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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran, Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. Check out timely articles on retiremen ...
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A Podcast about retiring early, moving abroad, and living what we coined a "Better Second Half of Life." After working hard for over 25 years and raising our family, we retired early at age 50, we sold everything, and moved abroad from North America to begin our "Second Half of Life." We make our base on the beautiful island of Madeira, Portugal. As a healthy and fit, long-married couple who retired at 50 and moved abroad, we talk about all things retirement - from finances, new friends, ret ...
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Transform

Senior Housing News

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Senior Housing News is an independent source for breaking news and up-to-date information on the senior living industry. Our podcast, Transform, will highlight the individuals making a difference in the senior housing industry.
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Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Aspire and Achieve with Annie is the go-to podcast for women navigating life’s biggest transitions—whether it's empty nesting, divorce, retirement, or grief. Hosted by certified life coach Annie Lewellyn, this podcast offers heartfelt guidance, personal stories, and actionable strategies to help you rediscover purpose, build confidence, and embrace your next chapter. With humor, inspiration, and real-life wisdom, Annie shares the lessons she's learned from overcoming her own struggles, provi ...
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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AdventuRetired

AdventuRetired

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AdventuRetired is a podcast for retired people to share ideas and information about trips, hobbies, and the many things that can be done to have an amazing retirement. Hosts, Cindy and Curt, tell about some of their adventures as well as interviewing guests who have their own retirement adventures. Please subscribe and join us!
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Travels With Jim and Rita

Jim Santos, travel writer and host of the International Living Podcast

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Discussing the challenges, rewards, and drawbacks of living overseas. Follow our decision to sell our home and live abroad until the housing market adjusts. Information for the would-be expat, digital nomad, roving retiree, or just plain traveler. Host Jim Santos is a published travel writer with over 200 articles and seven books (jimsantos.net). He and his wife Rita lived in Ecuador for 6 years, and are currently test-driving the roving retirement lifestyle. Jim is also the host of the popu ...
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Are you at a place in your life where you think you should have it all figured out by now? Heidi Gustafson is a Board-Certified Hypnotist and Mindset Coach who has taken all her life challenges and turned them into her superpower of creating a life that she loves… and she coaches midlife women to do the same! If you feel like you've tried everything and still don’t know where to start, you’re in the right place. From painful divorce to retirement, chronic people pleasing to crushing self dou ...
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Aging With Grace 55+™ is a 45-minute interview magazine format featuring guests providing useful tips for taking care of self, aging family members and those who priovide care for elders. Some of our interviewed guests are also doing what seniors only dream about or never thought possible. Enjoy and share (or even perhaps even emulate) their stories on this lifestyle podcast. Rotating magazine style segments are designed to create an on-line community for living well and continuing to engage ...
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Armchair Expat

Shannon Acton

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What really happens when you leave everything familiar behind and start over in a new country? Armchair Expat is a podcast about moving abroad, living overseas, and building a life you love on your own terms. Hosted by Shannon Acton of @BargainHomesAbroad, each episode features real stories from people who have relocated internationally—whether for work, retirement, lifestyle, or love. Guests include everyday expats, digital nomads, and entrepreneurs who share honest insights, practical advi ...
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The Finance Geeks Podcast

thefinancegeekspodcast

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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Tales of Leadership

Joshua K. McMillion

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Tales of Leadership is a veteran-owned podcast designed to equip leaders with the knowledge required to inspire others through transformational leadership. If you want to grow your influence and become a purposeful leader, you have found your tribe. Become the leader your team deserves!
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Activate Your Wealth

Paxton Bridge | David Murdoch

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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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The Retirement Learning Lab

