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Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.
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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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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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A weekly podcast featuring the leading thinkers in business and management.
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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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The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
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This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR For more episodes download the free LiSTNR app
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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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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Every weekday our global network of correspondents makes sense of the stories beneath the headlines. We bring you surprising trends and tales from around the world, current affairs, business and finance — as well as science and technology. Hosted on Acast. See acast.com/privacy for more information.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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A delicious mix of Insurance and TV
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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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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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... a holistic lifestyle to build & preserve wealth
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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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thefinancegirlies.substack.com
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As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Exploring the biggest questions of our time with the help of the world's greatest thinkers. Host Manoush Zomorodi inspires us to learn more about the world, our communities, and most importantly, ourselves. Get more brainy miscellany with TED Radio Hour+. Your subscription supports the show and unlocks a sponsor-free feed. Learn more at plus.npr.org/ted
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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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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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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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This is the official podcast feed of the Society of Actuaries
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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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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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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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Financial markets illuminated insight out
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How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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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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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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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, develop ...
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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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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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Sensible Market Commentary
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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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Spend Culture: Conversations on Spend Management, Procurement, and Finance Leadership
By Procurify
5165
Procurement doesn’t have to be complex. Spend Culture is the podcast where finance and operations leaders share how they’re transforming the way their organizations manage spend — from purchasing and accounts payable to expenses and payments. Through candid interviews with industry experts, CFOs, and procurement pros, we explore practical strategies, emerging tech like AI, and real-world stories that help you work smarter, not harder. Whether you’re scaling your finance function or fine-tuni ...
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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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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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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Hard-headed economic analysis applied to important economic, social, and environmental issues.
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*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. With over 40 million downloads and multiple Webby wins, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with industry greats like Queen Latifah, Barbara Corcoran o ...
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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Benchmarking Spend: Key Insights from Procurify’s 2025 Procurement Report
11:33
11:33
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In this Digest edition of Spend Culture, we break down key insights from Procurify’s 2025 Procurement Benchmark Report. Built on $20B+ in real procurement data, this episode explores how organizations can use benchmarking across 11 key KPIs to spot inefficiencies and identify opportunities for optimization. The KPIs are tied to major procurement ob…
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293. VPM Solutions: Innovations in Real Estate Management with Pete Neubig
44:33
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Send us a text Join us on Average Joe Finances as our guest Pete Neubig, co-founder and CEO of VPM Solutions, shares his 30-year journey from an average student in high school to co-founding a company that specializes in providing virtual assistance for real estate and property management. Pete discusses critical lessons learned from his experience…
