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Modern Wealth Management

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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
 
The Annex Wealth Management Show - Naples, airs Sunday at 8 AM on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
When you picture the finance industry, do you think of big banks, fancy cars, and Rolex watches? Well, you’re not alone. But, finance is much more than just money and materialistic things; it’s the pathway to freedom. Dustin Serviss, the owner of Serviss Wealth Management, guides you through all of his investing, personal finance, money-saving, income sources, and insurance tips so that you can build more wealth and have more time to do the things you love. Dustin will also be interviewing p ...
 
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The Wealth Cast

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The Wealth Cast

Charles P. Boinske, CFA

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Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
 
Whether an entrepreneur or employee, we can all learn from the inspiring stories of other women who've gone before us. Our guests motivate listeners through their stories of success and learning despite fear. They have faced their fears, acted with courage, and their braveness rewarded. Need help making more money? Or investing it? Or saving for retirement? Or getting out of debt? Or do you want to learn how to set up a second income stream, your own business on the side? Or maybe just learn ...
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
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Take Control of Your Wealth

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Take Control of Your Wealth

Christie Matwee & Shawna Perron

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Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
 
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
 
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Wealth Insights

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Wealth Insights

Julius Baer

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Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective.
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish for you, your family, and your business. Welcome to Through the Wealth Lens, a podcast dedicated to examining an array of wealth management topics and the lessons that can be learned from calculated planning. In this show, we tap into the mind of Hannes Grascher, International Private Wealth Advisor at UBS International, and explore the variety of wealth planning experiences he has encountered throu ...
 
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The Wealth Nation Podcast

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The Wealth Nation Podcast

Yolanda Rose Haripersad

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The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
 
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DIY Wealth

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DIY Wealth

zachary

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Zac Juergensen is a personal finance, real estate, and responsible debt educator. He currently hosts a podcast called DIY Wealth focused on providing free content to share in his self-learned wealth accumulation journey allowing others to learn and take action on their own money management and financial goals. He also pairs episodes with deeper philosophical thought and how to propose better questions in order to pinpoint your ability to perfectly merge financial freedom with a life truly we ...
 
Bountiful examines how Christians can maintain the proper perspective on material wealth and its purpose in our lives. Being rich in this world is very different than being rich toward God. Gary and Christy will look to the Scriptures to discuss how Christians can use their money and possessions to the glory of God, who richly provides us with everything to enjoy (1 Timothy 6:17).
 
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
 
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Motivation Weight Management

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Motivation Weight Management

Motivation Weight Management

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Welcome to Motivation Weight Management Assist Podcasts, our regular and informative podcasts on all things health and weight related. As often as we can, we will bring you a podcast that deals directly with a topic related to your health and your ongoing concerns about weight, be it your own weight or that of your partner, a child or a close relative or friend. Your chief host on the Motivation Assist Podcasts will, in the main, be our clinics director and co-founding partner, Aisling Conno ...
 
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show series
 
It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important answers to your year-end tax questions. On this episode of the Dentist Money™ Show, Ryan welcomes Morgan Hamon of HDA Accounting Group. Morgan provides an end-of-year tax checklist, advice on how to handle EIDL loan money, and his opi…
 
A new year brings a new batch of tax proposals that could leave you scratching your head. In the latest installment of Modern Wealth Management, we bring you a special edition of the show that features a unique guest from the tax planning realm. Darrick is joined by Lisa Curry, Partner at Katz, Sapper & Miller, to address a wide variety of year end…
 
Do you remember when William Bengen proclaimed 4% as a safe withdrawal rate? Well, Morningstar is now saying that 3.3% in the new safe withdrawal rate. When it comes to safe withdrawal rates, Dean Barber and Bud Kasper believe that there shouldn’t be a standard for everyone. It should depend on an individual’s financial plan. Learn more from Dean a…
 
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full…
 
The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz. “We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it wou…
 
This week's FarrCast kicks off with Michael Farr and Jim Iuorio analyzing the whipsaws of the markets. Jim tells us that while the pullback is ultimately healthy, there may be a bigger airpocket ahead. Next, Dan Mahaffee joins for a discussion of the hectic week in Washington. Congress wants to leave for Christmas, but there is much still on the ta…
 
