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Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way. Insurance Town is a production of Ready, Set, Podcast! Find more info at www.readysetpodcast.xyz Music: "Mornin, Noon, and Nite" by Daddy Long Legs
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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are now, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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What’s the latest from the crop insurance industry? Find out from National Crop Insurance Services in quick five-minute monthly episodes. Because crop insurance keeps America growing.
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Best’s Insurance Law Podcast series examines key topics in the insurance industry from an attorney’s point of view. Featured panelists are top lawyers from firms profiled in Best's Insurance Professional Resources, a highly selective online service showcasing only firms recommended by their clients for outstanding service to the insurance industry. Published by AM Best, Best's Insurance Professional Resources is a claims industry resource that features qualified legal counsel, independent in ...
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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DHIA exists to help our customers and prospective customers find appropriate solutions for their business insurance needs. We created this podcast to provide an audio version of our informational resources. We deliver insightful information on Professional Liability Insurance, discuss business insurance solutions, and unpack the phases of running a business. Sign up for our email reminders on new episodes: https://share.hsforms.com/1oNwbKQW8SieD0oIeAMY1Hg34l7a
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There is an underlying precept in our country’s healthcare system that medical professionals can only survive through increased participation in insurance programs. The Less Insurance Dependence podcast series exposes that misperception, shedding light on how Dentists can thrive by breaking out of the insurance-controlled business model.
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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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NAMIC's new podcast, Insurance Uncovered, will cover various topics that affect the property/casualty insurance industry. This podcast will also feature an interview segment called "Unscripted" that will include interviews with inside industry experts and staff on a variety of topics.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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York County's Home for News, Talk and Sports.
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Our specialized insurance services in Florida are designed to meet your unique needs, providing expert guidance for the best protection and peace of mind.
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Bringing together the best technology and innovation for insurance and risk management together from around the world. Podcast hosted by Matthew Grant.
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Fielding Questions is a collaboration between the AgCountry Farm Credit Services & the Red River Farm network that explores the world of agriculture & rural life.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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This podcast brings newbie, seasoned and top network marketers to share their struggles, successes and provide tips, tricks & strategies to help one get started in this amazing business model. This inside look into network marketing allows us to hear about how it transformed them and allowed them to achieve success. It also shows real life examples of how they failed and overcame those failures.
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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Tersh Blissett & Josh Crouch
Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
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Moody's Talks - Focus on Finance
Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson
Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly.
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Welcome to ISight Drone Services, where precision and reliability are at the forefront of aerial data collection. Our team of seasoned professionals is committed to providing unparalleled service. We are proud to serve industries ranging from construction and solar to insurance, energy, agriculture, government, and more. The HIVE is a one-of-a-kind hybrid business accelerator & incubator for Unmanned Aircraft Systems (UAS) and autonomous systems. Rise to new heights by joining the epicenter ...
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Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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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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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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The Veterinary Blueprint Podcast is all about taking the blueprint of industry experts and breaking it down in short, digestible episodes you can use to take your practice to the next level. Join host Bill Butler as he interviews experts on client and practice management, financial strategies, human resources, and more. Gain valuable insights and stay ahead in the veterinary field by tuning in to tips from successful experts inside and outside the veterinary industry.
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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continue reading
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to FinTalk, the leading podcast in RegTech and FinTech. Join host Jawad Akhtar, a seasoned regulatory consultant with a passion for creating efficient solutions in the evolving world of finance. Get ready for insightful conversations with industry experts and collective wisdom from panel episodes, all packed with cutting-edge insights from VERMEG. Stay ahead of the game with discussions on hot topics, regulatory issues, and the future of finance. With over 20 years of trusted transfo ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Official podcasts from Standard Bank South Africa. South Africa’s universal financial services group, catering for your personal, business, wealth, insurance, and corporate banking needs.
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Walkthroughs of insurance in movies & TV, interviews, relevant news and book reviews. A monthly podcast about how insurance is supposed to work.
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Take your transportation business to the next level. Kenneth Lucci of Driving Transactions and James Blain of PAX Training share stories and experiences on how to operate a successful and profitable transportation business. Learn how you can grow revenue, train your team, drive higher profits, and boost owner income.