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Corporate Finance Explained | Mastering Risk Management in Corporate Finance
23:52
23:52
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In this episode of FinPod, we unpack one of the most critical topics in finance today: risk management. From inflation and interest rate hikes to global supply chain volatility, companies are navigating more uncertainty than ever, and effective risk strategies have become essential for survival and growth. If you're in FP&A, corporate strategy, or …
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Bucharest pressed: Ukraine’s election effect
24:46
24:46
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Negotiations in Turkey to bring peace to Ukraine could be a flop. But the repercussions of shifting alliances with Russia will play out in this weekend’s presidential election in Romania where the leading candidates have polarised opinion. Why British towns are shabby and disorderly (10:48). And the brilliance of women’s basketball in America (18:3…
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Worried About Inflation? What to Know Before Buying TIPS ETFs
12:43
12:43
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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are TIPS? TIPS ETFs vs. TIPS Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor How TIPS Hav…
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05.16.25 Clark Answers His Critics on Clark Stinks / Bumpy Ride For Car Buyers
33:29
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also, potential car buyers face a lot of questions right now - should you buy new or used? If buying used, is Certified Pre-Owned (CPO) the way to go? Clark shares advice to help you navigate decision making. Clark Stinks: Segments 1 & 2 …
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Why does one hour drag by, but a year can pass in a flash? And how does our relationship with time influence our behavior? This hour, TED speakers share ideas on making the most of the time we have. Guests include artist Katie Paterson, cognitive neuroscientist Irena Arslanova, music director Robert Franz and the late-psychologist Philip Zimbardo. …
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What really moves the needle on your happiness—making more money or saving more of what you’ve got? This week, Joe Saul-Sehy and OG are joined by Paula Pant, Jesse Cramer, and the guy who still owes money on his Beanie Baby collection—Doug—for a roundtable filled with bold financial takes and even bolder choices. It’s a rapid-fire round of “either-…
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1827: Ask Farnoosh: Back-Door Roth IRAs, Managing Credit Cards, Stock Picks
24:33
24:33
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Today’s show: The benefits of credit cards, recommended stock portfolio allocations and resources for helping kids learn about money. Plus: How to execute a rollover or backdoor Roth IRA? (This episode originally aired in 2024)
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Make Money with Sober Living Facilities | Brice Hancock
25:43
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Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Brice is the executive director for Mile High Sober Living and an active member of Denver’s sober community. He believes that life is about “things to do and people to do them with”. Brice regularly exercises and goes to the gym, he plays guitar, likes music, art, spiritualit…
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Buffett, Trump, Banks and Super. May 16, 2025
1:21:44
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– The humility of Warren Buffett – Trump’s tariff truce – Bank profit round-up – Super tax increase… what to do now? See omnystudio.com/listener for privacy information.By LiSTNR
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Beyond Stocks and Bonds: Exploring Alternative Assets, e.g. private credit, VC, farmland, infrastructure w/ Kim Flynn, XA Investments
56:10
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Kim Flynn, President of XA Investments, discusses her 25-year career in asset management, focusing on alternative investments. She highlights the challenges faced during the 2008 financial crisis at Nuveen Investments, where she refinanced $15 billion in frozen auction rate securities. Flynn explains the structure and benefits of closed-end funds, …
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MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
1:12:04
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscr…
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Jorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and FMVA, and why curiosity is k…
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1
Long Term Care Section: Public Programs and Middle Markets
36:12
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Roger Loomis and Steve Schoonveld discuss the state of the Long-Term Care Insurance industry and the opportunities to modernize products and broaden coverage.
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1
The Rise of InsurTech: 10 Moments Covering the Transformation of the Industry
17:10
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In the first episode of The Insurance Wrap-Up, Allen Laman, Elizabeth Blosfield, and Ezra Amacher dive into the evolving landscape of InsurTech, spotlighting trends in collaboration between startups and legacy carriers, innovations in AI, and the modernization of core systems. They highlight key articles and expert insights on AI’s role in fraud de…
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Make Money Through Referrals | Brandon Barnum
31:45
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Brandon Barnum often referred to as the “King of Referrals,” is an award winning serial entrepreneur, coach, consultant, speaker, trainer, and workshop leader. He serves as CEO of HOA.COM – the #1 Referral Network for Home Service Professionals, and as the Chairman of the Board for The Champions Institute. He is also the author of four #1 best sell…
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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164
30:35
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In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see kitces.com and thesocietyofadvice.com.
