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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Financial Professionals Podcasts
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and find ideas you can use in your work. This quote explains why: "There are thousands of years of history in which lots and lots of very smart people worked very hard and ran all types of experiments on how to create new businesses, invent new technology, new ways to manage etc. They ran these experiments throughout their entire lives. At some point, somebody put these lessons down in a book. For v ...
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This is the official podcast feed of the Society of Actuaries
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Fresh insights to jump start your week from Cannon Financial Institute's Executive Chairman, Phil Buchanan.
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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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Financial Education and Entrepreneurship for Professionals
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Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
Genesis Wealth Planning
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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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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
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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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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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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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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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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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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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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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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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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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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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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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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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Welcome to the Osborn Financial Group Podcast! Hosted by Jarrett Osborn, dive into expert insights on wealth management strategies, essential tips for securing your financial future, and in-depth discussions on life and health insurance options. Get practical advice for protecting your assets and loved ones, proven strategies for maximizing investments, and real-life examples to illustrate key concepts. Stay tuned for Q&A sessions with industry professionals and actionable steps to take cont ...
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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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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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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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Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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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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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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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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Financial Education and Entrepreneurship for Professionals
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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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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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This podcast aims to simplify all aspects of Personal Finance and help you make smart and informed choices about money so that you can live happier and stress-free lives. Do listen to this interesting Podcast and you can also leave a review, like, subscribe and share it with others. You could also let us know if there is any specific topic that you would like us to cover. For any queries or help you can get in touch with Team MFA at 8928006145
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The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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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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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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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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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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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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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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Our Prenup Lawyer where you and I get to learn more about prenups, as I interview professionals in family law, couples counseling, and wealth management. Hosted by Elizabeth "Libby" Garabedian
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In this episode, Justin and Jared break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with spending patterns they see among Oil & Gas professionals. Drawing from their own client data, they share practical insights into h…
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Dissecting advice opportunities in different sectors: medical professionals
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Despite containing some of the highest-earning individuals, most medical professionals struggle with financial security. To unpack the phenomenon, PPS Mutal state manager for NSW and ACT Sabrina Sequeira-Walmsley highlighted some of the financial and psychological challenges these workers are faced with, while indicating areas where financial advis…
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Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.By Citywire
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Mastering The 50/30/20 Rule For A Stress-Free Holiday Budget
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Comment via Text Message Holiday spending doesn’t have to wreck your January. We take a clear, no-jargon look at the 50/30/20 budgeting framework and show how to make it work when life gets messy, prices rise, and traditions add extra costs. From right-sizing housing to rethinking commutes, we map out practical ways to protect the essentials while …
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Income-Based Repayment has turned into a maze for a lot of borrowers, from unexpected forbearances to confusing "partial financial hardship" determinations that don't add up. Learn why so many borrowers are stuck in SAVE forbearance, what's really going on with IBR denials, and what the Department of Education says it's going to fix by early 2026. …
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How High-Income Earners Can Have a Roth IRA
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Many people with high incomes assume they make too much money to contribute to a Roth IRA. And they’re right – sort of. The IRS does put income limits on Roth contributions, but there are a few lesser-known workarounds that high earners can use to get money into a Roth anyway. The potential tax-free growth inside a Roth IRA can be especially entici…
