Martin Lewis answers your financial questions, offering valuable money-saving tips.
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Finance Consulting Podcasts
This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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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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The largest insurtech podcast going on 700+ episodes. This is not your grandpa's insurance industry!
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A topical show looking at news, policy and regulatory developments in the UK financial services industry. Hosted by Eve McGrady, alongside Fairer Finance's Managing Director James Daley and Director Tim Hogg.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Christian Moldenhauer
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Health and wellness topics are discussed in a fun and informative way by co-hosts Dr. Christopher Joncas, an internal medicine doc, and Nancy Medeiros, an RN and process improvement specialist. Topics include everything from Cardiac disease and Diabetes to current trending health issues. Special interest topics are also covered such as human trafficking, homelessness, and ways to give back to your community.
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Skytale Insights explores the evolving landscape of healthcare through the lens of business strategy, finance, and operations. Each episode brings together market updates, the latest industry trends, and perspectives from leaders and innovators across the healthcare space. Designed for business owners and executives with an appetite for growth, the conversations uncover how to scale effectively, differentiate in a competitive market, and position for long-term success. Hosted by the Skytale ...
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Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. ...
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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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Tech Tomorrow is your front-row seat to the conversations redefining the future. Each episode explores one big question about data, AI, or emerging tech, giving leaders clear, focused answers they can trust. If you're navigating complex innovation, from AI-augmented delivery to sustainability, this show helps you cut through the noise, connect cross-disciplinary trends, and lead with confidence in a rapidly evolving landscape. Previously known as Data Today, this podcast has examined how out ...
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Conversations with people working in and around today's dental industry. Exploring new and exciting topics as we work to grow and succeed.
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Specializing in seller financing, Dawn has been a real estate and note investor for over 20 years. She provides custom consulting, coaching and note appraisal services. Note Queen is where Property Meets Paper and Learns to Dance. Subscribe to have your eyes opened to the profound, yet simple ways that seller financed real estate (property) and notes (paper) can help you create powerful and profitable financial solutions, just one Mom 'n Pop to another. The easiest way to get started investi ...
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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Ever wondered how to use your experience to start or grow a business? The First Customer intimately dissects successful entrepreneurs journeys to their first customer. Learn from practical real-life examples of regular people transforming into superheroes by starting their own business. Buckle up … the rocket is taking off!
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Welcome to AfriPathVoices, the podcast for bold, visionary diaspora investors ready to turn their dreams into thriving businesses across Africa. Hosted by the team behind AfriPath Consulting, each episode dives deep into the real opportunities, challenges, and success stories shaping Africa’s modern business landscape.
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Welcome to Cropcast, bringing you all the on crops and soils. Each month, SAC Consulting advisor, Tiffany Mactaggart will be joined by a range of industry experts, bringing you timely updates and the latest research to help you make decisions in the field. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Broker Consulting - Finance. Reality. Spolu.
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The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth. While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success. You should always consult with your financial, legal, and tax advisors before ...
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D-Risk!: Smart Investing for the Real World Welcome to D-Risk!, the podcast that cuts through market hype to bring you clear, research-backed investing insights. Your host, with a background in finance and data, simplifies complex economic trends and stock analyses, focusing on strategy and clarity over quick tips. This is about making informed decisions to reduce risk and grow your money. While the voice is AI-generated for consistency, the analysis is 100% human-driven. Let's de-risk your ...
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The world's best podcast about the mindsets, behaviors, attitudes, and activities for the Appraisal, Real Estate, and Lending industries. Hosted by well known Real Estate and Appraiser Success Coach, Blaine Feyen, founder and CEO of the Real Value Group and Real Value Coaching Academy in Grand Rapids, Michigan, the Real Value Podcast covers a variety of topics involving all three of those businesses, as well as the topics of success, communication, leadership, balance, marketing, social medi ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Law, disrupted is a podcast that dives into the legal issues emerging from cutting-edge and innovative subjects such as SPACs, NFTs, litigation finance, ransomware, streaming, and much, much more! Your host is John B. Quinn, founder and chairman of Quinn Emanuel Urquhart & Sullivan LLP, a 900+ attorney business litigation firm with 29 offices around the globe, each devoted solely to business litigation. John is regarded as one of the top trial lawyers in the world, who, along with his partne ...
