Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Finance And Management Podcasts
Money shouldn't be this hard - and it isn't! Join YNAB founder Jesse Mecham each week as he dives into spendfulness, a mindset that will help you stop second-guessing, spend more confidently, and live the life you want.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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A weekly podcast featuring the leading thinkers in business and management.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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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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Bringing you the latest personal finance and stock market insights
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
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Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.
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Where personal finance, behavior, and mindset intersect!
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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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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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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thefinancegirlies.substack.com
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Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
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As a PhD (in training), you face unique money challenges that stem from your low stipend/salary during your years of graduate school and postdoc training. Listen here for the hard-won financial wisdom of your fellow graduate students, postdocs, and PhDs with Real Jobs. From budgeting and frugality to investing and debt repayment, this podcast is your higher education in personal finance.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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A podcast that interviews leaders from insuretech and insurance to get up-to-date ideas and perspectives on how technology is disrupting and transforming the industry. We bring stories, trends, and useful insights to our audience from carriers, insuretechs, service providers, and various industry groups. New episodes feature people who are on the forefront of inventing, using, developing, or transforming the insurance world through applied technology. FNO: InsureTech is created and produced ...
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Bank executive insights, unique business strategies, regulatory updates from D.C., and fun banking stories—all this and more on the ABA Banking Journal Podcast, brought to you weekly by the American Bankers Association's award-winning podcast team.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money.
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I got out of debt and reached financial freedom by 30. Let me teach you how to do it too! thefinancediaries.substack.com
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Welcome to INFI: the Future of Finance, hosted by American economist and author Dr. Robert P. Murphy. Each week tune in for dynamic discussions with business pioneers about emerging trends in finance, life insurance, asset management, technology, and more.
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The Healthcare Financial Management Association provides industry insights and in-depth stories about hot topics in healthcare finance. Experts weigh in on the latest in healthcare finance policy and practice, and healthcare insiders discuss the most pressing issues facing the industry. [email protected]
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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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Financial innovation, technology advances, and social changes are sending shockwaves through the financial services industry. In an age of increasingly rapid change, important questions, debates and developments are unfolding before our eyes. These ideas, and the choices we make in response to them, will shape our future. Technology is vastly powerful, creating new industries in response to – or sometimes in anticipation of – changing customer expectations. Rebank explores the trends, develo ...
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
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Business advisory podcast that discusses the latest trends and projectors with leading influencers in that space.
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1
Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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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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We’ve been doing Software Development and Architecture work for a while at Snowpal, and currently have several B2B and B2C products in production. In this podcast, we’ll share our experiences on a regular basis to help you & your teams build great software. The topics covered in this podcast will include Product Management, Project Management, Architecture, Development, Deployment, Security, Release Management, Sales, Marketing, Advertising, and just about everything else an ambitious, fast ...
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The Everyday AI podcast is a daily livestream, podcast and free newsletter where we help everyday people grow their careers with AI. The Everyday AI podcast is hosted by Jordan Wilson, a former journalist who's now the owner of a boutique digital strategy company with 20 years of martech experience. Our main focus is to help you keep up with AI trends to make your job easier. Get your work done faster. Increase your output. - Sign up for our free Prime Prompt Polish ChatGPT course: https://p ...
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Got money questions? We’ve got answers. Join Ben Carlson, Duncan Hill, and a rotating lineup of financial pros as they break down your biggest questions about investing, markets, and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz. Duncan is a podcast producer and the Director of Creative Media at The Compound. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Replace The Job You Hate With A Life You Love. This is the podcast for high performers who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve ...
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Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Learn the latest finance updates in the tech world.
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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The Spend Table is where cost and spend intelligence gets served up fresh—and no topic is too spicy to tackle. Join three finance and procurement leaders for respectful debate (not head-nodding) on what really matters when managing software spend. All powered by real data insights.
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Fix Emotional Spending Habits with Feel-Good Finance and Learn How to Manage Finances Post-Job Loss
38:12
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38:12Learn how to navigate job loss and reshape your money mindset to feel more in control — emotionally and financially. What should you do with your money after losing a job? How can you feel better about money and stop stressing about finances? Hosts Sean Pyles and Elizabeth Ayoola discuss managing job loss and improving your relationship with money …
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November 29, 2025: Big Index Energy Meets Black Friday Frenzy—and IRA Crunch Time
55:08
55:08
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55:08First, we break down “the market” by exploring the major indices investors follow every day. From the S&P 500 and Dow Jones Industrial Average to the Nasdaq Composite, we explain what these benchmarks measure, how they’re built, and why your portfolio may not always mirror their movements. You’ll learn the differences between price-weighted, equal-…
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587 – Should Parents Help Adult Children with Debt?
