Podcast by Jeff Zufall
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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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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Invure Holdings Group LLC, based in Orlando, Florida, is a forward-thinking holdings company managing a diverse portfolio of businesses across multiple industries. With a focus on sustainable growth, the company invests in high-value opportunities, from tech startups to established service firms. Beyond portfolio management, Invure Holdings offers comprehensive business consulting and financial advisory services, helping companies optimize operations and scale effectively. Their expertise ex ...
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The Barton Partnership's Spotlight On podcast brings together global executives, entrepreneurs and experts, sharing inspiring stories and shining a light on some of the most pressing issues facing businesses today.
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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Welcome to Joint Ventures, a look inside the ecosystem of one of the top advisory firms in the cannabis industry. Each week we will be joined by investors and operators who share their unique perspectives on the budding industry. The Panther Group is an advisory firm and Ecosystem founded to solve business problems that impede growth for companies in the cannabis industry. They provide core solutions essential to growth marketing, business improvement, and capital raising. The Panther Ecosys ...
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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
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Welcome to Real Talk: Real Estate Discussions with Andrew Kirsh. In each episode of Real Talk, Andrew interviews industry leaders. We'll hear their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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Welcome to "Your Pharmacy Career" Podcast, proudly produced by Raven’s Recruitment - the experts in pharmacy career and locum services for over 30 years! Hosted by Pharmacist, Krysti-Lee Patterson, every episode is your gateway to new opportunities in the pharmacy profession. From expert advice to inspiring success stories, we’re here to spark ideas, guide your career, and help you achieve your goals. Whether you're a student, an early-career pharmacist, or a seasoned professional, this podc ...
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On this industry podcast, your hosts, Ike Ikokwu encourages executives, those working at the C-Suite level, and Vice Presidents to share their journeys growing and scaling a business they love while fulfilling and making a tangible difference in the lives of clients they serve. They cover topics like new product creation, business challenges, leadership, marketing, and of course, the current state of the advising industry. We’ll also let our guests share on the subjects they’re well-known fo ...
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Leon Goren, President and CEO of North America's premier peer network and advisory community, PEO Leadership, brings together business leaders to share stories, best practices and learnings with the rest of the community, and help us think through the unprecedented challenges brought on by the COVID-19 pandemic. In short segments, Snippets delivers answers to important questions and provides inspiration and uplift in a time of change. Learn more at https://peo-leadership.com/.
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Tax season never ends when it comes to smart retirement planning – and "Keep What's Yours" with Josh Gilbert and senior tax strategist Jeff Zufall is your guide through the maze! Discover the critical tax moves you need to make NOW before it's too late, including how catch-up contributions at 49½ and the new "super catch-up" provisions for ages 60-…
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Markets are moving, and so are the headlines. In the latest episode of Perspectives, host Laura Künlen and Global Investment Strategist Kevin Gardiner discuss the headlines currently shaping investor sentiment - from the US budget proposal and tariff tensions to an encouraging economic signal from Germany. Recorded on 29 May 2025.…
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Spotlight On with Bridget Walsh, Global Head of Private Equity at EY
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24:43In this episode of Spotlight On, we sit down with Bridget Walsh, EY's Global Head of Private Equity (PE), who takes us through PE's remarkable journey, drawing on her vast experience leading PE professionals across 45 countries. Bridget reveals insights about the current state of private equity, highlighting that 78% of firms are holding assets bey…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
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17:33In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Exploring Smaller Balance Loans with Jan Brzeski, Founder of Sage Credit Investment Partners.
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43:29In this episode of Real Talk, I speak with Jan Brzeski, Founder of Sage Credit Investment Partners LLC (SCIP). SCIP, based in Durham, NC, operates primarily in North Carolina and California, specializes in non-bank Business Purpose Loan/Residential Transitional Lending (BPL/RTL). SCIP provides senior-secured, short-term loans (approximately two yea…
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Can You Really Retire? 4 Warning Signs You’re Not Ready
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8:50Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, flips the script and shares four key warning signs that you may not be ready to retire. If you're wondering “Can I really retire?”—this episode is a must-listen. Don’t miss these critical red flags that could signal it’s time to reasse…
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Marissa Stelmaschuk - Finding Purpose in Practice: The Rise of GP Pharmacists
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37:40Marissa Stelmaschuk is a General Practice Pharmacist based in Townsville, Queensland. A graduate of James Cook University, she began her career at Townsville University Hospital, where she served as a clinical pharmacist for over a decade. In 2022, she joined North Shore General Practice, delivering integrated, non-dispensing pharmacy services with…
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Send us a text Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary, and leveraging state tax deductions, such as Maryland's $2,500 deduction. They explain th…
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"Big Beautiful Bill" Promises Tax Relief: Inside the Massive Tax Overhaul That Could Reshape Your 2026 Return"Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, senior tax strategist and wealth advisor. Today they discuss the "Big Beautiful Bill," a 1,000-page tax legislation that narrowly passed the House and heads to the Senate, featur…
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From Crisis to Comeback: Addressing Public Safety, Homelessness, Business in Los Angeles and the Rebuild of Pacific Palisades—My Conversation with Los Angeles Councilmember Traci Park
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53:26In this episode of Real Talk, I speak with Los Angeles Councilmember Traci Park. We discuss: * How she has singlehandedly tackled public safety and homelessness issues * Getting more pro business policies implemented in Los Angeles * When she thinks life will be back to normal in the Pacific Palisades * Could the impact of the fire have been mitiga…