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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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We use publicly available, FREE sales presentations, not intended for paying customers, and use the clues in those to DEDUCE the stock being pitched. So if you're curious "what stock is that?", then you're in the right place! DISCLAIMERS: There is NO proprietary or paid information given away. We simply investigate publicly available and FREE sales presentations and use the clues in the presentations to GUESS the stock being pitched. This content is for informational and educational purposes ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. Every advisor has a choice: follow the script laid out by the industry—or write your own. Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors mov ...
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What economic trends today will set the stage for the future? How will legislative actions impact student financial aid? What accounting policy or reporting changes are on the horizon? Navigating the business of higher education institutions requires knowledge about a variety of issues—from finance to campus security. In this podcast series, hear colleagues, experts, and industry leaders explore issues, provide best practices, offer solutions to new questions that may not have been asked bef ...
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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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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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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Wall St for Main St provides alternative financial information, research, education and consulting to Main Street investors using uncommon wisdom. Our goal is teaching people how to fish for themselves instead of trusting their financial adviser. We interview top investors, traders, money managers, financial commentators, economic experts, authors, CEOs and newsletter writers from around the world to discuss the latest events in the global economy and financial markets.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Barry Bobrow partners with the Secured Finance Network to produce a series of video and audio podcasts focused on important trends and developments in secured lending. The In the Know podcasts will be a series of conversations with compelling thought leaders on important topics impacting the finance and secured lending markets. These brief and engaging discussions will give you information and perspectives critical to being more successful in your businesses by keeping you In The Know. State ...
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Was your medical education enough to handle everything physician life demands? From lawsuits to leadership, career decisions to challenging conversations, balancing the personal with the professional — not enough was addressed in medical school, residency or fellowship. This medical podcast fills those gaps so you can live up to the expectations that come with the white coat — not just in the exam room, but in all the places your MD follows you. This show is the physician mentor you didn’t r ...
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Question Time: Will ISA changes hit what I’ve saved? Safer to stick cash under the bed? A credit card for my eight-year-old?
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27:09In this week’s Question Time, Martin answers your questions about absolutely anything and everything – including: Will the predicted budget ISA changes affect me? Should I give my eight-year-old a credit card? Should I keep cash under my mattress? Can a car finance claim jeopardise my current car finance agreement? How does the marriage tax allowan…
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Nakita Devlin, CEO & Founder at Ric - PIR Ep. 759
45:13
45:13
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45:13Tony chats with Nakita Devlin, CEO & Founder at Ric, the first parametric catastrophe product focused on the employee benefit market! Their parametric managing general agent will host micro parametric products with the first one being a parametric flood product for rain across the US. The plan is for this to be the first of many climate parametric …
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In this series we interview 3 couples at different stages in marriage. First up, Quint interviews Logan and Hannah to see how they manage money as a team. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.…
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In this episode, host Molly Beyer talks about the difference between client-led and client-centric business models. They may sound the same, but they are very different in practice. Molly explores the differences between them and points out how understanding these nuances can help business owners build more effective systems and deliver experiences…
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Keith Kohl's "Nvidia Killer" Stock Revealed (12,000% Gains?)
