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.
…
continue reading
Financial Advice Practice Podcasts
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 ...
…
continue reading
In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
…
continue reading
Free fitness, nutrition, biohacking, fat loss, anti-aging and cutting-edge health advice from BenGreenfieldLife.com! Tune in to the latest research, interviews with exercise, diet and medical professionals, and an entertaining mash-up of ancestral wisdom and modern science, along with Q&A's and mind-body-spirit optimizing content from America's top personal trainer.
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
…
continue reading
The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!
…
continue reading
The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
…
continue reading
If you find managing your money a struggle, this is the podcast for you. From The Irish Times, Better With Money is a crash-course in how to spend responsibly, save effectively and make big financial decisions wisely. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Everyone needs a little help being a human. From sleep to saving money to parenting and more, host Marielle Segarra talks to experts to get the best advice out there. Life Kit is here to help you get it together. Want another life hack? Try Life Kit+. You'll support the show and unlock exclusive curated playlists and sponsor-free listening. Learn more at plus.npr.org/lifekit
…
continue reading
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
41
655
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
…
continue reading
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
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 ...
…
continue reading
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Ben Gowland talks to those making real change happen in healthcare, getting underneath what they did, how they managed to do it, and the challenges they faced along the way
…
continue reading
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
…
continue reading
The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
…
continue reading
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
…
continue reading
Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our ex ...
…
continue reading
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
…
continue reading
The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
…
continue reading
Strategies to Dominate Your Dental Implant Market from Industry Experts! Discover proven strategies to grow a lucrative full-arch dental implant practice and overcome the challenges dental practice owners face daily. From marketing tactics to operational efficiencies, we bring you expert insights and actionable advice to help you thrive in the competitive dental implant industry. Whether you're looking to attract more patients, enhance staff training, or streamline administrative operations, ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
1
Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
1118
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
…
continue reading
Stay informed on artificial intelligence shaping legal practice with The AI Law Briefing podcast notebook. Receive concise, factual updates on LLM advancements, practical AI tools for lawyers, and critical AI-related laws and regulations in the EU and beyond. Essential insights for legal professionals. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge ...
…
continue reading
Practical, up-to-date interviews with experts in college admissions, financial aid, personal statements, test prep and more. Ethan Sawyer (aka College Essay Guy), interviews deans of admission, financial aid experts, and veterans of the admissions field to extract, then distill their advice into practical steps for students and those guiding them through the process. From creating an awesome college list to appealing a financial aid letter, Ethan skips the general advice and gets right to th ...
…
continue reading
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
…
continue reading
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
…
continue reading
The Legal Tech Mastery Show delivers sharp, weekly insights for solo and entrepreneurial lawyers who want to run a modern, tech-savvy practice. Focused on legal professionals in Luxembourg and beyond, each episode covers the essential tools, workflows, and habits needed to draft faster, manage smarter, and grow sustainably — without overwhelm. Whether you're exploring legal AI, optimizing your digital infrastructure, or simplifying content creation, this show helps you go from beginner to op ...
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
…
continue reading
The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
…
continue reading
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
…
continue reading
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 ...
…
continue reading
Are you a dentist with student loans? Join me, Conor Mahlmann, CFP®, CSLP® and my co-host Jake Courtney, CFP®, CSLP®, on a journey for dentists eager to take control of their financial futures—without the pain of a dental drill! Each episode explores the unique challenges and opportunities in dentistry, offering insightful tips and plenty of laughs (because finance doesn’t have to be boring). From managing debt to smart investing to practice management, we cover everything essential and outr ...
…
continue reading
Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
…
continue reading
The "Master Later Life Lending" podcast is designed specifically for equity release specialists and mainstream mortgage advisors who serve clients over the age of 50. Hosted by industry veteran Paul Glynn, our mission is to equip you with the knowledge and tools needed to excel in the dynamic world of later life lending. Each episode features in-depth discussions with leading experts, focusing on the unique financial needs of older borrowers. We tackle key issues such as dispelling myths aro ...
…
continue reading
Hosted by Montana Funk, Young Lawyer Rising covers issues pertinent to young lawyers, from newly minted attorneys to lawyers 10 years into practice and beyond. From dealing with the daily grind and career management to social issues and financial, mental, and physical wellness, this show features the voices of young lawyers from across the country sharing their stories and advice to help all lawyers navigate their careers and rise to where they want to be.
…
continue reading
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
…
continue reading
Welcome to Practical Rebels: A Branding & Marketing Pod. Join the team at HatchMark Studio as we pull back the curtain and talk branding, marketing, entrepreneurship, and more with our friends, our partners, and our favorite industry experts. From actionable tips for businesses to implement with the resources they have at hand to industry insights for seasoned pros, we discuss the latest in this ever-evolving world. We’re here to share, help, and give a peek into the agency world. Through wo ...
