AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your ele ...
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Financial Consulting Podcasts
Christian Moldenhauer
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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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Broker Consulting - Finance. Reality. Spolu.
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Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
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Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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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 Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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If you’re an expert executive considering independent consulting—or already running your own thriving practice—this podcast is for you. The 2x2 Podcast for Independent Consultants goes beyond the usual business advice. We talk to real-life practitioners—strategists, deep thinkers, and multi-hyphenates who thrive on autonomy, intellectual curiosity, and portfolio careers. Whether you're exploring the leap from corporate, navigating a career transition, or scaling from solo consulting to a mic ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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An interview podcast dedicated to the ever-evolving world of RegTech and financial regulations with Know Your Customer's CEO and co-founder Claus Christensen.
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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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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.
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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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 ...
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Join host David Maher as he interviews professionals, entrepreneurs, & other fascinating people to explore the intersection of money, leadership & faith. In 2012 David founded Right Brain Insights - www.rightbraininsights.com - a consulting company providing fractional CFO services to independently owned industrial, manufacturing & trade service businesses. This podcast is for general information only and does not constitute professional and/ or financial advice. Always seek advice specific ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, ...
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Seven Figure Consultant with Jessica Fearnley
Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business
0222
Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Run your own consulting business? This is the podcast for consultants, freelancers and contractors to ensure that you are getting the most out of your business, and to help you avoid expensive mistakes. Hosted by Accountant; Alan Broome, Business Lawyer; Mark Maclean and Financial Adviser; Chris Thompson we talk about everything under the sun related to running your business smoothly.
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A show that deconstructs world-class deal makers, digging deep to uncover the philosophies, tools, and tactics entrepreneurs can use to put together the biggest deals of their careers.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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Your Financial Maven®, hosted by Samantha Mittman Besnoff, CPA, is a podcast where you will be challenged to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent almost 30 ye ...
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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A weekly podcast on the history, philosophy, and techniques of astrology, hosted by professional astrologer Chris Brennan.
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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Talk with Audrey is an audiocast hosted by former Essence magazine executive Audrey Adams, who has insightful conversations with celebrities, guest experts and authors from the fashion, cosmetic, health, fitness, travel entertainment and financial industries to inform, inspire and empower women.
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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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There's Never Been a Better Time to Get into Tech with Luke Jarych
30:28
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Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we dive into the dynamic world of technology careers and the evolving job market with our special guest, Luke Jarych, a career coach and expert in transitioning to tech roles. Luke provides valuable insights into the role of AI in the workforce, particularly in cod…
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Uranus in Gemini and the United States
1:17:37
1:17:37
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In episode 496 astrologer Chris Brennan talks about the transit of Uranus in Gemini, and how astrologers came to associate it with major wars in United States history.The first part of the episode discusses how the astrologer Luke Broughton (1828-1899) seems to have been the first astrologer to have observed the correlation between Uranus in Gemini…
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Use This AI "Teammate" Method To Justify 30% Higher Consulting Fees with Michel Fortin
42:16
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Welcome back to the Consulting Success podcast. I'm Michael Zipursky, and today, we are continuing our exploration into a force that's not just changing how businesses operate, but really how we as consultants need to think and adapt. And yes, that is AI - artificial intelligence. I'm pleased to say that we have Michel Fortin joining us again. Our …
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This week’s episode of the Seven Figure Consultant Podcast, originally broadcast in July 2023, is all about how to make the most of the opportunity we are presented with during the Summer months for a reset, before we jump into the Fall. It’s a chance to reflect on the changes you are ready to make in your business – and the things you are ready to…
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Betashares founder Alex Vynokur: from zero to $50 billion & beyond
42:47
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In this episode of The Australian Finance Podcast, your host Owen Rask chats with Alex Vynokur, founder and CEO of Betashares. Together, they explore: – How Alex started Betashares (mortgaging his home and starting a family) – Why he believes investing must become easier and more engaging – How Betashares Direct and tech are democratising access to…
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Training for Change in the Age of AI, with Microsoft’s Miki Tsusaka
27:13
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We want to hear from you! Email us at [email protected] with a voice memo describing your In Your Ellement moment. We might feature your story in an upcoming episode! *** What do you do when a dream opportunity arrives at an inopportune time? For Miki Tsusaka, it called for some tough conversations with the people she trusted most. This epis…
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Luxembourg's RTO Advantage: Transforming Fund Structures
45:11
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Luxembourg's RTO Advantage: Transforming Fund Structures 0050 Mon 7 July 2025 - Reverse Take-Over-Luxembourg Fund Reverse Takeovers: Legal and Strategic Insights Explore how Luxembourg-domiciled investment funds strategically use Reverse Take-Overs (RTOs) to rapidly achieve public listings. This episode outlines key legal frameworks, practical step…
