Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Financial Decision Making Podcasts

show episodes
 
Artwork

1
The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
  continue reading
 
Artwork

1
The Rachel Cruze Show

Ramsey Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Money should be fun, not stressful. Learn practical tips on how to save more money, get out of debt quickly and make progress toward your goals. You can take control of your money and create a life you love. Get even more money saving tips at www.RachelCruze.com.
  continue reading
 
Artwork

1
Henssler Money Talks

Henssler Financial

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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.
  continue reading
 
Artwork

1
The Stacking Benjamins Show

StackingBenjamins.com | Cumulus Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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 ...
  continue reading
 
Artwork

1
Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
  continue reading
 
Artwork

1
The McKinsey Podcast

McKinsey & Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Artwork

1
Financial Decoder

Charles Schwab

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
  continue reading
 
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
  continue reading
 
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
  continue reading
 
Most financial experts focus solely on numbers, but Rick Kahler, CFP®, CFT™, takes a deeper approach. With over 40 years of experience, Rick blends practical financial advice with powerful emotional insights to help you understand why you make the money decisions you do. Research shows that 90% of our financial choices are driven by emotions—not logic. Whether your habits seem irrational or confusing, Rick helps uncover the underlying beliefs and feelings influencing your behavior. It's abou ...
  continue reading
 
Artwork
 
THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.
  continue reading
 
Artwork

1
The Money Scope Podcast

Benjamin Felix & Dr. Mark Soth

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Money Scope is a weekly limited-run podcast about personal financial decision-making for Canadian professionals. The podcast follows a curriculum deliberately designed to make you a better, more thoughtful financial decision maker. It is hosted by Benjamin Felix - Portfolio Manager and Head of Research at PWL Capital, and Dr. Mark Soth - the Loonie Doctor. The moneyscope.ca site is peppered with photoshopped fun, and each episode page is deliberately designed to be a multi-media curricul ...
  continue reading
 
Artwork

1
Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
  continue reading
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
  continue reading
 
To help you navigate through current market conditions, Fidelity's leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they'll cover the latest market happenings, actions you might consider, and answers to common questions. © 2025 FMR LLC. All rights reserved.
  continue reading
 
Lena and friends want to welcome you to Financial Therapy! The MBA, Certified Financial Planning professional, small business coach, and millionaire investor hopes to start a movement--where real people talk about personal finance in a different, and more empowering way. With new episodes coming to you weekly from Austin, TX, our goal is to give you ways to better identify and maintain your financial values, priorities, and boundaries; and to overcome your own biases about money, so you can ...
  continue reading
 
Artwork

1
Mind Money Balance

Lindsay Bryan - Podvin

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Mind Money Balance show explores the intersection of mental health and money. Hosted by LMSW and Certified Financial Therapist Lindsay Bryan-Podvin, this podcast goes beyond personal decision-making. We explore broader factors that impact your financial life as a whole, with no room for an "abundance mindset" only approach or gurus who shame you for buying that oat-milk latte. Listeners will get actionable psychology-based tips to apply to their financial lives today.
  continue reading
 
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and ath ...
  continue reading
 
Artwork

1
Shared Lunch

Sharesies

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in. Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into ac ...
  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
 
Artwork

1
Household CFO

FORUM Credit Union

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
  continue reading
 
Artwork
 
Meikles & Dimes is a podcast dedicated to the simple, practical, and underappreciated. Monologue episodes cover science-based topics in decision-making, health, communication, negotiation, and performance psychology. Interview episodes, called Layer 2 episodes, include guests from business, academia, health care, journalism, engineering, and athletics.
  continue reading
 
Artwork
 
Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
  continue reading
 
Artwork

1
Wealth Decisions by Brian

Brian D Muller (AAMS©) (BFA™)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Every day we have the opportunity to make better decisions around our money and our life. My goal is to help you do just that. Whether your goal is financial freedom, retiring early, or becoming a more successful investor, tune in each week. Each episode is 15 minutes or less and can make a significant difference to your future wealth. Brian D. Muller, AAMS® BFA™ Founder, Wealth Advisor Momentous Wealth Advisors www.momentouswealthadvisors.com #financialeducation #investingtips #financialind ...
  continue reading
 
