Your source for financial advice and news. Join Glen Wright, founder of Worth Advisors and author of "The Financial Shepherd", & Nick Wharton, Chief Operating Officer at Urban League of Central Carolina’s, on the Worth Report Podcast. Now available on iHeart Radio, Apple Podcasts, Spotify, Stitcher & Google Play.Follow Us On Twitter @WorthReport
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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Whether you're just starting out or already scaling your income, Financially Free is made for those of you who want to shift your mindset and relationship with money. Join Julia M. Carlson, CEO, Author and Financial Advisor with over 25 years of expertise each week to become one step closer to feeling financially free both internally and externally. DISCLOSURE: The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendati ...
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We believe that the only way to have a fulfilling life is to stay true to who you really are. To us that means building self-confidence, self-worth and resilience as well as accepting yourself for who you are. Virtually Unbreakable Podcast is dedicated to empowering you to create an identity that serves you and helps you embrace you true self. We talk about building a positive self-image and confidence, becoming resilient, changing your beliefs, setting boundaries and improving your relation ...
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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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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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Karina Barton is a world-renowned Strategic Communications & Crisis Management expert. She has served as an advisor for multi-billion-dollar corporations, high-net-worth individuals, investors, and entrepreneurs, providing strategic counsel for internal and external communications, media relations, branding, reputation management and crisis management. Karina is well-known in the industry for her stellar skills helping individuals and organizations navigate challenging issues during high pro ...
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Welcome to the Women Choosing Growth podcast, your go-to show actionable advice to grow your business to be worth millions while sharing empowering stories of triumph and navigating obstacles from women entrepreneurs, industry experts, and thought leaders who have experienced the inevitable challenges that come with entrepreneurship. Whether you're embarking on your entrepreneurial journey or seeking to elevate your business to new heights, our podcast is your ultimate resource hub, providin ...
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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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 personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refin ...
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Welcome the Impact podcast. Through my career as an athlete, broadcaster, business advisor and investor I get to meet a huge amount of people, from all walks of life. There are so many private conversations that I think are worth making public, putting a spotlight on people and organisations that have a pioneering spirit, and are motivated to make positive change. Having a catalogue of these conversations also appeals to the documentarian in me, so we can look back in years to come and see w ...
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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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The Long Form with Sanny Ntayombya is a weekly podcast intent on keeping you up to date with current affairs in Rwanda. The topics discussed range from politics, business, sports to entertainment.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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The Money Mondays Podcast is a financial empowerment channel created by Lawrence Cain, Jr. Lawrence is an author, financial coach, and CEO of Abundance University. This podcast provides financial/business gems that are resourceful and practical for any and everybody who wants to take their finances to the next level. For more information about us, visit abundanceuniversity.net Support this podcast: https://podcasters.spotify.com/pod/show/moneymondays/support
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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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What comes after the ultimate success? You look around the room. It’s filled with other super successful founders and C-Suite execs raising their glasses to celebrate the sale of your business. But you feel empty. Why? Isn’t this what success is supposed to look like? Isn’t this what success does look like? Turns out, the answer’s more complicated than you thought. Because the success you and everyone else in the room have been chasing is an illusion. We call it The Matrix. It’s the success ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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Ezzat Daniel Nesseim is developing and managing a portfolio of high net worth private clients with a view to generating revenue through the provision of all financial services such as investments, credit, protection, and capital markets.
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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Navigating the world of real estate can be a daunting task, with a myriad of confusing questions to be answered. From selecting a reliable real estate agent to choosing the right lender, the process can seem overwhelming. Furthermore, determining the best approach to selling a home and deciphering which real estate companies are worth working with can add to the stress. However, our goal is to demystify the real estate industry and provide unfiltered insights to the general public. We believ ...
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I‘d like to share my passion to help leaders & emerging leaders transition from managing to leading, motivate people and create high-performing, collaborative & engaging culture. Would you like to learn more about our inner world, drivers and values? Deep dive into our emotions, limits and learn how to unlock all limiting beliefs and thinking patterns. Learn to respond to life and people the way you inspire and create positive impact on other’s people lives? Every month, Alex and her guests ...
