This is the official podcast feed of the Society of Actuaries
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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Our host Joseph is an Economist, Mathematician, Mortgage Broker, and the Founder of It's Simple Finance. Joseph Daoud is a multi-talented professional with a passion for finance, mathematics, and empowering individuals to achieve their financial goals. As an economist and mathematician, he offers unique insights into market trends and data-driven decision-making. Join us as we discuss finance, mortgages and home buying in Australia! Follow us on our pages; www.itssimple.com.au Instagram: @it ...
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GentleMan Style Podcast-God, Family, Finance, Self
Marcus Norman-Entrepreneur, Licensed Professional, insurance, finance, reti
This show is dedicated to discussing the hot topics in our society and challenges men grow up and go through in life whether it be finances, relationships, and leading your homes with God at the forefront.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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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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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Keeping you abreast with the latest developments in the accountancy profession.
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Welcome to The Finance Cafe, Canada's leading business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers. Join your hosts, Shannon Pestun, Financial Expert and Shauna Frederick, Chartered Professional Accountant and CFO On the Go, founders of the financial learning platform designed by women entrepreneurs, for women entrepreneurs as they dive into conversations about business and finance with women entrepreneurs and the experts that su ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
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Thought leaders and industry experts explore the key issues and opportunities for today’s finance professional.
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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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A JustPaid.io podcast with hosts Agam Shah and Daniel Kivatinos Dive deep into the intersection of finance and technology with "The Future of Finance." We explore the groundbreaking advancements in the financial sector with topics like FinTech artificial intelligence. From chatbots guiding our banking experiences to algorithms predicting market trends, technology is reshaping the way we think about money, investments, and financial services. Join us as we interview industry leaders, startup ...
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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Learn. Grow. Inspire. A podcast on Finance People, for Finance People, by Finance People. Celebrate the Profession and the Professionals in the world of Finance with Rohit Agarwal, Tech Entrepreneur, ex-CFO, and ex-investment banker. These unsung heroes mostly remain under the limelight but contribute tremendously towards company building. We endeavor to unpack their journeys to understand what moves them, get inspired by their triumphs, learn from their experiences, and, most of all, connec ...
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Property People is a media brand featuring conversations with a wide variety of property professionals sharing ideas, experiences, problems, and solutions within the property industry. Are you a property professional with something interesting to share? Or maybe you'd like to sponsor an episode and get your business in front of our audience of property investors & developers?Drop us an email if you'd like to feature on the pod or sponsor an episode!Email: yasmin@propertypeople.co
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The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
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Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Financial Education and Entrepreneurship for Professionals
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Future Finance is a podcast that delves into the transformative world of finance, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving i ...
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Discover the path to success in the golf industry with the GBN University podcast. Hosted by Col. Spencer Clouatre, PhD, this educational series delves into leadership, finance, merchandising, and more. Join us on the journey to greatness. Subscribe now for expert insights and strategies. To learn more about GBN go to golfbusinessnetwork.com
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A podcast all about funding your property developments and investments creatively and as effectively as possible! Michael Primrose is ‘The Property Finance Guy’ and has raised over £250 million in Mortgages, Bridging Loans and Development Finance. Helping Clients to fund deals with as little input as possible. This podcast will cover deal structure, products and strategy. All the while dropping golden nuggets to help you be as successful as possible.
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The Finance Bible podcast is your guide to helping you reach Financial Freedom, learning new concepts one episode at a time. Zeke Guenthroth & Oscar Don dive into a variety of different finance based topics, including but not limited to investing, investment properties, saving, budgeting, shares, crypto, interest rates, inflation, wealth and debt with a new episode launching every week. You can be sure to tune in and learn how to accumulate wealth over time. DISCLAIMER:The information in thi ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Welcome to The Musari Podcast, your go-to destination for invaluable insights into personal finance, investment strategies, and entrepreneurial endeavors. Join us as we delve into the dynamic world of finance and business, exploring topics ranging from peer-to-business (P2B) and business-to-business (B2B) lending to investment opportunities and crowdfunding ventures. Whether you're a seasoned investor or an aspiring entrepreneur, our podcast offers expert advice and practical tips to help yo ...
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
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Money Memories is a podcast that’s on a mission to make money conversations less taboo — one memory at a time. Each week we interview a new guest, and discuss how their earliest money memory affected their professional trajectories and molded their relationship to personal finance.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Optimal Work Daily, presented by the experienced narrator Dan, is a podcast that focuses on enhancing productivity, creativity, and work-life balance. Dan provides clear and engaging narration of thought-provoking articles from leading experts in the fields of work, career development, productivity, and entrepreneurship. Optimal Work Daily is an ideal resource for professionals, entrepreneurs, and anyone looking to maximize their potential in the workplace. The podcast's diverse range of top ...
