A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
Independent Advisors Podcasts
Geopolitical Economy Report is an independent news outlet that provides original journalism and analysis to understand the changing world.
…
continue reading
Listen to FREE podcast versions of Rebel News livestreams and premium shows, The Ezra Levant Show and The Gunn Show with Sheila Gunn Reid. Like what you hear? Consider becoming a RebelNews+ subscriber at http://RebelNewsPlus.com for access to video versions, premium shows, feature documentaries and exclusive content.
…
continue reading
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
…
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
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
…
continue reading
Dr. Scott Atlas is a world-renowned expert in health care policy and frequent policy advisor to policymakers and government officials. He investigates the role of government and the private sector in health care quality and access, global trends in health care innovation, and the key economic and civil liberty issues related to health policy. Sponsored by the Independent Institute, the show features Dr. Atlas in conversation with high profile, news-making guests around public health policy, ...
…
continue reading
1
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20
300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
…
continue reading
The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions o ...
…
continue reading
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
…
continue reading
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 ...
…
continue reading
Are you an independent consultant who’s ready to grow your business into a predictable revenue stream while working on your own terms? The Grow Your Independent Consulting Business is a podcast that shares the blueprint to make your consulting business goals a reality. Each week, Business Coach, Melisa Liberman, brings you solo insights or informative guest interviews that will help you to accomplish your Independent Consultant Business goals. She shares specific tools, actionable strategies ...
…
continue reading
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
…
continue reading
Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
…
continue reading
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
…
continue reading
Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
…
continue reading
President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
…
continue reading
Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
…
continue reading
A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
…
continue reading
Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
…
continue reading
The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
…
continue reading
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The podcast for people who want financial freedom, without giving up their coffee. That means it's time to make the money world make cents. Join Frances Cook, best-selling author and award-winning journalist, to talk about the proven ways to invest your way to financial independence, buy your first home, or just get your spending under control. Every Monday we have the week's feature interview, with someone who's done something interesting with their money. From paying off a mountain of debt ...
…
continue reading
Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
…
continue reading
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
1
Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
2k3k
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
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
…
continue reading
Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
…
continue reading
Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
…
continue reading
1
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
6257
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
…
continue reading
Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
…
continue reading
Welcome to Risky Benefits, a podcast from FBMC Management, Inc. As your personal advisor on all things benefits, join host Rick Farris, Chief Sales and Marketing Officer, every month while we educate you with all the ins and outs of compensation packages. From topics about insurance to employees and everything in between, you’ll walk away with the knowledge needed to get the most out of healthcare benefits.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
…
continue reading
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
…
continue reading
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 ...
…
continue reading
consultant helping independent financial advisors. we help to grow your assets
…
continue reading
ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...
…
continue reading
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
In today’s world, corporate integrity is not just about compliance—it’s about strategic foresight, resilience, and leadership accountability. This podcast is designed for board members, C-suite executives, and decision-makers who navigate governance challenges at the highest levels. Through insightful conversations, deep-dive analyses, and real-world cases, we explore how integrity-driven leadership safeguards organizations, protects reputations, and ensures long-term success. Hosted by Sonj ...
