Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Long Term Planning Podcasts
Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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A podcast dedicated to helping those who are helping our elders.
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The Retirement Blueprint Radio Hour
Tim Lofton - Host of The Retirement Blueprint Hour Radio Show
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The Retirement Blueprint Radio Hour is dedicated to helping those approaching or already in retirement, Retire and Stay Retired. Tim Lofton is the creator of The Retirement Blueprint. For over 30 years he has been helping individuals just like you, navigate the ever changing world of retiring with a proven process and written plan. The Retirement Blueprint is a process that helps develop a plan for the 'Five Cornerstones' of retirement planning: Income Plan, Investment Plan, Tax Plan, Estate ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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How getting your dream job right now can help you down the road to building your dream business!
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We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
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Moving On Mama: Long-Term Care Planning is about helping mature women, particularly those tail-end baby boomers aka Generation Jones women, plan for long-term care with a myriad of options that include self-funding, traditional long-term care insurance, hybrid life insurance with long-term care rider, hybrid long-term care annuities, health savings accounts (HSA's), trusts, and more. This show will encourage younger baby boomer women to overcome the fear and procrastination common with long- ...
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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Introducing Carefullist, The Podcast! We cover everything caregiving, featuring interviews with current and former caregivers, professional and baptism by fire. Caregiving can be lonely, but you're not alone. We're here for you.
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Follow the 3 Simple Steps to financial peace. Discover what you need to banish money anxiety, defeat debt, and eliminate financial fights from your life forever.
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Building to Last is the podcast that gets real about what it takes to do things properly in construction, renovation, and design. Hosted by Andy Steadman, each episode dives into honest, no-fluff conversations with tradespeople, clients, architects, designers, and suppliers and other people who live and breathe this industry. Whether you're planning a home extension, running a building company, or just curious about how great spaces get made, you'll hear real experiences, lessons learned, an ...
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A community of believers that are diligently studying God’s Word and looking forward to that glorious appearing of our Lord, Yeshua (Jesus). Teachings, prayer, unique perspectives on end times events.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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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.
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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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Most businesses want to grow, for some, it’s an accidental outcome, for others, it’s very much a strategic, methodical process and part of a long-term plan. In the grow north podcast, we’re going to be bringing you stories of how some of the worlds greatest minds and companies approach growth, both personally and as a business.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Life in the Markets with Life Financial Group exists to educate and equip Christian stewards with financial literacy, empowering them to make wise, biblically grounded decisions.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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HCG Chica
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Back After Burnout is the practical, upbeat companion for career professionals navigating the messy middle between “doctor’s orders—take a break” and “welcome back, you’re fit to work.” If you’re on stress leave or are quietly planning your return to work after an extended absence, this show is for you. Host Karina Schneider—HR strategist, certified coach, and mental health first aid instructor—blends lived experience with science-backed frameworks so you don’t have to choose between your me ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
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As a Financial Professional we offer the following services…. * Estate Planning * Debt & Tax Relief * Home, Car, Pet and Umbrella * College Savings Fund * Will Prep * Keyman Executive Plan * Long Term Care * Personal Pension Plan * Tax Free Retirement Account * Legacy Planning 📆. Book time on my calendar to discuss further at calendly.com/smithconsultings Contact 📞☎️📱📧👩💻 [email protected] 732-820-9710 👩🏫📖 Go grab a copy of Life Insurance with Living Benefits 101 & Estate Planning G ...
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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 ...
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Welcome to "Planning with Purpose: The Caregiver's Blueprint" with Raymond Lavine, the podcast where we explore the world of long-term care benefits and financial planning with the seasoned professional himself, Raymond Lavine. Raymond Lavine is not your typical financial expert; he's the driving force behind Lavine LTC Benefits, a company dedicated to helping you secure your future. With a wealth of experience in insurance, finance, and long-term care benefits, Raymond's commitment to your ...
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Helping parents and families address pressing issues impacting their child socially, emotionally, behaviorally, and academically in school and at home one therapist at a time. Meet a new therapist every week you can connect with.
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Welcome to Ctrl+Alt+Marketing, the podcast that spills the tea on building a successful marketing career. 🍵 Join host Mita Mandawker as she chats with seasoned marketers who share real career stories, wins, fails, and the unfiltered advice they wish they'd had. Newbie or experienced, if you're looking to level up your marketing career and stay ahead of the curve, this podcast is packed with no-BS career advice and actionable insights. Because with the right insights and inspiration, you can ...
