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Finance Management Excellence Podcasts

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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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FinPod

Corporate Finance Institute

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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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Excel Tips

CPA Australia

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Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel's hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia's award-winning business magazine. Every podcast episode ...
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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

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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 "Construction Trailblazers: Paving The Way to Excellence," where we chat with the sharpest minds in construction. Hosted by industry insiders, this podcast is your go-to for a behind-the-scenes look at how top construction leaders are innovating and streamlining their operations. From operational tips to leadership insights, our engaging and conversational episodes are packed with stories and strategies that matter. Join us as we uncover real-life challenges and triumphs in the co ...
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The NAVigator

Active Investment Company Alliance

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The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). It will help listeners plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
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Sick of the same old procurement blah-blah-blah? Join hosts Tom and Alan, two veterans of the procurement trenches, as they cut through the corporate jargon and get to the heart of the matter. From supply chain disruptions to procurement transformation, we're here to challenge the status quo and rebuild procurement from the ground up. Tune in for weekly episodes filled with wide-ranging, intellectual, and honest conversations that will make you rethink everything you thought you knew about p ...
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Welcome to "Mighty Finsights," the podcast where finance meets formidable insights and spirited storytelling. Hosted by fintech and financial services agency CSTMR, this show delves into the stories that shape the world of finance and fintech, brought to you straight from the minds of those who know it best—the innovators, the disruptors, and the trailblazers. Each episode of "Mighty Finsights" is a journey into the heart of financial innovation and personal achievement. We sit down with fin ...
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Lawyerist Podcast

Lawyerist.com

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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
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Resolve Riffs Investment Podcast

ReSolve Asset Management

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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Margin Maximizers

Resonance Media Agency

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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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The DOC Podcast

DeLuke Orthodontic Coaching, LLC

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The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
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The Alpha Lawyer Podcast is your ultimate resource for building the law firm of your dreams. Dive into firm operations, growth marketing, finance, technology, and more. Hosted by Jason Marsh, we go deep with practice management thought leaders and accomplished law firm owners leaders to uncover proven strategies that will help you create an exceptional firm: one that fulfills your personal and professional goals, and allows you to live your best life. Whether you’re running a solo or small f ...
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In 2019, Adrian Daniels had a brainwave to launch a podcast platform to showcase Ghanaian excellence to the world. The internet is already crowded with content from Ghana: YouTube, Social Media pages, etc. However, after hosting 2x Networking Events during Christmas 2018 & 2019 in Accra for the Global African Diaspora, Adrian noticed a lack and desire for networking, whilst meeting many creatives and entrepreneurs from around the globe. In January 2020, The Sound of Accra Podcast was born. P ...
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Finance Fireside Chats

FutureView Systems

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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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Optimal Work Daily, presented by the experienced narrator Dan, is a podcast that focuses on enhancing productivity, creativity, and work-life balance. Dan provides clear and engaging narration of thought-provoking articles from leading experts in the fields of work, career development, productivity, and entrepreneurship. Optimal Work Daily is an ideal resource for professionals, entrepreneurs, and anyone looking to maximize their potential in the workplace. The podcast's diverse range of top ...
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With Interest

CPA Australia

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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
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Accessing the Pipeline is a podcast for Black Professionals in Private Equity and Finance brought to you by McGuireWoods. Join us as we welcome special guests offering insights into accessing capital, developing and expanding relationships, opportunities, and driving growth for Black-owned businesses. Tune in to access the possibilities! McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide for more than 200 ...
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A podcast series where we bring you bite sized thoughts in the hopes they’ll be useful to you on this road we’re all on to do our best and be our best in the realm of financial matters here at UVA.
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In this podcast, we explore the CFO's office's past, present, and future, examining how technology and AI are transforming finance. Join Edward Roske and referents as they discuss innovative ways to enhance the role, optimize processes, and shape the future of financial leadership. Designed for CFOs and finance leaders, each episode provides actionable insights into leveraging technology to drive growth, improve efficiency, and address challenges. With an engaging tone, the podcast simplifie ...
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REI Freedom

Jeremy & Shelly Beland

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🎙️🏠 Welcome to our podcast, where we are dedicated to helping you develop the essential skills and knowledge needed to excel in acquisition management. Whether you are a seasoned professional or just starting out, our goal is to provide you with valuable insights and practical tips that will propel you towards becoming the best you can be in the world of off-market property acquisitions. In each episode, we will take a deep dive into various aspects of acquiring off-market properties. We wil ...
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SpheraNOW

SpheraNOW

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The SpheraNOW podcast tackles safety, sustainability and productivity issues wherever they may be. We bring in experts from Sphera and from around the globe to address some of the challenges people and companies are dealing with around the world.
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Developing daily excellence in the 8 critical fundamentals for success. Whether you’re a kid growing up navigating this crazy world or a new parent doing your best to learn and teach those you love most, this is the podcast for you! Learning from many thought leaders on *EQ *Communication*Self Management *Health *Finance *Entrepreneurship *Leadership *Goals Let's connect! FB, IG, Snapchat, Twitter, LinkedIn, YouTube @jordanlanemiller @jlanemiller Learn more @ jordanlanemiller.com Support thi ...
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2025 Communicator Award of Excellence in the Educational Series category 2024 + 2025 People's Choice Podcast Awards Finalist Nominee x 2 Named "One of the Best Business Podcasts" by Ramsey In 'How I Built My Small Business,' we explore real-life entrepreneurship and building a meaningful, balanced life. The show’s guests (diverse in industry, experience, and background) open up about the real stories behind building a business: the wins, the mistakes, and the values that shape their choices. ...
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GOG GYN-LIVE

The GOG Foundation, Inc.