…
continue reading
1
(Update) AI Security Breaches and RAG Technology Transform Legal Practice
26:14
26:14
Play later
Play later
Lists
Like
Liked
26:14
(Update) AI Security Breaches and RAG Technology Transform Legal Practice (upd)0005 - Sun 15 June 2025 This week covers OpenAI's new o3-pro reasoning model launch amid data retention concerns, the critical Microsoft 365 Copilot security vulnerability, and how Retrieval-Augmented Generation is solving AI hallucination problems for law firms. We also…
…
continue reading
1
#655: Two Cents 6/14 - The China Deal; Flying First Class; Extra Mortgage Payments
40:45
40:45
Play later
Play later
Lists
Like
Liked
40:45
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Lauren, and Rabih discuss the latest trade deal with China and its potential impact on tariffs and consumer prices. They examine rising geopolitical tensions between Israel and Iran and what th…
…
continue reading
1
563 – Debt: The New Normal? Comparing Boomer and Millennial Mindsets
30:37
30:37
Play later
Play later
Lists
Like
Liked
30:37
Boomer budgeting tips collide with millennial money challenges in this candid conversation about debt, savings, housing costs, and the rise of gig-work income. Whether saving for a first home or paying off old credit cards, this episode bridges the generation gap with actionable insights for any age, complete with tried-and-true tactics Boomers sti…
…
continue reading
1
From Chaos to Clarity: Streamlining Operations with Data
24:58
24:58
Play later
Play later
Lists
Like
Liked
24:58
Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…
…
continue reading
1
Foilboarding Mastery, Hidden Monopoly Secrets, Digital Addiction & How To Make Family Dinners Fun Again, With Exploding Kitten's Elan Lee.
50:39
50:39
Play later
Play later
Lists
Like
Liked
50:39
In this episode with Elan Lee, you’ll get a behind-the-scenes look at one of the most creative minds in the world of game design—and walk away with some unexpected life lessons along the way. You’ll hear how Elan went from crafting movie special effects and pioneering the Xbox to co-creating Exploding Kittens, a wildly successful card game that sta…
…
continue reading
1
Claude Opus 4 versus Gemini 2.5 Pro: Windows 11 & Surface Pro 11 Setup for the Entrepreneurial Lawyer
27:52
27:52
Play later
Play later
Lists
Like
Liked
27:52
Claude Opus 4 versus Gemini 2.5 Pro: Windows 11 & Surface Pro 11 Setup for the Entrepreneurial Lawyer 0006 Sat 14 June 2025 This week we compare Claude Opus 4 and Gemini 2.5 Pro for legal applications, then tackle the complete transition from macOS to Windows 11 on the new Surface Pro 11 with Snapdragon X Elite, covering everything from initial har…
…
continue reading
1
Blow Up Your Advisory Biz in 2025? Here’s Why You Must!
25:32
25:32
Play later
Play later
Lists
Like
Liked
25:32
In this podcast, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice. As someone who has coached successful advisors for 31 years, I've seen time and again that when growth stalls, it’s not a matter of working h…
…
continue reading
1
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes
17:10
17:10
Play later
Play later
Lists
Like
Liked
17:10
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climb…
…
continue reading
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. S…
…
continue reading
Want to level up your finances? It all starts with having a healthy money mindset! In this video, we’ll share powerful yet practical ways to shift how you think about money, from seeing it as a tool, not a trap, to building confidence in your financial decisions. Whether you're starting from scratch or looking to improve your money habits, these mi…
…
continue reading
1
Your Q&A: Asian ETFs, career change & acai bowls
56:00
56:00
Play later
Play later
Lists
Like
Liked
56:00
In this Australian Finance Podcast Q&A episode, Owen Rask is joined by Rask Financial Adviser Tahli to tackle real listener questions. In this candid and relatable conversation, they cover: – Investing in Asian and Emerging Market ETFs – How to think about position sizing in a portfolio – What it’s really like to switch careers (from fitness to fin…
…
continue reading
1
How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)
32:39
32:39
Play later
Play later
Lists
Like
Liked
32:39
Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more. Join Aden and Capital Partners Managing Direct…
…
continue reading
1
Breaking Barriers: How Lenders and Advisers Can Shape the Future of Borrowing in Retirement
45:05
45:05
Play later
Play later
Lists
Like
Liked
45:05
Send us your feedback! In this episode of Master Later Life Lending, host Will Hale sits down with Paul Broadhead and Charles Roe from UK Finance, and Victoria Clark from TRMN to tackle one of the biggest questions in the evolving mortgage landscape: How can lenders and advisers collaborate to better serve older borrowers? Together, they explore th…
…
continue reading
1
Finding Your Freedom and Doubling Your Revenue
31:31
31:31
Play later
Play later
Lists
Like
Liked
31:31
Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…
…
continue reading
Hurricane season can feel unnerving for many, especially as hurricanes grow more intense due to climate change. WUSF climate and environment reporter Jessica Meszaros breaks down how to know your flood risk level and ways to flood-proof your home so that you'll be more secure this season. This episode is part of NPR's Climate Solutions Week, a seri…
…
continue reading
1
Navigating the New Era of Financial Advisory With Peter Velardi
29:53
29:53
Play later
Play later
Lists
Like
Liked
29:53
In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of fina…
…
continue reading
1
Is Alcohol Good For You, Or Is Alcohol A POISON? (You'll Be Surprised At The Results!): Drinker Ben Greenfield Debates Non-Drinker James Swanwick.