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Regulatory Ramblings
Reg/Tech Lab - HKU-SCF FinTech Academy - Asia Global Institute - HKU-edX Professional Certificate in FinTech
Welcome to Regulatory Ramblings, a new podcast from a team at The University of Hong Kong on the intersection of all things pertaining to finance, technology, law and regulation. Hosted by The Reg/Tech Lab, HKU-Standard Chartered FinTech Academy, Asia Global Institute and the HKU-edX Professional Certificate in FinTech, with support from the HKU Faculty of Law. Join us as we hear from luminaries across multiple fields and professions as they share their candid thoughts in a stress-free envir ...
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Do you want to make a living by trading the markets and want to know the secrets of how to become a professional trader? Welcome to the "How to Trade like a Pro"-Podcast. Your host Wieland Arlt is a professional Trader, bestselling Author, international Speaker and President of the international Federation of Technical Analysts While Wieland travels the world, he meets Traders everywhere. In the "How to Trade like a Pro" Podcast they share their stories of how they started Trading and finall ...
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The Source is a network for women in business created by BankPlus to provide access to capital, education and networking events. The Source supports women in business at all levels, across varied industries, business sizes and professions. Whether you are starting in business, growing a business, seeking professional development, or have already had success in business, we hope you will go to The Source.
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Inspired by a group of amazing therapists friends and mentees, the Mission of Therapists' Row Podcast is to connect Therapists worldwide with information that touches on matters related to their personal and professional lives. It is geared towards providing insight, education, and resources to enhance the profession and overall well-being of therapists. New episodes every 2nd and 4th Tuesday of the month Are you our next guest? Guest application form here: https://forms.gle/yZ6yxK9Yzr32gTfA6
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Tom Vartanian, executive director of the Financial Technology & Cybersecurity Center, joined the JofA podcast recently to discuss concerns about the rapid pace of technology adoption. Although he sees the benefits technology has had, he also sees drawbacks. “It's not that we shouldn't have technology, it’s not that we shouldn’t applaud tecnology,” …
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In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such as Sil…
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In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. We emphasize best practices for effective goal-setting and how structured financial plans ca…
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Financial Updates the Size of Texas - Fintech Flo: Episode 31 (7/25/24) Everything is bigger in Texas, which is where this episode of the FinTech Flo is taking place! Rightly so, the Great Resignation is over and the Big Stay is happening, but how does it impact accounting jobs? Also, Kirschner is set to hang out for the rest of his life with SBF, …
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Sign Up For 4 Websites To Earn Free AA Miles: AAdvantage Shopping Portal: https://www.aa.com/web/i18n/aadvantage-program/overview.html Simply Miles Portal : https://www.simplymiles.com Shell Fuel: https://www.shell.us/motorist/ways-to-save/american-airlines-teams-up-with-shell-and-the-fuel-rewards-program.html Surveys For Miles: https://www.milesfo…
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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
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In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.
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Ross Haydock from Mercia and Jose Hopkins from Simply Climate informally discuss new developments in ESG and sustainability reporting, as well as the exciting emerging opportunities in this area. For more information on this topic and more, please visit www.mercia-group.com for further details.Por Ross Haydock, Mercia Group and Jose Hopkins (Guest)
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Sean Richards, CPA and Director of YFP Tax, talks about the 10 common tax blunders he saw and how to remedy those mistakes to optimize taxes in the year ahead. Summary July might not seem like the time of year to think about your taxes, but for Sean Richards, CPA and Director of YFP Tax, it’s a great time to make projections for the year ahead and …
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1394: 4 Underrated Ways to Impress Your Customers AND Ways To Make Training More Engaging for Your Staff by Michael Levitt of Breakfast Leadership
10:29
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1394: Michael Levitt's insights on impressing customers reveal four overlooked strategies: empowering your team to handle issues, enhancing packaging quality, adopting an innovative mindset, an…
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148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong)
42:00
If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people. The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, …
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What if you could transform your small business through a single book? Tune into the Profitable Painter Podcast where Beth Fahey, a versatile entrepreneur, shares her transformative journey that began in the film industry, shifted to owning a bakery, and led her to becoming a full-time EOS (Entrepreneurial Operating System) implementer. Beth reveal…
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This week, Buck and Zulfe discuss various topics related to wealth and finance. They start by talking about the mindset of the wealthy and the common denominators among successful people. They also discuss recent political events and their potential impact on the market. They then delve into the current state of interest rates and how it affects re…
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Asset managers' priorities are changing from being concerned about cost management to now being focused on improving the investor experience, according to a recent survey by Northern Trust. Northern Trust head of global fund services in APAC, Caroline Higgins, joined the Financial Standard podcast to deep dive into some industry trends.…
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Future Finance: Unlocking the Power of AI for Finance Professionals With Jon Brewton TLDR: Jon Brewton, the founder and CEO of Data2, talks about how his company uses AI and machine learning to help clients in make better decisions and avoid errors. Each week we ask AI to generate our show notes and optimize them to get you interested in the story.…
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In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm ami…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1393: Lisa H. shares insightful strategies to master the delicate art of salary negotiation, emphasizing the importance of knowing your skills, doing thorough research, and considering all aspe…
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In-Depth Principal Protected Structured ETFs: EDU #2430
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Jim and Chris welcome special guest Matt Kaufman from Calamose Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of Principal Protected Structured ETFs. The post In-Depth Principal Pro…
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Part 3 - the final episode of the 3 part podcast covering 21-30 of Michael's 30 Lessons in 30 Days. Also available to watch on Youtube: https://youtu.be/28ZuySObS98 ▶︎ Website - www.thepropertyfinancecollective.co.uk ▶︎ The Host - With a passion for creative finance and the ability to structure deals for Finance, I love helping first time Developer…
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428 economics of EVs: Tesla M3 265,000km - the end!
