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PayPal Currency is a snack-sized podcast about the rapidly changing financial technology space and the people and customers behind this special moment in history. In every episode, you’ll get a peek of what it’s like inside PayPal – from the wild ride of unearthing culture to the challenges of becoming a customer–focused company. Let us know what you think and what you'd like to hear for future podcasts by emailing us at paypalpodcast@paypal.com.
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
The way we move money is changing. Fast. We want control at the touch of a finger-print. We want to send money in real-time – to the other side of the world. We want everything in one place, integrated, seamless and on our devices. Ubiquitous, embedded, fast, standardized, frictionless and secure. Global finance trends are hurling towards a unanimous conclusion. These are our Financial Futures. Each episode, we size up the bleeding edge of fintech innovation and explore the trends that are a ...
 
Award winning hosts Jason and James discuss the issues of life. This comedy show is a real funny conversation about news, sports, technology,trips and much more!! I Got Issues is sponsored by Trevor Maynard of Investors Group. Contact him for all your financial questions and get your taxes done for free!! 416-491-7400 trevor.maynard@investorsgroup.com
 
Wall St for Main St provides alternative financial information, research, education and consulting to Main Street investors using uncommon wisdom. Our goal is teaching people how to fish for themselves instead of trusting their financial adviser. We interview top investors, traders, money managers, financial commentators, economic experts, authors, CEOs and newsletter writers from around the world to discuss the latest events in the global economy and financial markets.
 
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show series
 
Technology can help us advisors scale our business...but it can also be a time suck if we don't choose the right solution for our practices. The right #techstack should help us improve our processes, increase the efficiency of our back offices, and add value to the client experience. Listen in as Rich and Erik discuss their tech journey, their favo…
 
With Doug Morris, digital strategy director at Ratio: FS, we explore the role that digital personalisation will play in the future of banking and insurance. We delved into the role personalisation plays in delivering an improved customer experience and how personalisation could help enrich the day-to-day experiences a customer has with their bank a…
 
In this episode, we take a look at the secrets of the growth mindset. If YOU could adopt the techniques for changing your growth culture, would you do that? Thank you for joining me here today. So recently, I was taking a look at a site that was talking about some of the pain points around SMBs. Right? What are some of the things that make it diffi…
 
Thanks to digitization efforts, commercial banks have weathered the storm of COVID-19. Contactless payments, mobile deposits, and remote services kept money moving and businesses afloat in 2020. But, according to Brian McCumber, CPA, director of Next Generation Banking at FIS, even as financial institutions quickly pivoted, the fundamentals of bank…
 
If you are thinking about investing in individual company stocks, what should you consider? In today's episode we discuss: Risk versus Reward: A company that does well has the potential to have its stock price go up over time, making you a lot of money. However, the opposite is also true: you can lose all your money if it goes out of business. Dive…
 
During this episode, we explore what agile means within the context of financial services and the role that agile methodology has to play in the design and delivery of digital experiences and why agile is more than just a buzzword used in software development. During this interview, we also covered: Why agile is more than just a buzzword The debate…
 
Your branding should be unique. A valuable marketing strategy should connect your story to your prospect's story. But crafting a message when you're not sure just who exactly your end client looks like is challenging to say the least. Listen in as Erik and Rich sit down with Jim Kalthoff from Deluxe as they discuss crafting a consistent branding me…
 
A listener asks the following question: "I’ve luckily survived the pandemic so far and my job has continued to be busy. Through the last few years, I’ve found that my savings have grown quite nicely but I’ve been hesitant to invest the extra cash into the market. Now I realize I have about $200,000 in cash that I can invest for the future. How do I…
 
Digitization of the payment process was inevitable, but the timeline to real-time was expedited in 2020. Now that the future of payments is here, what’s next for instant payments? In the season finale of Financial Futures, Aman Cheema, Senior Vice President Global Real Time Payments, Strategy, and Innovation at FIS, shares his prediction for what’s…
 
I tell all my clients: you have to protect yourself from financially catastrophic events before we can plan savings and investments for your future goals. Insurance involves thinking about "the bad things" that might happen, so it's not a fun topic. But it's very important to ensure nothing comes along and wipes you out financially. In today's show…
 
Adoption and usage of real-time payments has accelerated during the COVID-19 pandemic, with the volume of real-time payments surging around the globe. In this new era of faster payments, Daniel Mayhew, GM, Real-Time Payments Cross-Border, FIS, says "the digital borderless commerce economy of 2021 demands faster payments, more efficiency, and more t…
 
For many financial advisors, tax planning can be intimidating. But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients. Listen in as Rich discusses his tax background and Kevin Lozer, co-founder of Holitiplan, discuss how his software can make you look l…
 
Would you like to have more $$ growing in a tax-free account forever? Let me show you how: Maximize your 401(k) contributions, $19,500 for 2021 into your Traditional 401(k) [or maybe the Roth 401k] Add after-tax contributions to your 401(k). Maybe 5%, $10,000 or even $30k. Whatever you are allowed within your employer's plan. Immediately roll those…
 
