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Broker Consulting - Finance. Reality. Spolu.
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, 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 2024, to get your head around some really important concepts! More advanc ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
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Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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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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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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"This podcast will leave you feeling inspired to take a more proactive approach to your savings, earnings, & expenses." - BuzzFeed | Yo Quiero Dinero is an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Hosted by Jannese Torres, Latina money expert, author and entrepreneur. Known as “the swaggiest personal finance podcast", each week we drop episodes brimming with POC-friendly personal finance ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Insights and ideas to help small businesses grow and thrive.
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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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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Protiviti, a global consulting firm, presents Powerful Insights. This podcast features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate.
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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Seven Figure Consultant with Jessica Fearnley
Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business
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Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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A weekly podcast on the history, philosophy, and techniques of astrology, hosted by professional astrologer Chris Brennan.
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A show that deconstructs world-class deal makers, digging deep to uncover the philosophies, tools, and tactics entrepreneurs can use to put together the biggest deals of their careers.
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CEO to Rainmaker: Monthly small business educational show featuring the subject of finance & loans. Content designed to elevate a small business CEO's financial executive skills. "A rainmaker is an exceptionally talented CEO who can "make it rain" i.e. bring in customer money, on a consistent basis.
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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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Run your own consulting business? This is the podcast for consultants, freelancers and contractors to ensure that you are getting the most out of your business, and to help you avoid expensive mistakes. Hosted by Accountant; Alan Broome, Business Lawyer; Mark Maclean and Financial Adviser; Chris Thompson we talk about everything under the sun related to running your business smoothly.
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Your Financial Maven®, hosted by Samantha Mittman Besnoff, CPA, is a podcast where you will be challenged to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent almost 30 ye ...
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Sharing the stories, tips and journeys of entrepreneurs who entered into the business world pursuing their passions fearlessly soul aligned. Inspiration to start your own business with steps, insights and also how to have fun following your dreams! How to tune into your intuition and inner guidance to help you succeed! *The information discussed on the Soul Aligned CEO podcast is not medical or financial advice, please always consult your medical and financial professionals.
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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Pros and Conversations explores what it takes to be successful, whether you’re from the world of business, science or the arts. But more than a series of inspiring conversations, guests share real-world tips and insights, providing listeners with the tools they need to achieve their entrepreneurial goals. Host Peter Reynolds and co-host Damon Adachi, pull back the curtain to discover the story behind the success, the person behind the professional. The answers are often surprising and always ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Powered by Franchising breaks down successful business ownership utilizing the franchise model, working for yourself but not by yourself, to create financial freedom with the power to change people’s lives.
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Charity SORP Exposure Draft and Charity Financial Thresholds Consultations
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In this episode, Gemma Archer rounds up the key points from the publication of Charities SORP exposure draft and consultations relating to the financial thresholds in charity law. For more information on this topic and more, please visit www.mercia-group.com for further details.By Gemma Archer, A&A and Compliance Senior Manager
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Are investment consultants failing the not-for-profit sector?
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Unlike retail investors, not-for-profits do not have the same protections against conflicted advice, leaving them more vulnerable to costly and complex strategies. Stockspot chief executive Chris Brycki joined the Financial Standard podcast for more.By Financial Standard
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Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138
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Let’s be real. Death isn’t optional. But having a plan? That part is up to you. In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, th…
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Porter Collins & Vincent Daniel: What Are We Doing??