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Dev Raga continues his tradition of comparing his Tesla Model 3 SR+ which he purchased in 2019 with his previous Diesel. In this episode we focus on the economics of EVs, and whether it makes sense to purchase in EVs in the: 👉🏾 current climate of high costs of living 👉🏿 petrol/diesel prices 👉🏻 servicing costs 👉 all the features EV's offer 👉🏼 the an…
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Welcome aboard another episode of Passive Income Pilots! This week, Tait and Ryan are joined by Sean O'Toole, PropertyRadar.com founder, to discuss how pilots can find and invest in off-market rental properties. Sean shares his insights on leveraging public records, innovative strategies for contacting property owners, and the benefits of seller fi…
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In this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his journey from Brazil to Canada, discussing his experience across a range of industries such as mining, education, shipbuilding, and aviation. He furthered his career by earning the FMVA certification …
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Conventional wisdom would suggest that becoming more educated should result in earning more money. And when you combine that sentiment with ambitions of change either within or outside of emergency medicine, seeking an Executive MBA may be an appealing option, especially for an ER doc looking to reduce clinical hours. But when it comes to EM, more …
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Send us a Text Message. Join us in this episode as we discuss Personal Therapy for mental health therapists and clinical helpers. Is personal therapy, a "yay" or "nay" for you? Listen in as we highlight the importance of improving our mental health and well-being along with coping mechanisms, healthy relationships, stigma, self-reliance, financial …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1392: Cal Newport explores how principles from advanced manufacturing techniques can revolutionize office work. By shifting from a push to a pull system, organizations can alleviate chronic ove…
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Mint's Shipra speaks to Urvil Modi, founder and CEO, Samriddhi Wealth Management, about the multitude challenges NRIs face in selling property in India and how they can reduce the complexities.Por Why Not Mint Money
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Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of Elite Broker, we touch back in with the broker brothers to find out: How they’ve built a Top 25 Brokerage in just seven years. Why education standards need to be lifted in broking. Why process is the ke…
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Send us a Text Message. Are you prepared for the unexpected? Discover how life insurance could be the safety net you didn’t know you needed. Zeke and Oscar share real-life stories, including one of a client caught off guard by a serious illness without insurance. We’ll help you navigate the intricacies of life insurance policies, ensuring you make …
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Biography Edition: James Dyson's Perseverance and Revolutionary Innovation in the Vacuum Industry
24:53
What if you had the resilience to face 5,127 failures before achieving groundbreaking success? Join us as we unravel the story of James Dyson, the visionary behind the Dyson vacuum cleaner and founder of Dyson Ltd. We kick off by delving into Dyson's early life and education, where the tragic loss of his father and a passion for running cultivated …
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Send us a Text Message. The news of Donald Trump's failed assassination attempt took the world by storm. Join us as we unravel how this incident catapulted his fortune by a staggering $1 billion. We'll also unpack some valuable financial lessons from this incredible story. Support the Show.Por Musari Capital LLC
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Watch This Interview Live: Click Here Think travel insurance is a scam? Think again – here’s the truth! #traveltips #travelinsurance #podcast Join us on the Gentleman Style Podcast as host Marcus Norman sits down with the incredible Ben Camille to reveal industry secrets that give you the advantage (and big savings) when you travel. 🌍✈️ In this epi…
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Health Section: Continuous Medicaid Unwinding: What’s Next for the Health Care Markets in 2024?