Artwork

1
Weaving Gold | A Money Podcast

Nathan Fradley, Jordan Vaka

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
A podcast about retiring well, aged care, and navigating life's big transitions. Life is a tapestry—woven from every decision, every relationship, every moment. Weaving Gold is here to help you untangle the financial threads, so you can spend more time focusing on what matters. Hosted by independent financial planners Nathan Fradley and Jordan Vaka, this podcast is your companion through some of life's most complex chapters—whether you're planning retirement, supporting aging parents, facing ...
  continue reading
 
This podcast is a platform that empowers high-earning women by sharing insights from their journeys, fostering informed financial decisions, and encouraging them to prioritize their own needs over default choices. This podcast will inspire women to embrace their freedom in decision-making and thrive on their own terms.
  continue reading
 
Artwork

1
Afford Anything

Paula Pant | Cumulus Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
  continue reading
 
Artwork

1
If/Then

Stanford GSB

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Artwork

1
Orion's The Weighing Machine

Orion Portfolio Solutions

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
  continue reading
 
Artwork
 
China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
  continue reading
 
Artwork
 
Speaking C-Suite is a podcast series that dives into the high-stakes conversations between CFOs and other key executives at scaling startups and growth-stage companies. As businesses mature, the role of the CFO becomes increasingly strategic—focused not only on financial oversight, but also on integrating data across teams, driving operational efficiency, and enabling smarter, faster decision-making. Each episode explores how modern CFOs leverage advanced analytics, scalable tech platforms a ...
  continue reading
 
Artwork
 
Deep conversations with the best founders and business leaders that go beyond the usual advice to uncover the timeless principles that drive success. Master the best of what other people have already figured out. If you enjoy the show, please hit the follow button.
  continue reading
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
  continue reading
 
Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
  continue reading
 
Welcome to Cherry Godfrey's podcast- a light-hearted, informative podcast brought to you by the team at Cherry Godfrey Southampton. Hosted by Jon Stacy and Kelly Burke, we go beyond the numbers to explore all things finance, insurance, and mortgages; with a healthy dose of humour, heart and real-life insight. Each episode brings you expert advice, local stories and interviews with the people who make our community tick. Whether you’re after practical money tips or curious about the faces beh ...
  continue reading
 
Artwork

1
Bullish & Beyond

Bullish and Beyond, LLC

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to Bullish & Beyond, the ultimate podcast for stock market enthusiasts, crypto believers, and anyone looking to live life on the bullish side! Join Beary the Bull, Brian The Mac Man, and JT as they break down the latest market trends, investment strategies, and personal growth tips to help you thrive in finance and beyond. With each episode, you’ll gain actionable insights to fuel your success in stocks, crypto, and a fulfilling lifestyle. Get ready to amplify your financial knowledg ...
  continue reading
 
Artwork

1
What Matters

MA Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
  continue reading
 
Make Financial Literacy Accessible Through Compelling Storytelling Join Dr. Andrew Temte every Saturday for Money Lessons—a weekly financial education podcast that transforms complex economic concepts into accessible, engaging stories. Each bite-sized 10-minute episode builds your financial knowledge through historical narratives and practical applications, making this the perfect podcast for anyone seeking to improve their money management skills and investment understanding. What You'll Le ...
  continue reading
 
Artwork

1
MedSpa Money Matters

Scott Wisniewski and Jonny McMullen

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your ...
  continue reading
 
Artwork

1
Admissions Beat

Lee Coffin • Vice President and Dean of Admissions & Financial Aid at Dartmouth College

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
On the Admissions Beat, veteran dean of admissions Lee Coffin from Dartmouth College and a range of guests provide high school students and parents, as well as their counselors and other mentors, with "news you can use" at each step on the pathway to college. With a welcoming, reassuring perspective and an approach intended to build confidence in prospective applicants, Dean Coffin offers credible information, insights, and guidance—from the earliest days of the college search, to applicatio ...
  continue reading
 
Artwork

1
IFA Talk

IFA Magazine

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the most influential voices in financial services.
  continue reading
 