…
continue reading
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
…
continue reading
The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
…
continue reading
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
…
continue reading
Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
1
The Independent Advisors Podcast Episode 307: Opposite Day
33:39
33:39
Play later
Play later
Lists
Like
Liked
33:39
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once …
…
continue reading
1
3179: Financial Locker Room Talk by ESI Money on How to Find A Financial Advisor
12:08
12:08
Play later
Play later
Lists
Like
Liked
12:08
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 3179: ESI reveals the unsettling truth behind many so-called financial advisors, showing how little expertise some bring to the table, and how much it could cost you. With real-world locker roo…
…
continue reading
1
Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
As advisory firms grow, so does the complexity of compliance—and Leila Shaver has built a business dedicated to helping them scale without costly missteps. She provides strategic guidance that keeps firms aligned with regulatory expectations as their teams, client bases, and responsibilities expand. Leila is the founder of My RIA Lawyer, a Georgia-…
…
continue reading
1
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
37:04
37:04
Play later
Play later
Lists
Like
Liked
37:04
With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…
…
continue reading
1
US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You
45:29
45:29
Play later
Play later
Lists
Like
Liked
45:29
Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Mat…
…
continue reading
1
EZRA LEVANT | Trump's 'Big Beautiful Bill' passes, declares war on illegal immigration
40:18
40:18
Play later
Play later
Lists
Like
Liked
40:18
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
1
REBEL ROUNDUP | Bomb threats ground planes, New Alberta police force, Vax injury program fails Cdns
1:08:21
1:08:21
Play later
Play later
Lists
Like
Liked
1:08:21
Today, we're looking at bomb threats made to multiple Canadian airports which briefly grounded flights at airports across Canada. Plus, Premier Smith officially announced a new Alberta police force. And finally, the Vaccine Injury Support Program is failing Canadians. Support Rebel News PodcastBy Rebel News
…
continue reading
1
The Current State of Credit in this Economy - Episode 132 (Classic Episode)
23:51
23:51
Play later
Play later
Lists
Like
Liked
23:51
Send us a text In this classic episode, I’m talking with credit expert Shante Nicole about what’s really going on with credit right now and why your score might drop even if you’ve done nothing wrong. We break down how lenders are reacting to the economy, what credit card companies are doing behind the scenes, and what you can do to protect your cr…
…
continue reading
1
The $540K Tax Time Bomb: Unveiling the Hidden Costs of Traditional Retirement Accounts
13:11
13:11
Play later
Play later
Lists
Like
Liked
13:11
Two retirees, same lifestyle—but one pays $540,000 MORE in taxes. Here’s how WATCH LAST WEEK'S EPISODE PART 1 HERE: https://youtu.be/UEjVSBxpeZg Why do two retirees with similar lifestyles end up with vastly different tax bills in retirement? In this eye-opening episode, Brian Muller, founder of Momentous Wealth Advisors, reveals the shocking 25-ye…
…
continue reading
1
3199: 7 Steps To Your Financial Independence Day by Tania Brown with Financial Finesse on Building Wealth
10:04
10:04
Play later
Play later
Lists
Like
Liked
10:04
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 3199: Tania Brown lays out a practical, empowering path to financial freedom through seven foundational steps, from building a strong emergency fund to establishing an estate plan. Her guidance…
…
continue reading
Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contribution limits, and what the pros and cons of using an HSA are. We also answer a question about the thrift savings plan and what to do with your retirement accounts when transitioning into active duty i…
…
continue reading
1
225. The Future of External Talent: What Enterprise Buyers Want Now with Brian Hoffmeyer
41:18
41:18
Play later
Play later
Lists
Like
Liked
41:18
What are enterprise buyers really looking for in 2025 when they bring in external talent? This week, Melisa is joined by industry veteran Brian Hoffmeyer (known as “Hoff”), who returns to the podcast to share invaluable, behind-the-scenes insights from his vantage point at Beeline, the world’s largest independent vendor management system. Whether y…
…
continue reading
1
The Hidden Risks of Passive Investing’s Market Dominance
44:32
44:32
Play later
Play later
Lists
Like
Liked
44:32
As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflar…
…
continue reading
1
SHEILA GUNN REID | Canada Day Mailbag—Separatists, Scammers, and Shot Mandates
24:37
24:37
Play later
Play later
Lists
Like
Liked
24:37
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
1
EZRA LEVANT | Trump's mass deportation agenda comes to fruition—Canada, take note!
