Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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Financial Professionals Podcasts
This is the official podcast feed of the Society of Actuaries
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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Financial Education and Entrepreneurship for Professionals
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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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.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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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, ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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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.
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Bankruptcy Unlocked is a podcast dedicated to helping individuals and businesses navigate financial difficulties and find relief through bankruptcy law. Hosted by Abigail Vaka, the show features expert insights from attorneys and financial professionals who offer guidance, strategies, and hope to those seeking a fresh financial start. Each episode covers key topics in bankruptcy law, financial literacy, and long-term financial planning.
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Financial Education and Entrepreneurship for Professionals
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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This is for busy professionals who are looking for financial freedom through passive income, with a focus on cashflow assets in Multifamily Real Estate. We will be covering a variety of topics such as buying, managing, and selling real estate assets, specifically apartments. To learn more about us, visit tricityequity.com
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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This Podcast is your go-to hub for buying, building, and scaling businesses—designed for entrepreneurs, professionals, and investors looking to escape the 9-to-5, gain financial freedom, and take control of their future through business acquisition.
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Vivian Tu, aka Your Rich BFF, is getting up close and personal, about the good, bad, and ugly on how money impacts all of our lives. Instead of your traditional boring business podcast, Networth and Chill covers financial topics as they relate to YOUR ACTUAL LIFE, all while feeling like a conversation with your best friend. Each episode breaks down a complicated economic or business concept into easy to understand terms, while tapping experts, professionals, and some of your favorite famous ...
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Informative insights and conversations with owners, CEOs, M&A dealmakers, and other professionals on lessons learned, tips, current business conditions, and more.
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Weekly update on federal income tax developments
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Tax Credit Talk brought to you by Fallbrook Financial Services is a weekly microcast delivering bite-sized updates on the latest in tax credit news. From renewable energy, housing, film, and everything in between, each episode offers quick, actionable insights to help you stay informed and ahead of the curve. Perfect for busy professionals who want expert intel without the fluff.
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Welcome to the MA & CO Accountants Podcast, your go-to source for expert insights into UK tax laws, accounting practices, and financial planning. Hosted by seasoned professionals, we simplify complex financial topics and provide practical advice for small to medium-sized businesses, entrepreneurs, and individuals. Stay tuned for discussions on the latest HMRC guidelines, VAT regulations, and business strategies to help you stay ahead in today’s ever-changing financial landscape.
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The R3 Podcast provides insight into the key issues affecting the insolvency and restructuring profession from the people dealing with them. Each episode features an interview with someone from R3’s network of professionals about a key insolvency and restructuring related topic, supporting R3’s education and technical principle: ‘delivered by the profession, for the profession’. The podcast is hosted by R3’s Technical Manager Ben Luxford. Any members who would like to be a guest or want to s ...
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
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 ...
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Hosted by Tejas Parikh, FP&A Unboxed is your go-to podcast for mastering Financial Planning & Analysis (FP&A) with Excel. Each episode unpacks real-world challenges, best practices, and expert insights into financial strategy, budgeting, and forecasting. Tejas and his expert guests—CFOs, FP&A leaders, and finance professionals—share actionable advice to help you streamline reporting, optimize financial processes, and leverage Excel like a pro. Whether you're looking to enhance your finance t ...
