Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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Risk Advisory Podcasts
In 2003, at the request of long time clients, Kip Herriage officially launched an investment newsletter, the Vertical Research Advisory (VRA), which he has Published and Edited for the past fifteen years showing my valued Subscribers EXACTLY how to demolish the stock market year in and year out.
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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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I am your host, Alec Crawford, Founder and CEO of Artificial Intelligence Risk, Inc. and this is AI Risk-Reward, a podcast about balancing the risk and reward of using AI personally, professionally, and as a large organization! We will discuss hot topics such as, will AI take my job or make it better? When I ask Chat-GPT work questions, is that even safe? From an ethical perspective, is it enough for big companies to anonymize private data before using it? (Probably not.) I am discussing the ...
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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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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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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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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The latest medical news, analysis and reporting. (Updated periodically) PBS News is supported by - https://www.pbs.org/newshour/about/funders
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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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Transformative leadership isn't taught - it's unleashed. Like mastering an art, it requires courage to disrupt the norm. Rockstar Advisory brings you: The Disruptive Jam! By day, Rockstar guides leaders beyond conventional tactics to lead groundbreaking transformation. Through strategic collaboration, Rockstar helps clients increase ROI and drive sustainable growth, reduce enterprise risk for smarter, resilient decision-making and accelerate decision velocity to stay ahead of the competition ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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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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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
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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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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you’re in, the basics of great leadership are universal. In this podcast, we’re bringing you the voices of leaders who put these attributes into action.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to the Tactical Cyber Podcast, where we transform strategic cyber insights into actionable tactics for everyday implementation. Join your hosts, retired FBI Supervisory Special Agent Darren Mott, and Risk Advisory Practice Leader at Warren Averett, Paul Perry. Together, they bring decades of experience from the front lines of cybersecurity and risk management to help business owners and individuals take the actions that will keep their business and personal digital data safe. Each ep ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what’s happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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Strategies to improve business performance.
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This is the Roots to Risk podcast hosted by Eric Schneider alongside Isaac Bock. Roots to Risk brings you insights, the latest stories, and long-form discussions about the cannabis industry. You’ll hear interviews with industry leaders and their perspective on current and future trends, how they’ve built success and what challenges they have faced.
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Thoughts on the Finance of International Trade
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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Richard Tubb has been a leader and keynote speaker in the MSP community for the last two decades. At the helm of media company and MSP advisory business Tubblog, Richard loves to showcase tech companies disrupting the industry, as well as shining a light on new tools you might not be aware of. His long-running and successful interview-style show, TubbTalk, features fireside style chats with the CEOs and CTOs of these businesses, to dig deep into how they got started in the industry, what ins ...
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Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with female investors looking to leverage inclusion and impact without compromising growth of investments. About Wallet Max: Wallet Max expands fundraising for growth-stage startups in sustainability and climate fintech sectors, and connects them with an inclusive community. About Bhuva Shakti: Bhuva Shakti (she/her) is the visionary founder and CEO driving sustainable innovation at Wallet Max, a global community of execut ...
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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Join us for an in-depth exploration of InfoGov.com, the pioneering firm redefining Information Governance for businesses of all sizes. In this episode, we break down how InfoGov.com empowers Independent Professionals and InfoAdvisors™ to help organizations manage their data, protect sensitive information, and navigate the evolving landscape of security, privacy, compliance, and risk. From boutique revenue-sharing models to agnostic advisory services, we’ll discuss what sets InfoGov.com apart ...
