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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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We live in a world where our civilization and daily lives depend upon institutions, infrastructure, and technological substrates that are _complicated_ but not _unknowable_. Join Patrick McKenzie (patio11) as he discusses how decisions, technology, culture, and incentives shape our finance, technology, government, and more, with the people who built (and build) those Complex Systems.
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Business Breakdowns

Colossus | Investing & Business Podcasts

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Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossu ...
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WealthWaveNOW™

Tom Mathews

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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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UPTHINKING FINANCE

Emerson Fersch

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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Actionable intelligence on emerging tech, financial markets, longevity research, and peak performance. Each episode is packed with valuable insights to fuel personal and professional growth, from technologists and scientists to Zen Masters and productivity hackers; this variety show will always provide you with an abundance of unconventional wisdom. Kevin has been recognized as one of Time Magazine's 'Top 25 Most Influential People on the Web' and a 'Top 25 Angel Investor' by Bloomberg, high ...
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FinPod

Corporate Finance Institute

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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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Inspired Money

Andy Wang, Runnymede Capital Management

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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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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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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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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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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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FD Capital's Podcast.

Adrian Lawrence

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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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Music professionals, are you tired of starving and surviving? Let's achieve financial independence! Thriving Musician is an educational podcast hosted by Spenser Liszt, CFP® focused on financial literacy. Episodes include candid interviews from a wide range of thriving musicians, industry professionals and finance experts. Topics include building savings, planning for retirement, investing, insurance, tax preparation, financial organization, estate planning, music business resources and stra ...
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The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Nurturing Success

SMPL Mortgage

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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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The Signature Life Show

Signature Wealth Group

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Signature Life is a place where making financial decisions becomes easier, learning about financial tools doesn’t leave you confused and where you develop the plan to live your best life…with the help of seasoned professionals.
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Join Dr Dan who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing guests who are on the journey to passive income that enables better lifestyle choices.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Welcome to the MA & CO Accountants Podcast, your go-to source for expert insights into UK tax laws, accounting practices, and financial planning. Hosted by seasoned professionals, we simplify complex financial topics and provide practical advice for small to medium-sized businesses, entrepreneurs, and individuals. Stay tuned for discussions on the latest HMRC guidelines, VAT regulations, and business strategies to help you stay ahead in today’s ever-changing financial landscape.
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Teacher Shift

Ali Simon & JoDee Scissors

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Here at Teacher Shift, hosts Ali Simon and JoDee Scissors unpack one of the toughest questions educators face when considering a career shift - Who am I if I’m not a teacher? ​ Teacher Shift podcast shares resources for educators who need help with job exploration, identity, wellness, financial planning, and decision-making. We invite teachers, former teachers, people that love to hire teachers, mental health professionals, resume coaches, scholars, and financial planners to share experience ...
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Wealth Experience

Alman Partners Pty Ltd

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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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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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At BBB we understand the unique financial needs of beauty businesses. Our mission is to empower beauty entrepreneurs and professionals by providing tailored financial solutions that fuel their dreams. With a commitment to exceptional service and industry expertise, we aim to be the trusted partner that helps our clients thrive, grow, and succeed in the ever-evolving beauty industry. "Your success is our business."
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Your Financial Pharmacist