We explore why banks are in danger of commoditising their services by being drawn into competing on digital features and whether this is the route to building strong customer relationships. We look at the importance which brand, brand values and taking what's unique about your business and translating this uniqueness across digital channels and ser…
 
Real time payments have only been a reality in the United States since 2017. The RTP network was the first new payments scheme in the U.S. in 40 years. But even in its adolescence, RTP in the U.S. has had a demonstrable impact. Financial liquidity is crucial for small businesses, consumers and corporations alike, and real time payments have shifted…
 
You could use your Health Savings Account (HSA) to pay for current medical expenses. However, if you can, I recommend that you invest the full HSA amount into the stock market and allow it to grow and compound. The HSA is the only account that has triple-tax benefits: you don't pay taxes on contributions, growth or withdrawals (for qualified medica…
 
Real time payments are not a recent innovation. Japan first introduced the world to instant payments in 1973, with the Zengin System. In comparison, the UK’s first real time payment system went live in 2008, while the EU launched theirs in 2017. Why are there such gaps in this global timeline? In this episode of Financial Futures, we explore the co…
 
A backdoor Roth is a way for high-income earners to be able to contribute money into a tax-free Roth IRA account. It is a matter of contributing non-deductible money to a Traditional IRA and then converting that to a Roth IRA. The tricky part comes during the conversion: If you have any money in an IRA that has not yet been taxed, you're going to o…
 
Over the years, payment methods have evolved from slow to fast, to faster. Wire-transfers improved upon sending money via check, and same-day ACH sped up this process even more. But we’ve now entered the payment era of instant. With real-time payments, money can be sent instantaneously with the click of a button. But this immediacy means more than …
 
From savings to brokerage, 401ks, HSA, and 529 accounts: there are a lot of accounts to choose from! Where should you focus your savings? What is the "right" account to put your money to save on taxes and grow it for the future? Today we discuss the order of account funding, which accounts to focus on first, second and third. Listen as we discuss: …
 
Every day, humans produce 2.5 quintillion bytes of data (that's 2,500,000,000,000,000,000 if you're curious how many zeroes that entails). And a large portion of that isn't the usual emails, tweets, and YouTube uploads - it's data we generate in the background as we go about our lives. It's location data, transaction data, credit card usage data, c…
 
A listener asked the following question: "My company just went through an IPO. I have been working for a large technology company for the past 7 years. I am 34 years old, single, and find myself in an entirely new situation. My stock is now worth over $4m dollars and I have no idea what exactly I should do next! How do I think about this new wealth…
 
All around the world, the push for equality has accelerated in recent years. People want to see themselves represented in the institutions they patronize, and they want fair treatment and equal opportunities in the workplace. Diversity, equity, and inclusion (DEI) is what businesses, employees, customers, and members are calling for. But it's not j…
 
What are the two secrets to helping your small-to-medium business break the Small Size Trap? Would you apply those secrets if you knew them? Welcome to another episode of ClickAI Radio. In this episode, we look at the two secrets to investing in your small to medium business to break the small size trap. Hi Everybody, thank you for joining. Okay, s…
 
Peer-to-peer payment platforms aren't a new concept. In fact, we've had the ability to move money through apps as far back as 2008. But the system was fractured and only adopted by individual institutions or small groups. Now the P2P landscape is unrecognizable from what it once was. Zelle has unified credit unions and banks, offering a one-size-fi…
 
What is a Donor Advised Fund? How does it work and why would you want to open one? What exactly are the tax savings? And be sure to listen to the end where I review some real-world strategies used by clients. We cover topics such as: A Donor Advised Fund is simply an account that you own. How to open a Donor Advised Fund How to transfer money into …
 
AI is inching more and more into our daily lives, and one area it's having a profound impact on is our financial institutions. With its ability to learn from interactions and mimic human behavior, credit unions in particular stand to benefit the most from this rapidly advancing technology. And with uses in both customer-facing roles and behind the …
 
In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast. Erik shares a few of his experiences while attending Tulane University that leads him to pursue the financial advising profession. Erik and Rich share some of their professional background in other areas of the financial services indu…
 
Is AI relevant to my marketing funnels? If so, how do I apply AI to my funnels? Can I move my customer away from pain toward pleasure using AI? Hey, thank you for joining another episode of click AI radio. All right. So I was looking at Russell Brunson his book called Traffic Secrets. I don't know if you've looked at that. It's got this he's got th…
 
Over the last few years, contactless card payment adoption has skyrocketed thanks to universal concern over hygiene and the need for convenience. As we explore the technology and issues that are shaping the credit union industry, we'll ask Matt Collicoat, VP of Strategy for Cards and Money Movement at FIS what some of the emerging technologies are …
 
Last but not least in our series on how the generations shop and pay, we get to know the Beyond Boomers. They’re our “wisdom keepers” who grew up in a time when life and business moved at a slower pace. Beyond Boomers have the lowest rates of digital payment adoption, and for many of them, technology is like a foreign language. But with a little pa…
 