Today's Flash Back Friday is from episode 1077 first published on Oct 31, 2018. Jason Hartman takes today's intro to discuss an interesting development with India's Central Bank that has some pertinence to what's going on today between President Trump and the US Federal Reserve, as well as examining why business owners and landlords are two of the …
 
I had the great pleasure this week in talking to Andy Rothman, Investment Strategist at Matthews Asia. For me, this episode put to rest many of my misconceptions of China from an economic and political perspective and I hope it brings a similar amount of insight to you. Despite the difficulties, why would we not want exposure to the economy that is…
 
I drive home a realization that may not be as obvious as the struggle of paying off debt. I am asked what the long term vision is regarding charity work is for DIY Wealth, additionally a crazy bitcoin statistic that just emerged, more examples of how I am truly helping patrons secure their future and get more of their time back, and a request of no…
 
Today, Jason defines luck as simply preparedness meeting opportunity, as Earl Nightingale puts it. He also talks about his experience with socio-economic classes, the great wealth transfer via the Cantillon effect and the CPI for billionaires. He also encourages you to visit JasonHartman.com/Protect and learn how you can protect your assets. He als…
 
Do you have a will? If not, that's the first mistake to remedy... Listen to this week's episode to find out the most common mistakes made when drawing up a will, and at least ONE of the reasons why it is SO important that you have one.Lisa Linfield
 
Today Jason talks about the debt-based asset class, how we should never have the FOMO- fear of missing out when investing in real estate, how to ride the economic storms! He also shares his speech at an Investment Fund Conference in Utah about inflation, government intrusion and censorship, and why you should use his inflation induced debt destruct…
 
Hosts: Gary & Christy Jenkins | Released Monday, November 29, 2021 According to some, Americans are grumpy! Of course, there are a lot of stress factors impacting that, many of which we feel personally, emotionally, and even financially. However, Philippians 4:11 encourages us to not allow our physical circumstances to adversely impact us spiritual…
 
Today is a special episode because it is both a Flash Back Friday AND a 10th episode show. It is from episode 650, first published last March 24, 2016. For decades John Tesh has been entertaining people in all walks of life. He has excelled in live performances, sports announcing, news programs and now in radio on his Intelligence for Your Life TV …
 
The COP26 summit has made many headlines in recent weeks and policymakers have set some lofty ambitions for reaching net zero emissions. But how are we going to get there, what needs to be done by the private sector and what does this mean for us as investors? I was delighted to be joined by someone right at the forefront of the energy transition, …
 
“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s the best overall job in healthcare.” This Thanksgiving, why are you grateful to be a dentist? For this episode of the Dentist Money™ Show, Ryan and Matt polled members of the Dentist Advisors Facebook Group for the reasons why t…
 
Happy thanksgiving! We may have a bunch of problems in our country but we can still be grateful for not waking up in North Korea today! He also talks about lessons from the 1970's, the real rates of return, the giant gap in inflation reports and the big lie that "inflation is good for the poor." We also hear from Ashley about the history of Zimbabw…
 
Listen as David chats with retirement plan expert Scott McHenry. David and Scott talk about Scott’s career path – from a position inside a large firm to the transition to his own firm about 15 years ago. David and Scott then dive into Cash Balance Plans (CBPs). They discuss how these plans can be more favorable than other qualified plans, such as p…
 
This week is a cross promotion all the way from Sweden! Todays episode is definitely a deeper dive on philosophy, purpose, and the idea of wealth in ones life. Edward & I break the record on my platform for longest episode recorded ever: so be sure to enjoy it at your own pace! Twitter: @EdwardVeem Patreon - Patreon.com/zacjuergensen Instagram - @z…
 
Are you able to choose what you do with your time? If you work, where you work, when you work, with whom you work? Financial freedom gives you those choices. In today's episode I talk about the three things you CAN do to grow your wealth and get financially free!Lisa Linfield
 