Van Richards, ChFC®

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Hi, I'm Van Richards. Welcome to the Retirement Learning Lab. I'm a financial advisor, and I can help you to grow your financial knowledge so you can be in control of your financial future. With investments, I teach you how to simplify the investment process. With retirement, I teach techniques to maximize income, reduce confusion, and reduce the probability of failure. I help you go from being insecure about your financial decisions to be in control of your financial future. DISCLOSURE: Lis ...
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Join Tim Shriver on his quest to find reasons to believe in us — from people we can believe in. Let’s be real: there’s a lot bringing us down. And seemingly endless examples of crisis and division have taken a toll on our spirit. But hang on, because there are extraordinary Americans among us who see it another way. Join me, Tim Shriver, as each week I talk with wise people modeling individual and community change — athletes, parents, experts you might not expect — all united by their abilit ...
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Act Three

Cara Gray

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The past few years have caused many of us to rethink how we live our lives. And for those of you approaching retirement, the question becomes more urgent - now what? How do you find new meaning and purpose? I’m Cara Gray, third-act consultant, multi-passionate entrepreneur and seeker of life’s answers. Join me as I explore inspiring conversations with those thriving in their "third act." Hear first-hand as former executives, professionals, and creatives share their authentic journeys of self ...
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Austin Eras

Adam Flagg

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Welcome to Austin Eras, the podcast that unravels Austin's transformation into a 21st-century boomtown and explores its potential future. Brought to you by Collective Advisors, Austin Eras takes you on a journey through the city's evolving landscape and rich history, offering insights into its dynamic past, present, and future. www.austineras.com #Austin #Texas Austin Eras featuring Adam Flagg is brought to you by Collective Advisors. Collective Advisors offers investment advisory services t ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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#AskElla SHOW

Ella Gurfinkel

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Hi, I'm Ella Gurfinkel, your host of the AskElla Show and senior loan officer at Fairway Independent Mortgage. On my podcast, I cut through the noise to bring you honest conversations about real estate, mortgages, and financial planning. I interview industry experts to tackle everything from homebuying basics to complex topics like reverse mortgages, trusts, and market trends. With decades of experience, I'm passionate about dispelling myths and providing clear, actionable advice. Whether yo ...
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Beyond Accounting Bitesize

Breiffni O Domhnaill

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The Beyond Accounting Bitesize Podcast aims to inspire finance professionals to use their expertise to transform businesses and create a positive impact on the wider communityEach episode features an interview with a Chartered Accountant who will provide insights how they made a difference to their company, industry, or society. You will get insights into how they became successful and predictions for the future of their industry. Check out www.cawnetworkusa.com for more webinars and events.
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Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...
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Elementary