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Business development chose you. You didn’t plan for this—but here you are. One day, you’re leading a company, building a product, running a team—and suddenly, growth is your responsibility. Driving revenue. Building relationships. Opening doors. But no one ever taught you how to do it. No playbook. No roadmap. No training. Until now. Welcome to The Business Development Podcast—hosted by Kelly Kennedy, award-winning business development expert, executive coach, founder of Capital Business Dev ...
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10 questions.10 minutes. Our subject matter experts offer their perspective on key topics impacting power management technology through a lighting round of question and answer.
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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Wealth Education for Canadian Immigrants is your go-to podcast for practical money tips, financial literacy, financial guidance, and inspiring stories tailored to the immigrant experience in Canada. Whether you’re new to the country or settling in, join us as we build confidence around money and help you create a path to long-term wealth and stability.
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Welcome to The Financially Healthy Business Podcast with Deb Halliday—Profit First Professional, founder of the award-winning accountancy practice The Accounts Ladies, and author of How to Build a Financially Healthy Business. This show is for business owners who are ready to stop winging it with their finances and start building a business that genuinely supports the life they want to live. Each episode follows a chapter of Deb’s book, guiding you through the step-by-step journey from finan ...
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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Are you a senior citizen? Or perhaps you have a parent, relative, close friend or neighbor who is one. If so, then you won’t want to miss this important and informative podcast. Learn about elder law, a relatively new area of law, that encompasses the legal issues that acutely affect seniors and their families. Yale Hauptman, an elder law attorney, discusses the various problems and issues of aging in America today and interviews guests from other elder care fields.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Who Takes Care of You When You Can't? Long-Term Care Planning with Scott Barnes, CFP®, CLTC®, Ep. 147
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Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how …
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Podcast Playbook (Part 4): How to Lock in Your Schedule, Format, and 50-Episode Plan for Long-Term Success
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In Episode 255 of The Business Development Podcast, we bring you Part 4 of the Podcast Playbook series, diving deep into the strategy behind building a podcast that lasts. This episode is all about locking in your release schedule, choosing a format that fits your energy and goals, and creating a 50-episode content plan that keeps you consistent an…
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Financial and Long-Term Planning for Millennials
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Justin Lee Pierce from Everstead Capital remembers when his mom had caregiving responsibilities for his grandma. In fact, that inspired him to move into healthcare before landing on financial planning about ten years ago. This conversation covers a wide range of topics from long-term care insurance to different forms of life insurance policies and …
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July 14, 2025 - Volatility, Tariffs, and Record Highs: Focus on the Long Term Plan
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In this week’s episode of Life in the Markets, Steve Virkler and Stephen Rohrer break down the latest market movements, including a historic recovery followed by ongoing volatility. They unpack the impact of new tariff threats, review key parts of the “Big Beautiful Bill,” and discuss how current policies are incentivizing work and supporting small…
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When Smart Financial Planning Backfires - ChooseFI Companion Episode - E111
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Today’s episode is a special bonus episode, a companion to Jesse’s discussion on episode 555 of ChooseFI! Jesse examines the risks of over-optimization in personal finance, concentrating on tax-loss harvesting, asset allocation, Roth conversions, and dividend investing. He explains how each strategy can offer value when used thoughtfully, but warns…
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Ep 19. Career wisdom from content marketing leader: managing founder expectations, scaling from IC to team lead, and why planning short-term wins long-term | Disha Parekh (Head of Content, PriceLabs)
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Most content marketers get stuck doing the same thing for years. Disha Parekh took a different approach over her 15-year career. Starting at a publishing house, she worked at agencies, then moved to the brand side, strategically moving industries - from travel tech to HR tech to B2B SaaS - while climbing the content marketing ladder.She has followe…
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Episode 331: WWIII & God's Long-Term Plan with Israel
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Join us for a continued discussion on the hope and freedom we have in Jesus. We will also have a roundtable discussion on the Bible, world events that may pertain to bible prophecy and the glorious appearing of our Lord and Savior, Yeshua (Jesus) the Messiah. And to wait for his Son from heaven, whom he raised from the dead, even Jesus, which deliv…
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Why Is the U.S. Dollar Declining—and What Does It Mean for Investors? (EP.213)
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Sign up here to receive Peter’s quarterly market webinar. ----- In this episode, we explore one of 2025’s most surprising financial trends: the significant decline of the U.S. dollar and the remarkable outperformance of international equities. Join host Peter Lazaroff as he breaks down exactly why the dollar weakened, how currency fluctuations dire…
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Episode 335: Overcoming our Sins through Jesus
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Join us for a continued discussion on the hope and freedom we have in Jesus. We will also have a roundtable discussion on the Bible, world events that may pertain to bible prophecy and the glorious appearing of our Lord and Savior, Yeshua (Jesus) the Messiah. And to wait for his Son from heaven, whom he raised from the dead, even Jesus, which deliv…
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Trust Planning 101: What are Trusts, Who Needs Them, and Why?
