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The Aussie FIRE podcast is the ultimate guide to Financial Independence for Australians. Having started life as an e-book, then an audiobook, it's now reached its final form: a podcast that will keep on giving. The Aussie FIRE audiobook is brought to you by Pearler, Australia's favourite long-term investing community; and Dave Gow, the brains behind Strong Money Australia. Each episode explores a different aspect of Financial Independence, so stay tuned for new releases! https://pearler.com ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
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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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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Mo Money is where we bring you practical tips, hacks, strategies and knowledge to help you save more, invest smarter, and maximise your money to ultimately replace your salary by investing faster and easier. In this show, Ben Nash, finance expert, best-selling author, speaker, and award-winning financial adviser along with Will Cant, a Financial Adviser at Pivot Wealth, will help you cut through the noise.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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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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Passionate about working with students and making a difference in their lives? Join Matt Markin and his advising guests as they bring together the global academic advising community to share knowledge, best practices, and their own advising stories.
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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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Join us as we dive into the world of financial services, bringing you insightful conversations with industry leaders and key figures. Whether you’re a Financial Adviser, Mortgage Adviser, Paraplanner, or a Financial Services Business Owner, Talk FS is your go-to podcast for uncovering the lessons learned and experiences that have shaped successful careers in the UK financial services sector. Tune in for expert advice, industry trends, and personal stories that will inspire and inform your jo ...
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Insight and analysis on investment markets and issues affecting your whole financial world.
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the mone ...
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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Dollars & Change: The Expert's Guide to Sustainable and Responsible Investing
Earth Equity Advisors
The series will feature in-depth conversations with sustainability leaders, thought-provoking discussions around the urgency we’re feeling to make responsible change, and practical advice on how investors can align their financial strategies with their values. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 662 ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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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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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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PreMarket Prep is a daily trading podcast that airs weekdays.Email premarket@benzinga.com for your questions.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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The Māori Millionaire Podcast has taught thousands how to improve their money mindset, management and wealth strategies. Te Kahukura, the founder of Maori Millionaire has grown an online community of almost 60,000 accounts across different platforms. Te Kahukura Boynton (Ngāti Kahungunu, Tūhoe, Te Whakatōhea) is a 20 year old entrepreneur. At just 14, she opened up her business which eventually failed. Te Kahukura is young and ambitious, paving the way for likeminded rangatahi. Love the Māor ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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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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Google Ads Keyword Types - Alex Curtis
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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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How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
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Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also exp…
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Market Insights: Stocks, Rates & Healthcare Planning
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Join Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks, the potential for interest rate decreases, and the growing interest in nuclear power stocks. Plus, they analyze current CD rates and offer insights on financial planning for healthcare. Tune in for expe…
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In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early det…
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Joe Murphy and Paul Payne delve into the intricacies of life insurance, particularly focusing on the benefits of cash value in permanent policies and the importance of planning for long-term care.
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Joe Murphy and Paul Payne delve into the intricacies of life insurance, particularly focusing on the benefits of cash value in permanent policies and the importance of planning for long-term care. They discuss how life insurance can serve multiple purposes beyond just providing a death benefit, including tax-free income and financial independence. …
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Small asset managers need level regulatory playing field
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The operating environment for smaller asset managers is challenging, in particular when it comes to regulation. In this edition of the FT Adviser editor's podcast Simoney Kyriakou speaks to Dani Hristova, CEO of the Independent Investment Management Initiative, about the importance of boutique investment firms and what needs to happen for them to h…
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463: Why Investment Survival is Key to a Successful Retirement Portfolio
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Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions. In this episode, we discuss: What it means to “diversify from disaster” Understanding investment longevity How…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification
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Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of t…
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Quint and Logan explain how they set goals in the different areas of their lives.Av Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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What’s Making Headlines – more mutual bank mergers
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane as she breaks down the big themes in the news. This week, she covers: Another mutual merger is announced. Broking industry members front the Senate home owner…
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Did Uber Just Win Big from Tesla's Robotaxi Reveal?