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8:31👉 Best Place To Get Stock Picks: https://geni.us/AlphaPicks (get 50% OFF) Keith Kohl claims he knows which company will dethrone Nvidia. I reveal it here for free. Here's the best place to get stock picks: https://geni.us/AlphaPicks If interested in diversifying with precious metals too, then download your FREE guide here: 👉 https://geni.us/Podcast…
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Coalition for the Common Good: Meeting a Mission, Leveraging Enrollment, and Boosting Student Success Across Two Independent Institutions
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23:04What happens when institutions prioritize collaboration over competition and align their missions together for the common good? Join Charlie McFarland, director, strategic affiliation initiatives, Antioch University; Jeff Nutter, chief financial officer and vice president for business affairs, Otterbein University; and NACUBO's Liz Clark, as they d…
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How to retire on $3,000 per week - the property playbook
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56:46
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56:46In this episode, host Gemma Mitchell is joined by Ben Kingsley, one of Australia’s leading property investment advisers, founder of Empower Wealth, and Chair of the Property Investors Council of Australia (PICA). Ben, along with his long-time business partner Bryce Holdaway, has just released their third book, How to Retire on $3,000 a Week.Togethe…
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Who Are You and Why Does it Matter? Pad Splitting, Agents Carrying a Note for Their Commission
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47:19
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47:19Dawn Rickabaugh, host of Property and Paper Live and creator of NoteQueen.com, delivers an insightful lecture on real estate investing, financing, and note buying strategies. Emphasizing the importance of understanding one's core identity beyond professional roles, she encourages participants to distill their essence into clear, meaningful statemen…
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Tony chats with Gregg Golson about his career in claims, his involvement in CPCU, advice for the next generation, and his consulting endeavors. Gregg Golson: https://www.linkedin.com/in/gregggolsoncpcu/ Video Version: https://youtu.be/ieaJ7VAAbQ8By Insurance Nerds
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Jake Tamarkin - Co-Founder & President at Everyday Life Insurance - PIR Ep. 746
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32:31Tony chats with Jake Tamarkin - Co-Founder & President at Everyday Life Insurance, they are building the premiere life insurance platform for everyday people. They are an independent life insurance agency that caters to people that want to do business online. They use machine learning and other tools to help people find the best fitting Life produc…
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Peter Teresi, Co-Founder & CEO at Certificial - PIR Ep. 756
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40:40Tony chats with Peter Teresi, Co-Founder & CEO at Certificial, they are a network that sits between insurance and all other verticals focused on the certificate of insurance process from a PDF (that often needs to be made multiple times and only proves the policy was active at the time it got made) to a living document that is a truly smart Certifi…
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Emma Corcoran, Strategic Facilitator, Women's Leadership Champion & Consultant - Ep. 750
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26:49
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26:49Tony chats with Emma Corcoran, Strategic Facilitator, Women's Leadership Champion & Consultant. We talk about her career in insurance and her work now as an independent consultant. Emma Corcoran: https://www.linkedin.com/in/emma-corcoran-1b851022/ Video Version: https://youtu.be/N_-V_-BJHnUBy Insurance Nerds
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Liam Harreys, Co-Founder and CEO at ThreadWise - PIR Ep. 748
23:51
23:51
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23:51Tony chats with Liam Harris, Co-Founder and CEO at ThreadWise, they are a commercial co-pilot for commercial insurance communications starting with email. They believe that while commercial brokering is complex, the tools shouldn't be. Their goal is to clean the data before it gets dirty and allow brokers to do the work they're licensed to do. Thei…
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Paul Vacquier, Founder & CEO at Beagle Services - PIR Ep. 755
28:54
28:54
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28:54Tony chats with Paul Vacquier, Founder & CEO at Beagle Services, they provide last mile deployment and expertise of leak detection technology facilitating partnerships with carriers and others needing to prevent water damage. Uniquely they use plumbers they hire as employees, not a contractor network. They provide water damage prevention to carrier…
