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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: [email protected] - Securities offered through LPL F ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's ...
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Podcast by Carson Group
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Welcome to The Maui Real Estate Advisor, your guide to navigating Maui’s unique real estate market. Whether you live on the island, own property here, or are considering making Maui your home, this podcast offers expert insights, market updates, and practical tips to help you make informed decisions. Tune in and discover what it takes to own a piece of paradise. Lee Potts RB-20663 (808) 276-8776 Keller Williams Realty Maui RB-21851
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A trusted advisor in Human Capital Management for 30 years.
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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We have unscripted conversations with The Best in each industry—sharing their journeys, challenges, successes, and failures, available wherever you watch or listen to podcasts. Join our exclusive community to access our educational series for expert-driven foundational knowledge on life skills and financial literacy. Produced by: Maverick Levy & Jett Levy Title Sponsor: Brinks Armored Account / brinksarmored.com Beverage Sponsor: PATH Water / drinkpathwater.com Website: Themaverickteams.com ...
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We will discuss all things Cloud with an emphasis on Cloud Security.
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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The marketing podcast where we interrogate marketing's most deeply held beliefs through the cold cruel lens of data and expert insights. Hosted by Laura Jones and Jason Gaikowski. Brought to you by BAV Group Find us at https://www.theopinionparty.com Opinion Party is brought to you by: BAV Group, the world’s leading authority on data-driven branding. ™️ Our strategic consulting services transform brand growth into brand = growth. Whether you need to analyze, transform, or grow your brand, ou ...
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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed to provide ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Abbey Henderson, CFP®
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
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Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's. Spend about 15 minutes with Spiros each ...
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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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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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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The Bethany Buzz is hosted by our Communications Advisor, Abby, who interviews different staff and residents to give you an insightful look into our organization and the supports we provide.
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The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you navigate challenges from COVID-19 and the “new normal” to value-based care.
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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How is the use of artificial intelligence (AI) shaping our human experience? Kimberly Nevala ponders the reality of AI with a diverse group of innovators, advocates and data scientists. Ethics and uncertainty. Automation and art. Work, politics and culture. In real life and online. Contemplate AI’s impact, for better and worse. All presentations represent the opinions of the presenter and do not represent the position or the opinion of SAS.
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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Why Should You Hire An ERP Selection Consultant - The ERP Advisor Episode 117
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There are 1000 ways to get your ERP Selection wrong, so how can you ensure you get yours right? Successful businesses lean on ERP selection consultants to guide their needs analysis and software evaluation. An advisor can make sure you are absolutely certain you select the right software and implementation services for your company. Selecting the w…
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Moving to a New ERP Doesn't Have to Suck - The ERP Advisor Podcast Episode 116
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If we work hard, growth occurs! But often, growth comes to us with tricky unknowns that are hard to get our arms around, and you may find yourself quickly outgrowing your accounting software. Moving to a new ERP does not have to be painful and can often create greater benefits. In this live panel, we will unpack a few myths about changing to a new …
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This episode has a large news slate: Bitcoin rallies to a record high, Nike to hike prices on tariff woes, Amazon not hurt by tariffs: Jassy. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/de…
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Is there such a thing as receiving a full price offer too fast?
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This week, we dive into the dynamics of business sales efficiency and address a paradox many sellers face: can a deal be closed too quickly? Our conversation centers around the swift under-contract achievement by broker Jay Kvasnicka, sparking discussions on pricing strategies and seller apprehensions. We touch on how full-price offers within weeks…
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Weathering Market Storms: How Behavioral Biases Impact Investors (Ep. 31)
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Is the market making you want to panic-sell everything and hide? Take a deep breath—Abbey’s got you. In this episode, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, discusses the emotional side of investing during turbulent times. She explains why market swings are normal and how to keep your cool (and your financial plan) intact. Key conversat…
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The Services We Offer (That You Didn't Know You Needed)
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Most people assume all financial advisors offer the same services, but that couldn’t be further from the truth. From taxes to Social Security, Medicare to estate planning, the depth and quality of your advisor’s services can make or break your retirement plan. In this episode, Eric walks through the often-overlooked services a true, holistic adviso…
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5 Ways Wishful Thinking Can Damage Your Retirement
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A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. Here’s what we discus…
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This week, Sage announced its financial results for the six months to March 31st, 2025, Workday announced a new wave of Illuminate Agents designed to speed up hiring processes, improve worker experiences, streamline financial processes, and empower employees, UKG launched UGK Bryte payroll AI agents for both the UKG Pro and UKG Ready suites, delive…
