How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Behavioral Finance Podcasts
Where personal finance, behavior, and mindset intersect!
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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Interviews with Scholars of Finance about their New Books Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance
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“Solo - The Single Person's Guide to a Remarkable Life” by Dr. Peter McGraw, seeks to celebrate and destigmatize single living. Welcome to the podcast that explores how being single affords you the freedom to be adventurous, start a business, make art, travel the world, get in shape, or simply sleep in when you want to. Join Peter – behavioral scientist, humor researcher, and bachelor – as he interviews happy single men and women and assembles advice from leading experts about health, fitnes ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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Haverford Trust and Hank Smith are nationally recognized investment leaders committed to informing and inspiring people to build better financial futures for their families. In his chats with authors, influencers and industry experts, Hank helps bring a sense of clarity and calm to the complexity and stress of personal finance. Topics range from quality investing, retirement resilience, market trends and behavioral psychology.
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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If you’re concerned about revenue at your hospital, then The Hospital Finance podcast is your go-to source for information and insights that can help you protect and enhance the revenue your hospital has earned. From regulatory changes to revenue cycle optimization, readmissions to bundled payments, you’ll get important perspectives, news and strategies from leading experts in healthcare finance. For show notes and additional resources from BESLER, visit https://www.besler.com/podcasts
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The EY Better Finance: CFO Insights podcast explores the changing dynamics of the business world and what it means for finance leaders of today and tomorrow. Hosted by EY's Myles Corson, this series offers insights from leaders on key topics affecting the world of corporate finance.
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape ...
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This podcast aims to simplify all aspects of Personal Finance and help you make smart and informed choices about money so that you can live happier and stress-free lives. Do listen to this interesting Podcast and you can also leave a review, like, subscribe and share it with others. You could also let us know if there is any specific topic that you would like us to cover. For any queries or help you can get in touch with Team MFA at 8928006145
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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
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You're a woman on the cusp of "retirement" naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Zak Smith and Michael Trugman co-host The Other Side of the Coin, a podcast highlighting the overlooked areas of finance, business, and leadership that are most impactful and add the most value. Rather than skimming the surface, Zak, Michael, and their guests dive deeply into the technical, structural, and behavioral foundations that drive sustainable success. TOSOTC provides listeners with insights and strategies to create more effective and efficient environments primed for growth. 7405571 ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
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All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)
Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
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Young and Profiting with Hala Taha is the must-listen podcast for anyone who is hardcore into entrepreneurship. Hosted by Hala Taha, a self-made entrepreneur and marketing expert, this top-ranked show features mini-masterclasses with business icons and entrepreneurs like GaryVee, Alex Hormozi, Mel Robbins, Reid Hoffman, Tom Bilyeu and Codie Sanchez. Listen to YAP to profit in all aspects of life - from boosting sales and beating algorithms, to brain hacks and biohacking. Whether you’re launc ...
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Chalk Radio is an MIT OpenCourseWare podcast about inspired teaching at MIT. We take you behind the scenes of some of the most interesting courses on campus to talk with the professors who make those courses possible. Our guests open up to us about the passions that drive their cutting-edge research and innovative teaching, sharing stories that are candid, funny, serious, personal, and full of insights. Listening in on these conversations is like being right here with us in person under the ...
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Transmuting the emergent digital empire through an examination of social impact finance, behavioral economics, mixed reality, Web 3, and synthetic biology.
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
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The Accidental CEO Podcast is where high-performing entrepreneurs come to scale beyond themselves. Hosted by Nata Salvatori—business coach, multi-business owner, and identity-shifter-in-chief—this show is your space to evolve from over-involved operator to embodied CEO. You won’t find hustle hype or beginner tips here. This is about real leadership, strategic freedom, and the inner work it takes to grow a business that no longer runs on your burnout. Each episode blends sharp strategy with e ...