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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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PassionCast : Voices Worth Listening #DrPassionTalkThis series which releases 2 monthly Talks, is hosted by Dr Sok-ho Trinh, aka Dr Passion, a Passionologist: doctor in Positive Psychology and Leadership studies. Dr Passion and his worldly guests, discuss valuable topics for lC-suite leaders, senior managers, entrepreneurs, coaches, and anyone who is looking for a sense of purpose and passion, happiness and success in life and work.Some of the topics may include: the dark side of leadership, ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Money CHIC: Financial Wisdom and Advice for Women
Shari Rash, Money Expert and Personal Finance Advice for Women
Welcome to Money CHIC with Shari Rash! Single and ready to take charge of your financial future? On Money CHIC, Financial Advisor Shari Rash empowers single women like you to conquer financial challenges with confidence and clarity. Each episode, Shari delivers no-nonsense advice and insider tips on personal finance, tailored to your unique needs and goals. From budgeting and investing to planning for a secure future, Shari’s insights will help you enhance your financial plans and embrace a ...
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The "Balanced Blueprints Podcast," hosted by John Proper and Justin Gaines, explores the intricate relationship between health and wealth. Each episode delves into personal growth, financial stability, and maintaining a balanced lifestyle. The hosts share their experiences and insights on goal setting, handling information overload, and the art of enjoying life while striving for improvement. It's an enlightening resource for listeners seeking guidance on achieving a harmonious blend of pers ...
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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There are many elements in our lives that affect our well-being and there are many ways that we can explore them. One avenue to optimal self-care is having open, honest conversations about what it means to be well. Navigate love and relationships, purpose and meaning, mental health and wellness, success and failure, and all of those things that make us human with Whitney Lauritsen on This Might Get Uncomfortable. Whitney has over 13 years of professional experience in the health, wellness, a ...
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A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
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In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement inc…
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My Favorite Ways For Advisors Attract High-Net-Worth Clients
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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account? Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients? And if your business was healthier, do you think you could be a better pa…
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What Does The Insurance Company Do with my Premiums? [Secret Sauce Ep11]
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Are you leaving money on the table by not maximizing your corporate-owned or personal life insurance policy? If you've ever wondered where your money goes once it's in a life insurance policy or how to use these policies to your advantage, this episode is for you. We'll break down the complexities and show you how to turn your insurance policy into…
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Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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8/29/24: Why Do You Still Own Mutual Funds?
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Mutual funds may have been great in the past, but it's time to move on—ETFs offer lower costs, better tax efficiency, and real-time pricing. If you're still holding mutual funds, ask yourself why. Plus, age shouldn't dictate your investment strategy—at 69, staying in the market could be crucial for your financial future. If you're told otherwise, i…
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Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
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In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural shifts and dr…
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What the Data Tells Us About Employee Engagement with George Rogers
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In episode 163, Coffey talks with George Rogers about creating effective workplace cultures and increasing employee engagement. They discuss defining organizational culture and employee engagement; the importance of engagement for business performance; key factors driving employee retention and satisfaction; the impact of AI on workforce developmen…
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8/28/24: New Evidence that Crypto is Going Mainstream
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Despite political division on crypto, developments like BRICS' digital payment system, U.S. government adoption, and rising institutional interest underscore the growing significance of blockchain and digital assets in global finance. And why you need to talk to your financial advisor about it. #Cryptocurrency #Blockchain #DigitalAssets #BitcoinETF…
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3 Reasons The Wealthy Avoid Paying Down Debt
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Are you using debt as a tool to build wealth, or is it holding you back from financial freedom? In this episode of the Canadian Wealth Secrets Podcast, Jon Orr and Kyle Pearce dive into the complexities of personal debt and corporate debt and how it affects your financial freedom decisions. They tackle the critical distinction between 'good debt' a…
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Should you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your students loans.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Write to Win: The Power of Ghostwriting and Self-Publishing w/ Michael Levin
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In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with acclaimed ghostwriter Michael Levin to explore the transformative power of writing in establishing thought leadership and driving business success. Whether you’re an entrepreneur, professional, or simply someone with a story to tell, this conversati…
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TOPICS IN THIS EPISODE Reconnecting with your Inner Voice Gaining confidence in your intuition Embracing your unique journey HELPFUL LINKS About Me - Ela Senghera Transform Your Life - Book Here Listen to my audiobook - Finding Love Stay in touch - VU Newsletter Support the Show.