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This week we talk about a popular personal finance book Christine actually liked, “The Ultimate Retirement Guide for 50+” by Suze Orman. We lay out our top 10 favorite parts of this book that you can apply to your own finances. If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people…
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Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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Aden sits down with Kathryn Creasey, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits. Whether you’re an expat, business own…
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Data-Driven Decision Making: Enhancing Client Relationships
44:50
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Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…
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Luxembourg LPAs: Mastering Fund Structure Excellence
46:18
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Luxembourg LPAs: Mastering Fund Structure Excellence 0049 Fri 4 July 2025 Luxembourg Fund LPA: A Technical Analysis Explore the strategic intricacies of amending Luxembourg Limited Partnership Agreements, from commercial triggers to regulatory essentials. Discover how sophisticated drafting practices enhance the fund's operational and economic fram…
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Why property in super might be a trap: SMSFs explained [triple treat]
1:15:55
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Triple treat! In this Australian Finance Podcast episode, your hosts Owen Rask, Drew Meredith, and James O’Reilly dig into the idea of using a self-managed super fund (SMSF) to buy property. They explore: – Buying property inside your super using an SMSF – Why the numbers often don't stack up – Alternative strategies that outperform – The appeal (a…
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Inheriting money from your spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, …
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The 3 Keys to Engaging More Digital Leads
16:57
16:57
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A few weeks ago I shared a client case study where they went from 600K to 1MM in sales per week by implementing one critical change in how they engage new paid leads in their business. This one shift allowed them to go from 30% connection to 80% connection rate on new leads. This week I am explaining exactly what they did to make that happen around…
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#113 How to Hire Smarter (And Actually Keep Good People)
11:14
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In this episode, Aaron shares a powerful mindset shift around hiring, especially as he explores acquiring a local sign company. What starts as a discussion about evaluating a deal quickly becomes a deep dive into core values, people analysis, and what most leaders get wrong when hiring or restructuring their team. If you've ever said “there’s no go…
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Retirement Breaking News: The 4% Rule Gets a Makeover
12:39
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The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In this episode, De…
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From Deal to Done: The Smooth Succession Timeline
29:20
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Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…
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Smart Choice: Luxembourg's SV vs AIF Vehicle Guide
1:07:14
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(UPDATE)Smart Choice: Luxembourg's SV vs AIF Vehicle Guide Erratum: Please note that following the Luxembourg Law of 21 July 2023, which extended the minimum capital period for SIFs, SICARs and RAIFs from 12 to 24 months and reduced the well-informed investor threshold from €125,000 to €100,000. 0048 Thu 3 July 2025 Luxembourg Funds: SVs vs. AIFs T…
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Tariffs and trade: Preparing for the unpredictable
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As geopolitical tensions persist, global trade dynamics are becoming increasingly complex—and many leaders find themselves on tenterhooks. On this episode of The McKinsey Podcast, Cindy Levy and Shubham Singhal, two global coleaders of McKinsey’s geopolitics work, join Global Editorial Director Lucia Rahilly to discuss how to move forward amid rapi…
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You may hear some people say that you should wait until age 70 to claim Social Security to maximize your benefit, and while this may be the right option for many, it is certainly not a one-size-fits-all strategy. Donna discusses how to go about the decision-making process for when to claim Social Security. Also on MoneyTalk, what to do when it's ti…
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Episode 7: Building Little Rock's Future - Jack Thomas on Economic Development & Business Growth
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In this episode, we sit down with Jack Thomas, Vice President of Economic Development at the Little Rock Regional Chamber, to explore what’s driving Little Rock’s business momentum — and where it’s headed next. https://www.littlerockchamber.com/ Jack shares how the Chamber works behind the scenes to bring jobs, capital, and innovation to the region…
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Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145
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What does it really take to leave everything behind and start a new life abroad? In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share t…
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Adam Parker: Margin Expansion = Multiple Expansion
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Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research. They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides i…
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Settling An Estate As An Executor - Replay
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In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle
41:40
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In this Australian Finance Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore: – How Ryan finds great companies – What makes ResMed a global health leader – Why GenTrack is disrupting utilities and airports – How Pinnacle…
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Luxembourg's NPL Framework: Legal Insights and Analysis
29:42
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Luxembourg's NPL Framework: Legal Insights and Analysis 0047-We 2 July 25 - NPL Legal Framework-Europe's NPL Framework: Luxembourg's Pivotal Role Luxembourg's transposition of the EU Non-Performing Loan Directive through the Law of 15 July 2024 introduces significant changes to the regulatory landscape for credit servicers and purchasers. The new f…
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Hidden Landmines in Business: How Bad Bookkeeping Can Sink You | Lisa Caval | Right Brain Insights
1:21:26
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In this episode of Right Brain Insights, host David Maher sits down with Lisa Caval, founder of Caval & Co, to expose the hidden financial risks that can quietly destroy your business — and how to avoid them. Lisa has spent nearly a decade helping business owners clean up financial messes, avoid government penalties, and turn their books into power…
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How To Use AI For A More Profitable Practice
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Everyone’s talking about AI, but most advisors have no clue how to actually use it to their advantage. This week, I’m breaking down exactly how I’m using AI tools, specifically ChatGPT, to save time, reduce staff overhead, and improve communication with clients. You’ll hear real examples of how AI has replaced hours of busywork in my own office, fr…