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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How Inflation and a Weak Economy are Making Fee-For-Service an Appealing Option
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In this episode, co-hosts Gary Takacs and Naren Arulrajah discuss the rising appeal of fee-for-service dental care as inflation and economic challenges strain insurance-based practices. They explore how increasing costs, especially in wages, and declining reimbursements from PPOs are pushing many dentists to consider dropping insurance plans altoge…
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Kiran Aulakh, VP, Fixed Advisory Asset Services: Kroll: Property rebuild valuation - understanding underinsurance (327)
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How can impartial valuations drive transparency and trust in insurance? Kroll’s platform provides property valuations through data-driven insights that benefit insurers, brokers and property owners alike. Matthew Grant sits down with Kiran Aulakh, Kroll's VP of Fixed Asset Advisory, to explore how Kroll’s platform combines technology and real-time …
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Happy Halloween! A Special Treat by Pinnacle Financial Services
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Send us a text 🎃 Trick or Treat! Insurance 360 presents a Halloween Special! 🎃 Join Bob and Rob as they take you on a haunted journey through Insurance 360's spookiest podcast episode yet! From phantom paperwork to eerie encounters in finance, we've got chilling stories from every department. You won’t want to miss these ghostly tales from the comp…
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PRMA Insurance Thought Leaders Insight Series- Ross Bowie, President & Chief Risk Officer of Private Client Select Insurance Services (PCS)
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The PRMA Insurance Thought Leaders Insight Series with Spencer Houldin, alongside leading thought leaders in the industry, aims to examine the insurance terrain, identify solutions to navigating the bumpy roads, and provide a roadmap that guides risk management professionals in the right direction. In this episode our host, Spencer Houldin, Managin…
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In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience an…
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Jonathan Gonzalez, Raincoat & Carolyn Kousky, Insurance for Good & EDF: Insurance for Good (329)
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Jonathan Gonzalez, CEO & Co-founder of Raincoat, takes the reins as guest host to explore one of the most pressing challenges in insurance: the disaster insurance gap. Jonathan speaks with Carolyn Kousky from the Environmental Defense Fund (EDF), about the rising economic losses from climate disasters and the need for more inclusive and innovative …
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Social Security benefits are set to increase in 2025 due to the high inflation rate. In this episode, we break down what this means for your monthly checks, how it affects your overall retirement plan, and strategies to maximize your benefits. Tune in to learn how to navigate these changes and secure your financial future.…
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Tyler Ellegard, portfolio manager at Gradient Investments, joins us to discuss the current state of the bond market. We'll delve into the impact of rising interest rates on fixed-income investments and explore strategies for navigating this dynamic environment. Tyler will also share his insights on the outlook for the broader economy and its implic…
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As the year wraps up, it's time to take a closer look at your retirement plan and consider adjustments that could impact your financial future. In this episode, we’ll explore essential steps for end-of-year retirement prep, including tax implications, investment rebalancing, and contribution strategies. We’ll also touch on how current market trends…
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David explains the importance of the 10-year Treasury Bond in how it helps to give an overview of the economy, particularly inflation levels, and how David believes Capitalism works by raising the standard of living across the board.Bởi Retire SMART LLC
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During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.Bởi Greg Gunther
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During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.Bởi Michael Mcguire
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Smart Planning Now to Avoid the Widow Tax Penalty In the Future
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When one spouse passes there is a little known and unintended consequence from a tax perspective. It’s often called the Widow Penalty. This is the result of the fact that generally a retired married couple lives on close to the same amount of money (because of the shared household expenses) when they are both alive as compared to when one passes. T…
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What’s going on with all the cash Berkshire Hathaway is stockpiling? Is now a good time to invest in NVIDIA? And if someone has multiple IRAs, what’s the best method to obtaining the RMDs? David Brooks has answers to these questions in today’s Q & A episode.Bởi Retire SMART LLC
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Top Networking Strategies for Insurance Agents | Build Strong Relationships for Long-Term Success
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Discover proven networking strategies that every insurance agent needs to build lasting professional relationships and drive long-term success. In this episode, we explore the best practices for connecting with clients, peers, and industry influencers. Learn how to leverage networking events, social media, and community involvement to expand your r…
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Insurance Uncovered: Election 2024 Industry Analysis
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Episode 719: On today's Unscripted... we're taking a closer look at the 2024 election results. Neil Alldredge, president and CEO of NAMIC, talks with Jimi Grande, senior vice president of federal and political affairs at NAMIC, about how the results could bring change to the property/casualty insurance industry and what opportunities may be ahead w…
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Demystifying Medicare: Parts A & B, Supplement vs Advantage Plans, and Enrollment Essentials
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Prepare yourself to gain a clear understanding of the often-confusing world of Medicare with the guidance of our guest, Buddy Friend, of Senior Benefits of Georgia. With over a decade of experience in Medicare insurance, Buddy unpacks the essentials of Parts A and B for you, detailing the ins and outs of hospitalization and physician coverage. Disc…
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From Bitcoin to Tokenized Assets: A roadmap for Web3 in finance with Rumi Morales
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Is the promise of Web3 in finance finally coming to fruition, or are we still in the early stages of a long journey from Bitcoin to tokenized assets? As the cryptocurrency and Bitcoin market evolves, Bitcoin's price swings draw attention. Traditional banks explore blockchain cautiously. People are curious about the current stage of Web3 development…
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Ep 118. Estate Planning Advantages To Be Had
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With the election now past, there is brief window of opportunity to take advantage of estate planning strategies that may only be around for the next four years. To expand on that, financial advisor and Estate Planning specialist, Mike Shudel, joins as guest in today’s episode.Bởi Retire SMART LLC
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Is the technology in your agency, helping you close more deals.