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3193: How Professional Development Benefits Your Finances by Jessica Strull on Financial Wellbeing
10:18
10:18
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10:18Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3193: Jessica Strull explores how investing in your professional development can directly improve your financial well-being, from earning more money to unlocking new job opportunities and incom…
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In this episode, Justin and Jared discuss what to think through if you want to buy a business. Should I buy a business in retirement? What type of business should I buy or start? When will the steady path of a W2 career result in more wealth? For more information and show notes visit: https://www.bwmplanning.com/post/106 Connect With Us: Facebook -…
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PD Edge pod Episode 3: The Building Blocks of IFRS 17 with Darryl Wagner
19:45
19:45
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19:45In this podcast Darryl Wagner, Principal with Deloitte Consulting, discussed the complexities and principles of IFRS 17, highlighting its goal to standardize insurance accounting globally. He explained the building blocks of IFRS 17, including best estimate cash flows, risk adjustment, and contractual service margin (CSM). Darryl emphasized the sig…
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Bankruptcy and Your Home: What You Need to Know
19:35
19:35
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19:35Episode Summary: In this episode of Bankruptcy Unlocked, attorney Andrew Griffin breaks down the crucial question many homeowners facing financial difficulties have: "Can I keep my home if I file for bankruptcy?" Andrew explains the differences between Chapter 7 and Chapter 13 bankruptcy, how each chapter impacts homeownership, and what factors can…
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Life After Bankruptcy: Rebuilding Your Credit and Confidence
16:29
16:29
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16:29Episode Summary: In this episode of Bankruptcy Unlocked, attorney Andrew Griffin walks us through the crucial steps of rebuilding your life after bankruptcy. He discusses practical steps like reviewing your bankruptcy discharge, creating a budget, and rebuilding credit. Andrew also addresses the emotional side of bankruptcy, providing reassurance f…
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How is private equity consolidation changing in the advice market?
22:18
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22:18In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due t…
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Ep104: Retire Often: How Mini-Retirements Can Supercharge Your Life and Career
44:46
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44:46Welcome back to Finding Financial Freedom with Dr. Disha Spath! In today’s episode, we’re reimagining the traditional path to retirement with the powerful idea of mini-retirements. Instead of waiting decades to enjoy your life, what if you could take intentional breaks throughout your career to recharge, pivot, and pursue passions? Dr. Disha is joi…
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3192: 7 Reasons to Consider Financial Coaching Services by David Baughier of Fiology on Money Management
9:07
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9:07Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3192: David Baughier lays out seven powerful reasons to bring a financial coach into your life from receiving unbiased advice and tailored strategies to building better habits and staying accou…
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Change for the better: How your attitude can make all the difference
16:34
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16:34Instead of worrying about failure when undergoing a change initiative, why not ask, “What happens if we succeed?” That is summarized sentiment from a discussion with Al Dea, admittedly a glass-half-full guy, on the Journal of Accountancy podcast. Dea, a leadership development consultant and founder of the organization The Edge of Work, is the keyno…
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JofA branded podcast: Helping clients become properly insured
23:14
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23:14In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage.
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'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles
31:18
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31:18The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.By Citywire
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YFP 412: Does a 1% Fee Really Cost You 25% of Returns?
20:49
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20:49Does a 1% AUM fee really cost you 25% of your returns? Tim Ulbrich and Tim Baker run the numbers and give you a framework to evaluate the real cost and the real value of financial planning. Episode Summary YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, tackle a common concern about working with a …
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3191: Fear Will Hold You Prisoner; a Diversified Portfolio Will Set You Free by FIRECracker of Millennial Revolution
10:51
10:51
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10:51Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3191: FIRECracker shares a powerful personal story about walking away from a corporate career, facing the grip of fear, and finding unexpected freedom through financial independence and a globa…
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Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a discussion about spending extravagantly. They shared what intentional spending looks like and how their view of extravagant spending has changed over their career. They also answer audience questions liv…
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Coast-to-Coast Credit Shifts in Film, Housing, and Energy
6:49
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6:49📄 Podcast Description: The tax credit world is moving fast—from bold new plays in film, to federal solar surprises, and housing’s steady strength. In this episode of Tax Credit Talks, hosts Hallie James and Parker An break down the latest across LIHTC, renewable energy, and film tax credits—and what it all means for developers navigating today’s ev…
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Clearing the air: What are managed accounts?