Tim Ulbrich and Tim Baker

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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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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA Nationa…
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In this episode, Ray Sclafani discusses the significance of capability decks for financial advisors, emphasizing their role in client engagement, education, and advocacy. He outlines the eight essential components of an effective capability deck and provides insights on how to build and maintain one that resonates with clients and prospects. This e…
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In this episode, YFP Co-Founders Tim Ulbrich and Tim Baker tackle a question that has not gotten a lot of attention in recent years given the rise in interest rates, which is: “Should I refinance my mortgage and when is it a good time to refinance?” Mentioned on the Show: Submit a Question to Be Featured on Rx Money Roundup Subscribe to the YFP New…
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Tommy and Ed dive into a Q&A session featuring queries from doctors at the recent Royal College of Obstetrics and Gynaecology National Trainees Conference. Topics covered include investing in children's Junior ISAs, the impact of pay errors on NHS pensions, the global diversification of the S&P 500, and the complexities of National Insurance for mu…
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Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to …
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Ryan Pineda is a powerhouse entrepreneur who’s been transforming the real estate landscape since 2010, with over $100 million in investments. He’s launched seven thriving businesses, each pulling in 7-8 figures, and built a massive online presence with over 2 million followers and 1 billion+ views. After transitioning from his pro baseball career w…
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This week, it’s time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communica…
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This hospitalist paid off $380,000 of student loans in only 3 years! She had a goal and a plan from the moment she completed training. She poured every cent she could into her debt while living like a resident. She shared that it is not complicated but it does take determination to do something like this. As she was riding her bike to work and skip…
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Following the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
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This week’s podcast will feature a highly requested replay of the webinar hosted by Rod Zabriewski on a concept we call the Wealth Accelerator. Now, you’ve probably heard Investment Advisors say there’s no value in permanent life insurance, often suggesting: “buy term and invest the difference.” But why do they say that? Is it really in your best i…
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This week’s podcast will feature a highly requested replay of the webinar hosted by Rod Zabriewski on a concept we call the. Now, you’ve probably heard Investment Advisors say there’s no value in permanent life insurance, often suggesting: “buy term and invest the difference.” But why do they say that? Is it really in your best interest? Well, not …
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We speak with Kenneth Lord, a 7x Business owner. We discuss starting a business and how to establish a second business in the shortest amount of time. We discuss ways to utilize AI features to elevate your business and be more efficient. We discuss generational wealth techniques utilizing AI and social media platforms and relationship and leadershi…
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This guide outlines the intricacies of self-employment tax and offers strategies for minimising tax obligations. It explores key concepts, potential deductions, income-splitting techniques, and resources for efficient tax planning. @maandcoaccountants Book A Free Consultation: https://calendly.com/maandcoaccountants-info/15-minute-free-consultation…
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Back by popular demand: Canadian credit collector Blair DeMarco Wettlaufer! Even if you’re not currently dealing with prohibited debt collectors, this eye-opening episode is captivating and informative. Learn about your rights as a Canadian consumer, the tactics some creditors use to pressure debtors, and how to protect yourself from unethical and …
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Shawn began investing in real estate in 2010, focusing on single-family rentals before moving into multi-family properties in 2021. With a career in construction and a successful real estate business, he aims to provide affordable, sustainable housing while maximizing investor returns. Since joining the Warrior program in July 2022, Shawn has been …
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Drawing on personal experiences and psychological concepts, Buck encourages listeners to adopt a growth mindset and overcome mental and financial obstacles to achieve their aspirations. He emphasizes that age should not be a barrier to personal growth and transformation. The post You Are Never Too Old To Set Another Goal or To Dream a New Dream app…
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This response explores potential changes to inheritance tax and their impact, as well as new penalties for non-compliance with Companies House regulations. Key Points: Inheritance Tax Concerns: The upcoming UK Budget is causing anxiety among farmers and landowners due to potential changes to Agricultural Property Relief (APR) and Business Property …
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I spoke with Mike Mellor, the Founder and President of 742advisors, a consulting firm dedicated to helping small and midsize law firms enhance their business development strategies. We discussed how law firms can win more pitcher, ways to create systems and processes that improve realization rates, RFP pitfalls, and how a legal team can maximize it…
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Dr. Disha welcomes Sammi Sosa Norman, founder of Skate2Wealth, to discuss her inspiring journey from financial struggle to financial freedom. Growing up in a low-income household, Sammi witnessed firsthand the challenges of money management. Despite accumulating over $150,000 in student loan debt and initially living paycheck-to-paycheck as a journ…
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Welcome to The Financial Fix, the podcast that dives deep into the world of finance and explores the trends, insights, and innovations shaping businesses today. I’m your host, Adrian, and in this episode, we’re going to talk about something that’s been gaining a lot of attention in London’s bustling business scene — Part-Time CFOs. What are they, w…
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Welcome to The Financial Fix, the podcast that dives deep into the world of finance and explores the trends, insights, and innovations shaping businesses today. I’m your host, Adrian, and in this episode, we’re going to talk about something that’s been gaining a lot of attention in London’s bustling business scene — Part-Time CFOs. What are they, w…
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In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PM…
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We’re back with another look at open enrollment decisions! This time, we’re talking life insurance, disability coverage, 401(k)s and more. Join us as we discuss which options make sense, and which you could probably ignore. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a …