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After being in effect for over three years, the COVID-19 public health emergency (PHE) expired in May 2023. From the start of the PHE, state Medicaid programs applied continuous coverage (or non-termination) requirements to access additional federal matching funds provided through the Families First Coronavirus Response Act (FFCRA). The Consolidate…
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TLP #20 - You get what you ask for - Roman Bogomazov
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Sign up for the Trader Challenge at The Trading Pit at an exclusive discounted price: TheTradingPit.com What is it, that makes you a professional trader? What can you expect from the markets? What can the markets expect from you? Listen to a ton of wisdom from Roman Bogomazov in this episode of the How to trade like a pro pocast and learn what it r…
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1391: Feeling Stuck? 5 Limiting Mindsets to Avoid by Stephen Warley of Life Skills That Matter on Career Success
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1391: Stephen Warley of Life Skills That Matter delves into five limiting mindsets that can leave individuals feeling stuck in their careers and personal lives. By identifying these mindsets, u…
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Join Adam Larson as he chats with Luke Deka, the Chief Executive Officer and Founder of Growbots, about overcoming outbound sales challenges in small and medium-sized businesses. Luke shares his wealth of expertise, offering practical advice for accountants looking to move beyond referrals and confidently approach outbound sales. In this episode, y…
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Send us a Text Message. A Texas District Judge Andrew S. Hanen has dismissed all charges against seven social-media influencers the SEC and Justice Department had accused of perpetrating a “stock manipulation scheme” on Twitter and Discord, ruling that the prosecution failed to state an offense in a case alleging securities fraud. The influencers w…
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In this episode, we dive into the intricate world of whole life insurance dividends and the investment trends that shape them. You'll learn why the recent rise in interest rates hasn't immediately translated to higher dividend payouts, and the factors behind this lag. You'll discover how we analyzed the five-year investment yield trends of ten majo…
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1390: 2 Elements to Include in Corporate Team Building Events by Molly Fletcher on Business Leadership
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1390: Molly Fletcher, in her insightful piece, reveals the two essential elements for successful corporate team building: choice and trust. By empowering team members with decision-making oppor…
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The idea that individuals gravitate towards their perceived financial worth can be observed in various real-world scenarios. Consider the case of lottery winners. Research has shown that a significant percentage of lottery winners eventually revert to their pre-lottery financial status within a few years. Despite the sudden influx of wealth, these …
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We speak with Marvin Wilson aka Metamarvin, who is the CEO of Funding Credit, a Black version of Ticketmaster, and the owner of Wilson Secret Travel LLC. We discuss the best ways to use business credit, and how you can be successful not using your personal money to fund your business. We discuss business principles, shaping your attitude financiall…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1389: Sara Stanizai explains how understanding your attachment style in the workplace can lead to greater job satisfaction and healthier relationships with coworkers. By identifying whether you…
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Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
1:32:52
1:32:52
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1:32:52
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Geor…
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What if you could transform your painting business's profitability by simply cracking the code of your overhead costs? This episode of the Profitable Painter Podcast promises to equip you with the financial strategies you need to do just that. We'll kick things off by demystifying gross profit and explaining why a solid margin of 45% or higher can …
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In this episode we interview Taylor Lowe. Taylor Lowe is the co-founder and CEO of Metal, an AI company focused on accelerating deal flow and providing portfolio intelligence for private equity and venture capital firms. Metal is a venture-backed startup that was part of Y Combinator's Winter 2023 batch (YC W23). Lowe and his team recently unveiled…
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Buck recounts the time he met his hero through manifestation.
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From Caja de los Zapatos to Financial Freedom: Alejandra Lozano's Journey with Operation Hope
20:11
Meet Alejandra Lozano, a dedicated Financial Wellbeing Coach for Operation HOPE, located inside Wells Fargo’s HOPE Inside center in South LA. With over seven years of experience in the finance industry, Alejandra is passionate about uplifting black and brown communities and empowering their financial journeys. Alejandra shares how her childhood exp…
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Send us a Text Message. Ever wondered how to turn your tax refund into a financial game-changer? Discover powerful strategies on the latest episode of the Finance Fireball podcast. We promise that by the end of this episode, you'll know how to transform your tax refund into a robust emergency fund and a tool for conquering high-interest debt. We br…
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In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk
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1388: 3 Steps To Fix A Broken Company Culture by Christine Comaford of Smart Tribes Institute on Business Management
10:47
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1388: Christine Comaford's article delves into transforming a broken company culture into an exceptional one. By understanding employees' needs, assessing current cultural dynamics, and impleme…
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