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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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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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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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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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Podcast by Carson Group
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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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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Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guida ...
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A trusted advisor in Human Capital Management for 30 years.
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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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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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The Market Moment is an educational finance podcast for the everyday investor.
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Enjoy captivating interviews with characters from the Eastern Iowa Corridor as Gary Watts sits down with local business leaders, accomplished athletes, industry experts, and more! Watts Happening Music Intro Composed by Ace Jones ( www.AceJonesMusic.com )
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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support Support this podcast: https://pod ...
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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate re ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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The founders of Polaris Healthcare Partners share education, tactics, and strategies to help you launch and scale your group healthcare practice. We bring decades of experience in working with hundreds of clients to help you accelerate your learning curve while minimizing your chances for mistakes. Learn more at https://www.polarishealthcarepartners.com
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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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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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Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand. From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience. Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the h ...
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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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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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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The One Question Leadership Podcast is designed to highlight executive and organizational leadership with a heavy emphasis on college athletics. 1Q is primarily hosted by @TaiMBrown, but features occasional guest hosts. Subscribe here: 1quest.co/itun
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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A RopesTalk podcast series from Ropes & Gray’s sponsor solutions group focused on issues that matter most to private equity sponsors.
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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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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you navigate challenges from COVID-19 and the “new normal” to value-based care.
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1
Should You Join An Advisor Group Or A Franchise? - Allister McIntyre
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Podcast guest Allister McIntyre: https://www.mortgageadvicecompany.nz/ Chapters 00:00 Starting and Growing the Business 02:22 Insurance Claims and Support 03:33 Balancing Coverage and Premiums 07:50 Building Trust and Transparency 16:08 Addressing Preconceived Notions and Barriers 31:22 Overcoming Hesitation: The 'Parents Will Take Care of Me' Excu…
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Financial Planning 101: Interview with Dentist Advisors' CEO, Matt Mulcock
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We were honored to be asked to speak at the First Annual Dentist Advisors' "Money Summit" back in June. their CEO, Matt Mulcock, joins me on the show today to talk about what makes them unique in the space and share some wisdom on how you should approach financial planning. you can learn more about Dentist Advisors at: https://dentistadvisors.com/…
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Creating Fulfillment by Offering Fulfillment with Kyle Nelson and Eli Libby
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– – – – – – – – – – – – – 📍Connect with CHRIS WILLIAMS: https://linkedin.com/in/chriswilliamshq 👉 JOIN OUR COMMUNITY: https://www.facebook.com/groups/groupcoachnation 👍 GET ACCESS TO CHRIS AND OPPORTUNITIES LIKE THIS: https://groupcoachnation.com 👀 Want to see these episodes on video? Check out our Youtube Channel: https://www.youtube.com/@GroupCoa…
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Investing Beyond the Basics: Exploring Alternative Asset Classes
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your…
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Unleashing AI’s potential: Are you ready to lead the charge?
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In the last year, AI has moved from a boardroom buzzword to a business imperative. But, while some leaders have sprinted ahead in their AI adoption, others remain at the starting line. So, what skills are important to help you unleash the potential of AI? Why is AI a leadership issue? And how do you overcome barriers that might be preventing you fr…
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5% Mortgages on the Horizon?
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Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which w…
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How Do Humans Find Purpose?
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Chapters 00:00 Finding Purpose 03:13 Healing Emotions 06:08 Sharing Emotions 08:03 Solving Problems for Others 10:27 Values and Boundaries
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The Retirement Clinic-8-24-24 – Behavioral Finance and Investing
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John White discusses behavioral finance and the emotional side of investing, Jeff Kowal joins to share milestone dates and rules to keep in mind in retirement, and warp things up by touching on the upcoming presidential election and the stock market.Kowal Investment Group
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In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check …
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AI’s Trough of Disillusionment with Jeff Richards | Okay, Computer.
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Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tec…
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Should You Pay Cash For a Home, Or Get a Mortgage?