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How to Spot Invisible Risk Before You Buy a Business
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Most buyers think the biggest risks in a business acquisition show up in the financials, but the real danger is everything you cannot see on a spreadsheet. In this episode of Acquisition Collective, host Jay Bourgana sits down with operational due diligence expert Mike White to break down how to identify invisible risk before you buy a business. Fr…
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33: How AI Is Reshaping the Market Data Backbone
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In this episode of Financial Markets iNSiGHTS, host Clive Posselt speaks with Philip William, Chief Product Officer at AiMi, about how firms are rethinking this challenge through automation and agentic AI. They explore why manual interpretation still dominates despite decades of trading automation, how trust and auditability shape adoption, and why…
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Your Tax Questions Get Answered with Steven Jarvis
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In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, bu…
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Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign
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Tune in to discover: The Experiment: Learn about the A/B test that compared a webpage with a financial advisor’s photo to one without, and what this revealed about immediate user trust. The Psychology of Trust: We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts y…
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Episode 727 - Love in Leadership: Lessons from Purcell Farms
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Homeownership has been baked into the American Dream for nearly a century. Politicians, parents, and banks all tell you the same thing: “Buy a house as soon as you can. It’s your biggest asset.” But as a real estate guy who actually understands how wealth is created… I’m not convinced it makes sense for everyone—especially early in your career. Let…
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Homeownership has been baked into the American Dream for nearly a century. Politicians, parents, and banks all tell you the same thing: "Buy a house as soon as you can. It's your biggest asset." But as a real estate guy who actually understands how wealth is created… I'm not convinced it makes sense for everyone—especially early in your career. Let…
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What Planning Opportunities and Pitfalls Have Been Created by the One Big Beautiful Bill
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The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy. From expanded SALT …
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Ep114: How Doctors Can Access Fair Loans and Build Successful Practices: Financial Freedom with Doc2Doc CEO Dr. Zwade Marshall - Part 2
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This is Part 2 of our conversation with Dr. Zwade Marshall and the final episode for a while as Dr. Disha begins a new chapter, opening her own Direct Primary Care practice. Dr. Zwade Marshall is an Emory and Harvard trained anesthesiologist, interventional pain specialist, CMO of Regenerative Spine and Pain Specialists, and co-founder and CEO of D…
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Why have young people developed a nihilism around the state pension?
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There is a widespread belief that there will no longer be a state pension in the future, which has emerged among young people. This is one of the beliefs that Young Money blog founder Iona Bain has noticed developing among generation Z and millennials, as she tells FT Adviser editor Simoney Kyriakou. Hosted on Acast. See acast.com/privacy for more …
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Have you thought about your own Will and Estate Planning, dear doctor?
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It is very interesting that as healthcare professionals who deal with illness, disability, and Death everyday of our lives we very commonly are ill prepared ourselves to face these life events, especially when it comes to planning for legal matters. In tis episode, we will dive a bit into the topics of Wills and Estate Planning with an Estate Lawye…
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Where CPAs stand on economic sentiment, what's next for the JofA podcast
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What's the view of finance executives about the U.S. economy and their own businesses? And what's the latest from the IRS on new Trump accounts? Find out more in this quick-hitting episode that summarizes several topics, including the December digital edition of the magazine. What you'll learn from this episode: A summary of CPA decision-makers' se…
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Corporate Finance Explained | The Business of Bankruptcy: How Companies Collapse and Come Back
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FinPod: Corporate Bankruptcy Strategy - Reorganization vs. Liquidation When a major corporation files for bankruptcy, it’s not always the end, it's often a high-stakes financial strategy for survival. In this episode of Corporate Finance Explained on FinPod, we unpack the mechanics of corporate failure, differentiating between total liquidation and…
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YFP 430: Navigating Financial Windfalls: Planning for the Unexpected
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Tim & Tim discuss how to handle a windfall or inheritance with clarity emotionally, financially, and strategically during the biggest wealth transfer in U.S. history. This episode is brought to you by the American Pharmacists Association (APhA). Episode Summary Handling a windfall or inheritance isn't just about the money—it's an emotional, relatio…
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How to Build Your Financial Survival Kit After a Sudden Layoff - E36
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Michael and Brady break down the first 30 days after losing your job, teaching you how to protect your cash flow, navigate health insurance changes, and make smart decisions about benefits, severance, and retirement accounts. You’ll learn what belongs in your financial “survival kit,” how to avoid emotionally driven mistakes, and how to uncover une…
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Jayson Gaddis: Coach, Author, and Founder of The Relationship School
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How to reach your relationship goals. Meet Jayson Gaddis. Jayson is a renowned relationship coach, author, and the founder of The Relationship School, an organization dedicated to teaching people the essential skills for creating and maintaining healthy, fulfilling relationships. With a background in psychology and decades of personal and professio…
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December FM: 2040 outlook, AI visualisation tools, IFRS 18
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The latest episode of the podcast provides an overview of content in the December digital edition of FM. Editor-in-chief Oliver Rowe summarises articles that detail the Rise2040 project and other future-focused topics. The episode closes with an explanation of how members can access the December digital edition as well as the issue library. What yo…
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In this episode, I discuss property predictions for 2026! SQM boom and bust report 2026 discusses what growth to be expected for different cities next year. It was bit suprising to me still expecting strong growth for Adelaide, Perth, Brisbane (surely near the peak?...or not) I also discuss some of the markets I have been purchasing in also. Let me…
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#406 Christian von Koenigsegg: It is impossible to lead by following – therefore I am different.