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Join the discussion of behavioral marketing, consumer trust, and loyalty. Clicksuasion's marketing frameworks are founded on behavioral economic and behavioral finance principles. Learn applicable data-driven strategies to influence change, employee engagement, and human decisions.
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
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Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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Welcome to the Bryan Foltice Behavioral Finance Podcast, where we dive deep into the fascinating intersection of financial decision-making and human behavior. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you n ...
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Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Welcome to the Less House, More Moola podcast, where we delve into the world of tiny and alternative living and its potential to transform your financial security. I'm your host, Laura Lynch, and together we'll embark on a journey of exploring alternative living arrangements, embracing a minimalistic lifestyle, and ultimately breaking free from societal expectations. Through captivating interviews, invaluable industry resources, and personal insights, this podcast aims to guide you towards a ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Your connection with money should be one of the best relationships in your life. Is it? Certified coach and CEO of Limit Free Life, Michelle Perkins breaks down your relationship with money - offering tough love money tips and a money dating plan that focuses on lifting the barriers to success by uncovering underlying money beliefs, illuminating what’s driving money behavior, and paving the way for a better relationship with money and increased wealth. It’s time to take control. Michelle, al ...
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Welcome to The Hacked Gym podcast. I'm your host, Matt Skinner. Here we dive weekly into a Behavioral Psychology and/or Behavioral Economic theory, where we will "hack" its application in the worlds of finance, politics, and economics and learn how to apply these principles toward achieving our health & fitness objectives
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Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to ...
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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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In a world where a nail artist can out-earn a licensed therapist, behavioral health professionals have no choice but to get scrappy, color outside the lines, and start writing our own rules. The old path—graduate school, licensure, paneled with insurance, packed calendar of 1:1s—is broken. It’s time for a new blueprint. That’s where Off the Chair comes in. We’re not just talking about surviving the grind, we’re exploring radically different ways to thrive. From building passive income stream ...
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Was your medical education enough to handle everything physician life demands? From lawsuits to leadership, career decisions to challenging conversations, balancing the personal with the professional — not enough was addressed in medical school, residency or fellowship. This medical podcast fills those gaps so you can live up to the expectations that come with the white coat — not just in the exam room, but in all the places your MD follows you. This show is the physician mentor you didn’t r ...
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Richard H. Thaler and Alex Imas, "The Winner's Curse: Behavioral Economics Anomalies, Then and Now" (Simon and Schuster, 2025)
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Alex Imas is the Roger L. and Rachel M. Goetz Professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business, where he has taught Negotiations and Behavioral Economics. He is a Faculty Affiliate of the Center for Applied AI and the Human Capital & Economic Opportunity, a…
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Must Do's Before Dec. 31st: Taxes, Markets, & Planning Deep Dive (11/22/2025)
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This last weekend, Jeremiah and Nic walk through everything investors should be thinking about heading into year-end. They open with the uptick in market volatility and why short-term swings (especially after years of strong returns) should be expected rather than feared. From S&P 500 movement to speculation-driven selloffs and margin trading, the …
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Steve Van Wie, Adam Van Wie, and Joey Loss discuss investment strategies, market trends, and financial news ahead of Thanksgiving. They analyze the significant wealth tied up in unencumbered real estate, provide insights on navigating market volatility, and caution against scams, particularly in the cryptocurrency market. The meeting emphasizes the…
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Consistency Turns Average Into Unstoppable
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Today we’re diving into one of my favorite truths about both life and money: 👉 Consistency turns average into unstoppable. Now, I know that might sound like one of those Instagram motivational quotes — but stick with me, because we’re going deeper than inspiration today. We’re going to break down why consistency is the secret ingredient behind ever…
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Richard S. Ruback and Royce Yudkoff, "HBR Guide to Buying a Small Business: Think Big, Buy Small, Own Your Own Company" (HBR Press, 2017)
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Are you looking for an alternative to a career path at a big firm? Does founding your own start-up seem too risky? There is a radical third path open to you: You can buy a small business and run it as CEO. Purchasing a small company offers significant financial rewards--as well as personal and professional fulfillment. Leading a firm means you can …
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Emma Hernan: How to Build Real Wealth & Scale a Business Beyond Reality TV | Entrepreneurship | E375
55:14
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Emma Hernan's journey into entrepreneurship began with a determination to build financial stability after learning her mother lost everything. She started her first business at 12, began investing in stocks at 16, and eventually saved her family's seafood business from total collapse. This relentless drive made her the first millionaire in her fami…
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How Should Your Goals Shape Your Portfolio?
