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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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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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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Podcast by Carson Group
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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A trusted advisor in Human Capital Management for 30 years.
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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you navigate challenges from COVID-19 and the “new normal” to value-based care.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's. Spend about 15 minutes with Spiros each ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support Support this podcast: https://pod ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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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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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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This is the radio version of Your Financial Compass, presented by Bulman Wealth Group. This is the sister show to the regular bi-weekly Your Financial Compass podcast. This show will allow you to learn about a variety of topics in one sitting and help you catch up on anything you missed on the weekly radio show that airs on News Radio KFBK 93.1FM in Sacramento, California at 2pm on Sundays. This show will help you successfully navigate to and through your retirement. Our Financial Compass pr ...
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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The One Question Leadership Podcast is designed to highlight executive and organizational leadership with a heavy emphasis on college athletics. 1Q is primarily hosted by @TaiMBrown, but features occasional guest hosts. Subscribe here: 1quest.co/itun
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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The Bethany Buzz is hosted by our Communications Advisor, Abby, who interviews different staff and residents to give you an insightful look into our organization and the supports we provide.
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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 Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
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We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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This podcast shares useful financial advises from leading experts that will help you manage your finances easily and efficiently.
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF
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We hosted a group call on “Investing in Emerging Markets” with Manoj Pradhan, Talking Heads Macro and Jon Anderson, Emerging Advisors Group and JP Smith. JP kicked off the session by advocating for nuanced investment strategies and skilled active management rather than viewing EMs as a single asset class. Manoj argued that significant stress often …
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Episode 294: Money Talk 1290 - Austin Lampson, Branch Manager at Homeowners Financial Group
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Listen to Austin Lampson, Branch Manager at Homeowners Financial Group
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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
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In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Retirement Clinic-10-19-24 – The Importance of an Estate Plan
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John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.저자 Kowal Investment Group
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132 Motivation: Keeping The Momentum During Real Estate Transactions
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oin 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 132: Motivation: Keeping The Momentum During Real Estate Transactions…
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Tesla Sparks Mag7 Earnings Season with Stuart Sopp
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Dan Nathan and Guy Adami tackle the latest market trends and economic indicators, the bond market's reaction to the Fed's rate cuts and the resilience of mega-cap tech stocks are also explored. The discussion shifts to McDonald's handling of an E. coli outbreak, and its comparison to Chipotle's 2015 crisis, alongside broader market volatility and u…
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Episode 295: Money Talk 1290 - Chris Tapia, Owner of Express Dent & Paint
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Listen to Chris Tapia, Owner of Express Dent & Paint
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In this episode, we have a large news slate: Tesla is betting on the growth of cheaper cars, Keurig is betting $1B on energy drinks, and home sales are stalling amid rate doubts. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel fre…
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For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof?
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In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…
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How to transfer the risks in your retirement to a top-rated insurance company
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In this week's episode, we'll discuss if it is possible to transfer the risks in retirement to a top-rated insurance company. How can you completely remove the risk of running out of money before you run out of life? What are the options to remove the risk of a market event wiping out your life savings? How can you eliminate the risk of a long-term…
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In construction, you have general contractors who can handle a range of tasks, and specialists, like electricians and roofers, who focus on one specific area. The same is true in the financial world, which has both general advisors and specialists. This distinction is important when it comes to planning for retirement. In today’s episode, Tad and T…
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SAP began the week by announcing major financial results for the third quarter ended September 30th, 2024. Acumatica followed with the long-anticipated launch of its new Professional Services Edition, built to enable small and midsized professional services firms to increase efficiency and accelerate growth. ECI announced the launch of two new add-…
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EPISODE 46: Mind, body, soul, reset with Dan Kubin
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In this episode of The Artful Dollar Podcast, host Ryan Roi welcomes fellow tattoo artist and renowned tattoo machine builder, Dan Kubin, to explore his transformative journey. Together Ryan and Dan discuss entrepreneurial spirit, balancing intelligence with tenacity, and the evolution from military discipline to creative ingenuity. Dan shares stor…
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a deep look into the booming economic landscape of Texas. Darryl explores the key factors driving Texas' rapid growth, from its business-friendly environment to the ongoing migration of companies and people from other states. With a focus on th…
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Imagine earning big money just by being yourself. In this episode, Dewey Steffen dives into how college athletes are transforming their name, image, and likeness (NIL) into serious cash. With expert tips on branding, networking, and legal strategies, Dewey shows how to turn NIL opportunities into long-term financial success. Tune in to hear how the…
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Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with cri…
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Waste In, Shareholder Value Out: A Conversation with WM President and CEO Jim Fish
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Not many CEOs would roll up their sleeves and ride on the back of a waste truck at 2am once a week for seven years. But for today’s guest, it was the best way to get to know his employees and learn first-hand what impacts their productivity in the field. In this episode, Waste Management President and CEO Jim Fish joins Simon and guest host Emma Co…
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In this episode of Financial Straight Talk, hosts Jim Fox and Kevin McAlpin discuss the nuances of retirement planning, particularly focusing on 401ks. They explore the popularity and pitfalls of 401ks, contrasting them with other retirement options like IRAs and pensions. The conversation highlights the importance of understanding retirement incom…
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Jim Ciprioti discusses the intricacies of retirement planning, focusing on withdrawal rates, market conditions, and the importance of having a solid financial strategy. The discussion also covers the current economic climate, interest rates, and the various financial instruments available to retirees, highlighting the importance of consulting with …
