Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Community Financial Podcasts
Join us for thought-provoking conversations that empower you to Earn and Invest wisely, shaping your future while making informed decisions today. Every Monday, our wide-ranging panel discussions explore various financial topics, fostering engaging conversations that challenge conventional wisdom and provide fresh perspectives. Then, on Thursdays, we delve into individual interviews, offering deep insights from experts who share their experiences and expertise. While we may not always uncove ...
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Counsel and Community is a podcast where legal insights meet real-life impact. Hosted by Kevin Rosenquist, the show features practical guidance on navigating legal challenges while offering tips for personal growth and financial well-being.
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A podcast where an aromantic asexual girl and a biromantic demisexual girl talk about all things to do with love, relationships, sexuality, and pretty much anything else that they just don't understand.
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Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and —yes—actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt— all witho ...
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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A podcast about Freemasonry. http://www.fortworthlodge.com/ https://www.facebook.com/fortworthlodge148/ http://fortworth148.libsyn.com/ #DareToBeSquare
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Real-Life Finance by Old National Bank brings financial literacy to life with engaging discussions featuring executives, influencers, athletes, kids, and more, making finance accessible and relatable for all.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
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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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This is the official podcast feed of the Society of Actuaries
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Grace Community Church - Corning - Painted Post
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Intermediate to advanced personal finance strategies for people serious about the FIRE (financial independence retire early) movement—not just dreaming about it. Tune in on Tuesdays and Fridays for new BiggerPockets Money episodes with your hosts, Mindy Jensen and Scott Trench! Or visit BiggerPocketsMoney.com with additional resources.
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Cody Berman and Justin Taylor believe in the concept of “Financial Independence For All”. The Financial Independence Show focuses on REAL stories of individuals on their journey to financial independence. Each episode aims to include actionable insights and takeaways for listeners to implement into their own financial situation. The podcast covers topics like building wealth, entrepreneurship, investing, money mindset, small business, frugality, geoarbitrage, side hustles, real estate, produ ...
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I am Tansley Stearns, and this is Despite Impossible. I am a long-time credit union executive leading Community Financial as president & ceo. I have always admired and been inspired by people whose passion is boundless and who don't comprehend the word impossible. This show focuses on their stories.
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Welcome to The Financial Wellness Podcast by 3Rivers Credit Union—where real conversations meet real-life money goals. Whether you’re just starting out, trying to bounce back, or working toward your next big milestone, we’re here to help you build confidence and clarity in your financial journey. We sit down with experts, community voices, and everyday people to talk honestly about what it takes to manage money in today’s world. From saving and budgeting to building credit, paying off debt, ...
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Your friends might not want to talk about money, but I do! Hi, I’m Ruth and I’m a blogger on Personal Finance and in this podcast I tell the stories of Kiwis and their experiences with the money in their lives. How do they use it or how does it use them? Where do they save and invest it and does it work? What are their financial triumphs and financial train wrecks? How can you extract the most out of life and spend as little as possible while doing it? Join me as I ask the questions everyone ...
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The Financial Coconut is Singapore’s First Finance Podcast Network. We are focused on covering insights, stories and frameworks around Retirement, Financial Wellness and Income anywhere. If you love what we do, join our email list to stay connected. Feel free to join our community Telegram group! https://t.me/thefinancialcoconutpodcast Whatsapp channel: https://rebrand.ly/whatsapp-join-TFC More of what we do: https://linkin.bio/thefinancialcoconut Hosted on Acast. See acast.com/privacy for m ...
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Queer Money is a bi-weekly show dedicated to creating desperately needed generational wealth within the gay community because we deserve to sleep better at night and we must stand up to the anti-LGBTQ+ industrial complex. Listen and watch regularly to eliminate financial insecurity and generate personal wealth, prepare for a secure and fun retirement, find the most affordable, LGBTQ+-friendly cities in the US to live in or travel to, grow your stock portfolio to $1,000,000+, build a real est ...
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Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happ ...
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EconTalk: Conversations for the Curious is an award-winning weekly podcast hosted by Russ Roberts of Shalem College in Jerusalem and Stanford's Hoover Institution. The eclectic guest list includes authors, doctors, psychologists, historians, philosophers, economists, and more. Learn how the health care system really works, the serenity that comes from humility, the challenge of interpreting data, how potato chips are made, what it's like to run an upscale Manhattan restaurant, what caused th ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Welcome to Money Grows On Trees – your go-to podcast for wealth-building, smart investing, and financial freedom. Hosted by Lloyd James Ross, a millionaire investor and financial educator, this podcast is your go-to source for everything related to money management, passive income, multiple income streams, and breaking free from financial struggle. Learn how to build multiple income streams, avoid costly mistakes, and develop a millionaire mindset. Whether you’re a business owner, investor, ...