In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we discuss Traditional IRA vs Roth IRA. Where should you invest your money? Which one makes more sense? And be sure to listen to the end where we talk about Roth Conversions and Back-Door strategies. We cover topics such as: What is an IRA? What is the d…
 
We look at the question, How can I use AI if I don't have enough data? How much data do I need to get value from AI? Hi everybody welcome to another episode of ClickAI Radio. This is Grant. All right. So this is a very common problem, especially in the AI machine learning world, right? So you got a business, you want to be able to apply AI to your …
 
Ok Boomers, it’s your turn. Having grown up during a time of rising prosperity, the Baby Boomers value quality, service, and convenience. But this aging generation can be finicky when it comes to online shopping. Whether because of old-school preferences or a little impatience with technology, companies have to make the experience as seamless as po…
 
As the first generation whose parents often both held jobs outside the home, members of Generation X are known for having a healthy distrust of authority and for doing things their own way. Gen-Xers tend to be ambivalent about entrusting their money with digital payment technologies, but that doesn’t mean they’re tech-averse. In this episode, host …
 
What is the one simple hack to increase my revenue? If you could apply a 3-step framework to overcome the main reason for business failure, would you? Hey, welcome, everybody. This is Grant Larsen. Thank you for joining. So okay, been looking at this problem around revenue, right. And as a small to medium business owner, this is constantly a challe…
 
In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Health Savings Accounts or HSA. What is this type of account? And how does it work?. And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars. We cover: What is a Health Savings Account…
 
Born between about 1980 and 1996, millennials saw the advent of the internet--unlike Gen Z, who were born after it became a household term. Living online comes naturally to millennials, but they still remember and value older ways of doing things. That means companies have to up their omnichannel marketing game if they want to win over this versati…
 
One simple hack to increase your revenue. In this episode we discuss how to increase your revenue through your business numbers. Grant Hi everybody this is Grant Welcome to another episode of ClickAI Radio. In this episode, I have the opportunity to discuss with the infamous Blake nubar on how to get a grip on your business numbers. Everybody, welc…
 
This season, we’re taking a closer look at each of the five generations alive today and how they like to shop and spend their money. Armed with survey data from 15,000 consumers in 15 countries, experts from FIS will tell us how the way we pay is changing across generations and around the world. How do age, culture, and technology interact to make …
 
In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Investing and Portfolio Allocation. What is a stock or bond? How should you think about diversifying your portfolio? And be sure to listen to the end where we discuss how to think about your portfolio and investing future.…
 
In this episode, we're asking the question, How do I improve the quality of my leads? Do I use special language? Is there a framework I should use? Hey, everybody, welcome to another episode of ClickAI Radio. This is Grant. Okay. So, one summer, during my college days, I was selling long distance phone service, right? That definitely dates me, I wa…
 
In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about the latest Stimulus package. Have you received your checks? Does the unemployment benefit continue or increase? What are the changes when it comes to taxes and deductions? And be sure to listen to the end where we discuss what wasn't includ…
 
How can you use what you don't know as your competitive business weapon? How long will it take me to discover what I don't know to improve my business? In this episode, we'll address the question how to use what you don't know as your competitive weapon in business. Hi Everybody, this is Grant, welcome to another episode of ClickAI Radio. All right…
 
In this episode, we look at the question, what kind of motivation is needed to scale my business? Is there a kind of motivation that will enable my business to grow and scale? Hi everybody, this Grant, thank you for joining another episode of ClickAI Radio. Okay, so we're looking at this question around motivation. And what does it mean? How do I a…
 
Good gut health leads to good body health. Good business gut health leads to business insights. How do you get good business gut health? Hey, everybody, this is Grant Welcome to another episode of ClickAI Radio. All right. So I was looking back at an experience that I had many years ago. And I was standing in a hospital visiting an elderly friend o…
 
Your business is running, you are making sales, but you'd like to Evergreen your business. What are some tips for Evergreening your business? Is there anything you can do to reduce the time and effort to Evergreen your business? Hi Everybody, this is Grant, welcome to another episode of ClickAI Radio. All right, so today we are talking about evergr…
 
So, we've all heard about biohacking our bodies to improve longevity and brain function. But what does it mean to biohack our business AI? It unlocks the secrets to improved business longevity and business brain function. Hi everybody this is Grant, welcome to another episode of ClickAI Radio. Okay, a few days ago, I lost my voice. Hopefully it's c…
 
Running your business AND being a MARKETING GENIUS AND hiring AND training AND selling AND delivering AND...well, you get the idea, is a challenge. How would you perform differently if you could have insightful guidance on WHERE to FOCUS your MARKETING activities WITHOUT BEING A MARKETING GENIUS? Hi Everybody, welcome to another episode of ClickAI …
 
Disruptions take many forms, some come from competitors, some come from partners, and some come from pandemics. As a small business owner, are we creating the disruption or aligning with the noise it produces? What can we as small business owners do with disruptions without taking our last cent? Hey, everybody, this is Grant Larsen. Thank you for j…
 
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