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You may have noticed that real estate prices have been ticking up at a steady rate for the past several years. For many people, that means they have no choice but to take out a mortgage. At the same time, there are those who have either enough current gains or enough cash on hand to consider buying a home with cash. Having the cash to pay for a hom…
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207: What To Do When Suffering Impacts Your Finances
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss what to do when suffering impacts your finances. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send us epi…
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Guy Adami and Liz Young Thomas of SoFi analyze the recent performance of stock market, noting it was the worst week since March 2023's regional bank crisis. They debate whether this signals a market correction or an emerging larger issue, with Guy cautioning about potential underlying problems. Elizabeth attributes some stock volatility to the labo…
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Understanding ETFs and Factor Investing with Blackrock's Bob Hum
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This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities. Subscribe & Connect with Us! Kent Kramer Blackrock Financial Perspectives Foster…
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Building a Transformation Based Coaching Practice with Rochel Marie Lawson
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– – – – – – – – – – – – – 📍Connect with CHRIS WILLIAMS: https://linkedin.com/in/chriswilliamshq 👉 JOIN OUR COMMUNITY: https://www.facebook.com/groups/groupcoachnation 👍 GET ACCESS TO CHRIS AND OPPORTUNITIES LIKE THIS: https://groupcoachnation.com 👀 Want to see these episodes on video? Check out our Youtube Channel: https://www.youtube.com/@GroupCoa…
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Convert Leads into Customers: Proven Nurturing Strategies
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Chapters00:00 Introduction00:48 Understanding the Importance of Availability04:43 The Role of Speed in Lead Conversion06:45 Personalization and Communication Channels07:53 Appointment Booking and Follow-up Strategies10:32 Conclusion: The Power of Speed and Availability
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Chris McFarlane | Deputy Athletics Director | UCF - One Question Leadership Podcast
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@1QLeadership Question: Do the titles given during a career define the underlying skill? Chris McFarlane is the Deputy Athletics Director for External Relations and Business Development at UCF. At a quick glance, his career arc would have him labeled as a fundraiser. With further study, McFarlane's career is actually rooted in building programs. Hi…
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Send us a textAkers Financial Group
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“Things to Consider if You Want to Age in Place,” “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers”
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Rob Clement, and Scott Jordan to discover “Things to Consider if You Want to Age in Place.” Meanwhile, Daniel Irwin from BBB, will guide us through “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” "Helping You Make the Most of Your Mo…
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Transitioning Investments for a Secure Retirement
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Jim Cipriotti from Retire Ready Financial Group emphasizes the significance of shifting investments to those tailored for retirement, providing insights into various investment alternatives. He discusses the dangers of depending solely on 401(k) investments and underscores the importance of exploring other accounts that provide monthly income. Addi…
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124 Transforming Trials Into Community Impact Through Entrepreneurship
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 124: Transforming Trials Into Community Impact Through Entrepreneurship Spec…
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Even Every Winner Hits A Losing Streak
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Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of AI technologies, and concerns over possible overcapacity in the sector.…
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OneStream announced its financial results for its second quarter ended June 30, 2024. Salesforce announced results for its second quarter of fiscal 2025 ended July 31, 2024. Workday and Strada announced the global availability of Workday Payroll provided by Strada. Connect with us! https://www.erpadvisorsgroup.com 866-499-8550 LinkedIn: https://www…
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How To Get Strangers To Listen
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Chapters00:00 Introduction00:17 The Importance of Tonality in Cold Calls00:37 Understanding B2B Cold Calls01:39 Leveraging Client Perception in B2B Calls01:49 The Art of Getting Past the Gatekeeper05:55 B2B Cold Call Summary06:12 Exploring B2C Cold Calls08:09 Mastering Door Knocking Techniques10:00 The Power of Mirroring and Matching11:06 The Art o…
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“Update on Social Security for 2024,” “How to Select an Advisor,” and “More about the Fundamentals”
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48:34
Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they investigate “Social Security for 2024.” Jason Herrington and Scott Jordan will give tips on “What to Look for in Selecting an Advisor.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advis…
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Episode 240: Job Growth Slowing
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On this episode: We have a large news slate with Job openings falling to 2021 low, The top B-schools for career growth, and SpaceX pulling employees from Brazil. QOTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en Connect with me here also: https://newstreetadvisorsgroup.com/social/ Want to support the show? Feel free to do so here! htt…
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Importance of the Behavioral Approach to Wealth Management & Financial Planning
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14:56
Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Here’s what we discuss in this episode: 0:00 – Intro 0:…
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Perrin's Deep Dive into Associate Equity Q&A from Dr. Jason Tanoory's Podcast
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Dr. Jason Tanoory has been a longtime client and friend of Polaris, and now he’s launched his own podcast. Jason runs a highly successful group practice in the Finger Lakes area of NY and is always getting asked about his Associate Equity model. So, he invited me on the show to dive deep into the most common questions he gets. If people are asking …
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We'll compare the 3 main strategies to take withdrawals from your retirement accounts and how to avoid the biggest scams targeting retirees
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16:34
In this week's episode, we'll explore the different ways to take withdrawals from your retirement accounts. What is the smartest way? Is it the same for everyone? How can you keep from getting scammed out of your hard-earned money? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestsellin…
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EPISODE 41: Tattoo Financial Audit #1 with Will Carr (@incognito_will)
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58:06
EPISODE 41: Tattoo Financial Audit with Will Carr (@incognito_will) In this episode of The Artful Dollar podcast, Ryan Roi sits down with fellow tattoo artist, Will Carr, for the first edition of Tattoo Financial Audit. Will has been tattooing for 16 years, but struggles with financial stability. Together, Ryan and Will discuss the artistic journey…
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What NO ONE Tells You About Being a Paid College Athlete…🏈#104
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58:33
How do Division 1 student athletes navigate the intricate balance between academic responsibilities and the pressures of high-level sports competition? In this illuminating episode, Dewey Steffen hosts four Division 1 student athletes from varied sports disciplines as they explore the complexities of college athletics intertwined with academic purs…
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Rethinking Retirement: A New Perspective for Generation X
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly for Generation X. Darryl challenges the traditional notion of retirement and explores the idea of pivoting rather than retiring, urging listeners to reconsider the inherent value of work. He…
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A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
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Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. After the break, Sam Lessin from Slow Ventures shares his insights on the …
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The Yield Curve is Uninverted!