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We live in a world where our civilization and daily lives depend upon institutions, infrastructure, and technological substrates that are _complicated_ but not _unknowable_. Join Patrick McKenzie (patio11) as he discusses how decisions, technology, culture, and incentives shape our finance, technology, government, and more, with the people who built (and build) those Complex Systems.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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I'm Jill Steeley, and I spent years as an FQHC CEO feeling like I was the only one struggling with impossible choices—mission or margin, staff or budget, growth or sustainability. Until I realized: I wasn't alone. None of us are. That's why I created this podcast—to build the community that community health leaders deserve. Whether you're leading a health center, a rural clinic, a public health program, or any organization putting community care first, you'll find practical wisdom, honest co ...
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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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Financial State of Minds: The radio experience (or just F$M) Aims to bring all things money to the local community and beyond. From personal finance, all the way to investing, FSM discusses and educates on all of it. Bringing the current economic news, and breaking it down for anyone to understand, FSM aims to provide the news as it applies to your financial health and wellness. Every episode, FSM promises that you walk away with that extra nugget of information.
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Black Entrepreneur Blueprint was created to help educate and inspire Black entrepreneurs to Launch, Build, and Grow successful businesses. Our podcast is designed for Black entrepreneurs by Black entrepreneurs. Our podcast consist of in depth interviews with successful Black entrepreneurs such as Dr. Dennis Kimbro; million selling author of the book "Think and Grow Rich - A Black Choice", George C. Fraser founder of www.Frasernet.com, and many others. The interviews not only focus on the ent ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Welcome to Everyday FI, where we explore the lives of everyday people pursuing financial independence. Host Meghan Combs knows that you do not need a million dollar book deal or a famous blog to reach FI early. By talking with real humans, Meghan and her guests will show you how to forge your own path to financial freedom the everyday way.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Welcome to our podcast, where two dedicated individuals—both fathers and professionals—share their journeys of self-improvement and growth.
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Untangling Climate Finance is a podcast from Gordian Knot Strategies that explores the dynamic field of climate change finance. Join the host, Jay Tipton, as he talks with industry experts about topics including climate solutions, global carbon markets, carbon projects, novel technologies such as AI and distributed ledger, and much more. Visit www.gordianknotstrategies.com to learn more about the company.
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Creating Financial Peace of Mind
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Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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How community banks are balancing urgent pressures with long-term modernization
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Community and regional banks operate in an environment of perpetual tension. They need to grow deposits and drive lending profitability while managing operating costs that threaten to overwhelm smaller institutions. They must also prevent increasingly sophisticated fraud while delivering customer experiences that match Amazon and Netflix. And they …
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Financial Confidence for Our First Nations Community with Leah Bennett
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This special episode was created for our First Nations community members. Victoria invited Leah Bennett from the First Nations Foundation on the show to talk through the realities, pressures and systems that shape money confidence for First Nations people today. Leah shares how history, culture and community responsibilities influence financial lit…
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What the 2025 Autumn Budget Really Means for Wealth Builders
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Key Topics Covered: 1. Budget Headlines & Tax Changes More taxes on recurring income, dividends, and savings Business owners face higher dividend charges and new limits on passing businesses to heirs Employee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits 2. Impact on Pensions & Investments State Pension inc…
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549 mental health in medicine: what doctors don’t talk about (with Dr Ava)
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In this episode Dev sits down with psychiatrist Dr Ava for an honest, unfiltered look at mental health in the medical profession. They unpack why doctors and healthcare workers aren’t immune to burnout, depression or family violence, how stigma keeps people silent and the real financial fallout when your health crashes. The episode touches on: 👉🏽 w…