Artwork

1
Outrage + Optimism: The Climate Podcast

Persephonica and Global Optimism

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Outrage + Optimism: The Climate Podcast is for anyone who is not ready to give up on making the world a better place. For unrivalled conversations with decision makers, visionary thinkers and a community of like-minded climate optimists, join former UN climate chief Christiana Figueres, political strategist Tom Rivett-Carnac and sustainable business consultant Paul Dickinson. Each week they make sense of all the top climate news stories, go behind the scenes at crucial talks and ensure you s ...
  continue reading
 
Loading …
show series
 
Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA bas…
  continue reading
 
A few days ago, I came across a ​fascinating tweet​ about Dodgers baseball star Shohei Ohtani. Long before Ohtani was winning back-to-back World Series Championships and Most Valuable Player awards, he was just another kid with a dream. As a high school freshman, he dreamed of being the #1 draft pick for eight teams in the Nippon Professional Baseb…
  continue reading
 
Today was not meant to be this episode. At around 2pm local time, a fire broke out near the country pavilions, triggering the full evacuation of the Blue Zone. As COP30 entered its final stretch, we’d planned to bring you an update on the negotiations, and to share some of the many extraordinary stories of progress and perseverance that surface her…
  continue reading
 
In this Friday episode of The Australian Finance Podcast, hosts Owen Rask and Gemma Mitchell unpack your questions on super, property and how to juggle big money decisions at different life stages. This week we look at what retirement can actually look like in your 50s, whether it’s worth pausing salary sacrifice to focus on a new home loan, how de…
  continue reading
 
To wrap up the week, we’re taking questions from you! The team behind Sharesies Crypto answers audience queries on crypto’s role in a diversified portfolio, what features they’re working on, how assets are stored in Sharesies Crypto, and your tax responsibilities. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Sharesies Cryp…
  continue reading
 
At age 45, I thought I’d mastered retirement planning — after 18 years as a financial advisor, I was confident I knew all the accounts inside and out. But then I looked at my own Health Savings Account (HSA) for the first time in years: $8,000 sitting there — and realized I’d been using it completely wrong. I was treating it like a medical spending…
  continue reading
 
There's a version of this job that would be a lot simpler. The kind where you manage portfolios, check performance once a quarter, and call it a day. No tax forms, no life events, no late-night texts — just markets and models. It sounds peaceful, almost efficient… until you realize that real people don't live their lives in neat, quarterly incremen…
  continue reading
 
In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exceptionally nerdy exploration of factor investing—focusing on profitability, value, defensive equity, and the persistent misunderstandings that surround them. Mamdouh walks us through his retrospective paper (co-autho…
  continue reading
 
With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
  continue reading
 
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3359: Sarah Von Bargen shares simple yet surprisingly effective ways to curb spending without feeling deprived. By adding small layers of friction, like unsubscribing from sales emails or using…
  continue reading
 
From gen AI pilots to automated supply chains, technology is reshaping how operations leaders create efficiencies, build resilience, and encourage teamwork. On this episode of The McKinsey Podcast, McKinsey Senior Partner Daniel Swan speaks with Editorial Director Roberta Fusaro about how COOs can embed technology, particularly AI, into their compa…
  continue reading
 
We’re approaching crunch time in Belém, and a long-running COP30 saga may finally have found its landing spot. After days of rumour, diplomacy and thunderous rainforest downpours, the question of who will host COP31 looks close to being resolved - and it all plays out over the course of our day’s recording. Paul Dickinson and Fiona McRaith trace th…
  continue reading
 
After years of caring for others, through divorce, separation, grief, a TPD claim, or supporting ageing parents, it is common to feel guilty for spending money or time on themselves. In this episode, Nathan and Jordan explore why investing in yourself isn't indulgent… it's necessary. We unpack the practical and emotional benefits of using a small p…
  continue reading
 
Hear from crypto veteran Dave Ripley, co-CEO of global crypto exchange Kraken, about the security of digital assets. Kraken is one of the world’s leading crypto platforms, and service provider to Sharesies Crypto. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Z…
  continue reading
 
