Những podcast Financial Management hay nhất (2024)

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#566: Two Cents 10/5 - Election Week VIX; Shipping Delays; Student Loan Forgiveness Reboot 34:53

23h ago34:53

34:53

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih start with an explanation of the VIX and volatility of the market around election year. They discuss the current labor strikes on major US ports and what the implications it has on inflation. Finally, they …

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Why the SECURE 2.0 Act Matters More Than Ever 15:46

3d ago15:46

15:46

On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than eve…

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October FM: Recruitment fraud, ransomware response, the CFO remit 8:46

3d ago8:46

8:46

This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the October digital edition of the magazine. Rowe highlights several articles, including a focus on cybersecurity. Rowe explains how members can access the most recent edition of the online magazine as well as the issue library. Previous podcast episodes focusin…

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#565: Your Portfolio Doesn’t Care That It’s An Election Year 39:25

4d ago39:25

39:25

Investors often wonder how presidential political outcomes will affect their portfolios. On this episode of the Dentist Money Show, Matt and Rabih dive into the common myths surrounding investing during an election year. They break down three widely believed misconceptions, explain the unpredictable nature of market reactions, and explore why polit…

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#564: Two Cents 9/28 - Pesto; A Quiet Market; Perception's of Wealth; Roger Federer's Lessons 36:53

8d ago36:53

36:53

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih introduce Pesto the penguin. They discuss the quiet week in the market after a period of constant noise and the broader implications of this. They explore why many Americans are feeling poor despite bei…

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#563: Flow Like Water: Key Lessons Learned from "Be Water, My Friend" 44:51

11d ago44:51

44:51

On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset a…

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#562: TL;DR - 5 Tax Write-offs Every Dentist Should Know About 5:58

13d ago5:58

5:58

TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About" In our new TL;DR series episode, Victoria reads her article which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about. Book a free consultation with …

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#561: Two Cents 9/21 - 'Recalibration' and Monetary Policy; Pricing and Inflation; CEO Deadlift ETF 34:56

15d ago34:56

34:56

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss the Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the infla…

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Set Your Family Up for a Successful Family Meeting 16:11

17d ago16:11

16:11

On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in …

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#560: Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence 44:53

18d ago44:53

44:53

On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries betw…

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#559: Two Cents 9/14 - Labor Market; Retirement Savings; What is the Cost of Denial? 45:37

22d ago45:37

45:37

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their reti…

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AICPA & CIMA chair: ‘Every change comes with opportunity’ 19:45

25d ago19:45

19:45

Simon Bittlestone, FCMA, CGMA, began his one-year term as CIMA president and AICPA & CIMA chair in June, and he joined the FM podcast for an interview in late July, discussing what he sees as three key opportunities for the accounting and finance profession. In the episode, Bittlestone reviews his focus areas, explains the value of a technology bac…

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#558: How to Avoid the Pitfalls of Home Country Bias in Investing 43:03

25d ago43:03

43:03

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover wh…

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#557: TL;DR - Elections and Investing: Debunking Common Myths 5:01

27d ago5:01

5:01

TL;DR - Too Long; Didn't Read In our new TL;DR series episode, Matt reads his latest article which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessme…

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#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement 39:21

29d ago39:21

39:21

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax,…

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The Value of a Family Meeting 18:57

1M ago18:57

18:57

Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to includ…

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#555: Are You Chasing Status Or Building Wealth? 48:18

1M ago48:18

48:18

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan discuss choices, strategies, and mindset that will help you navigate the fine line between status and wealth. Book a free consultation with a CFP® advisor who only works with den…

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#554: Two Cents 8/31 - Fed Cut in September?; NVIDIA Absurdity; Supreme Court Decision on Student Loan Relief 43:23

1M ago43:23

43:23

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih review the current major factors impacting the economy, which include the Q2 GDP numbers and the possibility of the Federal Reserve cutting rates in September. They then discuss the continued growth of NVIDIA even…

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#553: The First Financial Question We Ask Every Dentist - Part 2 42:55

1M ago42:55

42:55

Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show, Matt, Will, Jake, and Victoria continue discussing the money questions they ask every dentist. In part 2 of the discussion, they dive into the psychology of debt and explore how feelings and debt tolerance can influence important investment de…

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#552: TL;DR - This is Why You Should Invest 4:38

1M ago4:38

4:38

TL;DR - Too Long Didn't Read In our new TL;DR series episode, Jake reads his latest blog post which recounts a childhood memory and explores the power of long-term investing and the the stock market. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can he…

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#551: Two Cents 8/24 - Interest Rate Cuts; Stock Market Dips; Pumpkin Spice Lattes 47:23

1M ago47:23

47:23

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, Victoria, and Rabih dive into the recent Federal Reserve symposium and what will happen next to interest rates. They review the early August stock market dip and why it's important to understand that dips are a norma…

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#550: Building Your Child’s College Savings Fund 1:03:08

2M ago1:03:08

1:03:08

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be almost $500,000. Saving for your child’s college education can feel overwhelming. When is the “right time” to start saving? On this episode of the Dentist Money Show, Matt, Victoria, and Ryan review four ways to save for your child’s edu…

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Blurred lines: Why some CFOs grapple with conflicting expectations 17:35

2M ago17:35

17:35

Paul Thambar, FCMA, CGMA, Ph.D., associate professor of accounting at Monash University in Australia, explains the obstacles CFOs face when transitioning to a business partner role and where organisations are setting ambiguous and conflicting expectations for finance leaders. A recent AICPA & CIMA report on the role of the CFO was informed by Thamb…

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#549: Two Cents 8/17 - Unemployment; Wealth of Millennials; Amount of Dentists with DSOs 34:17

2M ago34:17

34:17

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih explore the different ways to interpret unemployment metrics and the importance of job openings and the labor force. They also cite data on how millennials have more wealth than Gen X or baby boomers did …

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#548: The First Financial Question We Ask Every Dentist - Part 1 51:47

2M ago51:47

51:47

When was the last time you answered the question: What about money is most important to you? This is the question we explore with every dentist when we begin working with them. Understanding a person’s values helps to prioritize the financial plans and goals they should set. On this episode, join Matt, Will, Jake, and Victoria as they explore the i…

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#547: TL;DR - 4 Factors in Planning Your Child’s Financial Future 8:37

2M ago8:37

8:37

What are the best ways for dentists to save for their child’s college education? Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. For in-state schools, tuition grew by 56% over that same time period. Assuming this trend is unlikely to stop makes it more important than ever to plan ahead…

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#546: Two Cents 8/10 - Carry Trades and the Japanese Stock Market; Dolphins and Retirement Savings; Investing in Silver 41:22

2M ago41:22

41:22

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the crash of the Japanese stock market due to the carry trade. Then, they review a new study about how dolphins "invest and save" for rewards, and the retirement saving lessons that can be learn…

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Never Pay Full Price for College 26:20

2M ago26:20

26:20

College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.Bởi Mariner

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#545: 4 Rules To Live Your Rich Life 51:00

2M ago51:00

51:00

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven by non-monetary factors like physical health and strong relationships. On this Dentist Money Show, Matt, Ryan, and Victoria provide four rules to live a rich life: prioritize your health, invest in relationships, spend with intenti…

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