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Christian von Koenigsegg is unapologetically in the pursuit of greatness. Koenigsegg builds some of the fastest and most expensive cars on Earth, has a cult-like following, and relentlessly seeks out challenges he can innovate on. After building his company for more than 30 years, his love and passion for his craft is still as strong as ever. This …
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Alternatives in the form of private equity, private credit and hedge funds are undergoing as seismic shift in demand here and overseas. To delve into why they are having their moment in the sun, Navigator Global Investments chief investment officer Ross Zachary joins us.
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Episode 241: Scaling with Purpose and Community
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How to Buy Online Businesses That Print Cash Flow
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Most first-time buyers think online businesses are too volatile or too risky but the real danger is not knowing what you’re actually buying. In this episode of Acquisition Collective, host Jay Bourgana sits down with 17-year digital acquisitions veteran Brendan Lawrence to break down how to buy online businesses that truly print cash flow. From sma…
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PD Edge Pod Episode 6: From Actuary to CEO, Carl Hess on his leadership journey at WTW
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The podcast features a conversation with Willis Towers Watson CEO Carl Hess, who discusses his progression from actuary to CEO, emphasizing the importance of analytical skills, communication, and people management in leadership. Carl highlights how technology and AI are transforming the actuarial profession, noting that automation and AI projects a…
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Navigating Recent Changes in the Charity Sector
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In this episode, join Jenny Faulkner, Head of A&A and Compliance talking with Gemma Arnold, Senior Manager in A&A and Compliance and a Charity Sector Specialist as they explore the changing landscape for Charities. This podcasts covers England and Wales, Scotland and Northern Ireland and the different thresholds that apply dependent on jurisdiction…
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CFI Member Spotlight: From Local Accounting to Global Finance with Marlon Marlon's journey is a powerful testament to the value of self-directed learning and global ambition. Initially an accidental accounting major in the Philippines, Marlon transformed his career through strategic skill development, transitioning from specialized roles in cost an…
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JofA branded podcast: Investment management at the intersection of tax and wealth services
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In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.