Trust isn’t a soft skill. It’s a strategic advantage. In this episode of High Earning Women, Jackie sits down with Caitlyn Mackrell, CEO of AuraData, to explore what it takes for women leaders to hire confidently, lead boldly, and protect their organizations from hidden risks. We dive into: Why résumé fraud is rising — and how to protect your cultu…
  continue reading
 
In this week’s episode of IFA Talk, Matt Williams and Jenny Hunter dive into one of the most important and complex areas of financial planning, helping clients manage risk and income throughout retirement. Joining them is Andrew Lewis, Senior Investment Director at Brooks Macdonald, who shares his thoughts on how advisers can design smarter, more r…
  continue reading
 
📚Check out my Kids Book Bundle! I’m always in the market for a good budget-friendly parenting tip. So in this episode, I’m reacting to money-saving parenting hacks—plus, I’ll share two of my own. Next Steps: 🎥 Watch my video Every Mom Struggles With This . . . but No One Talks About It. 💵 The simplest way to budget. Download the EveryDollar app for…
  continue reading
 
With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
  continue reading
 
What’s one habit that’s helped you succeed lately? What made you decide to stick with that habit? In this special live conversation, at The Theater at Bill Graham Civic Auditorium in San Francisco, Jay sits down with entrepreneur and industry leader Emma Grede for a conversation every builder, creator, and business-minded thinker needs to hear. Tog…
  continue reading
 
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3358: Kathleen Coxwell invites you to craft a deeply personal retirement manifesto, a clear, intentional declaration of your values, dreams, and life lessons. By articulating what matters most …
  continue reading
 
Be honest: When someone's talking to you, are you actually listening—or just waiting for your turn to speak? Joe Saul-Sehy and OG welcome executive coach Katie O'Malley, who's here to expose how terrible most of us are at paying attention—and more importantly, how to fix it. Whether you're trying to connect with your spouse, navigate a tough conver…
  continue reading
 
It’s the middle of week two at COP30, and the negotiations are entering their crunch phase. A draft cover text has finally landed, ministers are on the ground, and the presidency is pushing hard to close before Lula heads to the G20 in Johannesburg. Paul Dickinson and Fiona McRaith look at the issues still holding up progress - from finance and ada…
  continue reading
 
You're faced with a career choice: Option A: Stay in your current role Option B: Switch to a new company, team, role, etc. How do you evaluate and make the best decision possible? Here’s my framework for making career decisions... ••• My debut book was just nominated for the Goodreads Choice Awards in the Nonfiction category! If you enjoyed it, ple…
  continue reading
 
In this The Australian Finance Podcast, your host Owen Rask walks through 5 expert-level steps to research any ETF with confidence. Whether you’re a beginner or just want to know what’s actually in your ETF, this checklist will help you make better investing decisions. Owen covers: - How to understand an ETF’s goal & investment universe - What to w…
  continue reading
 
Alibaba will retire the Ele.me takeout dining brand and merge it with its newer Taobao Instant Commerce. What's driving the move? And WuXi AppTec is the latest Chinese major to jump on the Middle Eastern bandwagon, with plans to potentially open a new center in Saudi Arabia. Why are a growing number of Chinese companies taking the Middle Eastern pl…
  continue reading
 
Obligation is the condition of being morally or legally bound to do something; it can also be a debt of gratitude for a service or favor. Have you ever wondered why you feel so financially obligated to make, spend, or give away your money? Is it really your values at play, or are you captive to others' needs? How can you distinguish between obligat…
  continue reading
 
We’re cutting through the red tape with Jeremy Muir, Chair of BlockchainNZ and one of NZ’s leading legal experts on crypto regulation. In our third convo Jeremy walks us through where NZ is at with crypto taxes, rules and regulation, and where we might be going. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is …
  continue reading
 
#661: When your income drops, debt spikes, and a rental property starts bleeding cash, it can feel like your entire financial foundation is cracking beneath you. Veronica, our first caller, is navigating all of it at once, from a near-foreclosure to a luxury car payment that’s strangling her budget. Her question is simple but enormous, how do you r…
  continue reading
 
