))
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Team as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
…
continue reading
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
…
continue reading
Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
…
continue reading
Finance and Investments by our Podcaster
…
continue reading
Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
…
continue reading
The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
…
continue reading
Top of the Morning is a daily podcast in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast
…
continue reading
Fielding Questions is a collaboration between the AgCountry Farm Credit Services & the Red River Farm network that explores the world of agriculture & rural life.
…
continue reading
…
continue reading
A conversational and light-hearted look at all things topical in the Financial Services industry - insightful but not hard work!
…
continue reading
How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
…
continue reading
1
Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
…
continue reading
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
…
continue reading
Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
…
continue reading
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
…
continue reading
Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
…
continue reading
Discussion on the latest themes and trends in offshore finance from industry experts in this bi-weekly podcast.
…
continue reading
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
…
continue reading
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
…
continue reading
Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
…
continue reading
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
…
continue reading
Beau Eckstein, Real Estate Entrepreneur, TV Personality, Private Money and Construction Financing Specialist and Investor.
…
continue reading
A podcast series where we bring you bite sized thoughts in the hopes they’ll be useful to you on this road we’re all on to do our best and be our best in the realm of financial matters here at UVA.
…
continue reading
Jesse Mecham and Mark Butler teach you how to manage your business cash flow, hone your business model, and not freak out about money.
…
continue reading
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.
…
continue reading
The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
…
continue reading
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
…
continue reading
Sermons from our Sunday Services
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
…
continue reading
Insights, stories & inspiration from a Golden Age of Creativity, Opportunity and Innovation
…
continue reading
Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
…
continue reading
1
Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
…
continue reading
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
…
continue reading
Faithful Foundations is a podcast by Baptist Financial Services designed to equip church and ministry leaders with practical wisdom and insights to develop and expand Christian ministries. Through sharing experiences, challenges, and strategies from leaders across Australia, we aim to provide actionable tools that listeners can apply in their own ministry contexts.
…
continue reading
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
…
continue reading
Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
…
continue reading
IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
…
continue reading
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! ...
…
continue reading
Providing high quality capacity building programs for financial supervisors and regulators to build more stable and inclusive financial systems. Toronto Centre is an independent not-for-profit organization that promotes financial stability and access to financial services globally, particularly in emerging markets and developing countries. www.torontocentre.org What financial supervisors and regulators do every day has a ripple effect that cascades across government, NGOs, and the private se ...
…
continue reading
Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
…
continue reading
PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
…
continue reading
Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
…
continue reading
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 ...
…
continue reading
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
…
continue reading
1
Grow Partnership - Paul Flavin
49:11
49:11
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
49:11
In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, includ…
…
continue reading
Is episode mein hum baat kar rahe hain ki kaise aap apne bonus aur salary increment ko smartly spend kar sakte hain. SIP increase karne se lekar emergency fund build karne tak, debt pay-off karne se thoda pamper karne tak – hum aapko denge kuch aise tips jo aapke extra income ko aur bhi productive bana sakte hain. Jain Financial Services ke saath, …
…
continue reading
1
Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala
12:09
12:09
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
12:09
Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly returns to the program to explore how to drive inclusive leadership in fintech. Pulling from examples at Tala, a company that has built a …
…
continue reading
1
Happy Halloween! A Special Treat by Pinnacle Financial Services
29:17
29:17
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
29:17
Send us a text 🎃 Trick or Treat! Insurance 360 presents a Halloween Special! 🎃 Join Bob and Rob as they take you on a haunted journey through Insurance 360's spookiest podcast episode yet! From phantom paperwork to eerie encounters in finance, we've got chilling stories from every department. You won’t want to miss these ghostly tales from the comp…
…
continue reading
1
The Case For Coaching As A Separate Service [189]
33:24
33:24
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
33:24
Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financi…
…
continue reading
1
How U.S. Bank is reinventing itself for the digital age with CPO of Digital Platforms, Gareth Gaston
27:45
27:45
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
27:45