Jacqueline Watson

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Realtor interviews business Allow me to introduce myself as Jacqueline Watson, a Realtor in the Toronto/GTA area. However, my expertise extends beyond real estate. I am also a Mediator specializing in Labour Relations. My passion lies in more than just selling homes; I strive to transform lives and empower individuals to achieve financial freedom through home ownership. In addition to my real estate endeavors, I am building a thriving community through my podcast, Elementary. This platform a ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Are you ready to put yourself first in your 55+ years? Your host, Laurie Adams at 60+, successfully did that and is here now to help you discover what you want for your own, full second act in life. She lived in the people-pleasing era where young girls learned to put themselves last and how, as experienced, mature women they can rekindle dreams and realize them. A certified life and weight loss coach, Laurie, along with her variety of guests, share how they have shifted into their best year ...
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The Healing Man Podcast is your go-to space for personal growth, self-mastery, and becoming the best version of yourself. Each episode dives into mindset, wellness, and life strategies to help you heal, evolve, and level up. Whether you're working on mental resilience, physical health, or inner peace, this podcast delivers real talk, powerful insights, and actionable steps to fuel your transformation. Tune in, take charge, and start your journey to a stronger, wiser, and more fulfilled you. ...
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Coaches need to be coached. Leaders need to be led. And you don't need to figure out how to create and scale your coaching business alone. Welcome to Coaching for Coaches, the podcast that's all about helping you grow as an online life coach! Whether you're a seasoned coach or just starting out, we've got you covered. We'll be diving into the latest trends, sharing expert advice, and providing you with the clinical skills you need to get the best results for your clients. And one of the key ...
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J. Massey, real estate investor, entrepreneur, sales coach, instructor, master facilitator of Robert Kiyosaki’s CASHFLOW™ 101 games and creator of Cashflow™ Diary, offers free training courses for new and experienced investors. Break through the clutter of learning real estate and business investing and become a successful entrepreneur. Listen to beneficial strategies to improve your skills in prospecting, placing offers, closing deals, buying, selling, wholesaling, fix & Flips, rehabs and m ...
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From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, b ...
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In this enlightening episode of The Retirement Learning Lab, host Van Richards tackles one of retirement's most universal challenges: transforming uncertainty into confidence. Drawing from over 30 years of experience helping people prepare for retirement, Van addresses those middle-of-the-night worries that plague so many pre-retirees. Have you eve…
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As the senior living industry continues to experience rising acuity rates and greater expectations from residents and their loved ones, operators across the country are rethinking how they deliver care and turning to remote patient monitoring (RPM) as a solution.On the latest episode of Transform from Senior Housing News, Michael Emery, Executive V…
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Are dentists missing a critical opportunity when it comes to investing in their own technology? Dr. Jeremy Krell, Managing Partner of Revere Partners (the first independent venture capital fund dedicated to oral health) brings his experience from years of building and exiting startups and clinical expertise, and makes a compelling case for why dent…
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Send us a text In this conversation, Jeremy, a trauma surgeon, shares his unique journey from a blue-collar background to becoming a trauma surgeon and entrepreneur. He discusses the emotional challenges faced in the medical field, particularly in trauma surgery, and the importance of mental health for healthcare professionals. Jeremy also explores…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3144: Robert Farrington unpacks how personal accountability is the ultimate driver of financial success, highlighting that it's not just about numbers, it's about owning every financial decisio…
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Stephen Grootes in conversation with Vincent Magwenya, spokesperson to the President and Khay Sithole, an Independent Political Analyst chat about the US government banning US Agencies from writing reports on the G20 summit, this as US president Trump continues to throw allegations of a white genocide in South Africa. They also touch on President R…
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In this eye-opening episode, mortgage veteran Ella Gurfinkel reveals the critical refinancing details that most lenders never explain. With over 30 years of experience and more than 2,000 families served, Ella breaks down exactly what happens when you refinance and why misunderstanding this process could cost you tens of thousands of dollars. What …
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What does it really take to help define the voice of a city? In this episode, we sit down with Kristin Marcum, CEO of ECPR Texas, whose 25-year journey in public relations mirrors Austin’s evolution from a quirky college town to a 21st-century boomtown. From organizing Lady Bird Johnson’s funeral coverage to playing a pivotal role in launching Aust…
