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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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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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The Reformed Financial Advisor

Andy Flattery, CFP®

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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Strategic Advisor Board

Jason Miller

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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Talk Money with Jim Shoemaker

Shoemaker Financial

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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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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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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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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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Ejike Odoh Teaching Library

Ejike Dominic Odoh

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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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A Different Perspective is a Zeus podcast, hosted by Nick Searle, Equity Sales. In the different perspective podcast we speak to interesting characters within finance and business to understand more about their personal journey and ambitions. This is co-mingled with a discussion about their business. It’s more about the formation of the individual than the business per se; thus trying to gain that different perspective. This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in ...
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Free Game Real Estate Podcast

Free Game Real Estate Podcast

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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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The Alliance Academy

Alliance Advisors

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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Future of Fitness

Eric Malzone

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We are putting a shoulder into the fitness industry and pushing it forward into the modern digital age. Eric Malzone, a 14-year industry veteran, entrepreneur, advisor, and coach, interviews the brightest movers and shakers in the fitness and health industries. Interviewing some of the industry's top executives, entrepreneurs, investors, and thought leaders, topics will vary covering cutting edge technology, entrepreneurship, hot industry trends, and so much more. If you're in or around the ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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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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New Retirement Radio with Dennis Prout Podcast

Dennis Prout and Shea Petaja

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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Intentional Wealth - A BBA Podcast

Braun-Bostich & Associates

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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Jon Mayo Podcast

Jonathan Mayo

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Conversations that equip you to reclaim your purpose, live intentionally, cultivate curiosity, pursue the extraordinary, create immense value, and become a WayMaker in business, community, and everyday life. Jon Mayo is an author, entrepreneur, strategic advisor, veteran, and founder of the WayMaker Movement.
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Henfruit Radio

Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert

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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Create. Change. Collaborate.

Daniel Francavilla

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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Plugged In - A Cornerstone Advisors Podcast

Al Dominick and Steve Williams

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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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The Study Abroadcast

Chris Carlton

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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Harder Working Money

Brian O'Neill

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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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James “J.R.” Reid goes behind the scenes with the elite of the elite and shares strategies to help you thrive under intense pressure and come up clutch more often. Discover how you can master your mind, relationships, and money to ensure they’re an asset during your pursuit of greatness instead of a liability. Since 2005, J.R. has been a trusted coach, mentor, and advisor to the world’s top athletes, public figures, and executives and is considered one of the “Navy Seals of Life Coaching.” C ...
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The DiSpirito Team Real Estate Show

Emilio DiSpirito

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Gain inside information on the real estate market, process and discover how to come out on top when buying, selling or investing in residential properties. Updated weekly so you can get your dose of steady and reliable information. #realestate #information #firsttimehomebuyer #seller #investor #entrepreneur #hustle #luxuryhomes #investmentproperty
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The Faith and Investing Podcast

Eventide Center for Faith & Investing

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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Any reference to Eventide’s Busines ...
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Fighting Terror

Lucinda Creighton

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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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Literacy Talks

Reading Horizons

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Welcome to Literacy Talks, a podcast series from Reading Horizons, where reading momentum begins. Each episode features our trio of literacy champions: Stacy Hurst, an assistant professor of reading at Southern Utah University and Chief Academic Advisor at Reading Horizons; Donell Pons, a dyslexia specialist, educator, presenter, and writer, who now works with adults who struggle with reading; Lindsay Kemeny, an innovative, dedicated elementary teacher who is a CERI certified Structured Lite ...
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DNForum Domain Fireside Chats

Helmuts Meskonis

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Welcome to DNForum Domain Fireside Chats Join Helmuts Meskonis, the proud owner of DNForum.com and AcornDomains.co.uk, and the visionary founder of the London Domain Summit, as he takes you on an engaging journey through the world of domain name investing and operating various domain name businesses. In each episode, Helmuts sits down with industry professionals, sharing insightful conversations and insider insights that domain enthusiasts, IT professionals and investors won't want to miss. ...
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Pierpoint Perspective$

Roy Zimmerhansl

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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Everyday EQ

Julia Ford-Carther

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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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Meaningful conversations with passion pursuers & changemakers.This podcast is an experiment in human flourishing; a reason to connect with regular people who pursue their passion, who create impact in this world through their actions (changemakers, achievers and thinkers) across multiple fields, deep dive into what makes them unique and what makes them tick. Disclaimer: The views, information, or opinions expressed during the series are solely personal.
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I Rather Be In Paris

Juan Ulloa

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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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yup. I got you!