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Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market enviro…
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Episode 231 - Introduction to Sales and Technology with Ricky Pearl
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This week we caught up with tech sales expert Ricky Pearl. We covered a wide range of sales topics in our discussion including some of the most cutting edge strategies being deployed in the sales tech world today including... - AI (of course) and how every business needs to have a data strategy. - How automation fits into the sales process (I wasn'…
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4 dividend shares to add to your watchlist
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In this Australian Finance Podcast episode, Owen Rask shares four Australian dividend shares that you can add to your investing watchlist. Whether you're chasing income, franking credits or long-term growth, you'll learn: What dividends are and how they work The difference between yield and total return Why chasing high dividend yields can be risky…
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The 8 Crucial Numbers - Doing Less for More
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Karen and Soonah break down the 8 key financial numbers every business owner must track to maximise profits and performance. Learn how focusing on the right data - like Gross Profit Margin, Customer Lifetime Value, and Break-Even Point - can transform your business without the overwhelm. Plus, discover two bonus cash flow metrics you can’t afford t…
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Business owners can choose from a variety of entity types when organizing their business for limited liability, and deciding which to use depends largely on which type serves their best interest in terms of taxes. Nathan discusses the different options for registering your business and the benefits and drawbacks of each. Also on MoneyTalk, 10 thing…
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The Evolution of Wealth Management – Episode 43
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The wealth management industry is shifting faster than ever. Demographics are changing, client expectations are rising, and the pace of change with technology is just unbelievable. The next few years will separate the firms that thrive from those that struggle to stay relevant. That's why it is more important than ever that you are on the front edg…
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BNY's Reinhart preaches caution, patience against continuing uncertainty
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Vincent Reinhart, chief economist and macro strategist at BNY Investments, says that Monday's temporary halt to the tariff battle between the United States and China significantly reduces the potential for a recession, but it doesn't create the clarity that investors and business leaders are seeking. He believes the U.S. will continue to deliver so…
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Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. 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 informa…
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Episode # 86, Tariffs: Global Chaos and Small Business Survival
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Send us a text Amid the chaos of current tariff policies, international law expert John Tulac provides crucial insights on how small businesses can navigate trade uncertainty and supply chain challenges. His straightforward analysis cuts through political noise to offer practical strategies for survival in a rapidly changing global trade landscape.…
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The opportunity zones (OZ) incentive remains a versatile tool in the workshop of community development, housing production and renewable energy generation. In this week's episode of the Tax Credit Tuesday podcast, host Michael Novogradac, CPA, and guest Brent Parker, CPA, discuss the intersection of the OZ incentive with other tax incentives, inclu…
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374 Life Visioning with Marielena Ferrer
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Happy Birthday Marielena! In honor of the Full Moon and Marielena's Birthday, she offers us a Life Project workshop to reshape and connect with our vision for life by identifying what we like about ourselves, what we like doing, what we want our life to look like, and how to align ourselves with that vision. Here's your Full Moon report! AND, Marie…
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As you age, your financial priorities will change with you, so when we create a financial plan it is often useful to look at each decade separately, allowing your plan to evolve to meet the needs of each moment. Donna and Nathan discuss the typical areas of focus that come with each decade as you journey toward retirement. Also on MoneyTalk, Stock …
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Wealth Consulting Group's Leger makes a case for S&P 6500 as tariffs ease
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Talley Leger, chief market strategist at The Wealth Consulting Group, says the stock market over-reacted to the downside over tariff announcements and that investor sentiment was so sour that it flashed big buying signals to him. Now that there has been some easing of tariff tensions with the United States and China announcing a deal on Monday, Leg…
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Pricing Consulting Services: A Deep Dive with Garrett Delph
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How does a consultant transition from building digital products to establishing a specialized operations consulting firm, growing it to a 15-person team without ever running a single advertisement? Garrett Delph, Founder and CEO of Clarity Ops, shares his journey into the complex world of operational efficiency, where he helps fast-growth companies…
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TIME SENSITIVE - Workshop Happening This Week!
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Come and join me for an extra-special live workshop I’m hosting this Friday 16th May that you won’t want to miss if you’re a 6 - 7 figure woman consultant. The workshop is called How To Thrive As a B2B Consultant In Any Economy (Yes, even in 2025), and during this intimate session we will be covering: The proven business model I've taught for the l…
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Plan a wedding without blowing the budget
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In this episode of The Australian Finance Podcast, Gemma Mitchell is joined by Amy Parfett from WedShed to talk about all things weddings — the trends, the must-haves, and how to save without sacrificing the celebration. With the average Aussie wedding now topping $35,000, Amy shares tips on how to set a realistic budget, what’s changing thanks to …
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How to Become a Future Millionaire | Rachel Rodgers | Hello Seven
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Episode 323 talks about how to become a future millionaire, featuring the one and only Rachel Rodgers. Listen now! Rachel Rodgers is the founder of Hello Seven, a company that helps women and marginalized communities build wealth and scale seven-figure businesses. A former attorney and self-made millionaire, she’s the bestselling author of We Shoul…
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Episode 406 - Unlocking the Full Potential of Proactive Tax Management; or, Not All Money Is Taxed the Same!
