate investing. Whether you’re a seasoned investor or just starting out, our podcast provides actionable insights to accelerate your journey towards wealth and independence. Tune in now an ...
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Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
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"The Digital Revolution with Jim Kunkle", is an engaging podcast that delves into the dynamic world of digital transformation. Hosted by Jim Kunkle, this show explores how businesses, industries, and individuals are navigating the ever evolving landscape of technology. On this series, Jim covers: Strategies for Digital Transformation: Learn practical approaches to adopting digital technologies, optimizing processes, and staying competitive. Real-Life Case Studies: Dive into inspiring success ...
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Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
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Current Account with Clay Lowery

Institute of International Finance

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Each week, Clay Lowery at the Institute of International Finance highlights current issues in international finance and economics through the lens of U.S. policy and politics. Clay and his guests explain what to watch in the coming week, and deep-dive into some of the most important topics facing the financial industry, and our world.
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Get an inside look at the world of securitization with Fitch Ratings’ Structured Finance in Focus podcast series – join our expert analysts each month for the insights you need to navigate the latest developments across CLOs, ABS, CMBS, RMBS and more.
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The Work Life Balance Podcast

Kara Bogetti & Maggie Lashlee

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We believe that the hustle culture of today’s driven entrepreneur who lives and works in Middle Tennessee requires BALANCE! Powered by The Bogetti Partners Middle Tennessee. #armbalance #balance #balanced #balancedlife #balancelife #countrylife #entrepreneurlife #flexibility #happylife #life #lifecoaching #lifegoals #lifeisbeautiful #lifequotes #marketing #meditation #mindset #momlife #work #workaholic #workfromhome #workhard #working #worklife #workmode #workoutroutine #workworkwork #yogain ...
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Being a finance leader is no longer just about controlling costs. 2024’s CFOS are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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April brings many changes for our money, and this programme has all you need to know. From Monday 1st, there will be higher pay for people on the various minimum wages. For the first time 21 and 22 year olds join people aged 23 and over in getting what's called the National Living Wage. It's going up to £11.44 an hour, a near 10% rise. 18 to 20 yea…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2705: Discover how frugality might unexpectedly dip into your funds as Michelle Schroeder-Gardner of MakingSenseOfCents.com explores six common pitfalls where saving too much can actually end u…
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In this special episode of the Rich Dad Radio Show, host Kim Kiyosaki and guest attorney Mike Davis discuss the court case surrounding President Trump in New York City. They dive into the facts behind these events, highlighting the blurred lines in the nation's laws and the increasing politicization within the court system. Mike Davis, the former C…
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Forget boring wholesaling strategies! This episode of Get Creative ditches the usual talk for the inspiring story of John Pickell, the "Pickell King" who flipped the script on wholesaling with his innovative "Pickell Method." Join us as John spills the beans on finding profitable properties, overcoming fear of change, and leveraging creative financ…
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Sure, Tarpon Springs, FL Real Estate is known for its picturesque waterfront, Greek culture, and sponge diving heritage. In terms of real estate, it offers a mix of options ranging from historic homes with architectural charm to modern developments with waterfront views. Learn more at: https://gatorrated.com/tarpon-springs The housing market in Tar…
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GDP comes in the worst in two years because prices shot up again, therefore the term "stagflation" is going to be everywhere. Which prices changed actually makes a huge difference given the fact those particular prices are more likely to help the US economy get back to its depression tendencies. And on that count, we have irrefutable proof from oil…
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Japan's finance chief ready to take necessary steps on yen movements. Bajaj Finance slips after FY25 earnings estimate cut on margin impact and high costs. Plus, Bajaj Finance shares fall after Q4 results. Also, live blog on Bajaj Finance share price for 26 Apr 2024. Sources: https://english.kyodonews.net/news/2024/04/f6b0bb0d1a0f-update1-japan-rea…
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Original broadcast date: July 23, 2021. How can we create public places that feel welcoming and safe for everyone? This hour, TED speakers examine our physical and digital spaces—how they run, who they serve, and how to make them better. Guests include community organizer Shari Davis, researcher Eli Pariser, Wikipedia Library founder Jake Orlowitz,…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2704: Kathleen Coxwell's guide "7 Ways You May Be Leaving Money on the Table When You Retire" offers essential strategies to ensure you're maximizing your retirement savings. Discover how to op…