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Drugs in America often cost more than three times as much as those elsewhere. But Donald Trump’s plan to cut prescription costs and impose tariffs may have unintended consequences for consumers. Inside North Korea’s crypto-heist: from hermit kingdom to hacking kingdom (10:45). And remembering Alvaro Mangino, who survived the 1972 Andes air crash (1…
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Judging from the difficulties many adults have managing their money, we don't do a great job collectively of teaching our kids about money. Jesse doesn't consider himself an expert on this, but he does have seven kids, and thus seven chances to instill good money habits in his own children. In today's episode he shares how he teaches his kids about…
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251. Driving transformational behavior change at scale
39:19
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Transformation is a complex undertaking that relies heavily on achieving behavioral change within an organization. Three McKinsey transformation and organizational health experts talk this week about the common pitfalls companies face when attempting to transform, and share tips for avoiding them. Rajesh Krishnan is a senior partner in our New York…
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819b why Katherine disagrees with Glen on joining finances with your partner
51:30
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In this episode, Glen sits down with listener Katherine, who’s been with her husband for 25 years and disagrees with Glen’s usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when join…
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Inside the Roaring 2020s: Dr. Ed Yardeni on Trade, Markets, and Economic Resilience (Preview)
3:25
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May 14, 2025 – What do the latest U.S.-China trade negotiations mean for markets, the economy, and your investments? Dr. Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, discusses recent developments in U.S.-China trade...By [email protected] (Financial Sense)
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Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
25:08
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How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been. Topics covered include: What has led to the financial crisis at Harvard What actions has the university taken How do endowments invest and spen…
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1
Surviving Stock Market Crashes: Real-World Experiences and Strategies for Canadians
1:18:10
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Have you ever felt that knot in your stomach watching the stock market tumble, especially after you’ve just invested some of your hard earned money? Have you ever wondered how seasoned investors with large amounts invested handle those gut-wrenching portfolio drops? Well in this episode, we're tackling market volatility head-on. Our guest Marc Beav…
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Make Money by White Labeling HighLevel's Software | Shaun Clark
41:53
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Visit GoHighLevel.com/Travis to try the ultimate all-in-one CRM platform. Shaun Clark is the CEO and co-founder of HighLevel (also known as GoHighLevel), a leading all-in-one white-label marketing and CRM platform designed to empower agencies, consultants, and businesses to automate their operations, enhance client delivery, and drive growth. Since…
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1
Money stress is real — here’s how we’re dealing
22:01
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Have you ever laid awake at night, your mind racing with money worries? Or avoided opening your banking app because just seeing the numbers makes your chest tight? You're so not alone. This Mental Health Awareness month, we wanted to dive into something that affects nearly half of Americans — the powerful connection between our finances and our men…
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1
All talk, no sanctions: Trump lifts Syria embargo
24:25
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As Donald Trump removes bans on trade with Syria and meets its leader Ahmed al-Sharaa, our correspondent analyses the implications. Two feuding political dynasties in the Philippines use mid-term elections as a proxy battle (10:03). And introducing V-Tubers, creators behind live-streams of cartoon avatars coming to a screen near you (18:42). Listen…
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05.14.25 Saving Strategy: Series I Savings Bonds / The U.S.-China Tariff Reprieve
31:44
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Today, learn more about I-Bonds. Are they still worth buying? Clark explains how I-Bonds work and why they can be a solid part of your saving strategy. Also, the tariff news keeps coming, with a temporary reprieve on goods from China now in effect. Clark discusses what this will mean for consumers and merchants moving forward. Series I Savings Bond…
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1
1826: Money and Menopause: The Financial Realities of Midlife for Women
32:10
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Menopause used to be a whispered word, something women were expected to endure quietly. But that’s changing—and fast. Women are reclaiming this stage of life, demanding better care, and rewriting the narrative. And leading the charge is my guest today, Emmy-winning journalist and menopause advocate, Tamsen Fadal. With a career spanning over three d…
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Is Any Expense Really "Worth It"? (with Leisa Peterson) SB1682
1:18:05
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Ever feel like money is a never-ending game of not enough? Today, we're rewiring that thinking. Our special guest, Leisa Peterson—author of The Mindful Millionaire and now The Money Catalyst—joins us to talk about abundance, scarcity, and how to stop living life like you're budgeting for armageddon. (Hint: It's okay to order the nice wine now.) Joe…
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Neil Malhotra, the Edith M. Cornell professor of political economy at Stanford Graduate School of Business, aims to identify the nature of our tumultuous political moment in his work. In this episode, Malhotra explores rising distrust, shifting political identities, and what these changes mean for individuals — and businesses. Plus, the billion-dol…