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There feels like a pervasive nature of worry in today's world, particularly in politics, financial markets, and emotional well-being. Now more than ever, we need to understand our emotional needs and what we are seeking out for advice. Are we seeking advice that is personal or financial? Are we looking to be heard? Or do we want to feel comforted i…
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Listen to a special episode from Where AI Works, a new podcast hosted by Wharton faculty, sponsored by Accenture. The show dives into how artificial intelligence is transforming the way we live and work, with real-world stories and insights from leaders across industries. In this episode, host Kartik Hosanagar speaks with David Droga, founder of Dr…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3143: ESI breaks down the path to financial independence using a simple scale to evaluate your earning, saving, and investing skills, from disaster to excellent. He argues that success in one a…
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Tell us about your Adventure! Imagine feeling the thrill of music blend perfectly with the gentle sway of ocean waves. Rock and roll cruises have surged in popularity, giving fans like Pat and Ed an unforgettable musical experience at sea. With a lineup featuring celebrated bands such as Cheap Trick, Bret Michaels, America, and Leo Sayer, and many,…
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Today we pick up your 2025 story of renewal following a story of my own from last week where the recurring theme was kindness. Today I also complete the story of kind inspiration I received from the youngest wise ones in my life. Discover in today’s episode the real evidence of how kindness—observed, appreciated, and practiced—truly factors in to a…
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Stephen Grootes in conversation with Stuart Theobald, Financial Analyst and Chairman at Krutham chat about the struggles of Ithala Bank and Post Bank, highlighting a deep-rooted challenge in South Africa’s financial sector. They also touch on the reflection that there is tension between financial inclusion and regulatory oversight, raising question…
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Feeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable, solution-oriented approach for real business and financial growth in your dental practice. Interested i…
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Organizational expert Amanda Jefferson returns to the podcast to reveal her ultimate decluttering secrets. Show Notes Info: Amanda Jefferson is the owner of Indigo Organizing, the creator of the Done-With-You Digital Organizing coaching program and the Get It Done Club, and one of the world's first KonMari consultants. A TEDx speaker and co-host of…
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For John Bucher, storytelling matters. It’s how we make sense of the world around us and define the boundaries of what we think is possible, and he’s spent a lot of time exploring how the Hero’s Journey, a model for telling epic stories of individuals experiencing adventure and triumph first defined by the academic Joseph Campbell, can help us see …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3142: Jaime of KeepThrifty challenges the conventional pursuit of early retirement by unpacking the emotional and physical burnout that can come with chasing FIRE (Financial Independence, Retir…
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Stephen Grootes speaks to Sharmi Surianarain, Chief Impact Officer for Harambee Youth Employment Accelerator about South Africa's rising unemployment crisis, with the official rate hitting 32.9% in Q1 2025 and the expanded rate reaching 43.1%, highlighting a challenging job market. In other interviews, Timothy Walker, Maritime Senior Researcher at …
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If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects of of making this decision. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation.…
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In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including the impact of tariffs and trade uncertainty, current economic indicators, and the potential risks facing investors. The conversation also explores how i…
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Send us a text In this conversation, Todd R. Otten, MD, discusses his journey from being a Navy flight surgeon to a family physician and the challenges he faced, including burnout. He shares insights on the importance of financial freedom through real estate investments and the role of community in supporting physicians. Todd emphasizes the need fo…
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This week, Brandon Bowen discusses the critical aspects of retirement planning, particularly focusing on the 'retirement danger zone' and the importance of creating a solid income plan. He emphasizes the need for diversification in investment strategies to mitigate risks associated with market volatility as individuals approach retirement. The conv…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3141: Craig Stephens reflects on the transformative power of parenthood, showing how it can awaken a deeper sense of purpose and drive to improve upon the life paths laid by previous generation…
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Send us a text Listing Regrets & Condo Crickets: What No One Warns You About! In this episode, I’m keeping it all the way real. If your condo has been sitting on the market collecting dust — this one’s for you. I break down the top five reasons why your GTA condo might not be getting offers, showings, or even looks. From off-the-mark pricing to ter…
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Stephen Grootes speaks to Dr. Martyn Davies, former member of the World Economic Forum's Global Agenda Council and Donald MacKay, director at Xa International Trade Advisors on China, about a 90-day pause to trade war between China and the US. In other interviews, Marek Masojada, CEO of Boxer Supermarkets, discusses the company's impressive first-y…