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In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with the dynamic Keith Harrison to talk about fun in the workplace, the importance of passion, and the journey that led Keith to where he is today. From LinkedIn connections to the power of networking, Heath and Keith dive deep into the sales process and the ideas and stra…
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Strategize and Improve Your Law Firm's First Impression to Attract Clients
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First impressions are crucial, especially in the legal industry. Prioritizing your law firm's first impression is imperative to successful growth. In this episode, we discuss five strategies for improving how a potential client first sees you by increasing your digital footprint and enhancing your services once they walk through your doors. More Re…
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Part 4: The Art of Field Underwriting: Knowing Your Client
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We conclude our four-part series with Crump President & CEO Mike Martini and Senior Vice President and Head of Underwriting Chris Cook discussing the art of field underwriting. No one knows your client like you do, and with the data sources available today, field underwriting is more important than ever. Gathering information and preparing clients …
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067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre
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In this podcast episode, I welcome Eric Pierre, CPA and author of "The Great Tax Escape,". Eric runs Pierre Accounting, with offices in Houston, Austin, San Diego, and Los Angeles. His Amazon bestselling book highlights how high earners can legally reduce their tax burden, challenges common misconceptions about tax planning, and shows how both busi…
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Now that Donald Trump has been elected for a second term, the tax landscape is more clear. In this show we discuss the changes (or lack thereof) to the tax situation expected during the next four years of a Trump presidency.Bởi Dan Wendol
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In this episode, Grant and Bill discuss new math for retirement savings, demand for pensions is growing but is anyone listening, testing your EFT IQ, and tapping into home equity for long term healthcare.Bởi Grant Dorhout
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Drones, Code, People: Episode 10 – Guest Ryan Walsh UAS Advanced Operations/ Commercial Pilot
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On today's episode. we are joined by Ryan Walsh UAS Advanced Operations/ Commercial Pilot talking about an update on ottertail power, speaking to 30 career counselors, employee ownership, and just generaly what is happening in the industry. For more information on ISIGHT and The HIVE, visit their websites - www.isightdrones.com - www.hivegf.com - o…
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The hype of the 2024 election is finally behind us, and for the majority, it was a win for America, but David Brooks elaborates on how there is much work to be done, especially with an inevitable recession on the horizon. David also unpacks a Tweet put out by economist, Brian Wesbury, on how he no longer trusts the data put out by statistical agenc…
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From HVAC Technician to Entrepreneur Scaling Blue-Collar Businesses with Matt Murray
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Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.comIn this episode, hosts Tersh Blissett and Joshua Crouch are joined by Matt Murray Founder and CEO of Blue Collar King Coaching & Consulting, known as the “Blue Collar King,” a leading voice in business coaching for servic…
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Savoring Entrepreneurship: Chef Nikky's Adventure Building a Culinary Business
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What does it take to transform a passion for food into a thriving business empire? How can the flavors of Thai cuisine enhance your next business meeting? Join us for Episode 19 of the Women of Wealth podcast, where Hawley Woods Gray and Allie Ramo sit down with the remarkable Chef Nikky Phinyawatana. Celebrating two decades in the restaurant indus…
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The Door-to-Door Experience: Corporate Travel Trends and Technology, with Susan Lichtenstein
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Send us a text It’s no longer air vs ground transportation. It’s all one experience from the minute the passenger steps out their door to the minute they arrive back. In this episode, Ken and James sit down with Susan Lichtenstein, VP of Sales at HQ, to shine a light on trends and technology in the corporate travel industry. In this episode, you’ll…
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Driving Change and InsurTech Innovation With Andrew Ryan
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On this episode of Agency Nation Radio, we meet Andrew Ryan, vice president of Hertvik Insurance Group in Medina, Ohio. Despite being unimpressed by the software on offer when he first joined the independent agency channel, Ryan has relished the opportunity to constantly innovate and improve agency technology and processes. Currently, Ryan is embar…
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Trump Presidency 2.0: What It Could Mean for the Financial Markets
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As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances. WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet. - Subscribe to the You and Your Money …
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6 Tips For Choosing the “Right Fit” Financial Advisor - Replay
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Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…
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How leaders should lead from the front & focus on communication with Joe Garcia
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Send us a text How leaders should lead from the front & focus on communication with Joe Garcia Join GotBackup: https://ZiemTeam.gotbackuptour.com Bio Joe started his Network Marketing career in 1993, his Global Organization has entered into more than 60 countries and over 2.5 billion in accumulated sales . His travels has taken him to more than 60+…