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Summary In this conversation, George Sandmann and his colleagues discuss the Growth Drive system, focusing on how business advisors can help clients achieve growth, value, and profitability. They explore the importance of strategic clarity, team alignment, and effective execution leadership in driving business success. The discussion also emphasize…
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It's S1 E5 of Opinion Party! Hosts Laura Jones and Jason Gaikowski explore the intersection of brand humor and marketing with comedian @thefumiabe . They discuss the evolving role of humor in advertising, the importance of authenticity, and the creative processes behind comedy. The conversation delves into the effectiveness of comedic characters in…
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How the 3 main categories of retirement plans will impact your taxes in retirement
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In this week's episode, we'll explore the three main categories of assets and how each type impacts your retirement plan. When will your beneficiaries have to pay taxes on anything you pass along once you're gone? Is there a category that is better tax-wise than all the others? Isn't it time to get answers to the tough retirement questions now? Joi…
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Discovery Is Not a Sales Pitch - It’s a Conversation
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down one of the most overlooked but critical elements of financial planning: the discovery meeting. Whether you’re already a client or just starting to explore a relationship with an advisor, understanding how PAX approaches discovery reveals …
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Leadership Lounge: The Art of Succession: How to Identify Tomorrow's Leaders Today
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Identifying and developing the next generation of leadership talent is critically important. No decision will have a bigger impact on the performance of an organization and its enduring legacy. Yet, many leaders struggle with effective succession planning. In this episode of Leadership Lounge, we talk to three of our trusted advisors—James Diggines…
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Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think about this story and retirement planning? Tune in …
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Long Term Planning to Avoid Low-Interest Returns
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In this conversation, Jim Cipriotti discusses various aspects of retirement planning, focusing on market reactions to tariffs, investment strategies, tax planning techniques, and the importance of annuities and income planning for retirees. He emphasizes the need for a diversified portfolio and the significance of understanding one's financial inst…
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Why You May (or May NOT) Need Protected Income
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A steady cash flow stream is one of the most valuable things you can have, both before and after you retire. Pensions guaranteed by the PBGC and Social Security are two forms of this "protected income," and are designed to pay you as long as you live, regardless of current stock market conditions. But if you don't have a pension, or your Social Sec…
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss what faithful stewardship looks like in a cashless society. Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@…
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Recovery, Regulation & Real Estate - Maui Monthly Market Report
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Maui Real Estate Advisor Market Report – May 2025 | Lahaina Lee Welcome to the May edition of the Maui Real Estate Advisor Market Report with Lahaina Lee. In this episode, we're diving deep into what’s really going on in Maui—recovery, regulation, real estate, and resilience. Here's what we cover: Lahaina Recovery Update • The latest numbers on reb…
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4 Important Accounts for Retirement (PLUS Ways to Use Them & Help Reduce Taxes)
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As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively. So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most …
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77-Talking Cloud Podcast-with Craig Calder, Vice President of Product at Agentech AI, and artificial intelligence expert
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In this episode of Talking Cloud, I engage with Craig Calder to explore the evolving landscape of AI and its implications for business and society. We discuss the importance of curiosity in tech, the shift towards outcome-based pricing models, and the challenges of implementing AI in organizations. The conversation also touches on the future of ide…
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Send us a text Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individua…
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Send us a text This week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering eve…
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Everything You Need to Know About Prenuptial Agreements with Courtney Greenberg (Ep. 28)
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What does it truly mean to align your resources with your values? Let’s explore how prenuptial agreements can play a crucial role in securing not just financial assets, but personal values and relational dynamics. Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Courtney Greenberg, a partner specializing in family law at Rubin and Rudm…
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The 4 Steps to Surviving Market Volatility (Ep. 30)
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What's your strategy for staying calm when the market takes a roller-coaster ride? Panic and sell? Or sit back and relax until it recovers? Join Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, as she offers her professional guidance on navigating market volatility with composure and clarity. She offers practical steps and personal anecdotes to …
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Strengthening Your Partnership with Money Conversations (Ep. 29)
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What do you think is the number one issue that couples face? Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, is sitting down to tackle the often-overlooked topic of financial communication in relationships. She discusses how couples can better communicate about money, share personal anecdotes, and discuss practical ways to handle financial matt…
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161 The Freedom Blueprint: The Real Estate Development Boom in Ghana
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What does true freedom look like when you're building a life beyond borders? In this eye-opening episode of Free Game, host Ed welcomes real estate developer Dre Taylor and The Beyond Investments team along with the dynamic duo behind Sisters Selling Real Estate, Louv Ford and Dez Gerald. The conversation takes listeners on a journey exploring oppo…
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Who is Winning in the Financial Markets Right Now?