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This week, Scott talks to Motley Fool analyst Mitchell Lawler about buy-now-pay-later player Zip (ASX:ZIP). See omnystudio.com/listener for privacy information.By LiSTNR
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A Major Cycle Peak? Avi Gilburt’s Surprising Calls for 2025 and Beyond (Preview)
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May 13, 2025 – Market cycles may be nearing a turning point, according to Avi Gilburt, co-founder of ElliottWaveTrader.net, who recently shared his contrarian outlook on stocks, gold, and the US dollar. He believes the US stock market is...By [email protected] (Financial Sense)
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1
The 8 Crucial Numbers - Doing Less for More
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31:39
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Karen and Soonah break down the 8 key financial numbers every business owner must track to maximise profits and performance. Learn how focusing on the right data - like Gross Profit Margin, Customer Lifetime Value, and Break-Even Point - can transform your business without the overwhelm. Plus, discover two bonus cash flow metrics you can’t afford t…
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Join Moe and Javaid as they break down the resurgence of the stock market. Will this rally continue to new highs? Are we done with tariff implications? What about the overall economy? Listen now to find out the answers to these questions and more!By Compak Asset Management
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Corporate Finance Explained | Behavioral Finance: How Psychology Shapes Financial Decisions
22:16
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What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring. Real-world cases lik…
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Make Money to Make Memories with Friends | John Delony
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Dr. John Delony earned his Bachelor of Arts in humanities and psychology at Lubbock Christian University and his Masters of Education in higher education administration from Texas Tech University. He went on to earn two PhDs from Texas Tech University—one in counselor education and supervision, and the other in higher education administration. Chec…
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Unexpectedly Out of a Job? Here’s How to Bounce Back
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In a period of increasing political and economic uncertainty, government funding cuts, and AI that can outperform humans, many people are rightly worried about how those forces might disrupt their careers. Layoffs loom, and even those in senior leadership might soon experience - or have already endured - a setback they weren't expecting. Whitney Jo…
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Retirement with a Road Map: The Role of a Financial Adviser
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We explore what it really means to work with a financial adviser in retirement—going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for …
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When to HOLD OFF on Doing Roth Conversions - 529
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John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopi…
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Hunger strikes: Agony in Gaza as Israel blocks aid
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A ceasefire becomes ever more urgent in Gaza as Israel expands military operations and obstructs aid. As Donald Trump arrives in Saudi Arabia, the regional balance of power has shifted since his last term (9:55). Also on the show: introducing series two of “Boss Class”, on how to be a better manager (17:44). And we need your feedback! Please take o…
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Breaking Down ETFs/Index Funds/Mutual Funds and Retirement vs. Brokerage Accounts Confused about ETFs, index funds, and mutual funds? Fiduciary financial advisor Wes Moss breaks down these "cousins" of investing – including when to use them. Also, retirement accounts vs. brokerage accounts – what’s the difference and what’s the best option for you?…
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My $70M Exit Collapsed Days Before Signing
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report Adam Robinson was days away from a $70M exit… then the buyer walked. But the deal collapsing turned out to be a blessing. Here’s what we talk about: His current company now does $25M ARR with $1M mo…
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Student Debt, AI Disruption, and Tuition Shock: The Princeton Review’s Rob Franek Breaks Down Today’s College Landscape
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May 12, 2025 – As college costs soar and the job market transforms, Jim Puplava interviews Rob Franek, editor-in-chief of The Princeton Review, on how families can navigate the challenges of higher education. They discuss the current state of...By [email protected] (Financial Sense)
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Jack Spirko wrote a book … you should read it 250512
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Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————By John Pugliano
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819 no jobs in my city, inherited home dilemma, sell or keep Perth investment + more
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In today's community Q&A Glen and John discuss: 👉🏾 there are no jobs for me in my city, what do I do? 👉🏿 should we sell our Perth investment property? 👉🏻 I've inherited my dads property: sell or keep and rent it out? 👉 imagine you had all the money you ever need, what would you do? 👉🏼 retired and coming into some cash, what should my family member …
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#46 Nick Parcharidis - Transforming Access to Alternative Investments
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Nick Parcharidis reflects on his 30-year journey through structured products and private wealth, starting at the American Stock Exchange and later launching global businesses at Citigroup. He shares insights on the growth of alternatives, platform innovation at iCapital, and adapting to client needs across the U.S., LATAM, and Europe, highlighting …
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