In an evolving financial landscape, US Bank has emerged as a leader in digital transformation. It has reshaped the way customers interact with their finances. Today's episode of the Tearsheet podcast features Gareth Gaston, Chief Product Officer of Digital Platforms at US Bank. He discusses the bank's decade-long journey of innovation and customer-…
…
continue reading
1
Harris vs. Trump: The Global Economic Ripple Effect of the US Elections: PSG Think Big Series
32:15
32:15
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
32:15
Dr Larry Hatheway: Economist Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Larry Hatheway, founder of HarborAdvisors, LLC is an economist and multi-asset investment professional. Previously Chief Economist and Head of Global Asset Allocation Group at UBS Investment Bank, Chief Economist and Global Head of Investment Solution…
…
continue reading
1
Ep. 19: How Diversity Enhances Financial Services
31:31
31:31
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
31:31
Host Lindsey Lewis, MBA, CFP®, ChFC® welcomes the creators of the SER Latin@ Summit – Anna N’Jie-Konte, MBA, CFP® and Vanessa Martinez – for a celebration of Hispanic Heritage Month and a conversation about how their event brings financial professionals from the Latino community together. They also discuss how cultural norms and understanding can b…
…
continue reading
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Tuesday, November 12, 2024. This is Nelson John, let's get started. Starting tomorrow, Zomato will fight its rival not just to deliver your food and groceries, but for your investments too. Swiggy will list on the stock e…
…
continue reading
1
Protection Cover with Nick McGowan from Lion.ie
53:41
53:41
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
53:41
In this week's podcast I speak with Nick McGowan from Lion.ie about protection from all angles. Particularly chatting about questions that often come up from those that are approaching or just starting retirement. Lion.ie is a bespoke protection advisor based in Tullamore that advises on all areas of protection - mortgage, life insurance, income pr…
…
continue reading
1
Lord, Bless My Babies | Pastor Benjamin Robinson
44:14
44:14
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
44:14
Benjamin Robinson
…
continue reading
Question: Hi, Beau. I'm trying to understand the differences between SBA 7(A) and 504 loans to determine which one is more suitable for acquiring a dry cleaning and laundromat business including real estate. The real estate is valued at approximately $1 million and the business at around $500k could you advise on how to structure this deal? Thanks.…
…
continue reading
1
Engine Room Podcast #55 - Charlie Viola
1:12:05
1:12:05
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
1:12:05
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: http…
…
continue reading
1
Ignore the IRA RMD rules!
31:24
31:24
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
31:24
This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions” and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a must-list as two of the top voices on…
…
continue reading
1
20VC: Anduril Co-Founder on How a Trump Administration Changes the Defence Industry | What Happens Between China vs Taiwan, Israel vs Palestine, Russia vs Ukraine | How Software Changes War & Why TikTok ...
1:23:27
1:23:27
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
1:23:27
Matt Grimm is the Co-Founder and Chief Operating Officer of Anduril Industries, an American defense technology company that specializes in advanced autonomous systems. To date, Anduril has raised over $3.7BN with the latest round pricing the company at a whopping $14BN. Before Anduril, Matt was a Principal at Mithril Capital Management alongside Pe…
…
continue reading
1
How to talk to your parents about money (and having an epic retirement)
39:44
39:44
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
39:44
Do you want to start talking to your parents about money? Kate Campbell chats with Bec Wilson, an expert on modern retirement. Bec’s mission is to share the proven ways you can create a better midlife and a modern, epic retirement. This conversation is all about giving you the tools and resources you need to start talking to your parents (or maybe …
…
continue reading
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Monday, November 11, 2024. This is Nelson John, let's get started. You know it's a bear run when even fund managers are worried about earnings. Nilesh Shah, the managing director of Kotak Mahindra Asset Management, discus…
…
continue reading
1
Election and Medicare Season
51:44
51:44
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
51:44
Send us a textAkers Financial Group
…
continue reading
1
#224 - International Investing with Nick Paul, MFS
34:26
34:26
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
34:26
The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt,…
…
continue reading
1
The Chopping Block: How Prediction Markets Outsmarted the 2024 Election feat. Laura Shin - Ep. 733
56:53
56:53
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
56:53
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner get together and give the industry insider's perspective on crypto. This week, Laura Shin joins the squad to help break down the aftermath of the 2024 U.S. presidential election and its impact on the crypto landscape. With a new pro-c…
…
continue reading
1
UVA Office of Audit & Compliance and UVAFinance Financial Compliance: Finance Matters
47:44
47:44
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
47:44
What's the difference between UVA's Audit department and UVAFinance's Compliance Team? What do they do, how do they work with people across Grounds, and how can we best work with them? Carolyn Saint and Gary Nimax from Audit, along with JJ Sullivan and Christine Kennedy-Tyburski join Patty and Brandi to give answers and insights into these two vita…
…
continue reading
1
Under Trump, the First Crypto President, Where Will Markets Go? - Ep. 732
41:45
41:45
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
41:45
With a friendlier regulatory environment in sight, will crypto finally get its moment? Jeff Park, head of alpha strategies at Bitwise, joins Unchained to break down what a pro-crypto approach in Washington could mean for the industry, why DeFi tokens such as UNI are thriving, and whether Bitcoin has a place as a strategic national asset. Plus, Park…
…
continue reading
1
E3 EMIR REFIT - The Morning After...