As we celebrate Thanksgiving with our loved ones this week, Dean and Bud give thanks for their families, clients, financial business blessings, and much more.Find any of the resources mentioned on this episode here:https://barberfinancialgroup.com/counting-our-financial-business-blessings/America's Wealth Management Show with Dean Barber
 
Today we have a case study investor, Winston Templet. He is a member of both the Empowered Investor Inner Circle and The Collective Mastermind. He is a real estate investor with an amazing and very inspiring "rags to riches" story. He also has a unique way of calculating his ROI on his portfolio which he shares with us today. As Jason has taught be…
 
Are you currently struggling to climb the corporate ladder? In this episode, Dustin sits down with Ian Beveridge, the COO of Hobbry Ltd., a Canadian design and sourcing agency. Ian and his wife started Hobbry together - he’ll share the story of how it came to be and their plans for its future. He describes what it took to build the foundation of th…
 
Hosts: Gary & Christy Jenkins | Released Monday, November 22, 2021 While giving money to the church or to charitable organizations is certainly needed and very helpful, it isn’t the only avenue we have to give. There are non-monetary ways we can give, too. In this episode, we talk about a few of those alternatives. The […]…
 
Being in your 30's is a time when you're usually settling down and starting a family. For most people this means that you're also interested in making sure that your finances are in order and that you're ready for the next big thing - children. However, being in your 30's can also bring on some worries - are you earning enough money? are you saving…
 
Today's Flash Back Friday is from episode 622, originally released last January 18, 2016. This episode can be summed up by the popular saying “Everyone is a genius in a bull market”. Many financial hosts warn against taking on debt to build wealth. Jason clearly illustrates why we should be using fixed rate mortgage as a financing vehicle and outso…
 
On this week's FarrCast, Michael Farr has an extended discussion with the ever insightful Jack Bouroudjian. It's a conversation not to be missed as Jack peels back the layers of the new normal, discusses what it's like to be an immigrant to technology, parses the structural changes happening around us -- and gives us insight into how it all impacts…
 
Episode following #32's dedicated topic. This Episode: Things you should be doing in your 20's, 30's & 40's to secure unplugging, NFT questions, business & friendships, top credit repair moves, Crypoto question (Cardano & Starship) Patreon - Patreon.com/zacjuergensen Instagram - @zacjuergensen Clubhouse - @zacjuergensen Website - Zacjuergensen.com …
 
A financial plan can make a world of difference, especially when you're making the most of market opportunities. Dean Barber and Bud Kasper look at some of those opportunities, as well as ones outside of the market, to help you live your one best financial life.Find any of the resources mentioned in this episode here: https://barberfinancialgroup.c…
 
You generate income from your practice and your wealth then comes from investing that income. But what are you doing to protect your growing wealth? On a Veteran’s Day episode of the Dentist Money™ Show, Ryan and Matt use a World War II story for their theme. You’ll discover how safeguarding the vital parts of your investments can help keep your we…
 
In today’s episode, Jason talks about Inflation hitting a 31 year high, how rents are UP in the markets he recommends but FLAT in others! He also talks about the Phillips Curve, inflation and taxes and how it relates to real estate investing and that demand for single family rentals remain strong, and the Burns Single Family Rent Index. You can als…
 
This week I talk to Peter Spiller, CIO of CG Asset Management about whether inflation is going to be transitory or permanent. Peter also explains how he and the team are investing in this inflationary environment. Peter Spiller: https://www.cgasset.com/our-team/ Paul Dixey: https://www.linkedin.com/in/paul-dixey/ Literature: The Great Demographic R…
 
No questions on this episode as I poured a significant amount of time into these interesting and emerging spaces and how they are starting to pull together, make more sense with each other, and beginning to form a base with some very lucrative potential. Patreon - Patreon.com/zacjuergensen Instagram - @zacjuergensen Clubhouse - @zacjuergensen Websi…
 
Have you been saving 20% of your earnings every month to go toward your future investments and retirement? Like most of us, probably not. And also like most of us, you KNOW that you need to invest more... But how? Using theories of behavioural finance, in today's episode I offer some practical tools that you can use to save for tomorrow, tomorrow.…
 
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