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VRA Investing Podcast: Markets Rally Despite Tariff Talk, Boeing Woes, and Geopolitical Risks - Kip Herriage - June 12, 2025
12:20
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12:20In today’s episode, Kip breaks down a rollercoaster day in the markets, marked by pre-market jitters fueled by fresh Trump tariff threats, more pressure on China, tragic headlines with a Boeing Dreamliner crash, and escalating geopolitical tensions between Israel and Iran. Despite this wall of worry, Kip highlights the market’s impressive resilienc…
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From NASA to Creating Your AI Financial Advisor: Alex Harmsen's Journey in AI and Financial Advisory
53:36
53:36
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53:36In the AI Risk Reward podcast, our host, Alec Crawford (@alec06830), Founder and CEO of Artificial Intelligence Risk, Inc. aicrisk.com interviews guests about balancing the risk and reward of Artificial Intelligence for you, your business, and society as a whole. Podcast production and sound engineering by Troutman Street Audio. You can find them o…
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Retired But Not Done: Fun, Flexible Ways to Earn and Stay Engaged
12:07
12:07
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12:07Retirement isn’t a full stop- it’s a new chapter! For many, it’s not about doing nothing; it’s about doing something different. Whether it’s boredom after the first six months, the desire to stay active, or a financial nudge to earn a little extra, more retirees are choosing to “unretire” with purpose. In this episode, Trent and Brandon share creat…
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Getting To Know Us: Food You Used to Hate
13:58
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13:58In this Getting To Know Us segment, Tad and Tyler dive fork-first into a very important topic: foods we used to hate... but now love. We take a break to dish on olives, zebra cakes, goat cheese, and questionable Parisian meals. Spoiler: someone may have fake-declared a food allergy just to survive a five-course dinner in the Eiffel Tower. No judgme…
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Building a firm doesn’t always follow a straight line—and sometimes that’s the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivo…
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VRA Investing Podcast: How To Be Positioned in J Powell's World of "Uncertainty" - Tyler Herriage - June 18, 2025
32:03
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32:03In today's episode, Tyler breaks down a whirlwind of market-moving headlines and the stock market's reaction to them. From Trump's bold pre-FOMC remarks to J Powell's press conference, Tyler covers it all. Plus, we will break down today's industry-defining moment for Digital Assets with the passing of the GENIUS ACT. Tune into today's podcast to le…
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Episode 241: Is the Growing Role Of Commercial Entities in Space a Security Threat with Almudena Azcárate Ortega
32:33
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32:33This week on The International Risk Podcast, Dominic Bowen is joined by Almudena Azcárate Ortega to explore the rising role of commercial entities like Starlink in space security. As civilian technologies are repurposed for military use, from Ukraine’s conflict to dual-use debris removal systems, Almudena highlights the risks of militarization, geo…
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U.S. states agree to multi-billion dollar settlement with Purdue Pharma over opioid crisis
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5:59A historic and national $7.4 billion dollar settlement has been reached with Purdue Pharma, the maker of the opioid OxyContin that spurred a major start of the opioid epidemic. A prior settlement had been struck down by the Supreme Court. NPR'S national addiction correspondent, Brian Mann, joins Lisa Desjardins with more. PBS News is supported by -…
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Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some client portfolio nightmares, and how they came to pass. Also on MoneyTalk, how to simplify your retirement tax situation. Host: Donna Sowa Allard, CFP®, AIF®; Ai…
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Advice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)
42:57
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42:57Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors? In this LIVE "Advice Line" episode, financial adv…
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DIY Money Jr - How to Get Started in Investing
12:49
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12:49Logan and Allie answer a junior question about getting started with investing and how much to invest.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Social Security: Understanding the Numbers and What Happens When One of You Passes?