20:45
20:45
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
20:45
As the 180-day transition period for EMIR REFIT drew to a close, I was joined by Aoife Storey and Michelle Kehoe of Fund Recs to reflect on how well (or otherwise!) the implementation of EMIR Refit has gone.We chatted about whether the anticipated challenges arose in practice and what unexpected speedbumps came along. We discussed where firms are a…
…
continue reading
1
Slippery Slopes: Economics, College Degrees, and Questionable Credentials
49:13
49:13
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
49:13
Mark and Jesse are back after a short break with a discussion about slippery slopes... real and imagined. Jesse delivers an epic rant on the uselessness of economists, while Mark talks about his hesistance applying for graduate school in order to obtain the Licensed Marriage and Family Therapist credential. Mark presents his dillema: he wants the c…
…
continue reading
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, November 8, 2024. This is Nelson John, let's get started. One of India's marquee airlines finally ended its journey yesterday. The Supreme Court ordered the liquidation of Jet Airways, ending a long quest for surv…
…
continue reading
1
The Clip Show - Part 2
17:58
17:58
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
17:58
We take you on a "Best Of" tour of Margin Maximizers as Soonah and Karen explain the benefits of outsourcing your finances, implementing AI and a whole lot more.Resonance Media Agency
…
continue reading
1
Bits + Bips: Trump Won and the Question Is: Do You Have Enough Crypto? - Ep. 731
1:20:59
1:20:59
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
1:20:59
Donald Trump is headed back to the White House, and the crypto markets are surging in response. This episode of Bits + Bips dives into what the election means for crypto, the potential crypto IPOs coming soon, why DeFi tokens are outperforming, and what changes in U.S. regulation could mean for investors. Ram Ahluwalia and Noelle Acheson join to ex…
…
continue reading
1
Stewardship vs. Generosity | SLW #151
14:34
14:34
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
14:34
Send us a text Generosity and stewardship are two big Christian “buzzwords” that are sometimes used interchangeably. Although generosity is a big part of stewardship, they are not the same thing. Watch this week's episode to learn more about how we can worship God with our finances! Want to sit down with Mark for a FREE financial consultation? Set …
…
continue reading
1
Avoiding A Financial Horror Story
16:14
16:14
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
16:14
In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone without proper planning. As you listen, take a moment to consider your own financial situation. Have you updated your estate and beneficiary…
…
continue reading
1
Life changing money habits, financial scams & our book recommendations [Money & Chill]
46:06
46:06
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
46:06
Money & Chill is back again, and Kate Campbell, Owen Rask, and producer Monique discuss their top life-changing money hacks and habits. Plus, we discuss some great podcasts we've been listening to, what's been happening behind the scenes at Rask and a cheeky look at our new rebrand. Series resources Ask a question: https://bit.ly/3QtiY00 Access Sho…
…
continue reading
1
Not All Clients Need Financial Planning [190]
10:53
10:53
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
10:53
In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuabl…
…
continue reading
1
AdviceTech Podcast #108 - Qwilr
33:48
33:48
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
33:48
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and …
…
continue reading
Many people feel that Presidential elections result in drastic changes in the economy and personal finances. Does this mean you should adjust your major financial plans, such as retirement, based on election outcomes? In this show we talk about the adjustments one might consider during a Presidential election.…
…
continue reading
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, November 7, 2024. This is Nelson John, let's get started. Donald Trump has won the US Presidential election once again, this time with substantial control over the US Senate. N. Madhavan analyses how Trump’s pol…
…
continue reading
In this video, we guide you through the essential steps to ensure your acquisition journey is smooth and successful. From understanding the importance of a solid credit score to gathering key financial documents, we've got you covered. Join our Business Ownership Academy for more insights, community support, and exclusive events designed to help yo…