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Is a six-figure salary enough to achieve FIRE? If you’re working towards financial independence, you know that any extra money at the end of the month can help propel you to your goals faster, but with inflation eating away most, if not all, of your paycheck, what do you do? If you want to reach early retirement, do you need a massive salary to sav…
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Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disrupti…
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We live in a 21st-century world, and our brains haven’t quite caught up. They’re designed to look out for the Saber-toothed tiger, not a million dings and beeps from smartphones. It’s no surprise that anxiety is a massive problem in modern-day life. But Dr. John Delony says anxiety isn’t necessarily a bad thing. It’s just an alarm system to keep us…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com 🔻Download Big Picture Trading Chartbook: 📈📉: htt…
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Welcome to a new episode of Get Creative. In this episode, Jim and Donda Mullinnex talk about their creative real estate journey. Ditch the bidding wars and stuffy suits! Jim and Donda are here to spill the tea on creative financing, unconventional deal-making (think $10k houses!), and the power of networking. They'll share hilarious stories (fake …
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// GUEST // Twitter: https://twitter.com/RobertKennedyJr Instagram: https://www.instagram.com/robertfkennedyjr Website: https://www.kennedy24.com/ // SPONSORS // In Wolf's Clothing: https://wolfnyc.com/ NetSuite: https://netsuite.com/whatismoney Dissident Dialogues 2024 (use discount code BREEDLOVE for 10% off): https://dissidentdialogues.org/ Hear…
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Generative AI poses both risks and opportunities. Ida Kristensen and Oliver Bevan join us to discuss how we can mitigate the former while moving to capture the latter from day one. Ida Kristensen is a senior partner in our New York office. She coleads the Risk & Resilience Practice and advises leading financial institutions on cybersecurity, strate…
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Uncle Sam tried his best to buy a recovery. The sheer amount of money redistributed by the federal govt the past four years is incomprehensible. Here's the thing: the transfers didn't stop in 2021. A huge chunk of them kept going right on to today. And still it wasn't enough to stabilize an economy that is showing signs of even more weakening. Euro…
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No change in stance to act as appropriate over yen: finance chief. ABI commits to premium finance principles to manage monthly motor costs. Plus, Q4 results today: Bajaj Finance, Nestle, Tech Mahindra among 44 companies to announce earnings. Also, Stripe co-founders say they're building 'Software-Defined Financial Services'. Sources: https://englis…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2703: Discover why paying off your mortgage early might not be the financial boon you expect in Len Penzo's insightful analysis. Penzo, leveraging historical examples and economic trends, argue…
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In the latest episode of The CFO Playbook, David McClelland is joined by Giles Andrews OBE, co-founder of Zopa, the world’s first P2P lending business launched in 2004, to discuss two decades working in FinTech and the role of artificial intelligence in shaping the financial services of the future. Finding himself as an accidental CFO in the early …
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Welcome to a new episode of Get Creative. In this episode, I joined Jamel Gibbs on his podcast, Jamel Gibbs Business and Investing Podcast. we dive deep into the niche world of real estate investing. We discuss groundbreaking strategies in "SubTo" investing and share insights that could transform how you view and handle real estate deals. Highlight…
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LFDE finalizes tie-up with Tocqueville Finance, creating a prominent European leader in conviction management. SEI Asia is seeking a Research Fellow in climate finance and social equity. Finance expert reveals a 'mindset hack' for anyone to get rich. Versatile Credit offers financing options to help merchants and consumers manage economic uncertain…
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In the podcast episode "Taking Control of Your Finances: Self-Directed Strategies," host Jason DeBono dives into personal finance management, offering insightful strategies for taking charge of your financial future. Through a comprehensive exploration of saving techniques and the available account types, Jason equips listeners with the knowledge n…
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Oil prices aren't inflationary, they're disinflationary. We are getting more proof right now as incoming data shows demand being destroyed. This is creating difficulties for the US economy on top of severe strain around the rest of the world. Several key markets are picking up the distress, too. Eurodollar University's Money & Macro Analysis S&P Gl…
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Welcome to “Digital Ruminations”, I'm Jim Kunkle, Host of the Digital Revolution Podcast. In this bonus content, let's talk about “Intelligent Document Processing (IDP)”. In today's data-driven landscape, businesses grapple with an avalanche of documents, invoices, contracts, forms, and reports. Manually processing this deluge is not only time cons…