Tom Baldwin

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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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Law School Insider

Law School Insider

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The Law School Insider podcast is geared toward students that are considering law school and graduates of law school. We talk all about being successful in law school and in your career. The shows are short - only 15-20 minutes each - and are shared weekly on Thursday mornings.
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My Succession

Osaic

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Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and ...
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Join us as we dive into the inspiring journey of Troy Helming, a pioneer in the renewable energy sector. From his modest beginnings to becoming a leading entrepreneur in clean energy, Troy shares the defining moments that shaped his path. Learn how he turned setbacks into success, creatively funded his ventures, and navigated the challenges of the …
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This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future.…
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Join us on the Successful Minds podcast for an insightful conversation with Steve Selengut, renowned financial advisor and author of "The Retirement Income Independence Coach." In this episode, Steve shares his expert knowledge on achieving financial independence through income-focused investing. We explore key topics including: * The Goal of Incom…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment St…
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In this week's episode, we'll explore how you can only have wins in your retirement plan. What if your retirement could be on an elevator that only goes up and never goes down due to any market event? How can you only have wins in YOUR retirement income and growth plans and no chances of losses? Isn't it time to get answers to the tough retirement …
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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 118: The State Of Real Estate: An Insight Into Today’s Housing Market Specia…
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In this episode, we welcome Ted Erickson, founder of MyDirect IRA and a seasoned expert in the Self-Directed IRA space. With a rich background rooted in Southern California's real estate industry, Ted brings over a decade of experience in helping individuals diversify their retirement portfolios beyond traditional stocks and bonds. He shares invalu…
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Send us a Text Message. Unlock the secrets to career advancement and personal growth with Tommy Dieter from Prudential Insurance. Discover how persistence, consistency, and authentic relationships can propel your career in the financial industry. Tommy's rise from internal wholesaler to Regional Vice President is filled with valuable insights, incl…
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How well are you saving for retirement compared to other Americans? Join us as we dive into the latest insights from Vanguard's study, "How America Saves 2024." We explore retirement savings trends across various industries and demographics for a comprehensive look at how Americans are planning for their future. https://institutional.vanguard.com/i…
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In this episode, Don Faul, CEO of CrossFit, discusses his journey from a seasoned athlete and professional to leading CrossFit through significant transformation. He shares insights into the community's unwavering passion, the uniqueness of the affiliate model, and the challenges and opportunities presented by the brand's global expansion. Faul str…
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If you've ever felt paralyzed by decisions or just plain frustrated that you can’t keep consistent positive habits, you're not alone. That’s why I’m diving head first into the topic of discipline this week. Specifically, I’m going to lock in on how constraints can be your greatest ally in your everyday battle to stay disciplined. I talk about the n…
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Domain Fireside Chat with Ish Milly, Domain investor and Angel Investor.Advisor at: .HIPHOP Domains, Unstoppable domains, Beacons.ai, Hotmart, .CLUB domains, Donuts Inc, Viewstub & several more.We will be talking about premium domains, web3 domains, investing into companies, networking and much more..Host: Helmuts Meskonis, DNForum.com…
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In this compelling episode of the Successful Minds Podcast, we're joined by Norbert Orlewicz, a renowned digital marketing strategist and speaker, who dives deep into the integration of personal mission and values in business. Norbert shares invaluable insights on how entrepreneurs can identify their core values and seamlessly weave them into their…
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In this show we discuss: -Getting Someone Preapproved For A Mortgage ft. Paul Salcone -The Responsibilities of Advisors and Loan Officers ft. Paul Salcone -Buying A House? Take Your Emotions Out Of It! ft. Mike Auger -RIBlogger's Top 5 End of July 2024 Events and Things To Do In Rhode Island!
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In 1941, Oxford professor C.S. Lewis revealed that he had, through some mysterious chain of events, come into the possession of a collection of letters from one of the devil’s senior agents named Screwtape. The letters, which were addressed to his young apprentice nephew Wormwood, offered Screwtape’s crafty expertise in the art of temptation, which…