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30:00With housing costs, student loans, and everyday expenses skyrocketing, more young adults are turning to their parents for financial support. Doug Hoyes and Ted Michalos unpack the emotional, financial, and practical realities behind "helping" adult children, including why many parents feel compelled to assist, and break down the real risks of co-si…
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Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
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29:56
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29:56"Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel" Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B…
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Keith Weiner is founder and CEO of Monetary Metals, a company that pays its customers interest on their gold and silver, denominated in ounces of gold and silver. The company has arrangements with jewelers, miners, and other industry participants to make their offers credible. Keith joins Dr. Murphy to discuss the mission of Monetary Metals, their …
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Financial Confidence for Our First Nations Community with Leah Bennett
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47:34This 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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Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when it comes to tax efficiency. It starts with how the investments are traded and how the transactions are treate…
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Your Money Map Replay: Julie Wainwright on Reinvention, Risk, and Building The RealReal After 50
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33:14
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33:14In this powerful and inspiring episode of Your Money Map, Jean Chatzky sits down with entrepreneur and author Julie Wainwright, founder of The RealReal, to talk about failure, reinvention, and why it’s never too late to bet on yourself. She shares candid stories from her new book, Time to Get Real: How I Built a Billion Dollar Business that Rocked …
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With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the economy. To help explain it all, we're joined by Diane Swonk, the Chief Economist at KPMG, who has always been a go-to source to make sense of short, an…
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Do you know that many Filipino habits and beliefs unknowingly hold many of us back financially? From “bahala na” thinking to over-reliance on loans and get-rich-quick schemes, we’ll uncover the subtle ways our culture shapes how we handle money. If you’ve ever wondered why hard work alone isn’t enough to build wealth, watch this until the end — it’…
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The Sneaky Thing That Impacts Your Health, Your Sleep, Your Finances and Your Relationships
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19:23My dearest TFD Baddies, Oh this one is a doozy. I didn’t realise until the last year of my life quite how much this has impacted me in so many ways: wasting time, wasting money, wasting energy, losing sleep… and so much more.Does it impact you too? Let me know! Yours in financial empowerment always, Stephaniexoxox This is a public episode. If you w…
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Is Crypto a Goldmine or a Gamble? And The Smartest Way to Use Your Spare Cash
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41:40Ever seen a crypto bro promising this coin is going to be the next big thing and thought… okay but what if? Well this week we got a DM from someone whose partner has fallen for the hype hard. So we're taking a closer look at crypto is, what it isn’t, why it feels so convincing online, and how to tell the difference between investing and straight-up…
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Corporate Finance Explained | How Stock Market Indices Shape Valuations and Strategy
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13:16FinPod: The Hidden Power of Stock Indices: S&P 500, Dow, & Corporate Strategy Everyone sees the headlines ("The S&P 500 is up"), but few understand the mechanics behind these indices and how they actively shape the global flow of trillions of dollars. Indices are not just scoreboards; they are the architecture of modern capital flow. In this episod…
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The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control. That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and conside…
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279. From the NFL to the C-Suite: Jason Wright on what it takes to transform organizations and build world-class teams
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34:37What do winning teams in elite sports teach us about driving transformation in business? This week, Kevin Carmody, a senior partner and global coleader of our CFO and finance excellence practice, speaks with former McKinsey partner Jason Wright, who helped lead a transformation as-president of the Washington Commanders (and is also a former NFL run…
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847b the 2-speed economy, managing big super money, market trends + more with Jody Fitzgerald
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54:19
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54:19Jody Fitzgerald from Australian Retirement Trust chatted with Glen James about super and market movements in recent years: 👉🏾 the 2-speed economy - post-covid shifts, the Ukraine war, Trump, the MAG7 and global economy health 👉🏿 Jody's her role at ART, how her team manages and invests super funds + exploring AI 👉🏻 what key market trends have Jody a…
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On episode 199 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Corey Hoffstein, co-founder, CEO and CIO at Newfound Research to discuss: what return stacking is, how the 4 year rule works, leveraging BNPL, making up for lost investing time, and more. Submit your Ask The Compound questions to [email protected]! This episode…
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Breaking down the Budget: Cash ISA cuts, Lifetime ISA changes, dividend tax hikes and more
30:47
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30:47AJ Bell experts Charlene Young and Dan Coatsworth react to Rachel Reeves’ autumn Budget in this special edition of the Money & Markets podcast. Financial markets were initially taken by surprise after the OBR report was leaked ahead of the chancellor’s speech, and Dan explains why gilts and equities moved in a certain way. He also dives into the re…
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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
1:04:36
1:04:36
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1:04:36MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1 🔻Download Big Picture Trading Chartbook 📈📉: …
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How Financial Policies Impact Graduate Student Attrition
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44:58In this episode, Emily interviews Dr. Connor Ferguson, a postdoc at the University at Buffalo studying how professional development and student success initiatives influence the graduate training environment. While pursuing her PhD in higher education at West Virginia University, Connor worked full-time as a student affairs professional supporting …
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Ep 662: Opus 4.5: New king of the AI hill or just a niche model for coders?