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#273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners
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Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previ…
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In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same rigor to the moment when a team member exits. Ray shares why offboarding is not about correcting fa…
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Introducing the Student Loan Planner Community
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We've been working on something big behind the scenes, and today I finally get to share it. We launched the SLP Insiders app, a dedicated community built for borrowers who want clarity, connection, and a calm place to ask questions without getting pulled into the noise of social media. Learn why we built it, who it's for, and how it can help you st…
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From Hustle to Harmony: A Money Memoir on Motherhood, Wealth, and Success, With Rianka Dorsainvil
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In this Parenting and Finances Money Memoir, Lauryn Williams sits down with fellow Certified Financial Planner™ and mom of two, Rianka R. Dorsainvil, CFP®, for a real conversation about motherhood, money, and what it costs to build a "village" in today's world. Rianka shares how growing up with limited resources shaped her commitment to building so…
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Finding the right accountant with Claire Gallant and Logan Holman
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This week, Steven is joined by fellow CPAs Claire Gallant and Logan Holman to talk about the value of the "Simple" things in taxes. Claire and Logan are partners in a tax firm focused on what some may consider "simple" returns and share how they are still delivering massive value for the people they serve. The conversation also covers how to help c…
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535: Apartment Buildings Are Having a Holiday Type Sale
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It’s that time of the year again—Black Friday, Cyber Monday. Everyone loves a deal. If you’ve been investing long enough, you know one important fact: there is always something on sale. The problem is the herd never sees it. They’re too busy chasing whatever feels safe because it’s setting new records. And right now? That’s the stock market. That’s…
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535: Apartment Buildings Are Having a Holiday Type Sale
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It's that time of the year again—Black Friday, Cyber Monday. Everyone loves a deal. If you've been investing long enough, you know one important fact: there is always something on sale. The problem is the herd never sees it. They're too busy chasing whatever feels safe because it's setting new records. And right now? That's the stock market. That's…
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Surviving the Holidays: Nutrition You Can Actually Use
31:52
31:52
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31:52
Registered dietitian Gregory LaFortune breaks down real, affordable ways to eat healthier—especially during the holidays. From food deserts to portion control to beating the itis, this episode gives Black men the health game we’ve been missing. Tune in now! Black Men Sundays is ranked #12 of the top 80 Black Wealth Podcasts on https://podcasts.feed…
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An update on Energy Infrastructure, Ep #76
49:29
49:29
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Upthinking Finance™ is now trademarked Is the energy transition really leaving oil and gas behind, or is the story more complicated? In this episode, Emerson sits down with Simon Lack, CFA, Managing Partner at SL Advisors and veteran of more than four decades in investment management, to unpack what is actually happening inside the midstream energy…
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Episode 71: What Truly Protects You in a Crisis?
4:45
4:45
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Every headline tries to tell you what’s coming next, but what if the real power lies in being ready for anything? In this episode, Chanda dives into the single element of your financial life that should stay rock-solid no matter what the world throws at you. Tune in to uncover what every investor needs but rarely builds.…
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What will Budget 2025 mean for advisers and their clients?
23:55
23:55
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In this special Budget edition of the FT Adviser podcast news editor Amy Austin chats to Claire Trott, head of advice at SJP, Andrew Tully, technical services director at Nucleus, Eamonn Prendergast, chartered financial planner at Planatir Financial Planning, and Ian Cook, chartered financial planner at Quilter Cheviot Financial Planning, about the…
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Do you know that many Filipino habits and beliefs unknowingly hold many of us back financially? From “bahala na” thinking to over-reliance on loans and get-rich-quick schemes, we’ll uncover the subtle ways our culture shapes how we handle money. If you’ve ever wondered why hard work alone isn’t enough to build wealth, watch this until the end — it’…
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The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right into that. Between family gifting, charitable giving, donor-advised funds, and changes to deduction rules, this episode walks you through the most practical ways to support the people and causes you c…
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Corporate Finance Explained | How Stock Market Indices Shape Valuations and Strategy
13:16
13:16
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FinPod: The Hidden Power of Stock Indices: S&P 500, Dow, & Corporate Strategy Everyone sees the headlines ("The S&P 500 is up"), but few understand the mechanics behind these indices and how they actively shape the global flow of trillions of dollars. Indices are not just scoreboards; they are the architecture of modern capital flow. In this episod…
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The Budget Breakdown - Episode 10 In-depth Reaction
29:18
29:18
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Mark and Norman discussing the latest UK 2025 Budget. The conversation highlights a chaotic lead-up with leaks and political manoeuvring. Key points include frozen income tax thresholds until 2031, increased taxes on savings, property income and dividends, and changes to ISA limits. Employment measures cover the removal of homeworking tax relief, m…
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