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Tony chats with Sharon Henzler, after about 8 years in the industry Sharon went to her first insurance conference, the Future of Insurance Fest at Santa Monica Pier. They chat about what the conference was like and how it changed her approach to insurance conferences going forward. A great listen for all early career insurance pros. Sharon Henzler:…
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Nishant Tomar, Chairman and CEO at DigsFact - PIR Ep. 751
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35:30Tony chats with Nishant Tomar, Chairman and CEO at DigsFact, they are leveraging AI to accelerate virtual inspections both during underwriting and post-loss. They can help with property, vehicles, and toys. In 2 minutes the policyholder can do a guided video or photos and be done while getting the carrier all the info they need. Nishant Tomar: http…
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Danny Aronson, CEO and Ann Boger, COO at Tuned Care - PIR Ep. 754
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45:02Tony chats with Danny Aronson, CEO and Ann Boger, COO at Tuned Care, they are revolutionizing hearing health benefits by helping employers offer full spectrum hearing care for their workers. Currently only 11% of workers have any hearing coverage and historically it's merely a discount on hearing aids. Tuned Care brings a much more comprehensive ap…
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Love Redin, Co-Founder and CEO at Vantel - PIR Ep. 749
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16:17Tony chats with Love Redin, Co-Founder and CEO at Vantel, they build AI tools for middle market commercial insurance producers to help them process documents, find coverage gaps, compare quotes, review contracts, and more. Love Redin: https://www.linkedin.com/in/love-redin/ Vantel: https://vantel.com/ Video Version: https://youtu.be/V9lqVj8r9uY…
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Frano Sain, CEO at Hero Response - PIR Ep. 758
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25:54
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25:54Tony chats with Frano Sain, CEO at Hero Response, they offer a unique monitoring system that improves profitability and lowers waster on all water related claims. It saves the contractors from having to go back every day to see if the equipment has finished drying the loss. Frano Sain: https://www.linkedin.com/in/franosain/ Hero Response: https://h…
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Paul Prendergast, Co-Founder and CEO at Kayna - PIR Ep. 752
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24:35Tony chats with Paul Prendergast, Co-Founder and CEO at Kayna, they make it easy for vertical SAAS company to do embedded insurance. Paul Prendergast: https://www.linkedin.com/in/paulincork/ Kayna: https://www.kayna.io/ Video Version: https://youtu.be/_OYgTHmXE7IBy Insurance Nerds
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Mitch Matthews, Success Coach and Creator of the DREAM THINK DO Podcast - PIR Ep. 757
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17:40Tony chats with Mitch Matthews, Success Coach and Creator of the DREAM THINK DO Podcast. Mitch Matthews: https://www.linkedin.com/in/mitchmatthews/ Video Version: https://youtu.be/bRZWIj77y_MBy Insurance Nerds
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Tony chats with Arlind Mucaj, AVP CDO Exchange & Partnerships at Verisk, Chief Experience Officer at Insurtech Hartford about his career and what they're building at Insurtech Hartford. Arlind Mucaj: https://www.linkedin.com/in/arlind-mucaj-mba-scaled-agile-black-belt-831b03b/ Video Version: https://youtu.be/4qcRDSYVIwI…
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Todd Hawk, Founder and CEO At Elisa For Life - PIR Ep. 742
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27:21
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27:21Tony chats with Todd Hawk, Founder and CEO At Elisa For Life, they are an insurtech in the Life Insurance space solving a difficult issue in that space, the younger generation of buyers don't respond well to cold-calling or mailers. Elisa for Life is an embeddable digital advisor and digital sales assistant. The prospect answers a series of questio…
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Tony chats with Scott Thompson, long-time insurance recruiter. We chat about the insurance industry past and present, especially when it comes to the recruiting environment. Scott Thompson: https://www.linkedin.com/in/scottthompsontn/ Video Version: https://youtu.be/I_SKhJBQ8ZQBy Insurance Nerds
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Matan Slaghter, CEO at Armadillo - PIR Ep. 737
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30:44