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Lauren Schreyer-Merdinger is the CEO and Founder of Contract2Close, a company specializing in transaction management software for the real estate industry. With over 40 years of experience, she has become an industry leader, leveraging her extensive insights to develop cutting-edge solutions for agents and brokers. Lauren's platform, Contract2Close…
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Talk Money with Jim Shoemaker Join Jim Shoemaker and Rusty Leonard for and “Update on the Economy”. Cullen West offers recommendations on “Finances and Marriage” and Carol Devine offers help with “How to Choose a Caregiver, Questions We Should Ask”. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market. Speakers: Brian …
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In this episode of Successful Minds, we sit down with the talented and versatile Chef Nand Kishor Yadav. Join us as Nand shares his incredible journey from working in 5-star hotels in India and aboard the Carnival Cruise, to running a bustling pub near Heathrow and creating the Indo-Brit culinary fusion venture, Ninaya Catering. Discover the influe…
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In this podcast episode, John Welbourn, a former NFL player and founder of Power Athlete, discusses his extensive background in performance training and the history of CrossFit Football. He highlights his contributions to the fitness world, particularly in the integration of periodized strength training into CrossFit methodology. John shares insigh…
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Join us in this episode as we learn about the inspiring journey of Karen Young, a seasoned HR leader and successful entrepreneur. Discover how a pivotal college elective transformed her career, leading her to champion workplace culture and employee engagement. Karen shares her experiences from corporate America to starting her own business, offerin…
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Scott is joined in the Exit is Now Studio by Matt DiFrancesco, from HighLift Financial, with a conversation surrounding finding your niche in the marketplace. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================ SUBSCRIBE …
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In this week's episode, we'll discuss if it's even possible to be happy and enjoy spending money in retirement. How much of your income will Social Security REALLY replace? What is true INcome and what is IFcome? What does it mean to underlive your retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financ…
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Karen Hall takes us through her inspiring journey from selling newspapers as a child to becoming the Managing Director of the Women's Journal for the Los Angeles Tribune. Karen shares profound insights from her entrepreneurial ventures, including turning around a bankrupt business with her husband, and her transformative experiences as a life coach…
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On the first Thursday of the month, financial advisors Mark Trice & Jesse Hamilton host the ClearVista Financial Perspectives, where they share an update on the financial markets, offer professional advice, and discuss strategies to manage your wealth well. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 http…
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As an athlete, I was made well aware of the benefits of being physically flexible. But no one ever told me that there was something called emotional and mental flexibility…and that it’s a BIG key to unlocking your ultimate best. On today’s episode of the Coming Up Clutch with J.R.™ show, I sit down with top mental skills coach and performance exper…
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In this episode, Jason Miller is joined by Damien Foord, CEO of Prismonde. Damien Foord is an Air Force veteran and creative entrepreneur who has advised hundreds of brands in Silicon Valley, including LinkedIn, Tesla, Adobe, and many more. He's an experienced strategist at the intersection of brand and innovation, has exited multiple professional …
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This week Nick talks to Martin Higginson, Founder & CEO Huddled Group plc Martin is a seasoned Technology, Media, and Telecoms (TMT) entrepreneur with a history of founding, selling, and listing multiple businesses. His entrepreneurial journey began in 1982 with the sale of his first business, a BMX magazine, to IPC Magazines. After three years wit…
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In this episode: We talk to Erin Knowles, Manager at Position Green about the European Corporate Sustainability Reporting Directive (CSRD) and what it means for companies. We discuss what is in the legislation, what companies need to comply and how they can best start preparing for CSRD reporting.ED4S
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In this episode, we dive deep into the remarkable story of Michael Drew, a publishing expert who has propelled over 100 books onto national bestseller lists. From facing homelessness to managing a Burger King, and eventually finding his path in the publishing world, Michael shares invaluable insights on what it takes to achieve bestseller status. D…
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In this show we discuss: -Condo Financing & Warrantable vs Non Warrantable Condos ft. Justin Conrad -The Ready, Set, Sell Program With the DiSpirito Team! -Surveys: What They Are & Whether You Need Them ft. Ted Topouzis -RIBlogger's Top 5 Mid to End of July 2024 Events & Things To Do In Rhode Island!…