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Tesla's recent Cybercab launch has sent ripples through the market, but it looks like Uber emerged as a significant winner. Today's Stocks & Topics: UNP - Union Pacific Corp., DJT - Trump Media & Technology Group Corp., Market Wrap, SWKS - Skyworks Solutions Inc., Did Uber Just Win Big from Tesla's Robotaxi Reveal?, POWL - Powell Industries Inc., T…
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SB Talks Special Edition: Investing responsibly
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In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: The new Stanford Brown Responsible Investment (RI) Policy How we think about terms like RI, ESG, ethical investing and impact investments Whether incorporating RI can improve risk and returns Issues such as transparency and th…
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How YOLO can damage your financial future [🧠 Brain Hacks]
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You only live once - so you should spend all your savings on that Euro trip...right?! We often discuss the challenge of balancing enjoying the present versus investing for your future, but what happens when you let the scales tip too far in one direction? Only focusing on what you want right now and instant gratification can have harmful implicatio…
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Financial advisers were up in arms a few months ago, at the introduction of a new 'lite' version of financial adviser being introduced to the market. These 'Qualified Advisers' wouldn't have the obligations of fully fledged advisers, and clients would be vulnerable to the same harms we've all spent years trying to eliminate. Yet - there's already a…
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Since the passing of the SECURE Act 2.0, the IRS age trigger for required minimum distributions has been raised to 73, but having a little extra time to grow your assets doesn’t necessarily mean there will be more money left when you pass. Donna and Nathan discuss RMD planning, and how to use the rules to your maximum benefit. Also on MoneyTalk, St…
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Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
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This is an exclusive "Hedgeye Investing Summit" interview between Dan Rasmussen, Founder and CIO of Verdad Advisers, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal…
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"Best of" Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement.
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the signifi…
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(Best Of) Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals.
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Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. He emphasizes the importance of discipline and long-term commitment to building savings and creating a reliable stream of income in retirement. Kevin also provides insights on income planning, including the optimal time to claim So…
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This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automa…
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Relative Return Unplugged: Why are defence ETFs taking off?
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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, dive into the burgeoning world of defence ETFs in Australia and take a look at what is driving this sudden emergence. We explore the current state of global military power structures and how a range of factors are influen…
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112- Why You Shouldn't Invest In Yourself... BONUS EPISODE!
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You’re telling me that you want to achieve the life of your dreams, consistent business revenue, achieving your business goals with less work and more ease BUTTT you avoid investing in yourself, doing the deep inner work - healing your limiting beliefs, truly believing in yourself. You tell me that it’s because you can’t afford it, but… (THIS EPISO…
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Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting
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While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion. Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Tol…
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Women in Finance Podcast: Feminising the fintech space
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Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring cul…
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How does an unstable climate impact your insurance?
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Kris Faafoi, Chief Exec of the Insurance Council, tells Garth Bray what recent climate events mean for New Zealanders who want to protect their assets. Why have insurance premiums gone up? Are they leveling out? What’s the deal with reinsurance? And what does it all mean for homeowners and home buyers? We discuss the growing influence of climate ev…
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Retirement planning, at its essence, is about saving money, but a well developed retirement plan is constructed in phases, each with its own unique set of focuses and priorities. Donna discusses how to execute each stage of your retirement plan. Also on MoneyTalk, when does it make sense to take social security early? Host: Donna Sowa Allard, CFP®,…
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Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen…
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What business leaders can learn from sports psychology
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From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio. In this episode of the FT Adviser better business podcast he explains what advisers can learn from the field of sports. Hosted on Acast. See acast.com…
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AI's Effects on Financial Management
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Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Laurence Hale, AAMS® CRPS® shares a look into the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces. - Subscribe to the You and Your Money podcast …
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Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.Av Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Identity Theft: How to Protect Yourself and Take Action if You’re Targeted
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In this episode, Brian Skrobonja shares tips and insights on how to help protect yourself against identity theft. He sheds light on the best identity theft tools in the market, what to consider when someone steals your identity, and ways to minimize the risk of your data ending up in the dark web. Brian starts the conversation by sharing what he le…
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Guiding clients through uncertainty
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In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies. Together, they explore the key challenges thes…
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Building a Strong Team in Financial Services with Helen Clague #2
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In this episode of Talk FS, Ryan Venner speaks with Helen Clague, Operations Director of Riverside Financial Consultants, about the importance of teamwork in financial planning. They discuss strategies for building the right team, the significance of fit in recruitment, and the value of career development. Helen shares insights on creating a strong…
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2025 Social Security COLA Announced: What Retirees Need to Know
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In the smallest increase since 2021, the Social Security Administration has set the 2025 cost-of-living adjustment (COLA) at 2.5%. Today's Stocks & Topics: WDS - Woodside Energy Group Ltd. ADR, Market Wrap, QQQM - Invesco NASDAQ 100 ETF, 2025 Social Security COLA Announced: What Retirees Need to Know, BTG - B2Gold Corp., PBI - Pitney Bowes Inc., Ch…
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Bankin' On A Rally | PreMarket Prep
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Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the trading day ahead. Today's Guest: Sami Abussad - T3 Trading *Register now to trade alongside Sami for FREE in his Vir…
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Finalising an estate is both emotionally and structurally complex. And one of the key complexities executors (and beneficiaries) will need to wrestle with is how it's all affected by tax. This is a tough topic - it can be dry, remote and blindingly difficult for a layperson to come to grips with. Which is why I've invited Daniel Vicino and Phil Sea…
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In this episode of Financial Straight Talk, Jim and Jerry discuss hidden fees in various financial transactions, such as hotel charges, mutual funds, annuities, and 401(k) plans. They emphasize the importance of transparency and understanding the fees that individuals are paying. Jim provides a resource, personalfund.com, where listeners can check …
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Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1
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In this episode of the Talk FS podcast, Ryan Venner interviews Mike Morris, Operations Manager at Andrews Mortgage Services. They discuss Mike's transition from a decade-long career in recruitment to becoming a successful mortgage advisor and eventually a manager. The conversation covers the importance of people skills in mortgage advice, building …
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Ep 236: Is your NHS payslip correct? NHS Pension Tax relief? Investing for your kids? - Q&A Episode!