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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Ep 319: How to determine whether financial advice is worth the cost
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DOWNLOAD our 97-point financial health checklist here. Read full blog here. In this episode, Stuart explores the critical question of whether financial advice is worth the cost. He delves into how the value of advice is closely tied to the amount you have to invest, the complexity of your financial needs, and the range of services required. Stuart …
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8/27/24: New Research Answers the Question: Is College Worth It?
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A new study reveals that nearly a quarter of bachelor’s degrees and half of master’s degrees have a negative ROI, challenging the assumption that college always pays off. Plus, Ric answers a question from a financial advisor about the lack of regulations governing stablecoins like Tether and USDC, which heightens the risk of a financial crisis with…
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Dealing with discrimination and learning how to protect myself
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Whitney, broadcasting from a Cracker Barrel parking lot in Illinois, shares her journey back to Colorado, following a trip to Cleveland for a family memorial. Discussing the nuances of van life, accessibility challenges at amusement parks, and considerations about carrying a gun for safety, Whitney delves into her experiences with neurodivergence a…
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251: It’s All About The People: Meet Jen Rupp, Director of Financial Planning at HWM
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This week’s guest on Love, your Money is no stranger to us at Hendershott Wealth Management… because she IS one of us! If you listened to the last few episodes of the podcast, you know that it’s anniversary month at our firm: We are celebrating a decade of building wealth and helping our clients pursue (and achieve!) financial freedom. We know you …
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Q&A: Answers to interesting listener questions
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DOWNLOAD our 97-point financial health checklist here. In this Q&A episode, Stuart answers a range of insightful questions from listeners, covering various aspects of property investment, share market strategies, and borrowing capacity. He discusses the best vehicles for holding investments, such as companies, trusts, and superannuation, and offers…
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By Steven Briggs
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Retirement is approaching for Generation X, raising crucial questions about future living arrangements and financial readiness. This episode challenges you to think ahead and make informed decisions that align with your family's needs and your own long-term security. #RetirementPlanning #GenX #FutureHousing #AgingInPlace #FamilyDecisions #Boomers #…
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E68: Navigating the Complexities of Hedge Fund Investing with Tom Costello
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Unlock the power of hedge funds in crypto. In this episode, Eric Scovill continues the conversation with industry veteran Tom Costello to explore the world of hedge funds and their unique strategies, particularly in the rapidly evolving cryptocurrency market. As an experienced quant and former hedge fund manager, Tom shares his expertise on how acc…
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Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Join us this Wednesday for a new episode where Roger discusses how books build your business with Michael LevinBy Roger Knecht - Universal Accounting Center
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Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have?
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There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode. Worst part? Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered. I…
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Return From Exile & Why I Believe in the Way Rwanda Does Politics w/ Maryse Mbonyumutwa, CEO Pink Mango
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Our guest this week is Maryse Mbonyumutwa. An entrepreneur and granddaughter of Dominique Mbonyumutwa, the interim first President of Rwanda, Maryse is the Founder and CEO of Pink Mango , a textile manufacturing company based in the Kigali Economic Zone. We discuss her life journey, her choice to return to Rwandan and her ambitions for the local te…
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Slow Down and Become More Productive - Brittany Anderson
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48:18
Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company wh…
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1
Rewind : From Accounting Professional to Business Coach & Advisor with John Warrillow
44:34
44:34
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44:34
Join us as we revisit this conversation from 2020! Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them. Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and sel…
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8/23/24: This Economist’s Proposal Won’t Solve the Social Security Crisis
59:39
59:39
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59:39
In this election season, Social Security should be a key topic of debate due to its impending funding crisis, which could lead to a 25% reduction in benefits by 2032. Then Ric and industry experts discuss the challenges of organic growth for financial advisors, noting the shift from individual client acquisition to broader strategies. And Ric answe…
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1
Why You Need To Re-Consider How You Are Using Your Capital Dividend Account [Secret Sauce Ep10]
12:19
12:19
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Are you making the most of your corporation’s retained earnings, or are you missing out on tax-saving opportunities using your capital dividend account? In this episode of Canadian Wealth Secrets, Kyle Pearce tackles a crucial topic for business owners: how to strategically use life insurance within your corporation and its capital dividend account…
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With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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1
Aloha Vibe Practice — with Brandyn Dunn, MD (Ep. 272)
53:18
53:18
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📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz" where we’ll talk about Brandyn Dunn, MD's 'Aloha' vibe practice. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, author of “Y…
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8/22/24: Iran's Surge in Cosmetic Surgery and 3D-printed Communities: The Expanding Impact of Exponential Technologies
12:22
12:22
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12:22
Exponential technologies continue to revolutionize industries, creating new opportunities and challenges. However, the anticipated great wealth transfer won't be enough to secure retirement for most, highlighting the need for proactive financial planning. #ExponentialTech #3DPrinting #CosmeticSurgery #TechInnovation #FutureTech #WealthTransfer #Ret…
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21. What Do You Really Mean When You Say You Want To Grow?