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After you listen: Check out the first episode of this two-part series, "What Makes a Financial Plan Fit Your Life?" Explore Schwab's other educational resources around financial planning. In this episode of Financial Decoder, Mark Riepe and Steph Shadel delve into the intricacies of financial planning and portfolio management. They discuss the impo…
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Top Five Regrets of the Dying (Book Club with Frank Vasquez and Ginger) | Ep 574
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Join Ginger and Frank as they dive into the impactful concept of regret, exploring insights from Bronnie Ware's The Top Five Regrets of the Dying. Discover how these regrets can shape a life of fulfillment and happiness, and learn how to embrace self-expression and relationships to achieve true satisfaction. Episode Summary: In this episode, the ho…
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will.i.am: How AI Is Powering a New Era of Creativity | Artificial Intelligence | YAPClassic
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During the pandemic, will.i.am noticed how broken creative collaboration was. Tools like email, Zoom, and Dropbox made it hard for creators to stay organized and integrated. Determined to find a better way, he built FYI.AI, a generative AI platform that helps creators collaborate, share data securely, and manage their projects all in one place. In …
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Planning Clarity: Family Support, Tax Rules, and the Workforce of Tomorrow
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Ready to explore the real questions shaping today’s retirement conversations? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase respond to listener scenarios on family financial decisions, workplace retirement plans, and the changing job landscape—offering context to help listeners better understand the factors involved in …
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Today we’re talking about one of the hardest, most misunderstood truths in personal finance — and in life: Discipline beats motivation. Because let’s be honest — we all love the feeling of being motivated. Motivation feels exciting, inspiring, full of potential. But motivation fades. It’s an emotion — and emotions are fleeting. Discipline, on the o…
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37. Motivational Interviewing: Guiding Clients Towards Change Without Being Pushy with Jeremy Keil
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Text us to share what you found helpful! You've been to those conferences. Every speaker says "the key to success is asking great questions" - then they stop talking. Maybe they give you one or two magic phrases, but nobody teaches you how to actually have these conversations. In this episode, CFP Jeremy Keil breaks down motivational interviewing (…
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Ivan Franceschini et al., "Scam: Inside Southeast Asia's Cybercrime Compounds" (Verso Books, 2025)
50:32
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“If I had been enslaved for a year or two, I might not be able to believe in humanity any more.” “I am a victim of modern slavery.” These chilling words come from a Taiwanese female lured by a fake job offer, only to be sold into a scam compound in Cambodia. She is not alone. She is one of thousands deceived into this industry—people who left home …
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Need a Lower Payment? Why the 50-Year Mortgage Is the Worst Way to Get One
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Click to Send Laura a Text! In this episode of the Less House More Moola podcast, Laura explores the concept of a 50-year mortgage, discussing its implications for homebuyers and the mortgage industry. She highlights the changing demographics of homeownership, the financial calculations behind different mortgage terms, and the impact of amortizatio…
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Ending the Year Strong: Practical Advice for Stress-Free Holiday Planning
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Welcome back to Modern Financial Wellness! In this episode, we dive into a topic that resonates with so many of us—how to navigate the overwhelming demands of the fall season and maintain productivity (and sanity!) as we approach the holidays and the end of the year. If you’ve ever felt a wave of anxiety triggered by the sight of Christmas decorati…