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Bougie on a Budget: 17 Hacks to Slash Your Christmas Food Bill with Chelsea Goodwin (Plus Her Menu For Under $100 You Can Steal)
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If you want to wow your family with a fancy-looking Christmas feast while secretly spending way less, you need this episode. We called in our favourite bougie-on-a-budget queen, Chelsea Goodwin, to show us how to pull off a Christmas table that looks rich, festive and fabulous, while your actual grocery bill stays unbothered. Chelsea is dropping 17…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we visit with Jane Alexander, President and CEO of the Community Foundation for Mississippi to talk about the role of the communi…
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The Ultimate Guide to Early Retirement Drawdown (2026)
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Building a $2.5 million portfolio is hard. Spending it without running out? That's even harder. Welcome to the 700th episode of the BiggerPockets Money Podcast! To mark this milestone, hosts Mindy Jensen and Scott Trench are tackling one of the most critical—and most overlooked—aspects of financial independence: decumulation. Most people obsess ove…
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What should you do if you can't pay your bills? How do you get your money back on track? Austin and Ashlee talk with guests Lesley and Simone about how 3Rivers can help.By 3rivers
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Income-Based Repayment has turned into a maze for a lot of borrowers, from unexpected forbearances to confusing "partial financial hardship" determinations that don't add up. Learn why so many borrowers are stuck in SAVE forbearance, what's really going on with IBR denials, and what the Department of Education says it's going to fix by early 2026. …
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What the F is the K-Shaped Economy | Queer Money Ep 619
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What the K-Shaped Economy Means for Your Queer Money & Retirement This episode is brought to you by the letter K — Kiki, killer… and K-shaped economy. If it feels like some people are living in Taylor Swift box seats while you’re doing math at Dollar Tree, you’re not imagining it. That’s the K-shaped economy in action: one line shooting straight up…
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#292 - Is Network Marketing Still Worth It in 2026
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In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, shares insights on network marketing as a viable option for earning extra income with minimal financial risk. He discusses the importance of selecting the right company, product, compensation plan, and team, emphasizing that while it may take time to see returns, the poten…
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5 Luxury Purchases That Are Actually Worth It
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Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: https://joinhampton.com/ Everyone thinks the “rich person” life is about fast cars, fancy watches, and designer flexes. But when we talked to over 150 high-performing…
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33: How AI Is Reshaping the Market Data Backbone
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In this episode of Financial Markets iNSiGHTS, host Clive Posselt speaks with Philip William, Chief Product Officer at AiMi, about how firms are rethinking this challenge through automation and agentic AI. They explore why manual interpretation still dominates despite decades of trading automation, how trust and auditability shape adoption, and why…
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Investing for Beginners (Part 2): Strategies, Risk, and Smart Decision-Making (with Maurice Shabazz)
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In this continuation of their beginner investing series, Darrin and financial expert Maurice Shabazz dive deeper into the strategies and decision-making skills every new investor needs to build long-term wealth. Picking up exactly where the previous episode left off, the two break down dollar-cost averaging, explore the difference between long-term…
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Why every bank now needs a stablecoin strategy (whether they like it or not)
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The GENIUS Act brings regulatory clarity to stablecoins, but Conduit CEO Kirill Gertman argues that clarity alone won't guarantee success. Banks face a choice between building their own infrastructure or becoming the pipes for others.Kirill Gertman has watched the stablecoin industry evolve from multiple angles. He spent nearly two decades in finan…
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S8 E12 Masonic leadership, brotherly relief and the candidate summit
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The brothers discuss masonic leadership, brotherly relief and the recent candidate for the grand south summit.