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Einleitung: Die Bedeutung von Unterhalt Unterhalt ist ein rechtlicher Begriff, der die finanzielle Unterstützung einer Person durch eine andere beschreibt. Dies kann verschiedene Formen annehmen, darunter Kindesunterhalt, Ehegattenunterhalt und Elternunterhalt. In diesem Artikel werden wir die verschiedenen Arten von Unterhalt untersuchen und wie s…
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More than half of adults don't have a Will according to new research from insurance company Canada Life. The main reason people say they haven't sorted one is that they don't think they have enough money to leave behind. So what types of Will are there and what do they mean? We'll be hearing from one man who says he was disinherited over changes to…
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Gesundheit ist ein wertvolles Gut, das wir alle anstreben sollten. Sie betrifft nicht nur unseren Körper, sondern auch unseren Geist und unsere sozialen Beziehungen. In diesem umfassenden Leitfaden werden wir die verschiedenen Dimensionen der Gesundheit erkunden und praktische Tipps für eine gesunde Lebensweise geben. https://www.gesundheitsdoc.com…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2702: Chris from KeepThrifty.com shares his journey of trading the pursuit of financial freedom for a one-year mini-retirement to spend quality time with his children. Despite the financial set…
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In this episode of the Rich Dad Radio Show, Robert Kiyosaki is joined by Mark Moss, a leading authority on cryptocurrencies, to discuss the future of Bitcoin and its potential impact on the global economy. Kiyosaki reflects on the predictions made by futurists like Dr. R. Buckminster Fuller and Henry Ford about the emergence of electronic and energ…
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In der heutigen schnelllebigen Welt, in der kulinarische Trends kommen und gehen, gibt es etwas Besonderes an der anhaltenden Anziehungskraft von Omas Rezepte. Diese geschätzten kulinarischen Schätze haben einen einzigartigen Platz in unseren Herzen und Küchen und verkörpern Tradition, Nostalgie und den Kern von hausgemachten Mahlzeiten. https://om…
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When a company is sold there tends to be a standard playbook: There’s some tough negotiations. Then, the buyer gets a business and the seller gets a check. Everyone’s happy. That’s not what happened when a private equity firm recently bought a California grocery store chain. The FT’s Wall Street editor Sujeet Indap explains how the deal went off th…
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In this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul came out of Cornell University with a BA in Economics and Sociology, and prior to landing at Financial Data Exchange worked at USAA and M&T Bank. We co…
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In this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer experiences related to subscriptions. In our discussion we cover things like: The disparities between consumers and providers. Why are so many businesses moving …
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In the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he’s learned along the way is being applied now in his work at Envestnet. Our chat covers things like: Effective ways to sell transformatio…
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Welcome to a new episode of Get Creative. In this episode, We’re joined by Noel Yaddiel Yohan as he navigates a complex, multimillion-dollar deal that showcases the power of creative financing. Forget flipping houses, this is about millionaire-dollar real estate rollercoasters! This episode explodes with unexpected family twists, ingenious negotiat…
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This week - is the US market undergoing a reality check? A sell-off in April, and a nasty dip for the magnificent 7 last week in particular, have investors asking that question. What’s driving it - and it is it all bad news? Host, Ed Monk, and his occasional guests provide a well-balanced take on the latest financial developments together with expe…
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Examine the differences between a Catholic and Protestant worldview when it comes to the morals of investing. Curious about how a Catholic approach differs from Dave on a particular topic? ⁠⁠Send an email to email@walletwin.com⁠⁠ (but Dave somewhere in the Subject line) or ⁠⁠send us a voicemail at WalletWin.com/voicemail⁠⁠ Thank you to the Catholic…
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So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…
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The Fed's latest semi-annual report on financial risks contains a couple of important updates. First, we get a sense of where the systemic attempt to deal with the downside to the commercial real estate bubble stands. That also feeds into the most recent updates on US banks and the deteriorating credit environment. Plus, we also take a look at why …
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Allison is 36 and Dan, 37. They’re married with two kids living in a HCOL mountain town—a market variable that’s influenced them to sell her condo and supercharge their retirement investments with the profits. The condo is listed for sale, but Dan doesn’t trust her enough to combine their finances. This episode is brought to you by: Fabric by Gerbe…
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One of the best performing stocks of the past 25 years probably isn’t one you’d expect. On this week's TLDR, a deep dive into Monster, the energy drink company delivering caffeinated returns. Plus, a look at Amazon's distribution network and the disgruntled drivers who power it. And, why the Fed's not cutting rates any time soon and what it might m…
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