Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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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 ...
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Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seaso ...
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Despite the growing attention on industrial cybersecurity, there is still much work to be done to keep pace with the increasing risks. To mature and comprehensively protect against cyber threats to operational technology (OT), it will take collaboration among key players from various sectors and industries. The PrOTect OT Cybersecurity podcast brings together experts in the field of cybersecurity for critical infrastructure and industrial organizations. Join Aaron Crow, the Chief Technology ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
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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 ...
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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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JAAOS (aka the Yellow Journal) is a trusted source of cutting edge primary research and in-depth review articles from world experts in the field of orthopaedics. Every month, join us as we summarize research articles and review a featured article from the latest issue of the Yellow Journal. This podcast is intended for any and all learners of orthopaedics - from the first year medical student to the emeritus professor!
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Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
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Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as self-compassion, self-help, and self-care. Now, in Season Three, we're shifting our focus to a specific area of self-care that we call Practical S ...
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As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
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Security Nation Podcast is hosted by ESA, and it brings the voice of the electronic security and life safety industry to you! Host Hannah Boone brings on security pros to discuss best practices, real-life experiences, industry forecasts, and more on this monthly podcast. It's the ever-present voice in an ever-changing industry.
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Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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Regular podcast hosted by Money Marketing journalists featuring leading financial services commentators. Covering pensions, politics, regulation, mortgages, investments. Money Marketing is a website and weekly magazine for the professional financial adviser industry.
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Brass Tacks. John Lappin interviews leading figures in the Financial Services sector
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'Get lost in yourself and you'll find everything is a soul-searching podcast in which you would learn the necessary stuff, which is everything, you already got, and unlearn the unnecessary stuff, you might be looking forward, to complete you, anyhow. Back your mental health with soul-searching.
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[GRTV] FAPs create new opportunities for advisers by Good Returns TV저자 Good Returns TV
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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Ep 229: How AI is now writing Doctors' notes - Tortus CEO Dr Don Pimenta
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AI Solutions for Doctors with Dr. Don Pimenta. Join Tommy on the MedicsMoney podcast as they welcome back Dr. Don Pimenta from Tortus AI. They discuss the transformative potential of AI in the medical field. Dr. Pimenta demonstrates how Tortus AI technology can streamline administrative tasks for doctors, particularly noting its impact on documenta…
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From Accounting to Financial Planning: Charley Smith’s Journey to Success
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Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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Chances are, if you listen to the Australian Finance Podcast, you also enjoy reading (audiobooks definitely count). Kate & Owen have learnt so much about their personal finances and approach to investing from books, so in this episode, they’re sharing some of their favourite reads in 2024 with you. Series resources Ask a question: https://bit.ly/3Q…
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How to make a claim on income protection and life insurance [Life Insurance Mini Series - Part 7/7]
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Claiming on life insurance, income protection, TPD, Trauma or Childs Cover insurance can be daunting. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk about how to make a claim. Topics covered: - How to make a claim on income protection - Steps to make a life insura…
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How to review your insurance and adjust your cover [Life Insurance Mini Series - Part 6/7]
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Reviewing your life insurance and income protection cover is vital. How should you do the insurance review? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - When is a good time to review insurance? - Major lif…
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In Episode 161, Fred discusses various aspects of retirement planning covering topics such as divorce, creating a retirement spending plan, maximizing Social Security benefits, withdrawal strategies, healthcare planning, and finding purpose in retirement. Fred emphasizes the importance of creating a budget, understanding one's financial needs, and …
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…
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Application process for life insurance & income protection (step by step) [Life Insurance Mini Series - Part 5/7]
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How to apply for life insurance and income protection. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - Getting insurance through an adviser, going direct to an insurer or Super fund - A statement of medical q…
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Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
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Michael Cocanower, CEO of AdviserCyber, joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlights the increasing threats and the lack of internal resources for most RIAs to protect against cyber attacks. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or importa…
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
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In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle…
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Episode 19 | Client-centric Solutions: Creating Trusting and Lasting Financial Support
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In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her persistent emphasis on strong leadership. She also explores her approach to having a specialist team which …
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Buying personal insurance: Super, Adviser or DIY [Life Insurance Mini Series - Part 4/7]
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How do you actually buy life insurance and income protection? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - How to buy insurance through Superannuation - Risks of changing Super funds without checking your …
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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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Income protection insurance ins-and-outs [Life Insurance Mini Series - Part 3/7]
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Income protection explained end to end. What is income protection? Expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - Income protection benefits - Detailed explanation of different types of income protection cover and its benefits. - How to calcula…
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Lump sum insurance: Life/Death, Disability, Trauma & Childs Cover [Life Insurance Mini Series - Part 2/7]
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What is lump sum insurance like Life Insurance / Death Cover, TPD and Trauma? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - Life Insurance explained - Trauma insurance explained - TPD (Total Permanent Disab…
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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Ep 228: MM MBA - the sequel. The smart way to run Private Practice.