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As the “celebration” of April 15th nears, the importance of tax planning remains critical. What celebration, you ask? The celebration that they’re done, of course. On today’s show, we’ll discuss the seven components of winning at taxes, especially after you’ve retired. The bottom line is that the savings you can take advantage of can be significant…
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This week we search for joy in the philosophy of Marie Kondo's book "The Life Changing Magic Of Tidying Up" and see how to set our financial house in order. See how organization, finding the true value in things and letting go of what we don’t need (bills don’t apply) can help you. If you live in British Columbia, Alberta, Saskatchewan, Manitoba, O…
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Other highlights include: The case for dynamic segmentation and why it outperforms static lists. How to unify contact data across multiple channels to avoid over-messaging. Creating behavioral triggers that pause or adjust email sequences based on client actions. Personalization tips, like phonetic name spelling, that boost client trust and connect…
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Trump’s First 100 Days: Navigating an Uncertain Future
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This podcast is the replay of a webinar Protiviti hosted in January. April 30 marked the 100th day of the second Trump administration. Since Inauguration Day, the administration’s actions have reshaped national and international policies, resulting in economic uncertainty, geopolitical risk and global instability. Traditional scenario-planning and …
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Companies often use stock options as an incentive to attract talent, and while highly coveted, they are also highly complex and often misunderstood. Donna and Nathan discuss two common types of stock options, RSUs and non-qualified stock options, and how they work. Also on MoneyTalk, 7 milestone ages in retirement planning, and Stock Trivia: Two Tr…
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In this episode I discuss what to do as we near the possible end to the volatility as a result of the tarrifs. My dicussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunites in the mark…
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Why Every Financial Advisor Needs A Sabbatical
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Hi everyone and welcome to The Magellan Network Show. If you’ve been following me over the years, you’ll notice I’m not in my usual office setup—because today, I’m coming to you from the heart of Liverpool, England, where I’m wrapping up my spring sabbatical.In this episode, I’m diving into a few short but powerful reflections—why I’ve decided I ne…
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🏁 MotoAmerica Race Weekend — Trackside Talk + Tax Deductions Full Throttle Finance™ – Episode 19 | Live from Road Atlanta In our first-ever in-person episode, Felicia and Allison hit the track at MotoAmerica’s Road Atlanta round and bring you behind the scenes — from paddock life to race day finances. We break down what we actually saw teams spendi…
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J.P. Morgan's Kelly: A recession's coming, but it won't last long
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David Kelly, chief global strategist at J.P. Morgan Asset Management, says that using tariffs "is like throwing a grenade as an offensive weapon when you are in a small room. You are much more likely to damage yourself than anybody else," which is why he is expecting the Trump Administration to back away from its heavy demands rather than go into a…
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#105 Controller Crisis Continues: How to Interview So Candidates Can’t Lie
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In this episode of The AC Method, Aaron shares the evolving story of a controller crisis that’s turning into a powerful lesson on hiring and interviewing. After back-to-back controller hires fell short due to dishonesty, Aaron reveals how he completely revamped his interview process to ensure candidates truly have the skills they claim. From trade …
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Money Moves for Your 20s, 30s, 40s, 50s & 60s
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In this episode of The Australian Finance Podcast, your host Gemma Mitchell is joined by the newest member of the Rask Advice team – financial adviser Tahli Cavagnino. They chat about Tahli’s path into financial advice and unpack a tricky client case from the week involving the family fallout that can happen when an inheritance is split between sib…
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Don’t get stuck in a rut—update how you operate
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People are asked to update the operating systems on their phones all the time. What if leaders applied that same kind of polishing and bug fixing to themselves? McKinsey research shows that executives who periodically review and revise their priorities, roles, time, and energy tend to be more productive, work more consciously, and drive change more…
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Economist Altman says the Fed just showed its strategy hand
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Economist Daniel Altman — who publishes the Daniel Altman's High Yield Economics newsletter — says that the Federal Reserve and its chairman Jerome Powell provided more certainty than the market was expecting on Wednesday by effectively confirming that fighting inflation, rather than unemployment, is Job One. That means interest rates will stay hig…
