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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and bitcoin. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and inves ...
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven)Chronicled on this Podcast and we disclose all information we have.Ask yourself “Who is making you $$$ ?”“Most expensive advice is bad advice”Process is1)Research2) Use math (which is pattern recognition not calculation and statistics)3)Rigorously apply logic4) Make a good decision that consistently results in free cash flow, profit and mon ...
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industries great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
 
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 ...
 
On the Pumped On Property Show, we get real about property and your financial freedom. We also share the lessons we've learned from buying over $250,000,000 worth of investment property for ourselves and our clients. In each episode, we break down the lessons, tools, and tricks that have enabled us to become financially free through property investing. If applied correctly the lessons on this Podcast could help you build a property portfolio with confidence and work towards financial freedom ...
 
PNC Bank is a highly diversified and growing financial services organization spanning the retail, business and corporate markets. PNC Bank's professional service podcasts help keep you current on industry developments, and provide informative banking commentary for professional service providers, such as accountants, attorneys, insurance providers, consultants, architects and engineers.
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
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. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
Do you have an idea that you believe would make a good business? Concerned about how and where to get started? Or are you in business and may be considering bankruptcy? Perhaps you’re in business and are trying to recover from bankruptcy? Welcome to Financial 1st Aid hosted by Vera McCoy. Whether you’re an entrepreneur or an investor who’s wanting to start a business or considering bankruptcy, Financial 1st Aid is here to help you move in the right direction - from idea to development to imp ...
 
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show series
 
Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!…
 
In this episode host Julia Streets is joined by Margaret Franklin, President and CEO of Chartered Financial Analyst Institute (CFA) and Fiona Hathorn, board advisor and Founder and CEO of Women on Boards UK. They discuss the importance of reporting, transparency and accountability of boards and how to help diverse talent find its route to the board…
 
Sandy is passionate about diversity and inclusion. In this episode, he throws down the gauntlet to challenge Financial Services to have the courage to change their recipe, to really achieve true inclusion. Stay tuned to find to find out what the Financial Service industry can learn from SandyBởi Rachel Treece
 
This week's guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy firm based in the Bay area. Ilan has a lot of hands-on experience with large enterprises, including work as Product Owner for AI Enterprise Solutions at Wells Fargo, one of the world's largest financial services firms. Today, Ilan discusses AI maturity and how to a…
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Braithwaite, a financial adviser based in Kent in the UK. David is an award-winning adviser who runs Citrus Financial. He is often to be found on the public speaking circuit and spruiking money tips for BBC Radio Kent. In his spare time, he also works as …
 
Listen to the inspirational story of faith, family and football of Oregon State Chance Nolan. From adversity at Middle Tennessee State to Saddleback Junior College to Oregon State where hit beat iconic program USC :"fight on" Chad Nolan is the starting receiver and safety for the Arena League Las Vegas Knights. Played College Football And in the CF…
 
Warren Buffet says compound growth is the 8th wonder of the world. You might think the same after watching today's video. Join us as Ben takes Simon through 2 examples of where he could be in 20 years if he buys 1 property or 2 properties today. This is why we're long-term investors. DISCLAIMER No Legal, Financial & Taxation Advice The Listener ack…
 
#MotivationMonday from a business & financial standpoint know what to do when you "get into the endzone" a lot of people run into trouble at this point Iraq war Army Veteran @JohnDHanson brings the heat of this topic John D. Hanson Army Veteran Wealthy Entrepreneur Consultant | Speaker | Trainer | Author at Accelerated Revenue Inc. Powell, Ohio, Un…
 
Bottomline we were 36-16=70% =$16,000 ish profit We are the Bloomberg, CNBC And Fox Business of #sportsbetting #nflbetting #collegefootballbetting and #collegebasketballbetting Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business And Wealthy Individuals" Also County Boards, City Coun…
 
Bottom-line 2nd week 18-15=55% (52.5% is bottom) NFL-39-27=59% (52.5% is breakeven) =$17,000ish in Profit + fun watching the games 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5%…
 
In this Episode We go over the "Bets we got wrong" 18-15=55% wk 2 *(52.5% is break even) 39-27=59% (Year To Date) You learn more from the bets you got wrong than the bets you got right Link To Hawthorne Effect www.investopedia.com/terms/h/hawthorne-effect.asp “Most expensive advice is bad advice” Process is 1)Research 2) Use math (which is pattern …
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces multi award winning Financial Adviser, Jenny Brown; whom I originally met via Twitter. Jenny lives with her partner and three dogs on the Mornington Peninsular in southern Victoria. She is the CEO & Founder of JBS Financial Strategists, a public speaker and cur…
 