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Part two of the Medics' Money MBA! https://www.medicsmoney.co.uk/mba/ Want the latest financial tips for doctors and exclusive invites? Join 56,000 doctors here https://www.medicsmoney.co.uk/join-medics-money/ Want a free assessment of your finances? Click here https://medics-hnz5twj1.scoreapp.com Want to improve your finances fast? Then come on ou…
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What is personal insurance? [Life Insurance Mini Series - Part 1/7]
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What is personal insurance? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series. Topics covered: - What is personal insurance and why is it important? - Types of Personal Insurance: Overview of life insurance, disability insurance,…
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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959 Thomas Merton awakens us to gratitude as a byproduct of mindfulness
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“Gratitude therefore takes nothing for granted, is never unresponsive, is constantly awakening to new wonder.” Thomas Merton I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In…
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In Episode 160, Fred Saide discusses the nine crucial steps to consider for a smooth and fulfilling retirement. The checklist includes topics such as retirement savings, multiple streams of reliable income, minimizing debt, comprehensive health and long-term care coverage, proper planning for spending and enjoyment, inflation protection, effective …
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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“First, some physicists insist that quantum mechanics cannot be formulated without taking into account the minds of observers. They argue that minds cannot be reduced to physics because physics presupposes the minds of physicists” Rupert Sheldrake, The Science Delusion. I am thrilled to announce that our new book, the Kindness Daily Reader: Season …
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I don’t know about you, but reining in our grocery bills is a never-ending challenge this year. In fact, recent ABS CPI data over the twelve months to the June 2024 quarter showed the cost of food and non-alcoholic beverages rose by 3.3%! So what can we do to tackle this rising cost in our budget and create more breathing room? Kate Campbell & Owen…
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957 Bruce Wayne McLellan embraces self-doubt as a path to unshakable confidence
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"Many of us consider our lack of self-confidence a personal flaw. We believe we would be free if we could overcome our thoughts of self-doubt. When we reflect on one of our most basic Life Worth Living principles (everything possesses a shadow and a luminary aspects), we can shift our attitudes toward self-doubt. " Bruce Wayne McLellan I am thrille…
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How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
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Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for finan…
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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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956 Bruce Lipton challenges his beliefs to co-create a Life Worth Living
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“I was exhilarated by the new realization that I could change the character of my life by changing my beliefs. I was instantly energized because I realized that there was a science-based path that would take me from my job as a perennial “victim” to my new position as “co-creator” of my destiny.” Bruce H. Lipton Ph.D. I am thrilled to announce that…
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Paul Clitheroe: how to invest and why you should be bullish on Australia
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In this episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about: 1. Paul's money advice to young people 2. The most common and memorable types of investment scams Paul uncovered 3. Paul's personal investment strategy 4. The rise of ETFs and how they change things 5. How Paul gets so much conviction in Australian shares …
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955 William James reworks uncertainty into a beautiful mystery
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“I am no lover of disorder and doubt as such. Rather I fear to lose truth by the pretension to possess it already wholly.” William James, The Varieties of Religious Experience I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter w…
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Ep 227: Financial Freedom using Property: From NHS Doctor to Property Investor
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Head over to medicsmoney.co.uk/property to register your interest in Property information today! Want the latest financial tips for doctors and exclusive invites? Join 56,000 doctors here https://www.medicsmoney.co.uk/join-medics-money/ Want a free assessment of your finances? Click here https://medics-hnz5twj1.scoreapp.com Want to improve your fin…
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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What happens when companies fail, emergency funds & investing while travelling [Investing Q&A]
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Ever wondered what happens when an ASX-listed company fails? In this episode, Kate Campbell and Owen Rask answer your investing questions about emergency funds, ASX failures, investing while travelling, when to start adding bonds to your portfolio, and Spotify Playlists. This episode was recorded on the 23rd of August 2024. Series resources Ask a q…
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Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring. This session will use liberal story sharing to provide: a comprehensive over…
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“Love is, without a doubt, the basis of everything. Not some abstract, hard-to-fathom kind of love but the day-to-day kind that everyone knows-the kind of love we feel when we look at our spouse and our children, or even our animals. In its purest and most powerful form, this love is not jealous or selfish, but unconditional. ” ― Eben Alexander, Pr…
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952 Marjorie Hines Woollacott discovers the ability to pause
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“The word that comes to mind is “equanimity.” After meditating, I was better able to watch what happened around me without jumping into reactions.” Marjorie Hines Woollacott, Infinite Awareness I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking …
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In Episode 159, Fred discusses the impact of presidential elections on the economy and explores the economic history of past presidents. He touches on topics such as the current job market, the chances of a recession, the role of the Federal Reserve, and the impact of tax policies. He also discusses issues like healthcare, regulation, immigration, …
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I am thrilled to announce that our new book, the Kindness Daily Reader: Season One, is now available on Amazon. (See Link Below) Secondly, we are embarking on a new chapter with Season Three of the One Kind Moment podcast. In Season One, we primarily focused on broad topics of kindness and compassion, while in Season Two, we explored areas such as …
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$1 million dollars: what would you do? [🧠 Brain Hacks]
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You’ve probably had this discussion with friends or family at some point, particularly when you hear about someone winning the lottery or getting a massive windfall, but what would you do if you actually had a million dollars? In this episode, Kate Campbell & Evan Lucas chat about some of those fun pie-in-the-sky ideas, tips on dealing with an unex…
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[TMM Podcast] TMM Ep3 Adrienne Begbie - Prospa by Good Returns TV저자 Good Returns TV
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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
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44:31
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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