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Dr. Daniel Crosby - Fighting for What’s Right is a Source of Meaning
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Tune in to hear: How did Florence Nightingale transform the healthcare landscape in her time? How did Rachel Carson and her book, Silent Spring, call for a greater awareness of environmental degredation and a heightened awareness of the fragility of our planet? Why did Norman Borlaug win The Nobel Prize, The Presidential Medal of Freedom and The Co…
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How curiosity can transform CFO leadership
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In this episode of the EY Better Finance: CFO Insights podcast, host Myles Corson speaks with Simon Brown, EY Global Learning and Development Leader and co-creator of The Curious Advantage. Drawing on years of research into learning, leadership and behavioral science, Simon explains how embedding curiosity into everyday practices can help finance t…
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Career Growth Moves That Make You Impossible to Ignore | Career | Presented by MasterClass
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Now on Spotify Video! Are you struggling to move up in your career, get noticed in the workplace, or find the right opportunities for success? Without influence, professionals risk being overlooked and stuck in their careers, no matter how hard they work. In this episode, presented by MasterClass, Hala Taha reveals how to build influence at work an…
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124: The First Step to Bringing Your Fund to the U.S. (It’s Not What You Think) | Story Snack Series
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If your firm’s outside the U.S. and you’re thinking about bringing your fund here, you’ve probably already started googling and found yourself a million new to-dos. But before you start checking off all of the boxes (structure, fees, compliance, product, etc.), make sure you’re not skipping the vital first step most fund managers miss. In this epis…
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92: The Accidental CEO Black Friday Vault
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Feeling overextended, stretched thin, or just ready for a smarter way to scale? This week, I'm opening my Black Friday Vault with a twist: one offer per day. For 24 hours only. Inside this bonus episode, I’m walking you through each offer—who it’s for, what it fixes, and why it’s designed to help you grow faster without drowning in more to-dos. If …
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Coding Clinic Q3 2025--Latest Coding Updates and Tips Webinar
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In this episode, Kristen Eglintine, BESLER's Senior Manager of Revenue Integrity Services of Coding and Projects provides us with a glimpse into BESLER's next free Webinar, Coding Clinic Q3 & Q4 2025: The Latest Coding Updates & Tips hosted live on Wednesday, December 3rd at 1 PM ET.By Kelly Wisness
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Scaling Smart: Heather Fortner on Transformational Growth and Leadership with Soul
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In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD and a featured speaker with Financial Behavior Keynotes Group. Heather Fortner shares the transformative journey of scaling her wealth management firm from $250 million to over $10 billion in assets—all while fiercely preserving the soul and integrity of …
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Why the Market Feels Crazy: Insights from Profitscore
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This week's Money Hour dives into one of the most volatile stretches the market has seen in months — and why investors are reacting the way they are. Brian welcomes Richard Davila of Profitscore Capital Management to break down the real drivers behind the market sell-off: stalled Fed rate cuts, a crypto crash shaking retail investors, shaky labor d…
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Rate & review the Simply Financial Podcast on ITunesBy Christopher Calandra
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Autopsy of a Practice: How Scarcity Mentality and Fear-Based Decisions Took Down a Seven-Figure Clinic [Part 1]
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WATCH THE FULL VIDEO EPISODE HERE! This one is personal. In part one of our deepest dive yet, we begin the autopsy of a seven-figure practice that rose fast, broke even faster, and exposed what happens when the realities of a broken mental health system collide with raw human limits. This is not a business teardown. It is a confession, a reckoning,…