29:50
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29:50Who uses managed accounts? What is the difference between IMAs, SMAs and MDAs? What’s behind the meteoric rise of managed accounts? SuitabilityHub founder and managing director Recep Pekker provides an explainer.By Financial Standard
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3190: Why You Shouldn't Pay Off Your Mortgage Early by Jen Hayes on Flexible Financial Freedom
11:29
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11:29Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3190: Jen Hayes challenges the conventional wisdom of rushing to pay off your mortgage, emphasizing that financial decisions should align with individual circumstances. By comparing real-life e…
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Designing Wealth: Bobby Berk's Blueprint to Millions
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43:59This week on Networth and Chill, Vivian sits down with design superstar Bobby Berk to explore how money mindset shapes everything from career pivots to creative success. Fresh off his Queer Eye fame, Bobby opens up about his journey to building a multi-million dollar design empire, sharing the financial lessons he learned while transforming both ho…
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526 lending for medical professionals: pre-approvals, parental leave, borrowing strategies + more
40:49
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40:49Dev is joined by mortgage broker Rachelle Kroon from Sphere Home Loans to answer common lending questions from healthcare workers. They dive into: 👉 the pre-approval process 👉🏽 how to navigate lending with variable income 👉🏼 what to know before taking parental leave or a fellowship 👉🏿 special lending benefits for healthcare professionals 👉🏻 why cro…
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Building a $100M Real Estate Fund with Flooring and Foam
59:53
59:53
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59:53Discover how Vince Gethings is building a $100M real estate fund with flooring and foam and why boring businesses might be your fastest path to financial freedom. From buying a floor company for $1 to scaling a franchise that sparked a major lawsuit, Vince shares how he used small business acquisitions, home service businesses, and franchise system…
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Ashley Adamson and Yogi Roth: Top Teams and the Power of Connection
41:34
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41:34Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and creating a culture where team members feel seen and heard. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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#116 - Medical Checkride: Medical Myths, Truths, and Tips with Dan Monlux
55:19
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55:19What could cost you your flying career? Not being prepared for your medical. Hosts Tait Duryea and Ryan Gibson welcome back Dan Monlux of Wingman Med to discuss how pilots can protect their FAA medical certificates. Dan breaks down what happens during a medical exam, the importance of primary care, and why early detection matters. This is a must-li…
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#252 - FIRE for Dummies Author Jackie Cummings Koski on Financial Independence
46:54
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46:54Host Brad Wright is joined by Jackie Cummings Koski. Jackie is the author of FIRE for Dummies and co-host of the Catching Up to FI podcast, focused on financial independence for late starters. She serves as Chapter President of FPA Southwestern Ohio and is a passionate advocate for financial literacy and education. With a master’s degree in financi…
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In this episode of Building the Billion Dollar Business, Ray Sclafani explores the often-overlooked truth about mentorship: it has an expiration date. Drawing on real-world experience coaching top financial advisors and entrepreneurial leaders, Ray unpacks why mentorship is not just about support, but strategic growth. He shares how the most succes…
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3189: Frugal Guide to Buying a Used Car by Renee Benes on The True Cost of Car Ownership
10:41
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10:41Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3189: Renee Benes shares a no-nonsense approach to buying a used car that balances practicality, cost savings, and reliability. From understanding the true cost of ownership to negotiating smar…
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Money Mindset Reset: Shift Your Thinking to Reach Your Financial Goals (Replay), With Chloe Moore
46:43
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46:43Welcome to a special mid-year replay from the Know Better, Do Better series! This conversation between two CERTIFIED FINANCIAL PLANNER™ professionals—Lauryn Williams and Chloé Moore—dives deep into a topic that’s foundational to building wealth: money mindset. We’re halfway through the year, and it’s the perfect time to check in on your mindset aro…
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Episode 14: Identity Verification & ACSPs – What IPs Need to Know
36:31
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36:31Tune in as Mark Buckley from Companies House breaks down the new Economic Crime and Corporate Transparency Act. He'll cover crucial updates on identity verification and Authorised Corporate Service Providers (ACSPs), explaining why these changes are vital for insolvency practitioners.By R3
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5 Things You Didn't Know About Your Social Security Benefits
38:56
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38:56For many retirees, Social Security is a cornerstone of their income strategy. That makes sense - it helps establish how much support a retirement portfolio will need to provide, and when. But understanding how to get the most out of your benefits is more than just choosing an age to start collecting. There are spousal and survivor benefits to facto…