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30:44Tony chats with Matan Slaghter, CEO at Armadillo, the first tech enabled home warranty program. Matan originally talked about Armadillo on Ep. 251 and now returns to give us an update and make an announcement of some unique improvements they have made to their offerings. Matan Slagter: https://www.linkedin.com/in/matan-slagter/ Armadillo: https://w…
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Tony chats with Rose Hall about her fantastic career in insurance and innovation. Rose Hall: https://www.linkedin.com/in/rose-hall-pe/ Video Version: https://youtu.be/qnLiXvowv2gBy Insurance Nerds
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Lars Helgeson, Founder and CEO at Easy Aftercare - PIR Ep. 739
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25:00
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25:00Tony chats with Lars Helgeson, Founder and CEO at Easy Aftercare, they have applied CRM technology to radically improve patient compliance through a series curated personalized text messages and videos leading to 30% better outcomes and 40% reduction in unneeded calls back to the providers office. An amazing example of how existing technology can b…
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Toby Hung, Co-Founder and COO at 1Fort - PIR Ep. 744
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20:29Tony chats with Toby Hung, Co-Founder and COO at 1Fort, they are an all-in-one solution for commercial insurance agents to grow revenue and save time and money. Their AI digs through your book and finds cross-sale opportunities, analyzes the risk exposures based on third party data, and even gives you talking points to make the sale. It can also he…
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Santoash Rajaram, Founder at Stitch Studio - PIR Ep. 743
30:56
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30:56Tony chats with Santoash Rajaram, Founder at Stitch Studio, they are building an insurance specific AI platform making AI agents. They believe that in order for AI to be adaptable to insurance organizations have to be able to embed them in the existing value chain of what’s happening in the organization already. And you need to create an infrastruc…
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Patrick Girouard, Founder and CEO at District Cover - PIR Ep. 738
26:02
26:02
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26:02Tony chats with Patrick Girouard, Founder and CEO at District Cover, they are a small business insurance platform solely focused on broadening insurance access within cities and especially areas where traditional carriers have shied away or struggled to serve. They underwrite at a block by block or even business by business level of granularity all…
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Something I’m always working on in my practice
11:11
11:11
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11:11Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.You’ll hear from:MDRT Past President Gregory B. Gagne, ChFCMDRT First Vice President Clay Gillespie, CIM…
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Quint and Allie talk about HSAs and almond joys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Most people think insurance is for “what if I die?” scenarios—but that’s not the real risk. In this episode, Tré and Sierra break down how smart families and business owners actually manage risk. From life insurance to disability and liability coverage, Tré explains how to identify what’s truly at stake—your ability to earn, live, and protect your …
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Episode 116: Orthopedic Surgery with Dr. Jay Patel
48:58
48:58
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48:58In this episode, we sit down with Dr. Jay Patel to discuss orthopedic surgery, focusing on hip and knee replacements. Dr. Patel shares his expertise on when surgery becomes necessary, the differences between anterior and posterior hip replacements, and what patients can do after surgery to achieve the best outcomes. Tune in to gain a better underst…
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Qiao Ma: finding killer companies, surviving the GFC & why founders win
53:30
53:30
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53:30Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss: 1. What it takes to find killer stocks 2. How Qiao survived the GFC 3. Why founders tend to win 4. The importance of 'control' in long-term investing 5. Munro's investment process 6. Qiao's two pieces of ad…
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Where Are You Losing Equity? It's a common misconception that cutting costs and tightening budgets is the best way to prepare for a sale. However, as Paul Curtiss explains, this approach can actually have the opposite effect. By investing in hiring executives and upgrading equipment and technology, you not only improve your business's performance n…
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Martin v Ofgem boss: Why are energy bills so high (is it green levies?) | Scrap standing charges | Is the Price Cap a rip-off?