1:00:01
1:00:01
Play later
Play later
Lists
Like
Liked
1:00:01
In this debate podcast featuring return guest James Swanwick (you can check out our first show together here), you'll get to hear an honest, science-backed exploration of alcohol’s true impact on your body, brain, and quality of life—plus what it really takes to build a vibrant, alcohol-free lifestyle. James Swanwick is an Australian-American entre…
…
continue reading
1
Creating a Safe Work Dental Work Environment, Enhancing Patient Communication and Choosing the Right Leadership Style
1:02:46
1:02:46
Play later
Play later
Lists
Like
Liked
1:02:46
One of the traits that separate great dentists from good Dentists are their abilities to communicate with patients and to lead a cohesive, happy dental team. Today, Art visits with Jonathan Bonanno who is an Industrial Organizational Psychologist and whose work involves helping dentists to communicate with their patients and also involves the impor…
…
continue reading
1
How the Savviest Firms are using AI and Automation with Ben Olsen
48:32
48:32
Play later
Play later
Lists
Like
Liked
48:32
In this episode of The Advisor Journey, Ben Olsen, founder of Beemo Automation, shares his remarkable journey from financial advisor to a leading innovator in advisory technology. Ben dives deep into how his passion for improving day-to-day advisor workflows led him to create a company dedicated entirely to AI-driven solutions and automation tailor…
…
continue reading
1
#654: How to Coach for Better Patient Outcomes and Profits
47:11
47:11
Play later
Play later
Lists
Like
Liked
47:11
Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the vital role clinical management plays in the success of dental practices. Sharing his experience, Dr. Solanki unpacks the impact of poor clinical leadership on both patient care and business outcomes. He talks about the balance dentists…
…
continue reading
1
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
51:35
51:35
Play later
Play later
Lists
Like
Liked
51:35
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 year…
…
continue reading
1
Executive Summary: Highlights of Season 5 with Host, David Mandell
36:26
36:26
Play later
Play later
Lists
Like
Liked
36:26
In this final episode of Season 5, host David Mandell recaps the season’s key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valu…
…
continue reading
1
120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
56:17
56:17
Play later
Play later
Lists
Like
Liked
56:17
What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…
…
continue reading
1
3 growth shares to watch + the ETF alternative
18:50
18:50
Play later
Play later
Lists
Like
Liked
18:50
In this short episode of The Australian Finance Podcast, Owen Rask takes you through three ASX-listed companies with serious long-term growth potential. If you're keen to identify standout shares—or you’d rather play it safe with ETFs—this one’s for you. – Why growth matters more than dividends for some investors – What to look for in a high-qualit…
…
continue reading
1
LIVE Investor Training With Free Presents For ALL Listeners & More!!
17:21
17:21
Play later
Play later
Lists
Like
Liked
17:21
Send us a text Stephan Piscano announces the release of his first book, "Why Smart Sellers Use Seller Financing: How to Earn More, Sell Faster and Beat the Market," sharing insights from his experience purchasing over 700 properties since 2008. • Book explains how seller financing allows complete negotiation flexibility for purchase price, down pay…
…
continue reading
1
608: Admission Nutrients (Part 2 of 6: Collaboration): Important Ingredients for a Well-Balanced College Admission Process—And Life with Raissa Diamante
1:00:30
1:00:30
Play later
Play later
Lists
Like
Liked
1:00:30
In Episode 2 of our series on Admission Nutrients, Ethan is joined by Raissa Diamante, the Director of Admission at Harvey Mudd College, to do a deep dive into collaboration — why is it important to colleges and where does it show up in the application process? Ethan and Raissa get into, among other things: What does the admission review process lo…
…
continue reading
1
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss
46:21
46:21
Play later
Play later
Lists
Like
Liked
46:21
Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize…
…
continue reading
1
Facilitating the Future of Wealth Management with Technology, Talent, and Integration
12:31
12:31
Play later
Play later
Lists
Like
Liked
12:31
In this episode, Ray Sclafani explores how top-performing advisory firms are reimagining the future of wealth management. He shares a five-step framework for reframing your business model—placing a premium on simplicity, integration, and aligning with evolving client expectations. Ray also dives into the essential role of talent development and ret…
…
continue reading
Ideas on how to have fun this summer without breaking the bank. Go on a "penny date." Throw a movie marathon party. Swap houses with a friend. With a little imagination, you can bring delight and joy — at a low cost — into your sunny days ahead. This episode originally aired August 1st, 2023. Learn more about sponsor message choices: podcastchoices…
…
continue reading
1
Claiming Tax Relief Online: How Employees Can Save Money and Boost Take-Home Pay
7:50
7:50
Play later
Play later
Lists
Like
Liked
7:50
Many employees miss out on tax relief simply because they don’t know they’re entitled to it. If you’ve spent your own money to do your job, you may be able to claim that back — and this episode shows you how. In this episode: "Claiming Tax Relief Online: How Employees Can Save Money and Boost Take-Home Pay" We cover what expenses you can claim, how…
…
continue reading
1
How Much Does It Really Cost to Fly Private?