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Decision Points E41 - The Art of Hospitality with Benji Homsey of Duro Hospitality Group
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Our guest this week is Benji Homsey, co-founder of Duro Hospitality Group. Join Doug Hudson and Scott Wood as they dive into Benji's journey from overseeing the development of Hotel Zaza to founding Duro Hospitality and launching successful restaurants like The Charles and El Carlos. Benji shares the challenges and triumphs of the hospitality indus…
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The Bucket Strategy® is both simple and complex. It’s simple in the sense that there’s a short-term, midterm, and long-term bucket, and maybe a couple of others, depending on your needs. The complexity begins when you need to determine which assets should go into which buckets. There are many things to consider: time frame, taxability, income needs…
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss Paul's Prescriptions for the Rich (which includes you!) See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send…
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Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts also touch on election speculations, China's economic stimulus efforts, a…
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Radio Show #25: Addressing the 7 Different Types of Risk
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When people think of their money and working with a financial advisor, the primary risk that comes to mind is the stock market and volatility. That’s obviously the biggest and the most talked about, but there are many more risks to your retirement that don’t always get the attention they deserve. This week’s show will highlight seven risks we must …
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“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight
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In this podcast Tobias Harris of Japan Foresight discusses the political situation in Japan and the potential impact of the new Prime Minister, Shigeru Ishida. Tobias then considers the various geopolitical concerns that Japan faces in the Northeast Asian region and the wider world. In particular, he assesses the potential impact of sharply higher …
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Assistance Options for Patients with CEO, Danielle Vizcaino
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Talk to Your Pharmacist Podcast Interview - Danielle Vizcaino and Hillary Blackburn Danielle Vizcaino, President and CEO of The Assistance Fund (TAF), discussed the organization's role in providing financial assistance to patients facing high medical out-of-pocket costs. TAF, founded in 2009, has helped over 190,000 people, including 40,070 in 2023…
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Sleep Well, Live Better - Guest Episode with Kelly Wernersbach
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We have a very special guest. Not only a friend of mine, but a friend to many, especially in our local area. Kelly Wernersbach with Adjust Your Sleep Mattress Boutique. I met Kelly at a Marlton Business Association lunch – a local business group. Before I even met Kelly, I would hear about the amazing things she was doing like partnerships with loc…
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Matt Buttermore | Head Volleyball Coach | Omaha - One Question Leadership Podcast
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@1QLeadership Question: Can a team show consistent growth if most of the players come from the transfer portal? From the 2023 AVCA Convention, Matt Buttermore, Head Volleyball Coach at Omaha, talks about what he valued about the volleyball day matchup, which pitted Omaha against Nebraska and saw record attendance and viewership. He also gives his t…
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Send us a text저자 Akers Financial Group
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Navigating Interest Rate Shifts: Bonds, Money Market Funds, & Portfolio Strategies
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In this episode, we explore the effects of rising and falling interest rates on bonds and money market funds. We discuss: Bonds as a Hedge: Are government bonds have become a less reliable hedge in volatile markets Money Market Funds: The behavior of money market fund assets following the first Fed rate cut and historical trends. Equities Outlook: …
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Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They also analyze Apple’s iPhone sales in China, updates from Netflix, and the effects of high bond yields on the …
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The Three Domains of Freedom with George Kinder (Ep. 21)
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Imagine a financial plan that doesn’t just tally your wealth but aligns with your deepest values. Abbey Henderson welcomes George Kinder, a pioneer in the life planning movement, who reveals how focusing on clients' core values and aspirations builds genuinely meaningful relationships—far beyond the numbers. George introduces his Three Questions Ex…
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131 Mental Equity: Protecting Your Mind In A High Stakes Industry Part 2
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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 131: Mental Equity: Protecting Your Mind In A High Stakes Industry Part 2 Sp…
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EPISODE 45: Anti-manifestation with Nadine Zumot
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In this episode from the Artful Dollar Podcast, host Ryan Roi welcomes trauma-informed money coach Nadine Zumot. Together they explore the profound connections between emotional healing, financial empowerment, and personal growth. This conversation covers topics such as emotional resilience, somatic experiencing, and the impact of early life experi…
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Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…
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On this episode, we have a large news slate with the NFL's new play: $1B global rights, Pepsi puts chips back in the bag, and Billionaire Tom Gores to buy 27% of the LA Chargers. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel fre…
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Retirement today is vastly different from what your parents or grandparents experienced. Not only are people working longer, but they’re also living longer, too. With advances in medical technology and an increase in life expectancy, retirement has taken on a whole new meaning. In fact, retirement can often be more costly than your working years, e…
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In this second part of our year-end tax reduction series, we dive deeper into actionable steps to reduce your long-term tax burden. If you missed part one, we discussed what makes up taxable income, tax planning vs. tax preparation, and got into some year-end tax planning strategies. In this episode, we’re shifting the focus to strategies you can i…
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Tom Hegna's Don't Worry, Retire Happy; 7 Steps to Retirement Security
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In this week's episode, we'll explore the wisdom my friend Tom Hegna shares in his bestselling book Don't Worry, Retire Happy. What does having a plan really mean? How can you protect your savings from inflation? Is having a guaranteed lifetime income important? What about long-term care? Isn't it time to get answers to the tough retirement questio…
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Do Optimus Dream of Electric Taxis? with Gene Munster | Okay, Computer.
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Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discu…
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Navigating Election Volatility: 4 Pillars for Smart Investing
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the topic of market volatility surrounding elections and how investors should approach this unique time. With historical insights and practical strategies, Darryl explores how election cycles affect the stock market and why it’s essential …
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U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update
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📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this me…
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U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update
56:59
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56:59
📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this me…
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In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check …
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Jim Ciprioti discusses the current state of the market, the importance of comprehensive financial planning, and effective tax strategies for retirement. He shares insights on market trends, client case studies, and the necessity of having a financial advisor to navigate the complexities of retirement planning. The conversation emphasizes the need f…
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