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In this episode of Act Three with host Cara Gray, we welcome Dr. Karen Falkenberg, a lifelong innovator whose career transitions from chemical engineering to championing human potential through teaching, neuroscience, and strength training. Join us as we explore Karen’s inspiring journey—from overcoming a life-altering car accident to launching the…
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Send us a text Let’s get real today—have you ever felt invisible? Like no one really sees you anymore? Maybe it’s because your kids are grown and don’t need you like they used to. Maybe at work, younger colleagues seem to get all the attention. Or maybe, after years of putting everyone else first, you’ve started fading into the background of your o…
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John Troxell is a retired U.S. Army Command Sergeant Major who served nearly 38 years in uniform. He held the position of Senior Enlisted Advisor to the Chairman of the Joint Chiefs of Staff (SEAC), serving as the senior non-commissioned officer in the entire U.S. military. Known for his energy, authenticity, and selfless service, John continues to…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3140: J. Money invites readers to transform everyday spending into acts of conscious support by reframing expenses as contributions to the people, businesses, and causes we value. This mindset …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3139: Vitaliy Katsenelson argues that obsessively monitoring your portfolio can lead to emotional decision-making and worse investment outcomes. Instead, he urges investors to zoom out, think l…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3138: Chris Guillebeau reflects on the allure of the lottery fantasy and shares why he’s chosen to let it go for good. Instead of hoping for sudden wealth, he champions the satisfaction of buil…
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Send us a text Expat life in Portugal can be amazing — but it’s not without surprises. In this episode, we dive into 5 quirky but real challenges expats face in Portugal, from frustrating restaurant hours to confusing bedding and picture frame sizes. If you’re considering moving to Portugal, you’ll want to hear what expat life in Portugal is really…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3137: Amy Blacklock and Vicki Cook explain the key differences between common and preferred stocks, offering clarity on how each type fits distinct investment goals. While common stocks offer g…
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Ray White speaks to John Stopford, Head of Multi-Asset Income, NinetyOne Asset Management US-UK tariffs deal about the US-UK agreement that scraps Trump-era tariffs on vehicles and metals. In other interviews, Debbie Hathway, Watches and Jewellery writer talks about Pomellato's latest Together collection, showcasing elegant jewellery that embodies …
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In this episode of That Annuity Show, host Paul Tyler welcomes Roger Kahlon, Vice President and Head of Consulting at Zinnia, to discuss key takeaways from the recent IRI Annual Conference. They explore the industry's digital transformation journey, including the Digital First initiative, the growing importance of Contingent Deferred Annuities (CDA…
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Mark Drager has helped over 300 companies across 29 industries sharpen their brand positioning and marketing strategies, and he joins us to unpack hard-won lessons about entrepreneurship, branding, and navigating radical business shifts. Mark shares his journey from building a multimillion-dollar agency to confronting its potential collapse, and of…
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Send us a text In this conversation, Mark Willis, a certified financial planner and author, discusses the challenges of traditional wealth-building strategies and introduces the 'Bank on Yourself' philosophy. He emphasizes the importance of understanding the true costs of investing and the misconceptions surrounding wealth accumulation. Mark advoca…
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Virtual influencers are more effective when paired with a companion, which makes them seem more human and trustworthy, according to research from Wharton's Jonah Berger, USC Marshall’s Giovanni Luca Cascio Rizzo, and LUISS Guido Carli University’s Francisco Villarroel Ordenes. Hosted on Acast. See acast.com/privacy for more information.…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3136: Tracie shares her deeply personal journey from bankruptcy to financial freedom, offering a raw, relatable look at the emotional toll of debt and the power of persistence. By embracing bud…
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Are you avoiding planning for retirement because it feels overwhelming? You're not alone. In this episode of The Retirement Learning Lab, host Van Richards tackles retirement anxiety head-on with practical, actionable strategies to transform your financial future. Recent surveys show a troubling 79% of Americans believe we face a retirement crisis,…
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Stephen Grootes speaks to Sabelo Skiti, Investigative journalist with Sunday Times about the unfolding humanitarian crisis at Daybreak Foods, where unpaid workers and starving chickens are facing unimaginable hardships amidst the company's financial collapse. In other interviews, we reflected on the new Pope's announcement with Father Russel Pollit…
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Thinking of Renting Out Your Home? Watch This First. In this episode of Ask Ella Show, I sit down with Noel Denton, the most badass property manager I’ve ever worked with, to unpack everything you need to know before renting out a home in the Portland metro area. 💥 From tenant screening laws that will blow your mind… 💥 To the exact reasons you shou…
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Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tou…
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