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This episode has a large news slate: Walmart to hike prices imminently, Max streamer gets a new (old) name, Dick's to buy Foot Locker for $2.4B. QOFTW: Rapid Fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm…
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In this episode, we dive into the evolving dynamics of buyer-seller meetings, particularly in the post-COVID era, and how technology has reshaped the negotiation landscape. We share personal anecdotes and insights from recent experiences with buyer-seller meetings, highlighting changes in traditions and the new norms established in the business wor…
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Thanks to a variety of economic and geopolitical circumstances, many people are experiencing some form of financial anxiety right now. Whether it’s market volatility, inflation headlines, or fears about Social Security and global instability, the emotional impact of uncertainty is very real. In this episode, Eric addresses what’s behind that anxiet…
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In ERP news this week, Oracle announced new cloud services – Oracle Banking Retail Lending Servicing Cloud Service and Oracle Banking Collections Cloud Service, Sage announced significant progress in its ongoing collaboration with Amazon Web Services (AWS), OneStream announced financial results for its first quarter ended March 31, 2025, and Epicor…
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Success: It Doesn't Come without Challenges
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Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, reflects on the life, legacy, and investing philosophy of Warren Buffett in light of his upcoming transition from CEO of Berkshire Hathaway. At 94 years old, Buffett’s influence on the world of finance spans generations - and in this thoughtful episo…
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Dr. Ash Watson studies how stories ranging from classic Sci-Fi to modern tales invoking moral imperatives, dystopian futures and economic logic shape our views of AI. Ash and Kimberly discuss the influence of old Sci-Fi on modern tech; why we can’t escape the stories we’re told; how technology shapes society; acting in ways a machine will understan…
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Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down
47:54
47:54
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47:54
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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From Chemo to Michigan Football QB1 - the Miraculous Story of Davis Warren
44:23
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After earning QB1 for Michigan's 2024 season, Davis Warren isn’t just battling defenses—he’s competing against a $15M recruit, a stacked QB room, and the pressure of leading Team #146. In this episode, #120 of What Dewey Do?, Davis lays it all out—his path to QB1, winning over Alex Orji, beating rivals Michigan State, Ohio State, and Alabama, and l…
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How the 4 L's in retirement will make a HUGE impact on your plan (what you need to know)
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19:23
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In this week's episode, we'll discuss the 4 L's in retirement and why you must have a plan for each. What's the biggest risk in retirement? Do most people overestimate or underestimate how long they will live? What do you want your legacy to be? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® …
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A three minute version of S1 E5 of where Opinion Party, where hosts Laura Jones and Jason Gaikowski explore the intersection of brand humor and marketing with comedian Fumi Abe . They discuss the evolving role of humor in advertising, the importance of authenticity, and the creative processes behind comedy. The conversation delves into the effectiv…
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Summary In this conversation, George Sandmann and his guests discuss the importance of community in business advisory, the impact of AI on consulting practices, and the significance of intellectual property. They share insights from the Growth Drive Summit, emphasizing the need for thought leadership and client engagement. The discussion also highl…
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Psychology of Money and Market Fluctuations
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28:19
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Jim Cipriotti explores the current economic climate, focusing on the implications of tariffs, recession predictions, and their effects on retirement planning. Jim delves into the psychology of money, the importance of understanding market risks, and the need for strategic financial planning, especially as individuals approach retirement. The discus…
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Best Of: What time of the year should I retire?
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Jim Fox and Kevin McAlpin discuss all things retirement, this time with specifics on WHEN someone retires. Does it make a difference? What are some things to consider when it comes to what time of the year you retire? All of that and more on this week's episode. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social …
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In our previous episode, we answered 5 of your most common questions about The Bucket Strategy®. Those covered some of the more "basic" elements of the strategy, but they're important to know in order to understand the deeper meaning of Buckets. This week we're answering a few more, but these questions are what we might call the "next level up" fro…
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Financial Advisor Tim Russell, CFP® and Tyler Rutherford ask Pastor Drew Gysi questions about financial stewardship Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: [email protected] or c…
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The Greatest Gift from the IRS: 5 Reasons Why You Might Want to Use a 1031 Exchange
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Already know the basics of 1031 exchanges? In this follow-up episode, Lahina Lee takes it to the next level—breaking down five key reasons investors choose to make a move. From unlocking equity and upgrading portfolios to helping family and passing on a tax-efficient legacy, this episode is about strategy, timing, and heart—Maui style. 💬 Got questi…
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Before You Retire: Simplify These 3 Areas
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Heading into retirement should feel like freedom, but too many people carry financial clutter into this next phase of life, creating confusion, missed opportunities, and unnecessary stress. In this week’s show, Scott outlines three key areas to simplify before you retire: your bank accounts, your investment and retirement accounts, and your overall…
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76-Talking Cloud Podcast-with Kirsten Bay, CEO and Co-Founder, Cysurance
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In this episode of Talking Cloud, I interview Kirsten Bay, CEO and co-founder of Cysurance, discussing her journey from supply chain operations to the world of cybersecurity and insurance. We explore the evolution of data valuation, the complexities of cyber insurance, and the importance of understanding risk management in today's digital landscape…
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Send us a text Brian Akers and Paul Franco discuss strategies for achieving a lower stress retirement through financial planning. They emphasize the importance of protecting a portion of one's portfolio, particularly as retirement approaches, by using tools like fixed index annuities. These annuities offer principal protection and growth tied to ma…
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Buffett Wisdom & Wedding Budgets: Love, Legacy, and Smart Money Moves
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Send us a text This week, Don and Mitch explore two timely and thought-provoking topics that could shape your financial outlook. First, they unpack the retirement of Warren Buffett—what it means for Berkshire Hathaway, the investing world, and the legacy he leaves behind. What lessons can everyday investors take from his decades of wisdom? Then, th…
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