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Colonialism, Slavery, and Foreign Aid (with William Easterly)
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Can the promise of economic progress ever justify conquest, coercion, and control over other people’s lives? Economist William Easterly joins EconTalk's Russ Roberts to argue no--and to rethink what "development" really means in theory, in history, and in our politics today. Drawing on his new book, Violent Saviors: The West's Conquest of the Rest,…
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Black Entrepreneur Blueprint 599 - Jay Jones - 3 Business Mistakes I made In 2025 That I won't Make In 2026
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Every entrepreneur talks about their wins — but the real breakthroughs come from owning your mistakes. In this powerful episode, Jay gets brutally transparent about the three costly business mistakes he made in 2025… and the strategic moves he's making to make sure they never happen again in 2026. These aren't just Jay's mistakes — they're the same…
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688. Forget Index and Chill with Bigger Pockets Money
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We are joined by Scott Trench and Mindy Jensen from BiggerPockets Money for this live mastermind meeting. We discuss real estate, the middle class wealth trap, and safe withdrawal rates. Lastly. mastermind members ask questions and get surprising answers. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Brandon Ganch, aka The Mad Fientist, joins us to share how he’s trying to break some of the frugal habits that allowed him to retire at the age of 34. He is one of the earliest analytical voices in the FI movement, known for treating FI as a systems problem. He leverages his background in computer science, strong preference for systems thinking, ex…
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CFP on the Biggest Issue Affecting the FI Community - Meg's Money Musings | Ep 81
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Subscribe on Apple, YouTube, and Spotify. Support the Show: Join my Patreon membership (premium content coming in 2026!!) Buy me a coffee Sign up to be on the show here Welcome to EverydayFI where we explore the lives of everyday people pursuing financial independence. I'm your host, Meghan Combs, and I'm here to say that you do not need a million …
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Raising FI‑Minded Kids: What Really Works | 15-Year-Old Rishi Vamdatt | Ep 576
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Join us as Rishi, a remarkable 15-year-old personal finance enthusiast, shares his journey and insights on financial literacy for the next generation. Rishi discusses key strategies for teaching kids about personal finance, including practical experience, understanding needs versus wants, and early investing through index funds. His insights aim to…
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Reinvent Your Career in 2026 (2 Inspiring Stories You Need to Hear) [W&S 149]
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Are you in your 40s, 50s, or even 60s, and wondering how to stay relevant in your career? Feeling stuck or facing new challenges that make you question your next move? You're not alone Tackle mid-career reinvention with two incredible guests who share their personal stories of navigating change, facing redundancy, and continuously evolving in their…
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How a Year Making SOTM Completely Transformed Our Producer Emma’s Finances
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A year after being thrown head first into financial litteracy and producing over 200 episodes of She’s On The Money, our behind the scenes queen Emma is here to share exactly how her finances and money mindset has changed. This is what happens when real life, rising costs, and a very loud financial education collide. A home that wasn’t meant to be …
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Why You Need to Check Your Loans URGENTLY! APRA’s New DTI Rules
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In this urgent episode of SugarMamma’s Fireplay, I sit down with senior mortgage broker John Micalizzi from Blue Lantern Home Loans to unpack APRA’s new Debt-to-Income (DTI) rules – what they mean, who’s most at risk, and why you cannot afford to ignore your numbers. John can assist you with any concerns regarding your DTI. John' contact details: j…
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This sermon on Malachi 3:6–12 teaches that faithful, generous giving reveals our heart, honors God’s unchanging character, and opens the way for His blessings that go far beyond money.
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Ep 368: Same Podcast, One Year Apart (The Sixth Year)
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Hey what's up hello! For our last episode of the year we're returning to our annual tradition of recording the same episode one year apart, a la the Billie Eilish Vanity Fair interviews. Thank you for another fantastic year! We are so grateful for you all and will be back in your ears in 2026! Episode Transcript: www.soundsfakepod.com/transcripts/s…
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We Asked the Question Every Dad Avoids… Which Kid Would Ruin a Country? ep42
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Send us a text What happens when dads stop filtering their thoughts? This episode goes there. In this episode of The Dad Compass Podcast, we ask the dangerous question: 👉 Which kid would actually run a country… and which one would absolutely ruin it? From brutal honesty and laugh-out-loud parenting moments to cancel-worthy inner thoughts, this epis…
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1117-I Started a New Business! (please help me)
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I started a new business to massively improve the world of language learning for children. Will you please help me perfect it as a beta tester? www.EchoLingoApp.com/RPF
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The Case for Blended (Instead of Sequential) Drawdown for Early Retirees
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Are you using the wrong retirement withdrawal strategy? Sequential drawdown—draining one account before touching the next—is the most common approach to early retirement, but it could be costing you tens of thousands in unnecessary taxes. In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Enrolled …
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#291 - Why I Don’t Own a House as a Multi-Millionaire
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In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, dives into the controversial topic of homeownership, specifically why he, as a multimillionaire, chooses not to own a house. He discusses the common pitfalls many face, such as being trapped in old money habits and the financial stress that comes with heavy mortgage commit…