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Welcome to the official podcast of The GOG Foundation, Inc.—a nonprofit organization dedicated to advancing excellence in clinical and scientific research for gynecologic cancers. From ovarian and uterine to cervical, vaginal, and vulvar malignancies, our investigators and institutions are at the forefront of innovation, shaping the future of cancer care. Each episode features leading experts, groundbreaking trial insights, and real-world stories that illuminate the evolving landscape of gyn ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Killer Media Sales

Momentum Media

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Build your sales skills and win more business with Killer Media Sales. Find out how to pitch more effectively, close more deals and become a master of your time management. This weekly podcast reveals how you can deliver the best client outcomes, win more business and maximise your sales.
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Unlock the world of Fintech, banking, technology, and business with The Knowledge Stack, your go-to podcast for staying ahead of the curve. Each episode breaks down the most pressing current events and emerging trends, delivering expert insights and actionable knowledge to help you navigate today's rapidly evolving digital economy. From disruptive technologies and innovations in finance to the biggest moves in business, The Knowledge Stack offers a stacked lineup of discussions, interviews, ...
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Varrlyn is a consultancy firm established in 2010 and based in Amsterdam, The Netherlands. At Varrlyn, we are trained to think ahead. With advanced digital tools, we enjoy turning any obstacle into a chance to thrive. It’s all about thinking in terms of opportunities, together. With our four Valuestreams we help you propelling your dreams forward with ambition and excellence. Finance & Risk Asset Management Digital services Dealing room & Sustainability services Get ready to improve your cos ...
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Doctor Coach Academy

Doctor Tanzy Kulman -Physician Coach, Neurologist, Female Physician Entrepreneur

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Doctor Coach Academy Podcast: Hosted by Dr. Tanzy Kulman, this podcast is your go-to resource for health experts (doctors, phsyicians, dentists, chiropracters, optometrists, therapists, nurses, nps, pas) looking to reclaim their careers, balance their lives, and create financial freedom on their own terms. Dr. Kulman brings practical strategies, mindset shifts, and empowering tools designed to help you break free from burnout and achieve true fulfillment in medicine and beyond. Whether you’r ...
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Tax Wrap podcast

The Institute of Financial Professionals Australia

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Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry. Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device. Ask questions and have your say on issues discussed on the show via social media or email us at [email protected]. Introducing a dynamic new contributor to IFPA's The Wrap Podcast ...
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Hero Of The Hour