46:17
46:17
Play later
Play later
Lists
Like
Liked
46:17
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
The week began with IFS’s acquisition of TheLoops, a cutting-edge innovator in autonomous AI agent technology. In other news, Deltek announced new AI-driven capabilities within GovWin IQ that represent the beginning of a bold, multi-phase initiative to redefine how government contractors identify, bid on, and win new opportunities. Finally, to end …
…
continue reading
In Episode 204, Fred Saide discusses the true meaning of financial independence, emphasizing that it is not solely about wealth but about the freedom to live life on one's own terms. He explores the importance of passive income, financial literacy, and the personalized approach to financial planning. The conversation also touches on common misconce…
…
continue reading
1
One in three NZers 'accidentally' bought a house? Here's how
18:16
18:16
Play later
Play later
Lists
Like
Liked
18:16
Welcome to Ask the Experts, where each week we talk to industry insiders to get the inside word on what’s happening in the market, and what that means for the tactics that you should use to make the most of your money. Here’s a wild stat to kick things off: almost one in three New Zealanders have accidentally bought a house. Not just wealthy invest…
…
continue reading
1
95: How to Build and Defend Your Credit Like a Pro
29:04
29:04
Play later
Play later
Lists
Like
Liked
29:04
Think your credit score is just a number? Think again. In this episode, Jess and Brandon break down the five key components of your FICO score—and why they matter more than you think. Learn how to: Boost your score with smart, strategic moves (not guesswork) Avoid the myths that hurt more than help Protect yourself from identity theft with simple, …
…
continue reading
1
Home Prices Are Being SLASHED (What You Need to Know)
59:56
59:56
Play later
Play later
Lists
Like
Liked
59:56
Home prices are falling in many cities, inventories are rising, but interest rates remain high. We break down what it all means for first-time buyers, why the average age is now 38, and how to decide if now’s the right time for you. Plus, stick around as we answer your financial questions! Jump start your journey with our FREE financial resourc…
…
continue reading
- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading
1
123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)
54:56
54:56
Play later
Play later
Lists
Like
Liked
54:56
What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…
…
continue reading
1
3198: Stocks - Part III: Most People Lose Money In The Market by JL Collins on The Psychology of Money
12:40
12:40
Play later
Play later
Lists
Like
Liked
12:40
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 3198: J.L. Collins reveals the psychological traps that cause most investors to lose money in the stock market, despite its long-term upward trend. From panic selling to the illusion of stock-p…
…
continue reading
1
Annuity Horror Stories Debunked: Shootin' It Straight With Stan
8:36
8:36
Play later
Play later
Lists
Like
Liked
8:36
In this episode, The Annuity Man discussed: Why do agents tell stories? Protecting yourself from bad pitches Don’t listen to these stories The only two important questions Key Takeaways: In sales, managers will often tell their people that stories sell and that they do, so you have to watch out for hypotheticals, testimonials, and anecdotal “eviden…
…
continue reading
1
AVI YEMINI | Bibi's former advisor unpacks Iran's secrets
52:48
52:48
Play later
Play later
Lists
Like
Liked
52:48
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
1
4 Key Questions to Consider Before Allocating Crypto in Your Portfolio
37:37
37:37
Play later
Play later
Lists
Like
Liked
37:37
To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility. Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse…
…
continue reading
1
EZRA LEVANT | Is free speech in the UK reserved solely for the elite?
41:28
41:28
Play later
Play later
Lists
Like
Liked
41:28
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
1
Robert Robbins | Free Speech, Politics, and Taxpayer Funding of America's Colleges | Ep. 51
59:38
59:38
Play later
Play later
Lists
Like
Liked
59:38
Scott welcomes Robert (Bobby) Robbins, President Emeritus of the University of Arizona where he served as president from 2017 to 2024. Prior to University of Arizona, he served as the president and CEO of the Texas Medical Center after being chair of the Department of Cardiothoracic Surgery at Stanford University. They discuss many of the issues fa…
…
continue reading
1
Quick Hit: Is a revolving credit mortgage worth it?
4:17
4:17
Play later
Play later
Lists
Like
Liked
4:17
A highlight clip from the February 3rd episode, “From how I invest, to getting rid of the mortgage fast: A chaotic Ask Me Anything episode”, with Frances Cook Links Follow Frances Cook on Facebook, Instagram and TikTok, or join the Money Memo newsletter for a free weekly money tip in your inbox each week. Hosted on Acast. See acast.com/privacy for …
…
continue reading
1
Osaic talks to GReminders: The Future of AI in Financial Services
23:01
23:01
Play later
Play later
Lists
Like
Liked
23:01
Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge …
…
continue reading
1
Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client …
…
continue reading
1
#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives
57:03
57:03
Play later
Play later
Lists
Like
Liked
57:03
Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses…
…
continue reading
1
Dedollarization: How Iran challenges US dollar dominance and the petrodollar system
24:01
24:01
Play later
Play later
Lists
Like
Liked
24:01
Iran has used its status as a leading oil and gas producer to promote dedollarization, rejecting the US dollar and trading with China, Russia, India, and other BRICS members in their national currencies. Ben Norton explains the Western economic war on Iran, and Tehran's response.VIDEO: https://www.youtube.com/watch?v=_ziGNmvOh6kUS pressures Saudi A…
…
continue reading
1
Set It, Forget it... Regret It? The Target Date Fund Trap
15:40
15:40
Play later
Play later
Lists
Like
Liked
15:40
Think having target date funds is a good idea? Think again. In this episode of the Savvy Investor, Ryan Herbert and Lawrence Kiely break down the hidden risks and misconceptions behind target date funds in your 401(k). From market downturns to fee traps, they reveal why these “set-it-and-forget-it” investments may not be the safe bet you think they…
…
continue reading
1
3197: Is There A Reason You’re Checking Your Investments Several Times A Day by Gordon Stein of Cash Flow Cookbook
12:15
12:15
Play later
Play later
Lists
Like
Liked
12:15
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 3197: Gordon Stein explores how frequently checking your investments can sabotage long-term gains by feeding into emotional decision-making. With compelling analogies and practical advice, he h…
…
continue reading
1
Emily Davis - Risky Benefits Podcast S5E11
40:19
40:19
Play later
Play later
Lists
Like
Liked
40:19
In this episode of Risky Benefits, we welcomes Emily Davis, Vice President of Partnerships and Sales at First Stop Health, to discuss strategies for creating a company culture to be proud of. Emily shares insights from her 20 years of experience in the benefits industry, highlighting the significance of direct virtual care, healthcare innovation, a…
…
continue reading
1
EZRA LEVANT | No, America doesn't fight wars for Israel—and it never has
33:28
33:28
Play later
Play later
Lists
Like
Liked
33:28
The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…
…
continue reading
1
Are Trump Accounts the Best College Savings Option for Families?