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Shay, is an amazing content creator who is embracing the opportunities in society after a few bumps in the road. Beautiful Scars has designed her personality and being a entrepreneur is the path to success for her. There is hope and change in a controlled environment designed for second chance felons. Life after incarceration is the beginning to a …
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Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
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With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client Overview Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust …
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When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today. In this episode, Dennis turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us h…
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Other highlights include: -Why “dialing in your dashboard” can help advisors focus on what matters most. -How task management, client demographics, and time allocation metrics can drive more informed decision-making. -Why tracking centers of influence and referral pipelines is critical for long-term growth. -The difference between having data - and…
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#104 Customers Aren’t Just Clients—They’re Part of Your Team
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9:21
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In this episode of The AC Method, Aaron Clipinger—CEO of SquareCoil—shares his biggest takeaway from the ISA Sign Expo: your customers aren’t just clients—they’re part of your team. Reflecting on real conversations from the show floor, Aaron explores how building meaningful relationships with your customers can fuel innovation, improve your service…
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Unpacking the most critical reforms for the financial advice profession
19:43
19:43
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Financial Standard journalist Andrew McKean and Financial Advice Association of Australia general manager of policy, advocacy, and standards Phil Anderson discuss draft legislation aimed at improving access to affordable and quality financial advice. This episode covers opposition to collective charging for retirement planning advice, the risks of …
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Ep43 A Conversation about Money Mindset with Dr. Renée Baker, DBA, RCC™
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37:01
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Having a conversation about money mindset is so important. Join me in my latest episode where I sit down with Dr. Renée Baker, DBA, RCC™ who is an award-winning serial entrepreneur, economic empowerment advocate, community leader, and dynamic speaker. Our conversation talks all about money and how we have to remember to keep a positive view about i…
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Chicago economist says 'Stagflation is the most likely forecast'
59:58
59:58
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Economist Steven Durlauf, director of the Stone Center for Research on Wealth Inequality and Mobility at the Harris School of Public Policy Studies at the University of Chicago, says that the federal budget deficit is the biggest source of the country's trade deficit, meaning politicians have failed "to seriously address the relationship between wh…
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671: Jen Hamilton is a Fractional COO & Jiu Jitsu Student [podcast]
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31:43
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Jen Hamilton shares her journey into Jiu Jitsu, inspired by her son, despite initially knowing nothing about martial arts. She reflects on the challenges and personal growth she’s experienced through seven and a half years of practice, emphasizing that perseverance and doing hard things on the mat translate to greater resilience and determination i…
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Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
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Having parents with money doesn’t mean planning is easier—just different. In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotio…
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Planning for Parents: What If Your Parents Run Out of Money?, Ep 136
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33:41
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Planning for aging parents is hard. It’s even harder when there’s no financial safety net. In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they shar…
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Bethany McLean: Cynicism and Belief Among the Chaos
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35:18
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Danny is joined by Bethany McLean, famed for her work on exposing Enron’s accounting malpractices and chronicling its fall in her book, 'The Smartest Guys in the Room.' McLean discusses various topics including the current state of private equity, U.S. healthcare, Fannie Mae and Freddie Mac, tariffs, and Warren Buffett's enduring legacy. Delving in…
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3 budgeting strategies that actually work
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In this Australian Finance Podcast episode, your host Owen Rask shares three budgeting strategies that actually work, so you can take control of your money without giving up the things you love. In this short but powerful episode, you'll learn: Why budgeting isn’t about sacrifice The importance of value-aligned spending How to use the 50/30/20 budg…
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Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over…
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