59:32
59:32
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59:32It’s Martin v Ofgem this week (well, Jonathan Brearley, the boss). Martin asks Jonathan why energy bills are so high, about scrapping standing charges, who funds the regulator, writing off energy debt, issues around green energy, and loads more. It’s a jam-packed episode, also including what Martin thinks about O2 raising their prices by more than …
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Re-release: A Conversation with Celebrated Legal Author Jeffrey Toobin
52:33
52:33
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52:33John is joined by Jeffrey Toobin, celebrated author and legal analyst, who reflects on his extensive career in law and legal journalism. First, Jeffrey describes his legal background, including his clerkship on the Second Circuit which led to his years working for the Independent Counsel investigating the Iran Contra scandal (which led to his first…
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Retirement Health Care Costs Just Jumped Again (2025 Update)
10:04
10:04
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10:04Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Fidelity just released their 2025 Retiree Health Care Cost Estimate, and the number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retir…
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Rare Earth Stock: Motley Fools's Newest Small Cap Stock (Revealed)
11:46
11:46
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11:46👉 Best Place To Get Stock Picks: https://geni.us/AlphaPicks (get 50% OFF) Motley Fool is pitching a rare earth stock. I reveal it here for free. Here's the best place to get stock picks: https://geni.us/AlphaPicks If interested in diversifying with precious metals too, then download your FREE guide here: 👉 https://geni.us/PodcastFreebie Or call Aug…
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SoFi Technologies, Inc. (SOFI) - Episode 122 - Oct 29, 2025
6:32
6:32
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6:32🏦 SoFi just dropped a blockbuster earnings report, blowing past expectations with record revenue, and the market is cheering its ambition to be a 'financial supermarket' complete with crypto trading and AI tools. But is this a rocket ship or a high-priced mirage? On this episode of D-Risk, we dive into the central conflict: the stock is soaring hig…
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NVIDIA Corporation (NVDA) - Episode 121 - Oct 29, 2025
5:36
5:36
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5:36🚀 Is NVIDIA a rocket ship or a bubble? Today on D-Risk, we dive deep into the chip giant defying gravity, with fresh data as of October 29th, 2025. Explosive new partnerships and staggering revenue projections have sent the stock soaring to a new high, and Wall Street is overwhelmingly bullish. But here's the conflict: our cold, hard valuation mode…
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Navigating Your "Second Half of Life": FIRE vs. FILE and Accessing Your Money Early, Ep 162
48:54
48:54
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48:54Are you tired of the traditional work-and-retire-at-65 plan? This episode is for you. We're diving into the concepts of FIRE (Financial Independence, Retire Early) and FILE (Financial Independence, Live Early), and exploring how you can break free from the traditional script. Dr. Jay and Bri challenge the idea that retirement is an "on/off switch" …
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Allie and Quint take a deep dive into the topic of stewardship. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Exploring Alternative Investments and Building a Long Term Vision - Replay
16:40
16:40
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16:40In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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Your money reset, part 2: Super, property, and the freedom to choose
19:31
19:31
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19:31In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell returns with part two of The Money Reset 2 part series. If you’re ready to take your financial reset to the next level, this bite-sized episode walks you through the final six steps, tackling debt, property, super, and protection, and shows you how to build lasting flexibi…
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AI is rising on the agendas of global CEOs, according to the latest edition of the CEO Radar. But a surprising number of chief executives are still struggling to embed the technology into their businesses. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Vlad Lukić, BCG …
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Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik
9:26
9:26
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9:26In this episode of Financial Perspectives, host Tanya Tang sits down with Asad Malik, CFA, Head of ML Finance & Infrastructure Strategy at Google, to discuss how artificial intelligence and machine learning are transforming finance, investing, and productivity. Asad breaks down the surge in AI investment since 2022, the rapid growth in infrastructu…
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QUALCOMM Incorporated (QCOM) - Episode 120 - Oct 28, 2025
5:27
5:27
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5:27A former smartphone chip giant just declared war on the AI titans, sending its stock (QCOM) absolutely vertical in a decisive, volume-backed breakout! This single move has created a fascinating and highly conflicted scenario: a massive $233 fair value model clashes with a technical 'overbought' warning, while skeptical analysts stand firm on the si…
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Intel Corporation (INTC) - Episode 119 - Oct 28, 2025
6:36
6:36
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6:36Is Intel's epic comeback tour a guaranteed blockbuster, or is the curtain about to fall? After a massive run-up, the semiconductor giant is flashing wildly conflicting signals: the AI-fueled turnaround story, massive investments, and overwhelming market bullishness clash violently with a recessionary macro environment, a shocking $14 fair value ana…
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