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Rates Have Dropped, Should I refi? Mortgage Tips with Bobby Baker
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Join Timothy P. Pope, CFP®, as he welcomes Bobby Baker, an experienced aviator and mortgage specialist with Trident Home Loans, to the Pilot Money Podcast. In this episode Bobby shares his dual expertise in aviation and home financing, offering tailored mortgage solutions for pilots. Drawing from his unique background in both the military and comme…
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Basel 3.1: Navigating the New Regulatory Landscape
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19:33
Welcome to FinTalk by Vermeg, the leading podcast in Financial Services that addresses the most pressing topics in the regulatory reporting industry. In this episode, our host Jawad Akhtar is joined by regulatory experts Steve Nagle (Regulatory SME) and Andrew Sylvester (Regulatory Product Analyst). Together, they unpack the significant changes in …
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In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, includ…
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The ABC’s Of Insurance with Mahavir Chopra of Beshak
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In this episode Anupam sits down with Mahavir Chopra, an insurance industry veteran, to tackle the most pressing issues in the world of insurance. Mahavir shares insights on the trust deficit between customers and insurers, the impact of mis-selling, and how AI is transforming insurance advice. Discover why insurance is so complex, the reasons behi…
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René Mück & Marcel-Steffen Reif: Munich Re: The rise of Parametric - from resilience to revenue smoothing (328)
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How can parametric insurance transform risk management in an unpredictable world? Munich Re, a leader in reinsurance, is paving the way for innovative parametric solutions addressing weather-related and natural catastrophe risks. Robin Merttens is joined by René Mück, Global Head of Parametric NatCat, and Marcel-Steffen Reif, Global Head of Weather…
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In this episode, we dive deep into the complex relationship between interest rates and investments. Tyler Ellegard, a seasoned portfolio manager at Gradient Investments, shares his insights on how rising interest rates impact various asset classes, from stocks to bonds and more. We also explore strategies to navigate this dynamic environment and pr…
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In this episode, we'll dive into actionable strategies to optimize your finances before the year ends. From tax-saving tips to investment adjustments, we'll uncover ways to maximize your wealth and set yourself up for a prosperous future. Tune in to learn how to finish strong and start the new year with confidence.…
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Send us a textBởi Akers Financial Group
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In this episode, we dive into 10 essential strategies for maximizing your Social Security benefits. Whether you're approaching retirement or already there, understanding the best timing for your claim, managing tax implications, and knowing how to coordinate with other income sources can make a big difference. We'll discuss when to claim, tips for …
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Ep 116. "The Thievery of Politics is Over!"...in Argentina
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David reacts to the recent government department cutting tactics of the president of Argentina, Javier Milei, and says America should be taking notes. Also, why Suze Orman swears by using one retirement account, no matter the tax bracket you’re in.Bởi Retire SMART LLC
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In this episode, we delve into the key differences between the accumulation and distribution phases of your financial journey. We'll discuss how to effectively save and invest during your working years to build a solid financial foundation. Then, we'll explore strategies for managing your wealth in retirement to ensure a comfortable and secure futu…
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What is the consensus for Amazon telling workers they must return to the office? At what age does the 401(k)-withdrawal rule take effect? And why does David like working with people in retirement? David Brooks has answers to these questions in today’s Q & A episode.Bởi Retire SMART LLC
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Unlocking Peak Performance: Tyler Jensen on Breaking Complacency and Building Systems for Insurance Agents
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39:41
In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Tyler Jensen, founder of InsuraRisk University (soon to be the Top Performance Group). Tyler, an experienced corporate trainer and former insurance agency owner, dives into the challenges insurance agents face, particularly the struggle with complacency and how …
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Fed's Rate Decisions and Their Impact on Your Wallet
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24:48
What if a 50 basis point interest rate cut could significantly alter your financial future? Join us as we unpack the Federal Reserve's recent decision and its far-reaching implications with insights from Investment Advisor Representatives, Mark and Evan Fricks. From the subtle shifts in credit card interest rates to the more pronounced effects on a…
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10 Leading Reasons Attorneys Get Sued and Mitigating the Risks Involved
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In this episode, we discuss the ten top reasons attorneys get sued. We break down the risks associated, cover the impact the error or omission can have on a client, and share tips to mitigate risk in your law practice. The 10 leading reasons discussed are: negligence, breach of confidentiality, missing filing deadlines, inadequate case evaluation, …
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Ep 114. Proactive Planning for Assisted Living
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Derrick Flores, Medicaid Planner with Senior Asset Solutions, talks with David on the importance of being proactive in planning ahead for assisted living and how Senior Asset Solutions can offer advantages and advice through the application process.Bởi Retire SMART LLC
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