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11 Tax Strategies for Business Owners That Ought Not Be Ignored
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29:13Brian Skrobonja breaks down 11 small business tax tips that could help you keep more of what you earn. He explains how the wealthy leverage these strategies, ways to apply them to your own business, and how being proactive now can save you thousands down the road. Tune in to discover practical steps you can take today to reduce your tax burden, boo…
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Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, walks you through the ideal sequence for a well-designed retirement. From income planning to tax strategies, discover how the right order can help you retire with more clarity and confidence. Welcome to "The Retirement Guide" Podcast! …
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Cross-asset collaboration during market volatility
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24:48In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.By Janus Henderson Investors
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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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A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory
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23:06Geopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportu…
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The 4 Biggest Obstacles to Effective Estate Planning - Replay
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14:04Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…
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Kenneth Cheng - Script to Screen; on Innovating Pharmacy Tech
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28:50Kenneth Cheng is the Product Manager at MedAdvisor Solutions. Kenneth is a product leader with extensive experience across healthtech, retail and eCommerce, developing products used by millions of users. Kenneth began his career as a community pharmacist, working at a busy metropolitan pharmacy before his interest in technology led him to building …
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Why financials could be resilient amid an economic slowdown
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20:48With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession. In this episode, Portfolio Manager John Jordan and Research Analyst Andrew Manguart share what they’re hearing from banks about the volatile macro backdrop, and why they believe the sector…
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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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"Keep What's Yours" is a podcast hosted by Josh Gilbert and Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group. The show delves into various aspects of tax strategy and wealth management, offering insights into how individuals can navigate the complexities of the tax code to maximize their financial benefits. In thi…
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Longevity: The Retirement Problem No One Is Discussing - Replay
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14:24Did you know that a good part of American households haven’t thought about retirement planning? When it comes to planning for retirement, there are some key concepts to understand and three traps you should do your best to avoid. Listen to learn why a money increase doesn’t always equal a lifestyle enhancement, the three things people often look at…
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Global Perspectives: The evolving state of ESG
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21:05Is ESG dead? Far from it – but misconceptions abound. In this episode, Michelle Dunstan, Chief Responsibility Officer, and Aaron Scully, Portfolio Manager, address ESG misconceptions and explain how integrating material ESG factors can enhance long-termBy Janus Henderson Investors
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Send us a text Brian and Jeff Akers discuss the importance of financial planning for a smooth retirement transition. They emphasize the need for a personalized plan, steady income stream, tax-free growth, and understanding tax effects on investments. They also stress the importance of starting early, prioritizing saving, and adapting to changing ci…
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“Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money
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40:29The IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast Helen discusses the nature and extent of the various uncertainties that have been created by the Trump Administration and those policies designed to “Make America Great Again”. From a geopolitical perspective, Helen discusses President Trump’s approac…
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Different Approach of Financial Planning Addresses ‘the Missing Middle’ - Replay
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15:40Emergencies and retirement. This is what we're taught to save for. But what if you created a different system, which allowed you to pay for the expenses you will incur between now and retirement age – without losing the ability to build wealth? Find out why you may need to rethink your financial planning approach and what you should do about the “M…
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Karalyn Huxhagen - A Career of Care; on Pharmacy, Education, and Rural Health Innovation
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44:49Karalyn Huxhagen is a community pharmacist and a consultant pharmacist. Karalyn performs locum services, medication reviews and delivers quality use of medication programs mainly in rural and regional Australia. Karalyn has a strong interest in immunisation and provision of injectables in community pharmacy, pain management, asthma and COPD, aged c…
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On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. They also review the latest moves…
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Global Perspectives: Five questions on the minds of fixed income investors
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21:13In this episode, Portfolio Manager John Lloyd discusses the most pressing issues facing fixed income investors today, with a focus on rates, spreads, volatility, and the Federal Reserve.By Janus Henderson Investors
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Send us a text Brian Akers and Paul Franco discuss retirement planning and financial literacy and how to retire once! They emphasize the importance of personalized planning, understanding an individual's unique financial situation and goals, and managing cash flow effectively. They also discuss the significance of reducing volatility through protec…
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Keep What's Yours with Jeff Zufall is a podcast focused on tax strategies and wealth management. Hosted by Josh Gilbert and featuring Jeff Zufall, Senior Tax Strategist and Wealth Advisor at Capital Advisory Group, the show covers a range of topics including tax extensions, refunds, and the importance of consulting a tax advisor. The latest episode…
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Spotlight On with Hugh MacArthur, Chairman of Bain & Company's Global Private Equity Practice.