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Discover the Secret to Higher Cash Flow Through Creative Note Investing
33:10
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33:10Welcome back to The Cashflow Project! In this episode, we chat with note investing legend Eddie Speed, founder of Note School and president of Colonial Funding Group. With over 40 years in the business, Eddie shares why creative financing and note investing are powerful tools in today’s market—and how being the bank can often beat being the landlor…
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What's the tax deal on oil & gas? with Steve Blackwell
33:54
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33:54We are all about consistently applying the simple things over time, but that doesn't stop clients from asking, "What else"? In this episode, Steven is joined by Steve Blackwell, CEO of Invito Energy Partners, who shares his experience and expertise in the oil and gas industry and the investment and tax planning opportunities that the industry prese…
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3188: 4 Lies Money Gurus Tell You by Christine Luken on Emotional Spending Awareness
10:44
10:44
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10:44Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3188: Christine Luken dismantles common personal finance myths with empathy and clarity, showing how rigid budgets, cookie-cutter formulas, and willpower-based advice often backfire. Instead, s…
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MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds
28:53
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28:53Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much mor…
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HMRC’s £46.8 Billion Tax Gap: What Small Businesses Need to Know 🏢
19:06
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19:06Discover how HMRC’s 2023–24 tax-gap report—and a £1.7 billion compliance crackdown—will affect UK small businesses, from audit risk to Making Tax Digital. Learn practical steps to stay compliant and avoid costly penalties. 🔗 Internal Links: 🔗 Read more on our blog: https://bit.ly/41crAyQ 📅 Book a Free Consultation: https://bit.ly/BookFreeConsultati…
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How Finance Analysts Can Solve Excel Chaos Build Authority and Launch a Business with Paul Barnhurst
55:42
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55:42Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this engaging episode of the FP&A Unboxed Podcast, host Tejas Parikh sits down with Paul Barnhurst, the Founder of The FP&A Guy, Co-Founder of Plan Buddies, Podcast H…
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In this thought-provoking episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 Kelsey & Teneale dive into the age-old question: Does money change people? Teneale kicks things off with some late-night online shopping confessions and practical tips, setting the stage for a deeper conversation about the power and pitfalls of wealth. From the freedom and security that money c…
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This week we look at: Schwartz v. Commissioner: The Critical Role of Estimated Tax Compliance in Collection Due Process Determinations Cano v. Commissioner: Validity of Notice of Deficiency and Address Errors Key Differences Between House and Senate Tax Provisions in Reconciliation Process to Date An audio only version of this week’s broadcast can …
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Our International Medical Graduate (IMG) colleagues face different financial challenges
48:08
48:08
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48:08I have many colleagues who have done their medicine in other countries. They have struggled tremendously before succeeding here in Canada. Many of their struggles are not unlike the Canadian trained physicians. However, they face other additional challenges. In this episode, I am chatting with Samir, a good friend and colleague from Egypt. He recou…
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512: Investing in the Final Frontier – Space
29:29
29:29
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29:29Not long ago, I made the case that it’s not too late to buy Bitcoin—even after it crossed the $100,000 mark. Why? Because the nature of the opportunity has changed. When governments and institutions start stockpiling a finite asset, you’re no longer just betting on price—you’re watching a new system take shape. And interestingly, a very similar sto…
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512: Investing in the Final Frontier - Space
29:30
29:30
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29:30Not long ago, I made the case that it’s not too late to buy Bitcoin—even after it crossed the $100,000 mark. Why? Because the nature of the opportunity has changed. When governments and institutions start stockpiling a finite asset, you're no longer just betting on price—you’re watching a new system take shape. And interestingly, a very similar sto…
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3187: Should You Get a Car Loan to Improve Your Credit Score? Heck No! by Paula Pant of Afford Anything
11:46
11:46
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11:46Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3187: Paula Pant unpacks the surprising realities behind auto loans and credit scores, showing why taking on debt just to improve your credit can backfire. With clear insights into how credit s…
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3186: Why You Shouldn’t Optimize Your Life by Nick Maggiulli on Personal Development and Growth
13:19
13:19
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13:19Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3186: Nick Maggiulli explores how the relentless pursuit of optimization, whether in finances, health, or daily decisions, can lead us astray from what truly matters. Using the Iowa Gambling Ta…
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