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What exactly is a trust, and do you really need one? Attorneys Haley Matson and Jane Dearwester tackle these questions head-on in our latest episode, breaking down complex legal concepts into practical, actionable information. Think of a trust as a private container for your assets with specific instructions attached. Unlike the common misconceptio…
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#705: What happens to your KPIs when both CLV and Customer Acquisition Costs rise? With Jamie Domenici, Klaviyo
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Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only ni…
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Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a China bump - The big banks kick off earnings season (and tell us about the economy) - Is “Crypto Week” a thing? - Bold predictions on which company will surprise…
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From Lobo Tiggre to Nomi Prins and Rudi Fronk: Experts Weigh In On Copper Tariff
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Copper is at the center of a historic supply crunch, and President Trump’s surprise 50% tariff just sent shockwaves through global markets. In this exclusive compilation from our Rick Rule Natural Resources Symposium 2025 interviews (more coming soon!), top investors, analysts, and mining executives reveal why copper is entering a long-term bull ma…
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Why You Need to Prepare for Your Return to Work
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The transition from a period of burnout to a successful return to work is not merely a matter of resuming one’s previous role; it is a nuanced process that requires careful navigation and support. Throughout the discussion, Karina talks about the various emotional responses that individuals may encounter as they reintegrate into their workplaces, i…
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How to Transfer Stuff to Your Heirs When You Die
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In this episode, attorney Bill Miller discusses the critical aspects of estate planning and elder law, focusing on the various methods of transferring assets to heirs upon death. He shares a poignant story about Brenda and her stepfather Robert, illustrating the importance of having a proper estate plan in place. The conversation covers joint owner…
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Can Toast Thrive in the Restaurant Renaissance?
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Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surprisingly good data from the Restaurant Performance Index. - The metrics that matter when investing in the restaurant sector. - And a Fool’s duel over the future of Toast! Tickers: Companies discussed: CMG…
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E.B. Tucker: Capitalism Is Over. This Is the New System (and How to Beat It)
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Is capitalism over? In this explosive interview with James Connor, investor and author E.B. Tucker argues we’re no longer living in a market-driven world—we’re living in a rigged, financialized system that can never be allowed to fail. E.B. breaks down what this means for your investments, your mindset, and your future. From the illusion of recessi…
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From Starter to Forever Home: How to Navigate Each Phase of Homeownership
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In this episode of Your Money Your Mission, host Kelly Mould and VP of Mortgage Services, Loren Fellows, offer essential tips for navigating the different phases of homeownership. From first-time buyers, those considering a second home or planning to age in place, the discussion covers key financial and lifestyle considerations and actionable advic…
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Allison Westrup Pianka, Co-Founder & CEO of My Path 🧩 Speaks About Her Grief and Loss
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Allison Westrup Pianka, Co-Founder and CEO of My Path, mother to a beautiful daughter diagnosed with ASD and ADHD, speaks openly about her grief and loss for the future she had planned for herself and her family. Allison's honesty and how she has moved forward on a new path is a conversation of loss and then hope parents of children with a disabili…
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#704: Delivering personalization at scale with Yaniv Navot, Mastercard
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With all the data at our fingertips, why do so many companies still struggle to deliver truly personalized experiences at scale? Agility requires being able to cut through the noise of data and culture shifts to deliver experiences that truly resonate with each individual. Today we’re going to talk about personalization maturity, the role of machin…
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Data Scientist Hilary Mason on AI and the Future of Fiction
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A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game. - Whether Napster is a fair comparison. - What the future of storytelling could look like. Host: Rich Lumelleau Guests: Hilary M…
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When is Safe Money Retirement NOT a good fit for a potential client
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In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we a good fit? Is your current advisor a retirement expert? Do you need a retirement expert? Isn't it time to get answers to the tough retirement question…
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Where Hustle Meets Heart with Kapil Kalra
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In Episode 254 of The Business Development Podcast, we sit down with Kapil Kalra, the passionate force behind Naturemary and a powerhouse in the world of natural wellness. Kapil opens up about his early days working in his family’s grocery store in Dartmouth, Nova Scotia, and how those humble beginnings shaped his unshakable work ethic. From sellin…
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Ultimate Retirement: Achieving True Financial Independence
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In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to live life on one's own terms. The conversation explores practical steps to achieve financial independence, the importance of passive inco…
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Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics: - Investments to Avoid - Motley Fool Approach to Investing - Market Valuations - Paying for Investment Advice - Two Big Questions To watch Tom's message to all members, check out fool.com/mes…
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Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Sc…
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Hot Markets Call for a Cool-Headed Approach | Rise UP!