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55:21In this episode of Spotlight On, Nicholas Barton, Founder of The Barton Partnership, is joined by Hugh MacArthur, Chairman of Bain & Company's Global Private Equity Practice. We dive into the evolution of private equity from its humble beginnings to a trillion-dollar powerhouse, with Hugh's 30-year career at Bain providing unparalleled insights. Hu…
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The Missing Link in Retirement Planning: Why Purpose Matters
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21:33Brian Skrobonja talks about the true meaning of purpose in retirement. He shares why aligning your financial strategy with your life’s purpose is key to a fulfilling retirement and how purpose, not just money, impacts your longevity and satisfaction. Tune in to discover practical insights on creating a retirement plan that empowers you to live with…
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What Matters mini: ‘Predicting rain doesn’t count’.
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18:09On this mini edition of What Matters, Andrew Pridham AO talks with our Head of Global Credit Solutions Frank Danieli about his new quarterly private credit investor letter released in mid-April titled ‘Predicting rain doesn’t count’. Frank dives into March quarter fund performance and explains why at MA Financial when it comes to investing in priv…
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Invure Holdings Group LLC Shares 5 Must-Know Strategies for Investors
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5:00Investors can gain valuable insights with these five key strategies for success. Invure Holdings Group LLC provides expert guidance to help you make smarter decisions, minimize risks, and focus on long-term growth. Whether you're new to investing or refining your strategy, these actionable tips will set you on the right path.…
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Send us a text Brian Akers and Mark Diorio discuss market volatility and its impact on investments. They highlight a recent 10% market drop due to policy uncertainty and tariff shocks, noting that such corrections are normal and typically recover. Diorio explains the concept of a "tariff tantrum" and its effects on inflation and economic growth. He…
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"Keep What's Yours" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor, focusing on tax season insights and financial advice. In this episode, Jeff and co-host Josh Gilbert discuss the conclusion of the first phase of tax season and the beginning of the extension and cleanup phase. They emphasize the importance of maki…
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An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay
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57:55What comes to mind when you think about retiring? Is it enjoying your "golden years?" That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…
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Tariffs, Tensions & the Multipolar World: A Geopolitical Deep Dive with Alex & Eugene Chausovsky
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24:23In this thought-provoking episode of Bundy Group Insights, Alex Chausovsky is joined by geopolitical analyst Eugene Chausovsky, Senior Director at the Newlines Institute. The conversation unpacks the rapidly shifting geopolitical landscape and its direct impact on the global economy, business operations, and international alliances. From the emerge…
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Deni Salmon - Pharmacist in Charge at TerryWhite Chemmart Tuggerah and co-founder of Queer Pharmacists of Australia
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53:38Deni Salmon is a passionate early career pharmacist and advocate, currently serving as the Pharmacist in Charge at TerryWhite Chemmart Tuggerah. As a proud member of the transgender and LGBTQIA+ community, Deni combines lived experience with clinical expertise to champion inclusive, culturally competent, and patient-centred care. Deni holds a Bache…
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Send us a text Brian Akers and Alex Monk discuss the importance of planning for financial volatility in retirement. They highlight the unpredictability of market movements, citing recent events like COVID-19 and tariff impacts. They emphasize the need for a diversified portfolio, including protected assets and growth investments, to mitigate risks.…
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South Australian Premier Peter Malinauskas: business, housing and capital
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40:14In this of the What Matters podcast MA Financial Group Vice Chairman and Co-Founder Andrew Pridham AO is hosted by South Australian Premier Peter Malinauskas in the Premier’s office. In an era of increasing political division, Premier Malinauskas has stood out—building broad bipartisan support through a focus on health, education, and housing refor…
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From Big Law Partner to Global Capital Allocator, to Running $3 Billion in Assets, My Conversation with Paul Fuhrman, Co-Founder and CEO of Miramar Capital
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48:47In this episode of Real Talk, I speak with Paul Fuhrman, Co-Founder and CEO of Miramar Capital, a full service real estate investment and development company. We discuss: * Why he prefers being an operator to being a capital allocator or real estate attorney * His views on today’s market * How he is making a charitable impact with the Palisades Fir…
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Are You Prepared for the Evolution of Retirement? - Replay
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16:12In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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The Myth of Conventional Financial Wisdom
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51:49Send us a text Brian Akers and Paul Franco, financial advisors from AKERS Financial Group, discuss the myths of conventional financial wisdom on their radio show "Winning in Retirement." They emphasize the importance of personalized financial planning over generic advice. Key points include the misconception that Medicare covers long-term care, the…
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"Keep What's Yours" is a podcast hosted by Jeff Zufall and Josh Gilbert, focusing on tax strategies and financial advice. In this episode, Jeff, the senior tax strategist and wealth advisor at Capital Advisory Group, discusses the importance of timely tax filing and the meticulous process involved in reviewing and finalizing tax returns. He emphasi…
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Invure Holdings Group LLC Shares 5 Tips for Scaling a Business
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5:34Scaling a business is an exciting step toward long-term success, but it comes with challenges. To help businesses expand smoothly, Invure Holdings Group LLC shares five essential tips to scale effectively while maintaining stability and profitability.By Invure Holdings Group LLC
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