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124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones
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"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts, Stephanie McCullough and Kevin Gaines, explore the strategic path to entrepreneurship in midlife with the Corporate Escape Sherpa herself, Tabatha Jones! After 30 years in corporate…
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How the Unfulfilled Physician Can Find Purpose Again, with Richard Boyatzis, PhD | Ep492
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This episode is sponsored by Lightstone DIRECT. Lightstone DIRECT invites you to partner with a $12B AUM real estate institution as you grow your portfolio. Access the same single-asset multifamily and industrial deals Lightstone pursues with its own capital – Lightstone co-invests a minimum of 20% in each deal alongside individual investors like y…
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Ep 202: Fearless Finance: Turning Uncertainty Into Clarity
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Ep 202: Fearless Finance: Turning Uncertainty Into ClarityBy Michelle Perkins
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Roth Conversions, ACA Subsidy Changes, & Smart Real Estate Decisions (11/15/2025)
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This episode tackles some of the biggest financial decisions listeners are facing right now. Brian starts with a breakdown of upcoming ACA subsidy changes—why many families may see higher health insurance premiums next year and what planning steps to consider before open enrollment closes. We also cover challenges around financing a CBD/hemp-relate…
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November 15th, 2025 - The 50 Year Mortgage
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The Van Wie Financial Hour, hosted by Steve Van Wie and Adam Van Wie, along with Joey, delved into various financial topics, including market volatility, the impact of mortgage terms, and investment strategies. They discussed the importance of involving the next generation in financial planning, addressing a caller’s question about engaging family …
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Mo Gawdat: The Terrifying Rise of AI and What Humans Must Do to Thrive | Artificial Intelligence | AI Vault
1:17:29
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Now on Spotify Video! While working at Google X, Mo Gawdat witnessed artificial intelligence advancing faster than anyone expected and slipping beyond human control. Machines began learning on their own, crossing critical boundaries, and spreading across the open internet without ethical safeguards or regulation. This realization turned him into a …
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Cognitive Behavioral Tools for FI With Jasper Lee, PhD | Ep 573
1:06:31
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Show Notes Guest: Jasper Lee, PhD - Clinical Psychologist Episode Summary: In this episode, Jasper Lee discusses the psychological elements that impact the journey to financial independence (FI). He provides actionable insights on dealing with emotions and behaviors that influence financial decisions, emphasizing cognitive restructuring and behavio…
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Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions
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Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing Billionaires: A Guide to Better Financial Decisions. Using the "missing billionaires" puzzle as a starting point, Haghani explores why so many investors struggle with risk sizing, ho…
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Dean Graziosi: The Golden Age Is Here! How First-Time Entrepreneurs Are Winning Big | Entrepreneurship | YAPClassic
48:45
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Despite economic uncertainty, rising inflation, and fears that entrepreneurship is too risky, Dean Graziosi believes there’s never been a better time to start a business than now. After nearly three decades of building and scaling successful companies, he’s seen firsthand how technology and AI have dramatically lowered the barriers to entry for asp…
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Fix it Friday - Private Equity in Your Retirement Plan: Opportunity or Trap? Why Private Markets Are Targeting Small Investors!