Mark Oliver was the BBC's first head of strategy before creating Oliver and Ohlbaum in 1995, which remains one of the most influential media advisory boutiques in the market, with clients ranging from sports leagues and federations to media companies, tech platforms, venture capital firms and private equity groups. In this episode, Mark identifies …
  continue reading
 
The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think throu…
  continue reading
 
Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel valued, supported, and empowered to grow. This episode explores how intentional talent development and leadership coaching can help firms build thrivin…
  continue reading
 
Charlie Munger spent his life studying one question: why do smart people make bad decisions? In his legendary talk The Psychology of Human Misjudgement, Munger outlined 25 psychological tendencies that quietly distort how we think. From incentives and social proof to denial, envy, and authority bias, you’ll learn how these hidden tendencies shape b…
  continue reading
 
What happens when belonging is tied to your bank account? This piece shows how cult-like religious environments turn “sacrificial giving” into financial control, leaving money scripts like “If I don’t give, I’ll be rejected.” Through client stories—including retirees pressured to keep giving—it highlights how loss of community magnifies money fears…
  continue reading
 
For many students around the world, college presents a rare opportunity to change the arc of a life, to pursue the fabled “American Dream,” where anything can happen for anyone. But for those who are first in their families to attend and graduate from college—a cohort known as “first gen”—the promise of upward mobility means navigating what, for so…
  continue reading
 
I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
  continue reading
 
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3357: Joshua Becker reveals how decades of marketing have hijacked the spirit of the holidays, turning a season meant for connection into one dominated by consumerism and stress. He offers a co…
  continue reading
 
It’s getting hot in the COP. Executive Secretary Simon Stiell turned up the pressure in Belém on Monday, sharpening his message as ministers arrived for what is often the most charged phase of the summit. He called for no more tactical delays, and no more dancing around the hardest issues. And Pope Leo XIV weighed in with an appeal to moral respons…
  continue reading
 
Caring for a parent entering aged care is emotional enough... and then the invoices arrive. In this episode, Nathan and Jordan unpack one of the most common questions families ask: Should I pay my parents' aged care fees? They explore: The guilt that often drives the question, What actually counts as "paying fees," the risks of lending money, How p…
  continue reading
 
Many Irish parents in their fifties are still financially supporting adult children—and it's quietly delaying their retirement goals. Key takeaways: • Each adult child can cost around €15k–€20k per year in ongoing support—rent, car, health cover, and general expenses. • Those costs directly reduce pension contributions and long-term savings, someti…
  continue reading
 
Just a few years ago, crypto was too hot to handle for most people. Now, it’s being embraced by the financial establishment. Today, we talk to Victoria Harris from the Curve about rising crypto adoption and ditching the myth of the “crypto bro”. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by…
  continue reading
 
Elyce Arons is a cofounder of Kate Spade and the cofounder and CEO of Frances Valentine. Elyce grew up on a cattle farm in Kansas before attending the University of Kansas where she met her lifelong best friend, Katy Brosnahan. Together they helped launch the multibillion-dollar bag company Kate Spade, with Katy’s eventual husband Andy Spade and Pa…
  continue reading
 
The latest New Insurance & Protection special edition of IFA Talk turns the spotlight onto a topic at the heart of financial wellbeing, protection. In this episode, hosts Meg Bratley and Jenny Hunter are joined by Phil Jeynes, who leads the strategic direction of MetLife UK’s individual protection business. Phil shares his expert view on how advise…
  continue reading
 
🎄 Enter the 2025 Ramsey Christmas Giveaway! Cosigning is one of the things I warn people against the most! In this episode, I cover some of the messiest cosigning situations I’ve seen and why it’s a recipe for disaster. Next Steps: 🎥 Watch my video 3 Healthy Money Boundaries to Set With Family. 💵 Start your free budget today. Download the EveryDoll…
  continue reading
 
As ministers arrive in Belém for the crucial second week of COP30, forests move from the backdrop of the summit to the main stage. Protests began at dawn on Friday and have continued through the weekend - among them, several activists carried a giant Brazilian flag, emblazoned with the words “Amazȏnia Protegida” (“Protected Amazon”). From the stree…
  continue reading
 
Is it foolish if I spend $300k on a renovation project during retirement? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play