46:39
46:39
Play later
Play later
Lists
Like
Liked
46:39
Trump Accounts, proposed in the "One Big Beautiful Bill", would provide every eligible newborn with a $1,000 government-funded, stock index-tracking investment account but experts note that 529 plans offer greater flexibility and more favorable tax treatment for college savings. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Market Wrap…
…
continue reading
1
The Investor's Triangle: Balancing Growth, Liquidity, and Safety
5:08
5:08
Play later
Play later
Lists
Like
Liked
5:08
In this episode, host Trevor Lawson introduces "The Investor's Triangle," a framework for understanding different investment products. He explains that investments can offer two of three key benefits: liquidity, growth, and safety, but never all three simultaneously. Trevor illustrates this concept with examples like stocks, which provide growth an…
…
continue reading
1
Financial Advisors React To WILD Money Advice On YouTube
17:59
17:59
Play later
Play later
Lists
Like
Liked
17:59
We’re reacting to the internet’s worst financial advice - from flipping mobile homes to buying luxury cars you can’t afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. Jum…
…
continue reading
1
3196: The One Question Successful Investors Always Ask Themselves by Chris Reining on Optimizing Portfolios
10:32
10:32
Play later
Play later
Lists
Like
Liked
10:32
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 3196: Chris Reining explores how behavioral biases like the endowment effect and loss aversion distort investment decisions, often leading us to cling to poor choices out of fear or attachment.…
…
continue reading
1
MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially
22:56
22:56
Play later
Play later
Lists
Like
Liked
22:56
Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones including paying off his student loans and becoming a millionaire. This doc also had a big health scare that landed him in the ICU for a week with a 6 week recovery after he got out of the hospital. He…
…
continue reading
Welcome to Making Cents, the podcast for people who want financial freedom without giving up their coffee. I’m Frances Cook, an independent financial journalist and fellow financial freedom seeker who makes money simple for you. Has the world gone mad, and is that why gold prices are hitting record highs? With inflation, war, and market instability…
…
continue reading
1
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
1:02:36
1:02:36
Play later
Play later
Lists
Like
Liked
1:02:36
In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the wa…
…
continue reading
1
3195: A Simple Abundance Mini-Challenge by Steve Pavlina on Overcoming A Scarcity Mindset
10:15
10:15
Play later
Play later
Lists
Like
Liked
10:15
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 3195: Steve Pavlina offers a powerful mindset shift with a small but meaningful challenge: spend a little money on something you genuinely desire but usually deny yourself. This intentional act…
…
continue reading
1
3194: Why You Can't Eat Healthier by Leo Babauta of Zen Habits on Mindful Awareness and Self-Judgement
10:09
10:09
Play later
Play later
Lists
Like
Liked
10:09
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 3194: Leo Babauta explores the emotional roots of overeating and reveals how mindful awareness can transform compulsive eating into a more conscious, peaceful relationship with food. By identif…
…
continue reading
1
3193: How Professional Development Benefits Your Finances by Jessica Strull on Financial Wellbeing
10:18
10:18
Play later
Play later
Lists
Like
Liked
10:18
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 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…
…
continue reading
1
Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises
46:26
46:26
Play later
Play later
Lists
Like
Liked
46:26
U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL…
…
continue reading