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Tim Ulbrich and Tim Baker discuss the role of credit in financial planning: why it matters, how it works, what makes up a credit score, common credit misconceptions and more. Summary In this episode, Tim Ulbrich and Tim Baker discuss the role of credit in financial planning. They explore why credit matters, how it works, and how it influences impor…
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In this episode, Patrick McKenzie (patio11) and Erik Torenberg, investor and the media entrepreneur behind Turpentine, explore the evolving relationship between tech journalism and the industry it covers. They discuss how fictional portrayals of industries greatly inform how jobseekers understand those industries, and how the industries understand …
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This episode we interview Andrew Tobias, the author of The Only Investment Guide You'll Ever Need, which has sold over a million copies and was influential in our financial education. We discuss financial plans, changes in the financial world during his career, crypto, venture investing, meme stocks, inflation, and high earners' financial mistakes.…
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In this episode of the Inspired Money Live Stream Podcast, we discuss the future of retirement. Our panelists, Gary Brode, Catherine Collinson, and Marci Alboher, explore how retirement is changing and what it means for financial security, health, and fulfillment. Producer's Note: Aubrey de Grey and Dan Ariely were originally scheduled to appear on…
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Rather than seeing obstacles as setbacks, discover how they can shape your strength, character, and ultimately your success. Pushing through difficulties helps you realize your true potential and opens up new opportunities. Challenges aren’t meant to destroy you—they’re gifts that drive progress and change. Own your power with this Success Tip. For…
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In this episode of the Artful Dollar, host Ryan Roi welcomes fellow tattoo artist Lana Kane. Together they explore the contrasts between tattoo apprenticeships and experiences with personal growth both in tattooing and life. They discuss Lana's swift journey of becoming a professional tattoo artist after a brief apprenticeship and the importance of…
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Buck and Zulfe discuss the ongoing challenges in the housing market, the implications of recent labor market data, and the current state of financial markets. They explore the historical context of housing shortages, the impact of regulatory hurdles, and the surprising strength of the labor market despite concerns about inflation. They also touch o…
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Buck and Zulfe discuss the ongoing challenges in the housing market, the implications of recent labor market data, and the current state of financial markets. They explore the historical context of housing shortages, the impact of regulatory hurdles, and the surprising strength of the labor market despite concerns about inflation. They also touch o…
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I spoke with John Blake, the Director of Sales for Gemini Legal Support, a legal technology and services company based in Northern California. We discussed how Gemini leverages artificial intelligence to support the legal industry, the types of practices that benefit most from technology, and how he sees AI and emerging tools evolving as the legal …
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In this episode, Nate and Ben discuss the importance of financial planning for families with children who have disabilities, focusing specifically on the benefits of ABLE accounts. They explore how these accounts can provide financial security while enhancing the quality of life for individuals with disabilities. The hosts also share personal anecd…
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Curious about the intricacies of life insurance and annuities? Discover how to navigate these complex financial waters with insights from Carson Porter, a seasoned insurance producer. Carson stands at the helm as the founder & Chief Visionary of one of the world's leading masterminds of honest, authentic, and ethical insurance agents. Beyond this, …
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Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a true look into what it takes to open up a coffee shop and the economics behind it. We get into what it's like to innovate in an industry where innovat…
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Send us a text We welcome back Dafydd to the podcast, where he shares the one holiday hack that has allowed him to travel around the world on a shoestring budget. In this episode, you can expect holiday hacks, entertaining stories, and practical information on how to get started if you're looking to save money on your holidays. Referral Codes Homex…
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In this episode of What’s New at CFI on FinPod, we discuss the newly released course, FP&A Professional: Model Roll Forward and Analysis. This course is the second in a three-part series designed to enhance Excel skills while focusing on essential monthly workflows for FP&A professionals. Listeners will learn best practices for managing files, roll…
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Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been fe…
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In this episode, Ray Sclafani discusses the evolving landscape of wealth management, focusing on the recent surge in M&A activity among billion-dollar firms. He highlights six critical insights, including the rise of mega deals, the dominance of private equity, valuation pressures, the importance of technology integration, specialization in niche m…
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In this episode, YFP Co-Founders Tim Ulbrich and Tim Baker dive into practical strategies for investors to navigate market volatility, especially in light of the turbulence we've experienced over the past year. They explore how to maintain a long-term perspective while acknowledging the real emotions—fear, anxiety, and uncertainty—that can arise du…
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This explores the potential impact of removing inheritance tax reliefs on UK farmers and the nation's food security. Key Points: A poll by the Country Land and Business Association (CLA) revealed significant concerns among farmers and landowners about the potential removal of Agricultural Property Relief (APR) and Business Property Relief (BPR). 86…
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Lauryn Williams is back on the Worth Listening Podcast with some major updates! After a long break since the last episode in August of last year, she’s ready to dive into what's been happening in her life and business, including some big changes. Lauryn discusses the latest updates on student loan repayment, her decision to take her income to zero …
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Overcoming Challenges as a GP Partner ft. Dr. Rebecca Keogh Join Dr. Tommy Perkins, Dr. Ed Cantelo, and Dr. Rebecca Keogh on the Medics' Money Podcast as they delve into the realities and challenges of being a GP partner running a practice. Dr. Keogh shares her journey through a challenging situation when her practice manager unexpectedly left, and…
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Jessica Muñiz-Collado is a music career consultant, composer/producer, and Assistant Professor of Music Business at the University of North Texas. Passionate about serving musicians, she is also the Founder of NIZCO MUSIC – a music career consulting company that helps musicians compose their careers to their own B.E.A.T. Additionally, she serves as…
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