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This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner…
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In Episode 205 of Money Matters USA, Fred Saide discusses the critical differences between saving and investing, emphasizing the importance of both in retirement planning. He explains when to prioritize saving over investing, the role of cryptocurrencies, and how to assess risk in investment strategies. The conversation also highlights the signific…
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Putting retirement in jeopardy...divorce after 50
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In this episode, Grant and Bill discuss putting retirement in jeopardy, annuity sales are booming, and what are the retirement worries of multi-millionaires?By Grant Dorhout
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Kevin Brucher discusses the critical balance between saving and investing for retirement.
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Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how …
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#703: How AI and Deep Learning is affecting advertising with Jaysen Gillespie, RTB House
28:36
28:36
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28:36
Are we on the brink of advertising becoming too smart for its own good, or is Deep Learning finally getting us closer to what customers actually want? Agility requires us to constantly evaluate how technology like AI reshapes the relationships between brands and consumers—sometimes for better, sometimes for far more complex. The advertising landsca…
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Taiwan Semi’s $100 billion plan and housing is hot!
22:06
22:06
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22:06
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: - Taiwan Semiconductor’s most recent earnings report - The torrid pace of AI spending - Lower mortgage rates are taking the cork off existing home sales …
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We will spend some time investing in gold
53:49
53:49
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53:49
Im this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.By Grant Dorhout
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Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
49:38
49:38
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49:38
In this eye-opening and insightful discussion, Chris Perkins, Managing Partner and President of CoinFund and macro thinker and founder of Visserlabs, Jordi Visser, explore the profound impacts of AI and crypto on the future of the global economy and investment landscape. Jordi argues we will soon see a significant societal and financial shift: that…
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1
Dr. Doom: We’re In For An Epic Economic Collapse Where Not Even The Wealthy Are Safe
46:40
46:40
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46:40
In this stark and sometimes disturbing discussion, Jimmy Connor speaks with “Dr. Doom” Marc Faber, who offers his brutally honest assessment of the global and U.S. economies, asserting that while financial markets may be at all-time highs, the real economy is struggling, particularly for the middle and lower classes. He says the severe wealth inequ…
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Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered
40:16
40:16
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40:16
In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning. • Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. • Explore the proc…
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Discover why "more" isn’t always better, and what you actually need to retire securely. Robert Gilliland and Karen Heider expose the 3 biggest retirement misconceptions that cause smart savers to delay retirement unnecessarily. You'll also learn 5 practical strategies to break free from fear-based benchmarks and retire with real confidence. 🧭Downlo…
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Creating a Business that Serves You: Principles of Healthy Growth
5:33
5:33
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In this episode, we take a closer look at a topic that’s often celebrated but rarely questioned—business growth. But is all growth good growth? I’m Deb, a Profit First Professional, and today I explore the vital difference between healthy growth that supports your lifestyle and goals—and unhealthy growth that drains your resources, your time, and y…
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#702: What it takes to keep customers loyal with Anna Convery, Verint
30:52
30:52
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30:52
Does your brand deliver answers faster than your customer can send a text message? Agility in CX is about answering customers before they finish the thought. If you can’t evolve at that pace, you’re already behind. Today we’re going to talk about what Verint’s brand‑new 2025 State of Customer Experience report tells us about loyalty, automation, an…
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Starbucks' China Challenge and Decoding Meta's AI Push
20:38
20:38
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Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewear. - What should be on investors' radar this coming earnings season. T…
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Do I Really Need a Trust? Weighing the Pros and Cons
18:06
18:06
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Episode Summary: In this episode of Estate Blueprint, host Kevin Rosenquist and estate planning attorney Tom Begley discuss the pros and cons of living trusts. They explore common misconceptions, when trusts are necessary, and how to determine if you really need one. Tom provides valuable insights on different types of trusts and common mistakes pe…
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Values, Not Just Profits: Rethinking ESG with Pete Krull, Ep. 146
29:04
29:04
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29:04
In this episode, Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing’ might be the most honest thing happening in finance right now. Whether yo…
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2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities (EP.212)
8:25
8:25
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Access my recorded quarterly webinar by signing up for my newsletter. Get an inside look at what’s shaping my thinking, plus see what I’ve been reading about investing and financial planning. ----- In this midyear update, Peter reviews the key trends shaping markets, politics, and the global economy in 2025. He covers market volatility sparked by t…
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