47:35
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47:35"... best model in the world..." 🤔 Wait, again? Days after Gemini 3 Pro splashed on the scene, Anthropic snuck in a low-key drop in Claude Opus 4.5. And Anthropic pulled no punches, calling its new model the "best model in the world for coding, agents and computer use" So, should you be hot swapping your Gemini or ChatGPT use out for the new Opus 4…
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What Our Freelance Writing Businesses Actually Look Like in 2025
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31:30A lot of you know us as The Finance Girlies — but what you might not know is that we're also full-time freelance writers. We’ve been riding the freelance waves up and down for years, but we’d be lying if we said the past 12 months haven’t thrown us for a loop. In this insider episode, we're pulling back the curtain on what our freelance businesses …
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Real-Life Finance Podcast #13 | Maximizing Your Benefits
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39:31Send us a text Hosted by Old National Bank Financial Empowerment Director Ben Joergens, each Real-Life Finance episode focuses on everyday financial solutions that empower listeners to build the financial future they richly deserve. Old National Bank’s Chief People Officer, Carrie Ellspermann, shares practical and relatable insights to help you max…
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Stablecoins 101: What They Are and How They Could Work in Canada
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10:37To wrap up the episode, Bruce interviews Didier Lavallée, CEO of Calgary-based Tetra Digital, about Stablecoin, a type of cryptocurrency designed to maintain a stable value. Didier breaks down what Stablecoin is, how it’s backed by traditional dollars, and why it can move money globally in seconds at very low cost. He also talks about regulation, h…
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Talking to Your Kids About Money: Why Parents Hesitate and How to Start
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12:10Bruce speaks with Lucianna Adragna, Vice President of Client Segments at RBC, about new research on how Canadian parents feel about talking to their kids about money. Lucianna shares why so many parents lack confidence, how their own financial stress holds them back, and why waiting for “big life moments” to start the conversation is a missed oppor…
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Credit Score Breakthroughs: Utilization, Collections and Fixing Your File
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13:16In this segment, Bruce is joined by Julie Kuzmic, Head of Consumer Advocacy and Compliance at Equifax Canada, to unpack the light bulb moments around credit scores. Julie explains why being a secondary cardholder can leave you with no recent credit history, how buy now–pay later and payday loans might show up on your report, and why your utilizatio…
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The Compound Interest Light Bulb: How Small Automatic Savings Grow Big
11:55
11:55
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11:55Bruce Sellery talks with personal finance expert and author Preet Banerjee about the “light bulb moment” that changed his money life as a teenager: automatic savings and the astonishing power of compound interest. Preet walks through simple examples that show why starting early matters more than saving perfectly, how small increases in your contrib…
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From Sleeping On A DIRT FLOOR In Africa To Owning 156 Units (Within 4 Years) w/ Yamundow Camara
1:08:16
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1:08:16Today's episode is a replay from 2024! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 30 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn Your Passions I…
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EP 503: Money Tips Every Freelancer Needs: Taxes, Retirement & Getting Paid on Time
34:14
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34:14Thinking about ditching the 9-to-5? Already navigating the ups and downs of freelance work? This episode is your financial playbook for thriving as your own boss. Jean Chatzky sits down with money coach and longtime freelancer Emily Guy Birken to unpack everything from budgeting on irregular income to choosing the right retirement accounts. Emily s…
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Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she correct? Have a money question? Email us here…
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Emma Edwards Stopped Shopping for 365 Days and Accidentally Fixed Her Finances (Plus Her Relationship With Money and Herself)
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53:05You know when you’re standing in front of your overflowing wardrobe, absolutely drowning in clothes, and still somehow convincing yourself you have nothing to wear? Today’s guest knew that feeling all too well… until she decided she wasn’t buying a single new item of clothing for a whole year. Yes, Emma Edwards did the thing a lot of us love concep…
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"An Old-Fashioned Thanksgiving" by Louisa May Alcott
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40:00Today, in celebration of the American holiday "Thanksgiving Day," I want to share with you a recording of short story written by Louisa May Alcott, called "An Old-Fashioned Thanksgiving." The audio file has no commentary—it's merely an unabridged reading of the story—and is suitable for you to share with your children as a worthwhile story to enjoy…