19:54
19:54
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Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, this episode pulls back the curtain on private investments. Jonathan explains how Wall Street firms promote “democratization” of private deals while often shifting risk onto eve…
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Retirement Planning Insights: Housing Market, Investment Decisions, and Life Purpose After 50
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Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based de…
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Ditching the Hamster Wheel: How Senta and Eric Used Real Estate to Fund Full-Time Camper Living
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Click to Send Laura a Text! Are you tired of the 9-to-5 grind? Do you dream of funding a life of travel with your real estate? On this episode of the Less House More Moola Podcast, host Laura shares an inspiring conversation with Senta and Eric (@SentaAndEricSomewhere), a couple who successfully escaped the corporate rat race in Cincinnati to live …
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Tune in to hear: How can southern author Flannery O’Conner’s emphasis on the importance of truth be seen in both her writing and the way she lived her life? What did German-American psychoanalyst Erich Fromm have to say about the difference between the “having” and the “being” modes of existence? Also, what can Tennyson’s and Basho’s poems on flowe…
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From Complexity to Clarity: Making Diagnostic Imaging as Easy as Booking an Uber
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This episode features an interview with Elan Adler, the founder and CEO of OneImaging, a nationwide diagnostic imaging network dedicated to making medical imaging faster, more affordable, and more transparent. Adler, leveraging his background in radiology operations and technology sales, explains that the company was founded to address the common p…
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Fiscal Policy and The Fed: A Peek Behind the Curtain
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52:43
On this episode of Speaking of Quality, Hank Smith is joined by Loretta Mester, member of The Haverford Trust Company’s Board of Directors and former President and Chief Executive Officer of the Federal Reserve Bank of Cleveland. In their conversation, Loretta and Hank discuss fiscal policy, lessons from previous economic crises, and the current ec…
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91: Own It or Lose It: The Hidden Power of Legal Strategy for Creative Entrepreneurs
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If you’ve been treating legal stuff like an annoying afterthought in your business, this episode will change your mind (and maybe your bottom line). Nata Salvatori sits down with powerhouse attorney and serial entrepreneur Paige Hulse to unpack why intellectual property is not just for tech bros and patent trolls—it’s for every creative founder who…
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123: Devon Drew, From Sales Exec at a Trillion Dollar Asset Manager to Founder of Tech-Enabled Sales Platform AssetLink on Why Fund Distribution Needs Disruption
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You know those Wall Street movies where young, hungry salespeople make 500 dials a day? That was real life for Devon Drew. He built his career in distribution at some of the biggest asset managers in the world—including Vanguard—before walking away from it all to launch AssetLink, a tech platform designed to disrupt how fund distribution gets done.…
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In this episode, Christina Brown, BESLER's VP-Reimbursement, provides a glimpse into BESLER's free Webinar, Reimbursement Updates 2025, live on Wed., Nov. 19, at 1 PM ET.By Kelly Wisness
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Retire Confidently With A Proven Drawdown Framework | AMA #10 - E121
55:31
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Jesse returns for the 10th "Ask Me Anything" episode to tackle three listener questions that cut to the core of modern wealth planning. He opens with a deep dive into direct indexing, separating substance from sales pitch. While advocates tout it as the next evolution of indexing—combining personalization and tax-loss harvesting—Jesse explains why,…
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Low Income Is Making It Hard To F.I.R.E (Financial Independence Retire Early) #204
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Send us a text Your 30's is often known as the grinding years of life. Paying the mortgage and navigating maternity leave. Isn't that the opposite of FI. In this episode, Joshua speaks candidly about the nuance of financial independence, and why it's not as simple as the two words suggest. Contact Me [email protected] www.joshuaphilip.co.uk R…
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You've heard the controversial new idea making headlines — the 50-year mortgage. What started as a proposal from national homebuilders sparks a bigger conversation: Are we solving housing affordability, or just stretching debt for another generation? Brian breaks down how amortization works, why stretching payments can look appealing but cost hundr…
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Rate & review the Simply Financial Podcast on ITunes Podcast replayBy Christopher Calandra
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Single at Heart, Singles Bill of Rights, and Singles' Day
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It’s 11/11—Singles’ Day—and we’re celebrating Solo style. First, Bella DePaulo returns to talk about her new book Single at Heart, why solo diners are more influential than you think, and what it really means to thrive alone. Then, Christina Campbell (aka CC) joins to unveil the Singles Bill of Rights—a bold call for equality in a world built for t…
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Trailblazer Series - From Burnout to Balance: The Clinician’s Path to Freedom, Impact, & Legacy with Gordon Brewer
42:33
42:33
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WATCH THE FULL VIDEO EPISODE HERE! What happens when you finally pause long enough to ask, “Is this really the life I built my practice for?” In this conversation with Gordon Brewer, LMFT, founder of The Practice of Therapy Podcast, Kingsport Counseling Associates, and PsychCraft Network, we explore what it means to move from burnout to balance thr…
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