Why do you invest in property? For most, it's to have choices and security during retirement. In today's podcast, we talk about some case studies and strategies you can use to make sure you have everything you want in your retirement. DISCLAIMER No Legal, Financial & Taxation Advice The Listener acknowledges and agrees that: Any information provide…
 
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerfu…
 
Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.Bởi Craig Skelton, Alex Curtis
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. Ask yourself “Who is making you $$$ ?” “Most expensive advice is bad advice” Process is1)Research2) Use math (which is pattern …
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeve…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •21-12=64%-=$14,000 ish (52.5% is breakeven) $1000.00 per game Process i…
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces the fabulous Michelle Hoskin, aka Little Miss WOWW! Michelle is full of enthusiasm and energy, has an infectious personality and a unique outlook on what she calls, the “magical industry” of financial planning. Michelle is the Founder and Director of Standards …
 
In the latest Fielding Questions episode, AgCountry Farm Credit Services Market Education Specialist Katie Tangen dives into the markets, including the latest supply/demand numbers from USDA, export markets and more. This podcast, produced in collaboration between AgCountry FCS and the Red River Farm Network, explores the world of farm finance and …
 
Want to optimize your portfolio? With over a decade of experience in property investing we break down the hacks we have used to make sure we're getting the most out of our portfolio's. Hopefully, you can use some of these tips to make your life easier. DISCLAIMER No Legal, Financial & Taxation Advice The Listener acknowledges and agrees that: Any i…
 
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise. Are you interested in content that provides you with action steps that you can take to deliver massiv…
 
Did you know that your mindset around money can affect how you deal with your finances? Financial success is not just determined by external factors but by internal ones as well. Today’s guest is Cathy Derksen, Founder of Inspired Tenacity. She is an author, coach, mentor, and financial planner helping women tap into their greatness and achieve fin…
 
Every step in your financial progress takes careful planning. Having your family protected and benefited, and your wishes executed are a step beyond the planning that most do and can have additional complications and requirements. Tune in to this show as John Kuykendall pays tribute to 9-11 while helping you create a financial legacy.…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeven) $1000.00 per game Process is 1)Re…
 
Ask yourself / who is making you money ? The same process using decision science and math you use to pick and investment is the same process you use to pick the teams that has the highest probability of monetizing your time watching the game Impossible to process all the information without collaboration We are betting $1000.00 on every game we pic…
 
It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield…
 
Flex and The City is back after a much needed summer holiday break. Today on Flex and The City episode 32, we interview the data junkie herself, Susanne Schartz , COO of SEQVOIA. 💪 Susanne Schartz is on a mission and is passionate about data and technology as the basis of business solutions that are driving growth. Stay tuned as we find out why Sus…
 
Finding capital is one of the biggest challenges that any new business owner encounters. When Jurie Van Rensburg left his 9-5 corporate job to become an entrepreneur, it’s certainly one of the challenges he faced. When you burn all bridges and decide to become an entrepreneur fulltime, you will not have the same team support that you had with your …
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all meth ods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retu…
 
In today's episode Leo, Sundeep and I are discussing what sets Legacy Mortgage Group apart from other brokerages in the industry and the topic of " Back To School" - financing options for post secondary education and purchasing a second residence. So tune in and Enjoy !Bởi Elena Russell, PFP, FMA, CFDS
 
In today's episode Izabella and I are discussing " Disruptive Healthcare" and changing landscape of homecare and healthcare in Canada as well as options that are available to clients with Infinity Healthcare Ltd. So tune in and enjoy !Bởi Elena Russell, PFP, FMA, CFDS
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods In the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retur…
 
John D. Hanson Army Veteran Wealthy Entrepreneur Consultant | Speaker | Trainer | Author at Accelerated Revenue Inc. Powell, Ohio, United States linkedin.com/in/john-d-hanson-e…esstoheroicsuccess accrev.com john.hanson@accrev.com Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business A…
 
Isn't that what we all want? To make money regardless if we decide to get out of bed or not? Generating a strong passive income should be close to the top of everyone's list of goals in life. When work is no longer a necessity to pay the bills, what would you do? Would you stay doing what you're doing now? Would you start that business you have alw…
 
Digital Marketing Supremo and friend of the Show Mr Bob Gentle joins Alex for the business superhero series.You'll hear how Bob has changed the fortunes of the brands he works with, the importance of a personal brand and what it's like to work with Bob directly.Bởi Alex Curtis, Bob Gentle
 
If you want to protect yourself and your family financially, then understanding insurance policies is a great way to start. Knowing and understanding your insurance policy will give you the know-how to leverage it effectively. In this episode, Vera McCoy, Esq. sits down for an interview with Steven LaBroi, Chief Strategist of The LaBroi Insurance G…
 
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