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33:17
Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode. 💬 Comment below how you feel about the uninverted yield curve! 🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI 🎙The Market Moment Podcast!…
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Managing Finances in a Volatile Economy
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Jim Cipriotti addresses the current economic climate and the effects of inflation on retirement planning. He recommends managing your finances by seeking higher interest rates for short-term savings and making informed investment choices. Additionally, he highlights the necessity of preparing for retirement costs and aligning retirement funds with …
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Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.Geoff Severson
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NZ'S Public Health System Is Under Pressure - Luke Gordon
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Podcast guest Luke Gordon: https://www.instagram.com/lukeinsuranceadviser?igsh=NDRmaWh5cGxrOHlzChapters00:00 Becoming an Independent Financial Advisor01:56 Exploring Different Lead Generation Strategies07:30 Challenges of Balancing Work and Personal Life14:28 Expanding the Business and Hiring New Advisors22:15 The Impact and Importance of Insurance…
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30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®
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47:03
On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
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Ep 59 | Eric Krob | Owner of Elite Stone, KBD Cabinets & Illuminate Lighting
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56:10
In addition to being the successful owner of multiple businesses, Eric Krob is a football coach for the Mt Vernon Mustangs and a father who’s adopted three sons (with 7 boys in total!). Join Gary and Eric on the podcast this week as the discuss the Eric’s own football career, the challenges and joys of adoption, as well as the wonderful businesses …
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Best Of: Becoming a Wise Steward of Money in Retirement
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In this episode of Financial Straight Talk, Jim Fox discusses the financial mistakes made by NFL players and the importance of financial planning. He emphasizes the need for a good plan and working through that plan to avoid financial pitfalls. Jim shares his personal experience of going bankrupt and losing everything, which taught him the lesson t…
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#39 - Shalia Ford: Transforming Trauma Into Triumph
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In this powerful episode of the She Lift Project podcast, host Cynthia Kirkpatrick is joined by Shalia Ford, a seasoned leader and director of leadership programs at Focus St. Louis. Together, they dive into Shalia's inspiring journey from a challenging childhood to becoming a community leader who empowers women and youth to discover their true pot…
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Roth, Personal, or IRA Funds: Which Should You Spend First?
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36:21
Once you hit retirement, you'll probably have money in several types of accounts: a 401(k) from work, some personal money in a brokerage account, your regular checking account at the bank, and maybe some Roth IRAs, to name a few. Once it's time to start withdrawing that money, the important question you should ask yourself is this: from which accou…
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206: Be Transformed by the Renewal of Your Mind: The 5 Biblical Financial Priorities
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how Biblical stewardship differs from the world's idea of stewardship. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800…
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Penny Lucas-White | Head Volleyball Coach | Alabama State - One Question Leadership Podcast
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@1QLeadership Question: Do winning head coaches need leadership training? Penny Lucas-White, Head Volleyball Coach at Alabama State, tells her introspective journey learning to be a better leader after 30 years in the role. She decided to invest in her own development by attending a John Maxwell leadership retreat. she was communicating but not con…
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Maximize Your Retirement Savings
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52:00
Send us a textAkers Financial Group
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Is your IRA/401(k)/TSP a tax trap and can you live with the worst-case scenario in your current retirement plan
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In this week's episode, we'll discuss the US debt and how that will impact your retirement. Is your IRA a tax trap? How should you pay the taxes due on all your tax-deferred accounts? Is it possible to not pay taxes at all on tax-deferred money? Can you live with the worst-case scenario in your retirement plan? Isn't it time to get answers to the t…
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