…
continue reading
As the election results have been called, we bring you a special episode of The Bid where Catherine Kress, head of Geopolitical Research and Strategy at BlackRock joins Oscar to discuss what is next for markets and how investors can position themselves for success during a volatile period. This content is for informational purposes only and is not …
…
continue reading
1
Tips, Tricks & Lifehacks, Vol. 10
36:07
36:07
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
36:07
Ever felt the chill of a silent room after asking for questions, only to be met with zero raised hands? Or maybe you’ve found yourself buried in commercials, losing valuable family moments during the big game. This week, David shares his latest volume of Mental Tips, Tricks, and Lifehacks with seven unique strategies to make life smoother, smarter,…
…
continue reading
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe Li…
…
continue reading
1
Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox
14:53
14:53
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
14:53
In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients. Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered - announcing the biggest budget tax rises we’ve seen in …
…
continue reading
1
Finding good work, life experiments & challenging the default path ft. Paul Millerd
43:10
43:10
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
43:10
There’s so much more to life than numbers on a spreadsheet, and in this conversation, we hear from Paul Millerd, who has challenged the default life path and shares how he makes decisions regarding his time, money, career, and family. In this conversation, we chat about: 💸 What does good work look like to you? 💸 Does it matter if the work we do is …
…
continue reading
Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, November 6, 2024. This is Nelson John, let’s get started. The NSE is likely to see a drop in its trading activity. This is because the market regulator, Sebi, has decided that starting November 20th, the exchan…
…
continue reading
1
How Much Income Will €1 Million Generate in Retirement?
28:27
28:27
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
28:27
In this week's podcast, I talk about how much income will €1 million generate in retirement. Planning for retirement in Ireland involves making important decisions about how to generate reliable income from your pension savings (assuming you use pensions as part of your strategy!). We're going to take the case of our illustrative friend, Harry Houd…
…
continue reading
1
Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’
55:16
55:16
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
55:16
Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at …
…
continue reading
1
Is There a Better Way to Launch Tokens in Crypto? - Ep. 730
1:01:24
1:01:24
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
1:01:24
Crypto networks are meant to be decentralized, community owned systems. But they’re turned out to be dominated by whales and to have more mercenaries who are just interested in getting free tokens to dump them, rather than having long-term believers who want to build the ecosystem. How can tokens be launched in a way that gets token holders aligned…
…
continue reading
1
#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
51:05
51:05
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
51:05
Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known as PriceWaterhouseCoopers, where his clients included financial services, manufacturers and commun…
…
continue reading
1
The Multi-Tactic Marketing Approach
19:41
19:41
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
19:41
In this episode, Ray Sclafani discusses the essential strategies for financial advisors aiming to grow their firms into billion-dollar businesses. He emphasizes the importance of a multi-tactic marketing approach, highlighting the need for effective client acquisition strategies, content creation, SEO, and educational events. Sclafani outlines four…
…
continue reading
"Money Mantra" is your go-to podcast for practical financial advice and insights. Join us as Jain Financial Services guides you through smart investments, family protection, and achieving peace of mind with your finances. Take charge of your financial future, one episode at a time!Podcaster Sunny
…
continue reading
DIY Investing vs Wealth Partner: Kaunsa Approach Aapke Liye Sahi Hai?Podcaster Sunny
…
continue reading
Focus on your financial health and sellect your right financial advisorPodcaster Sunny
…
continue reading