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Should You Push Through Burnout for Your Financial Goals? And How To Quit Without Burning Bridges
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You’re trying to save, plan, be responsible, do the grown-up things, but underneath it you’re tired in a way that a weekend off doesn’t quite fix. If that’s you, this week we’re talking about the moments where your financial goals start clashing with your wellbeing, and how to tell when you’re pushing yourself for a dream versus pushing yourself pa…
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START HERE: Downsizing for Retirement: How to Turn Your Home Equity Into Financial Freedom
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In this Start Here episode, Canna answers Pamela’s question: “I’ve only got $77,000 in super and plan to retire in three years at 65. My home is worth $3 million, but most of my money is tied up in it. I’m considering downsizing — what do I need to know to make this money last?” Canna explains: How the Downsizer Contribution rules work and who qual…
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Rewind Episode: MacKenzie Isabelle Stearns
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Today’s guest is MacKenzie Isabelle Stearns. MacKenzie is an adventurer, a dedicated athlete, someone who deeply enjoys music, she is full of energy, and her friends describe her as someone incredibly fun to be around. MacKenzie is a first-year high school student, where she is deeply committed to walking with people going through stuff. She is als…
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In this solo episode, I talk ten things about happiness. Although the happiness code is looked as a mystery, I believe these ten things will make the concept more tangible. What is happiness to you? Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Jordan Grumet (Doc G)
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The economics of discovery, with Ben Reinhardt
47:38
47:38
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In this episode, Patrick McKenzie (patio11) is joined by Ben Reinhardt, founder of Speculative Technologies, to examine how science gets funded in the United States and why the current system leaves much to be desired. They dissect the outdated taxonomy of basic, applied, and development research, categories encoded into law that fail to capture ho…
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Why Senior Executives Are Turning to Portfolio Careers for Freedom and Fulfilment
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Key Topics Covered: 1. Why Executives Choose Portfolio Careers Many senior leaders leave corporate jobs for more control, flexibility, and purpose. Becoming a non-executive director (NED) lets them advise several businesses, stay intellectually engaged, and build multiple income streams. 2. What a Non-Executive Director Actually Does NEDs guide and…
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Episode Summary: Sarah Green shares insights on the importance of allowing opportunities to come to us rather than constantly seeking them out. She reflects on her personal journey, including fostering children, transitioning into energy work, navigating divorce, and stepping into a space of receptiveness. Sarah emphasizes the power of rest, receiv…
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FIREd by 31: How an Army Regular Built a $1M Portfolio and Walked Away [Chills 246]
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What would make someone walk away from a stable army career and a five-figure monthly paycheck… all at just 31 years old? Meet Mun Yuan of SunnySideSingapore, a former army regular who stunned everyone by leaving the force with a $1 million portfolio and a completely new life plan. But why would someone leave a stable career with all the perks and …
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Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm
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Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought. In this episode of The Advisor Journey, Aaron shares how he went from a one-man shop to a multi-advisor, fully remote firm by mastering paid digital marketing, tracking key metrics, and buil…
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December FM: 2040 outlook, AI visualisation tools, IFRS 18
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The latest episode of the podcast provides an overview of content in the December digital edition of FM. Editor-in-chief Oliver Rowe summarises articles that detail the Rise2040 project and other future-focused topics. The episode closes with an explanation of how members can access the December digital edition as well as the issue library. What yo…
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Episode 241: Scaling with Purpose and Community
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By Cambridge
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Why Your Health Center’s Brand Is Costing You Patients (And How to Fix It)
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When Jill’s health center rebranded in 2015, brand recognition surged from 23% to 94% in just two years. They gained 1,000+ new patients annually and finally recruited providers after years of trying. In this episode, Murray Steinman, CEO of Flying Horse Communication, explains why confused brands lose patients, how to repair reputations, and the s…
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Episode 455- My Life Lately: Reflections on Freedom, Seasons + 3 Year Book Anniversary
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In this week's solo episode, I open up about the reflections, questions, and inner shifts I've been navigating as I enter a new season of life. With the three-year anniversary of Your Journey to Financial Freedom, I'm sharing candid thoughts on growth, purpose, motherhood, and the constant evolution that comes with designing a life of freedom. I ta…
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A Look back at 2025: Reflecting on What We've Built at House of Peregrine| Ep 77
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As we close out 2025, Mickelle sits down for an intimate reflection on everything House of Peregrine has built this year not as a highlight reel, but as a love letter to the beautiful, complicated life we're all navigating abroad. This year didn't emerge from strategy. It came from late-night messages asking "does everyone feel this way?" It came f…
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Austin and Ashlee talk with AVP of Digital, Payment, and Fraud Operations at 3Rivers Jeremy Vance about common tactics fraudsters use and how you can protect yourself and your money.By 3rivers
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145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
1:05:36
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Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work. That’s why I wanted to bring Lindsey Lewis on the show. After b…
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