40:05
40:05
Play later
Play later
Lists
Like
Liked
40:05
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 Is flying private a waste of money, or the ultimate time hack for the ultra-wealthy? In this episode, we break down what it really costs, who it makes sense for, and why even billionaires think twic…
…
continue reading
1
Buying a home? Insider tips to help you with each step, from loan approval to closing a deal
42:43
42:43
Play later
Play later
Lists
Like
Liked
42:43
Are you in the fortunate position of being able to save for a home or you're hoping to buy in the next few years? Purchasing a property in Ireland, especially when you are new to the process, can be daunting task at the best of times. But with the current housing crisis it’s tougher than ever and that’s before you even get to the stage of dealing w…
…
continue reading
1
Financial anxiety, retirement as a number other than age, and FAQs of financial planners
42:35
42:35
Play later
Play later
Lists
Like
Liked
42:35
Dr. Dan & Emily discuss financial anxiety, how to think of retirement as a number other than age, and FAQs of financial planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
…
continue reading
If you're online, your personal data is at risk. It might feel impossible to protect your data from hacks and breaches, but there are methods to make it slow and expensive for bad actors to target you. Our experts share simple measures to better protect your data online, including practices you can pick up starting now. Learn more about sponsor mes…
…
continue reading
1
Work-Life Balance with Guest Dustin Frost [Episode 312]
30:27
30:27
Play later
Play later
Lists
Like
Liked
30:27
In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of …
…
continue reading
1
Your money questions answered: HECS, insurance & rental property tax tips
52:38
52:38
Play later
Play later
Lists
Like
Liked
52:38
In this Australian Finance Podcast Q&A episode, Owen Rask and financial planner Alex Luck (from Everest Wealth Group) answer your burning money questions. Tune in to hear them break down: – Whether paying off your HECS debt early is a smart move – The difference between managed funds and ETFs – Stepped vs level insurance premiums explained – Rentin…
…
continue reading
In this episode of The Problem With, Alex and Annabel are joined by Nikki from Woven Advice to unpack one of the financial advice industry’s most overlooked areas: platform switching. With Consumer Duty placing increasing pressure on advisers to demonstrate value, platform costs and client outcomes are more important than ever. But is switching wor…
…
continue reading
1
Podcast – Practice Index – Redefining Receptionist Roles in Healthcare
25:10
25:10
Play later
Play later
Lists
Like
Liked
25:10
In this week’s episode, brought to you in partnership with Practice Index, we welcome back Robyn Clark and introduce new guest Tracey Clarke to discuss the vital role of reception teams in general practice. They explore efforts to better support these teams, including the launch of a new campaign video, and highlight the importance of safeguarding …
…
continue reading
1
Claude 4 and Multi-Agent AI Systems Transform Legal Tech as Luxembourg Finalizes AI Act Oversight Framework
38:50
38:50
Play later
Play later
Lists
Like
Liked
38:50
Claude 4 and Multi-Agent AI Systems Transform Legal Tech as Luxembourg Finalizes AI Act Oversight Framework 0004 - Fri 6 June 25 Update This week covers significant updates from Anthropic's Claude 4 series, Microsoft Copilot Studio's multi-agent orchestration capabilities, and other major LLM advances that offer enhanced reasoning and automation po…
…
continue reading
1
#653: Two Cents 6/7 - Jobs Report; Big, Beautiful Breakup; Economics of Movie Theatres
42:27
42:27
Play later
Play later
Lists
Like
Liked
42:27
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Will, and Rabih break down the latest jobs report and what it reveals about the economy. They dive into current consumer spending trends and key economic indicators, then unpack the public feud…
…
continue reading