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Cormac Murphy is the CEO of CacheTech Advisor Solutions, a pioneering company providing a single technology solution for RIAs. With a career that began at Charles Schwab in 2008, he earned the Chartered Financial Analyst designation and managed a $4 billion portfolio. Following his tenure as the Chief Investment Officer at Adams Wealth Advisor, Cor…
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In this episode, host Eric Malzone sits down with Austin Cohen and Justin Turetsky, the innovative minds behind FlexIt, to explore the transformative trends within the fitness and wellness industry. They recount their experiences at the recent IHRSA event, discussing the shift from traditional fitness models to a broader concept of interconnected h…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Dr. Kevin Westbrook, and Scott Jordan as they give an update on “How is the AI World Changing?” Timmothy Meggs and Scott Jordan will educate us on “Stock Market Basics.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory serv…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings. Speakers: Brian Pietrangelo, Managing D…
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Join us on this insightful episode of the Successful Minds Podcast as we delve into the critical topic of school safety with expert Daniel Dluzneski. With a wealth of experience and a passionate commitment to creating safer learning environments, Daniel discusses the evolving landscape of school safety, informed by his comprehensive work and recent…
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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 117: The Real Perspective Behind Working With Difficult Clients…
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In this insightful episode, we sit down with Michael Ungoco, an Investor and Mergers and Acquisitions specialist who has transformed businesses across more than 90 industries, overseeing over $10 million in acquisitions. As a seasoned Business Mentor, Michael has a proven track record of helping businesses achieve remarkable growth, often 5X-ing th…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan as they uncover information about “Insurance! What is Going on in the Home and Auto Industry.” Daniel Irwin with the Better Business Bureau takes us back to “SCAM SCHOOL – Stay Alert!” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment …
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In this episode, we explore how self-awareness can help lend to fostering a sense of belonging, which is critical for team collegiality, innovation, and truly inclusive workplace environments. For more go to: https://www.strategicadvisorboard.com/ Connect: Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/ Saul Gomez…
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In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline of 9Round Fitness to discuss the importance of personal fitness and the advantages of physical activity at any age - especially during your retirement years. Tune in to hear about the benefits of staying physically fit into your retirement years, different exerc…
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Are you financially prepared for the second half of the year? In this episode, Mark and Jesse dive into practical strategies to help you assess your financial goals, review your budget, and provide invaluable tips to ensure you're financially equipped for what's ahead. Don't miss out on this essential advice for keeping your finances on track! Want…
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In this week's episode, we'll explore how you can "refinance" your retirement plan. With rates still high, can you replace an older annuity with a newer one at today's much higher rates? What about those fees for changing plans? How does this relate to pension plans? What benefits does reworking your established plan bring? Isn't it time to get ans…
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Unlock the profound influence your words can have on others. Consider today’s 5 Minute Drill your VIP pass to a world where every conversation you have has the potential to positively impact someone's future. In this episode, I share an epiphany I had about influence during a recent conversation with one of my business school professors. By being i…
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Alejandro Vargas is the founder of the Podway Podcast network and recently landed a seat on the board of governors for the Ambies via The Podcast Academy. Phillip and Alejandro discussed why in the next couple of years Spanish audio based content is going to dominate all market sizes and why more Latin based podcasters should begin to mobilize and …
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In this show we discuss: -Mortgage Financing During An Election Year ft. Matt Bates -Use & Occupancy Agreements ft. Melissa D'Ellena -Emilio, How's The Market? -RIBlogger's Top 5 Mid July 2024 Events & Things To Do In Rhode Island!
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In 1992 a book was released that offered transformation and happiness through discipline, accountability, and persistence. It attacked the idols of consumerism and workaholism and bemoaned their devastating consequences on our pursuit of joy and purpose in life. The book was Your Money or Your Life, and it ended up being the match that lit the flam…
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In this episode, Ross Stewart Campbell discusses his journey from running large-scale investment events in the oil and gas industry to founding FitSummit and Beyond Activ. He elaborates on his passion for fitness, his experiences opening a gym, and the evolution of his business through the challenges of the COVID-19 pandemic. Campbell highlights th…
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In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock mar…
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