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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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In Focus: Utilising open banking and AI in mortgages
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With the Consumer Data Right having been ‘reset’ and artificial technology becoming more mainstream, we find out how these technologies are innovating lending. In this episode of In Focus, we catch up with NextGen’s head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out: What the CDR ‘reset’ …
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The Surprising Business Driving Costco's Growth in 2024
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Costco is well-positioned for ongoing success as it is experiencing impressive growth, largely thanks to its booming e-commerce sector and the rising demand for convenience among shoppers. Today's Stocks & Topics: REZ - iShares Residential & Multisector Real Estate ETF, Market Wrap, WMS - Advanced Drainage Systems Inc., SSNC - SS&C Technologies Hol…
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#420 How to FI/RE without sacrificing your lifestyle
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This episode of the Mo Money podcast is a recording of a live event I did in collaboration with the legends of Pearler about how to FI/RE so financial independence, retire early without sacrificing your lifestyle. In the episode, we talk about the basics of FI/RE, the problem with FI/RE being that a lot of it is about drastic lifestyle sacrifices, …
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111 - Navigating BIG emotions and not letting them derail your FINANCES.
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Welcome back to the Maori Millionaire Podcast e te whanau!! Our emotions are super tricky, I hope this episode helps you out. New Offer Launching Soon: Brown Business Besties is my NEW GROUP COACHING offer available here. Te Tiriti Houkura 12 Week Money Mindset, Business and Investing Course: Learn more here. Follow me on Social Media: Instagram Ti…
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136. New Trusts and Companies Borrowing Money
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about new trusts and or companies borrowing money. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…
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Investment Idea: FirstRand Limited - 14 October 2024
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On 13 September 2024, FirstRand released its full-year results for 2024. Highlights from the results were as follows: Headline earnings grew by 4% to R38 billion, with revenue (+9%) rising less than operating costs (+11%). Net interest income increased by 9%. Average interest earnings assets grew by 9% with increases in RMB CIB advances by 10%. Net…
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462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin
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Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My fi…
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Creating a StoryBrand framework for an optometry practice with Daniel Palmer
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Welcome to this episode of 20/20 Money! My guest on today’s show is Daniel Palmer, founder of Morether Creative, a Fractional CMO for optometrists nationwide. In this conversation, we talk through and explain the Story Brand process and the SB7 framework. We talk about the common marketing mistakes that biz owners (not just ODs) make when it comes …
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Quint and Daniel talk about some real estate best practices.Av Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Debt recycling: Adviser Alex Luck explains how debt recycling actually works
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Debt Recycling is a confusing finance topic, but it can be a superpower. On this episode of The Australian Finance Podcast, your host Owen Rask brought in Alex Luck, experienced financial adviser from Everest Wealth, to walk us through debt recycling step-by-step. Video version: https://youtu.be/F61sUnsKx14 Use Owen's trusted financial planners: ht…
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Welcome to Talk FS, the podcast, hosted by Ryan Venner, where we delve deep into the world of financial services. Whether you're an IFA, Mortgage Broker, Paraplanner, Manager, or Financial Services Business Owner, this podcast is for you. As we all know, the financial services industry is constantly evolving with new regulations, technologies and m…
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Relative Return: Staying engaged with super
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In this episode of Relative Return, host Laura Dew speaks with Anne Fuchs, executive general manager of advice, guidance and education at Australian Retirement Trust, to discuss how the fund is helping its 2.4 million members. Listen as they discuss: The progress of the QSuper and Sunsuper merger. Helping its 2.4 million members access financial ad…
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