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When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of âHow to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirementâ, to discuss perspectives fr…
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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46
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For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…
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Memorable client experiences related to regulation
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What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:29 – Being driven to discuss your value proposition in more detail2:16 – …
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Hedging Risk, Accessing Opportunity with Dave Thomas
38:14
38:14
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In this episode of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like ge…
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Managing Multi-Jurisdictional Fund Restructuring Projects
29:51
29:51
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Managing Multi-Jurisdictional Fund Restructuring Projects 0046- Tue 1 July 2025-LFC: Fund Restructuring Guide Expert legal counsel transforms complex cross-border fund restructuring from a daunting challenge into a systematic project management discipline. This episode explores how Luxembourg's new Mobility Directive framework creates both opportun…
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One of the most crucial elements of any property financed by clean energy tax incentives is the begin-construction date. That date'which must be proven through one of two tests'sets the standard for the amount of tax credits and their value. It may also determine eligibility for certain incentives. In this week's podcast, guest host Tony Grappone, …
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381 Kingston Spotlights with Kristin Kessler
1:43:06
1:43:06
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On this last day of Pride Month and leading up to the 4th of July, I can't help but think of all the ways our freedom is impacted on a regular basis, from how and who we choose to love and marry, how we raise our children, our body autonomy, how we care for our health and make decisions about our body and how to care for it, our ability to be free …
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In episode 495 astrologers Chris Brennan and Austin Coppock look at the astrological forecast for July of 2025!We spend the first hour of the episode talking about the astrology of news and events that have occurred since our last forecast, and then in the second hour we transition into talking about the astrology of July, starting at 1 hour and 3 …
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Episode 416 - Ready for Your Second Honeymoon?
42:14
42:14
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No, not marriage – we’re talking about retirement. On today’s show, we’re diving into the so-called “honeymoon phase” of retirement, that first year that can set the tone for those golden years you’ve been working and saving for. Planning, purpose and a few smart routines can make all the difference. We’ll also discuss your most valuable asset (som…
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Episode 415 - When You Thought You Had All the Answers, Here Comes More Questions!
25:46
25:46
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On this week’s show, Heidi will review the most frequently asked questions about Social Security from Heather Schreiber’s Social Security Advisor newsletter through Ed Slott. These questions are not simple, but they are oh so very important! We remain the sleuths of all things financial, constantly ferreting out the answers to the questions you’ve …
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Episode 414 - Keeping Tabs on the Economy and Market Valuations
44:09
44:09
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Many of your kind comments regarding last week’s show were very well received. Thank you! We always appreciate your input, and your questions regarding the SECURE Act and its impact on distributions for beneficiary IRAs were fantastic. On this week’s show, stats on the economy and what experts are saying about market valuations will be front and ce…
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Episode 413 - The SECURE Act’s Impact on IRAs and RMDs: What You Need to Know
42:27
42:27
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On today’s show, we’re diving into two hot-button issues that can impact your retirement security. First up: inherited IRAs. We’ll unravel the complex and evolving rules around Required Minimum Distributions (RMDs) for inherited IRAs under the SECURE Act – essential knowledge as key IRS regulations are set to expire while others are set to begin. W…
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Episode 412 - The Only Constant in Life Is Change
45:48
45:48
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Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that…
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New retirees are entering a period of market uncertainty, and with time no longer on their side, the idea of drawing on assets that may be down can be far from ideal. Donna and Nathan discuss ways new retirees can mitigate sequence of return risk in their portfolios. Also on MoneyTalk, the problem with timing the market, and Stock Trivia: Two Truth…
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BOBBI REBELL: Flexible financing options for health and wellness not covered by insurance
5:20
5:20
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Bobbi Rebell a certified financial professional and author, has information about what consumers should consider when considering flexible financing options for their health and wellness not covered by insurance.By Audrey Adams
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This episode provides updates on the USDE's loan repayment process, 2025/2026 FAFSA tips, and what students need to know before accepting award offers from their prospective schools, as well as updates on antisemitism investigations from the Committee on Education and the Workforce. ©Copyrights 2025 - DAS Financial Aid Consulting Services, LLC - Al…
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Is Artificial Intelligence Going to Make Excel Obsolete with Christian Torres
28:10
28:10
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Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we delve into the evolving role of AI in data management with our expert guest, Christian Torres. Christian is a talent with a unique flair for using AI to streamline processes within Excel, leaving behind the need for cumbersome spreadsheet expertise. Christian sh…
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Reflections on six years as an IFRS Interpretations Committee member and more. In this month’s episode, Anu Pandya is joined by Karsten Ganssauge for an overview of the topics discussed at the June 2025 IFRS Interpretations Committee meeting as well as Karsten’s reflections at the end of his term as an IFRS Interpretations Committee member. Find ou…
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EP891: Female FinTech founders – lessons to be learned from Mia Drennan
8:47
8:47
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Mia Drennan, Founder & CEO, GLAS Mia Drennan pioneered independent loan administration and trustee services – an area traditionally dominated by banks. Robin Amlôt of IBS Intelligence speaks to Mia Drennan, Founder and CEO of GLAS, about how she disrupted financial services and thrived in the male dominated financial services – building a global fi…
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