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FinPod: Interest Rate Swaps Masterclass: Modeling SOFR & The End of LIBOR The Interest Rate Swap (IRS) market, the biggest derivative contract in the world, has undergone a massive overhaul. LIBOR is gone, and the way plain vanilla swaps are traded has changed dramatically. Join us to discuss the new Interest Rate Swap course, which fully reflects …
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Ep 294: Tim Attia, CEO & Co-Founder, Slice Labs
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54:04In this episode of FNO: InsureTech, host Rob Beller speaks with Tim Attia, CEO and Co-Founder of Slice Labs, for a detailed discussion on the company's evolution and product strategy. Tim describes how Slice transitioned from on-demand and gig economy insurance to higher-premium E&S and contractor general liability coverage, explaining the impact o…
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Purpose-Driven Leadership in an Era of Polarization
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31:15
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31:15Even in difficult times, leadership must be about empathy, authenticity, fairness and service. That's according to Darren Walker, the outgoing CEO of the Ford Foundation, a nonprofit with an endowment of billions of dollars and a charge to reduce poverty and injustice. Drawing on his own upbringing in rural Texas to his time at the helm of one of t…
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The Smart Self-Employed Person’s Guide to Year-End Planning
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15:12If you run a single-member LLC—or work for yourself in the gig economy—year-end tax planning is key. The “Henssler Money Talks” hosts break down what counts as income, what you can deduct, and strategies for funding a retirement plan before 2025 ends. Original Air Date: November 22, 2025 Read the Article: https://www.henssler.com/the-smart-self-emp…
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Ep 661: Out of the Shadows: How to Manage AI Sprawl
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30:59Even if you've banned AI, your employees are 100% using it. 🥵 To make matters worse? Even if you've approved a certain AI system, your teams are probably using whatever they want. And those choices are likely putting your enterprise data at risk. So, how do you reel in manage the AI sprawl? Kevin Kiley, the CEO of Airia, is laying out the playbook.…
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UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
41:20
41:20
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41:20Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal with the giant UGMA account set up by his kids' grandparents. Suzanne in Detroit has a twist on the new 529 plan to Roth rollover rule. Homer and Marge …
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Money Lessons That Stick: Canada’s Top Experts on Saving, Credit, Parenting & Crypto | Full Episode
54:58
54:58
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54:58In this episode we dive into the powerful “light-bulb moments” that can transform the way you manage your money. Bruce Sellery speaks with personal finance expert Preet Banerjee, who shares the compounding insight that changed his financial life at age 16—plus the surprising math behind why starting early matters far more than saving perfectly. The…
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I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down? Have a money question? Email us here…
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In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implications this could have on the broader ecosystem. He raises concerns about the expectations of the investment community and explores the use of AI tools to…
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In this podcast, Krish Palaniappan discusses the alarming levels of debt among young adults, particularly focusing on student loans and car loans. He reflects on the financial decisions made by this demographic, often influenced by societal expectations regarding education and career paths. The conversation emphasizes the importance of financial aw…
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847 three financial advisers vs your superannuation questions (campfire chat)
56:17
56:17
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56:17Glen is joined by 3 financial advisers at the Financial Advice Association of Australia's annual congress in Perth! They answer your questions about superannuation, touching on: 👉🏾 when is the right time for partners to set up a self managed super fund (SMSF)? 👉🏿 spouse splitting and spouse contributions - what are these? 👉🏻 realised vs unrealised …
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Is Artificial Intelligence Changing The World of Marketing With Lillian Pierson
28:59
28:59
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28:59Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we dive into the transformative power of AI in the marketing landscape with our esteemed guest, Lillian Pierson, a seasoned Chief Marketing Officer and data science expert. Lillian shares her insights on the balance between leveraging AI's capabilities and maintain…
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Gemini 3 impresses, GPT-5.1 Pro rolls out, Microsoft brings 365 Agent updates and more AI News That Matters
43:10
43:10
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43:10Wildest week in AI since December 2024. 🤯 ↳Gemini 3 is out and it's REALLY good. ↳ GPT-5.1 Pro might end up being better. (Even though no one is talking about it) ↳Microsoft is releasing agents where people will actually use them. ↳ Nano Banana Pro will probably be more impactful than Gemini 3 (as banana as that sounds. Whew. What a week in AI. Don…
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