37:36
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37:36
In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that…
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Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
46:35
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46:35
In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…
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Multinational Talent Management with Francisco Solis
33:24
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33:24
In episode 162, Coffey talks with Francisco Solis about global immigration strategies and challenges for multinational companies. They discuss CBRE's global talent management approach; integrating immigration strategy with corporate strategy; business travel compliance issues; cultural adaptation for expatriates; comparing U.S. immigration policies…
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1
You're Not Behind: Why Everyone Seems To Have More Money Than You
16:27
16:27
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Does it feel like everyone is doing better than you financially? During my 25+ years as a financial advisor, I have seen it all. The truth is, there is a difference between being wealthy and looking wealthy. It's important to understand why this might be bothering you in the first place. In today's episode, I'll help you reframe your mindset around…
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How To Retire With MORE Using Alternative Investments
4:35
4:35
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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1
How To Retire With MORE Using Alternative Investments
4:35
4:35
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4:35
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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When planning your will, don’t forget your pets. Protect them by naming a caregiver and setting aside funds to ensure their well-being after you're gone. #EstatePlanning #PetCare #WillsAndTrusts #FinancialPlanning #PetTrusts #LegacyPlanning #PetOwners #FamilyPlanning #LegalAdvice #ProtectYourPets ----- Subscribe to podcast updates: https://form.jot…
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1
A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
27:50
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27:50
In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the crucial audit…
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Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Why the Capital Gains Tax Increase in Canada Isn’t Your Biggest Tax Problem
26:22
26:22
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Does the increase in Canadian capital gains tax inclusion rate rolled out by the Liberal government have you wondering how this change will affect your investments and overall net worth? In this episode Canadian Wealth Secrets, we address the most common misconceptions related to Canadian capital gains tax inclusion rates and we unpack the recent i…
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From Billable Hours to Client Empowerment: Jeremy Clopton’s Vision for Accountrepreneurship
42:27
42:27
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42:27
In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric …
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TOPICS IN THIS EPISODE Making difficult life choices How to navigate complex situations Finding strength to continue HELPFUL LINKS About Me - Ela Senghera Transform Your Life - Book Here Listen to my audiobook - Finding Love Stay in touch - VU Newsletter Support the Show.
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Ep 318: Why does Australia’s share market always underperform?
28:15
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28:15
DOWNLOAD our 97-point financial health checklist here. Read full blog here. In this episode, Stuart delves into why Australia’s share market often seems to underperform compared to global markets, despite occasional bright spots. He reflects on the recent 6% market drop followed by a modest recovery in Australia compared to the US. While historical…
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Capturing the Affluent Entrepreneur Opportunity – Episode 24
20:33
20:33
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Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now. Many entrepreneurs are seriously considering switching…
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8/20/24: Estate Planning Essentials to Ease the Burden
15:36
15:36
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Learn how to simplify estate planning and protect your family from future hassles. Plus, a no-nonsense comparison of bitcoin ETFs vs. direct ownership—find out which one might be better for you. #EstatePlanning #BitcoinETFs #FinancialPlanning #CryptoInvesting #RetirementPlanning #WealthManagement #PersonalFinance #InvestSmart #CryptoSecurity #Legac…
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