Mark B. Murphy

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Welcome Heroes! This is the Hero of the Hour podcast, the show dedicated to helping you learn the concepts, techniques, and pathways to build multi-generational wealth and achieve financial freedom. Hosted by Mark B. Murphy, founder, and CEO of Northeast Private Client Group and author of three books on wealth management, including his latest release, The Ultimate Investment. Mark brings you insightful interviews and conversations with executives and industry leaders to investigate what it m ...
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Do you love getting amped up about new ways to be successful in your business while enjoying a cup of coffee? Then welcome to the Coffee with Kate: Brewing Business Brilliance for Entrepreneurs podcast, where your favorite cup of coffee meets an abundance of knowledge and inspiration!Whether you're a seasoned entrepreneur or just starting out, this podcast is your go-to resource for unleashing your business potential in the digital age.Hosted by Kate Paine, an expert in personal branding and ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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In this episode, Adam Butler is joined by guest Mike Green to discuss his viral Substack articles on the American affordability crisis. The conversation explores the significant gap between official economic statistics, like CPI, and the lived financial reality for the middle class, a phenomenon Green argues is often dismissed by an expert "mockery…
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John Cole Scott, President of CEF Advisors, looks at tax-loss selling season and whether it has started yet, noting that a few asset classes have largely been able to avoid situations where there will be widespread harvesting this year, while others (most notably business-development companies) may be poised for a lot of tax-driven reshuffling befo…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1892: Will Hoekenga shares four foundational copywriting techniques that every storyteller can use to write with more clarity, discipline, and impact. From replacing creative blocks with deadli…
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FinPod: Corporate Bankruptcy Strategy - Reorganization vs. Liquidation When a major corporation files for bankruptcy, it’s not always the end, it's often a high-stakes financial strategy for survival. In this episode of Corporate Finance Explained on FinPod, we unpack the mechanics of corporate failure, differentiating between total liquidation and…
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Episode 591 of the Lawyerist Podcast explores one of the most urgent questions facing law firms today: how do you stay findable when Google and AI are rewriting the rules of search? SEO expert Cyrus Shepard explains how zero-click search, AI-generated answers, and new “experience” signals are transforming the way law firms must think about content,…
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In this episode of Construction Trailblazers, I sit down with Myra Villalobos, founder of Villalobos Building — a New Mexico–based commercial contractor raising the bar on integrity, clarity, and people-centered leadership. We dig into what House of Wolves really means, how instinct and courage show up on the jobsite, and why leading a construction…
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Episode Summary: In this episode, I welcome neurologist Dr. Stasha Gominak for a deep dive into the critical, but often misunderstood, role of sleep, sunlight, and vitamins in our overall health. Dr. Gominak shares her journey from traditional neurology to a holistic, proactive approach that addresses the root causes of chronic health issues, espec…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1891: Michelle Schroeder-Gardner shares how she developed powerful work-life balance strategies by necessity, managing full-time work, school, and eventually running a business, all at once. He…
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Did you know the psychological tricks used on Black Friday are the exact same ones your suppliers use to raise your costs? Alan and Tom dive into the history of Black Friday and Cyber Monday, revealing how concepts like price anchoring influence both consumer and B2B procurement decisions. Learn how to beat these tactics using Tom's secret weapon, …
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What if the only thing standing between you and a multi-million-dollar real estate empire is one imperfect action? In this episode, Jeremy Beland sits down with powerhouse investor, educator, and social media leader Sam Primm, who went from a single rental in 2014 to building a $50 million real estate portfolio and a network of businesses while tea…
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Quint and Logan talk about lessons and strategies to teach your kids about finances. 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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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1890: Michael Levitt outlines essential strategies for protecting sensitive information while working remotely, helping businesses reduce risk without sacrificing flexibility. By implementing s…
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CFI Member Spotlight: From Local Accounting to Global Finance with Marlon Marlon's journey is a powerful testament to the value of self-directed learning and global ambition. Initially an accidental accounting major in the Philippines, Marlon transformed his career through strategic skill development, transitioning from specialized roles in cost an…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1889: Mike Smerklo highlights the often-overlooked reality that choosing a capital provider is less about the money and more about the long-term relationship. He urges entrepreneurs to dig deep…
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AI has become one of the most-used business technologies. But delve deeper into the biz tech data and there's another story to be told. In the latest CPA Australia Business Technology Report, 89 per cent of respondents said their organisation used AI in 2025, up from 69 per cent in 2024 and 55 per cent in 2023. Yet only 16 per cent report that AI i…
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The Active Investment Company Alliance held its annual Fall Roundtable in New York City on Nov. 19, and NAVigator host Chuck interviewed Ryan Paylor, Portfolio Manager at Thomas J. Herzfeld Advisors, which recently converted a closed-end fund from a focus on companies located in the Caribbean Basin — ticker Symbol CUBA — to one focused on collatera…
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Quint and Logan talk about when to consider refinancing your mortgage. 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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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1888: Mike Smerklo challenges the typical founder mindset around fundraising by revealing why chasing high valuations might be a dangerous distraction. Drawing on lessons from taking two compan…
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Handy new Excel features are added regularly – but some "older" functions are still particularly useful to your workflows. Smart power users know these older functions and their value – which is why this episode highlights some of the overlooked Excel features that are still valuable to your spreadsheet work today. Tips include: How multiple window…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1887: Shayla Price lays out a tactical approach to influencer outreach that helps content marketers build real relationships, amplify reach, and drive meaningful engagement. Her insights cut th…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1886: Carl Pullein highlights the powerful shift that happens when you separate routine maintenance tasks from the ones that genuinely move your life forward. By creating distinct folders for r…
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Consumers have a tradition of going bargain hunting on Black Friday, but The NAVigator has a day-after-Thanksgiving ritual too, looking for discounts on closed-end funds with John Cole Scott, President of CEF Advisors and The Chairman of the Active Investment Company Alliance. For the fourth straight year, he's looking at market bargains in time fo…
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Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. 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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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1885: Michael Mehlberg breaks down a practical, no-fluff system for turning each month into a launchpad for long-term success. Learn how to reverse-engineer your yearly goals into weekly action…
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FinPod: 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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In episode 590 of Lawyerist Podcast, learn how practical, everyday AI can help lawyers work smarter—not harder. Zack Glaser sits down with Graydon Trusler, a practical AI specialist and longtime law-firm operations pro, to explore how attorneys can use “productive laziness” to eliminate repetitive tasks, streamline case management, and reclaim valu…
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In this episode, I sit down with Dr. Roger Price, a world-renowned expert in airway and breathing science. Dr. Price, with decades of experience in pharmacy, physiology, nutrition, and applied breathing sciences, challenges conventional approaches to health and medicine. The conversation dives deep into the science of breathing, the pitfalls of mod…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1884: Laura Stack redefines workplace productivity by exploring the Results-Only Work Environment (ROWE), where performance is measured by output, not hours. By shifting the focus from attendan…
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