22:37
22:37
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22:37Brian Skrobonja breaks down two retirement curveballs that most people don’t see coming until it’s too late. He covers how your Social Security decisions can make or break your retirement, and what really happens to your income when your spouse passes away. From the math behind claiming early versus waiting, to the hidden tax traps that arise when …
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Episode 11: How to retire "happy" with guest Tom Hegna
28:10
28:10
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28:10Retirement Planning Insights with guest Tom Hegna, CLU, ChFC, CASL: The Myths, Risks, and Solutions and How to Retire "Happy" In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox welcome special guest Tom Hegna, a bestselling author and host of CNBC’s “Financial Freedom with Tom Hegna.” Tom discusses common misconc…
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President Eisenhower famously said âWhat is important is seldom urgent, and what is urgent is seldom important, highlighting the difference between tasks that demand immediate attention, and those that contribute to long term goals. Nathan discusses how this principle applies to our retirement goals, and how a disciplined approach to planning can h…
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#150. Wealth Manager shares his secret FIRE recipe
1:05:07
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1:05:07The math behind how quickly savings and investments can achieve financial independence. Trishul re-creates the spreadsheet he used to calculate his pursuit of FIRE twenty years ago. He begins with simple time value of money calculations and walks through how increasing savings rates and different investment returns dramatically impact your path to …
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Dave Sobel: AI for the Right Business Outcome vs. Hype
32:58
32:58
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32:58In the AI Risk Reward podcast, our host, Alec Crawford (@alec06830), Founder and CEO of Artificial Intelligence Risk, Inc. aicrisk.com interviews guests about balancing the risk and reward of Artificial Intelligence for you, your business, and society as a whole. Podcast production and sound engineering by Troutman Street Audio. You can find them o…
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VRA Investing Podcast: Why Semiconductors Lead the Bull Market Rally - Kip Herriage - June 16, 2025
15:06
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15:06In today’s episode, Kip breaks down the latest market action following heightened geopolitical tensions between Iran and Israel. Kip explores how historical patterns play out when global conflicts arise, explaining why bullets often create unexpected buying opportunities in the stock market. He highlights the remarkable comeback of major indices af…
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Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication in maintaining a healthy relationship. Also on MoneyTalk, IRS gifting rules, and…
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How to Save Before You are Eligible for Workplace Plans
13:13
13:13
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13:13By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Addressing the Electricity Supply Crisis in Nigeria’s Tertiary Healthcare Institutions with Sustainable and Affordable Renewable Energy Solutions
3:42
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3:42Given the importance of these hospitals, it is apt to explore the use of sustainable and affordable renewable energy solutions that would provide the required electricity for their operations at the least possible cost. By adopting these sustainable energy models, hospitals can reduce electricity costs, lessen dependence on unreliable grid power, a…
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Episode 240: Eroding Nuclear Norms and the Future of Non-Proliferation with Dr. William Potter
46:28
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46:28This week on The International Risk Podcast, Dominic Bowen is joined by Dr. William Potter to explore the escalating risks and eroding norms surrounding nuclear weapons in today’s fractured global order. As traditional arms control mechanisms falter and new technologies complicate deterrence, Dr. Potter outlines the mounting dangers of miscalculati…
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[182] Managed Services for the Mind: Boosting Resilience for Leaders
1:56:25
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1:56:25In this episode, Richard Tubb speaks to Polly Brennan, a renowned mental fitness coach. She supports organisations to bring themselves back to a healthier mindset, boosting resilience and wellbeing no matter what comes along. Polly explains what mental fitness is, her approach to it and her journey from the NHS to running her business. She and Rich…
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The Four Quarters of a Complete Retirement Plan
23:52
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23:52Have you ever unpacked a new item to assemble it, only to realize a crucial part was missing? It’s frustrating, and it can make the whole thing useless or at least sub-optimal. The same is true in many areas of life, especially retirement planning. If even one piece of your retirement plan is missing, the whole strategy can be incomplete, and that …
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The Retirement Income Plan offers a broad look at how individuals can start thinking about structuring income during retirement. Instead of diving into complex strategies or making big promises, this video encourages a thoughtful approach to planning and highlights factors worth considering as you prepare for the years ahead. Whether you're years a…
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You can learn a whole lot about a person just by following their money, so there’s a level of vulnerability inherent in the financial planning process that many find it difficult to overcome in the initial stages. Donna and Nathan take us through the steps involved in launching a financial plan, and the liberating effect that financial transparency…
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VRA Investing Podcast: Stocks Dip, Gold Shines. The VRA's Buy-the-Dip Strategy - Tyler Herriage
13:13
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13:13In today's episode, Tyler wraps up an active end to the week on Wall Street. Despite the lower finish today for our major indexes, the VRA's outlook remains bullish. Tyler also discusses a few key themes to watch for in the second half of 2025, primarily lower yields and a weaker dollar. Tune into today's podcast to learn more.…
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Full-Time vs Part-Time: A Shifting US Employment Picture
10:29
10:29
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10:29In this episode, Ivan Illan, AIF, CFS, Founder & Chief Investment Officer at AWAIM shares the US employment chnages underway. Demographics and changing company financials are driving seismic shifts in how the US labor force experiences employment opportunities. For more research highlights, please visit: https://www.alignewealth.com/blog Copyright …
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Learn how insurance is essential in safeguarding your financial future in this enlightening video! 🌟 We delve into the different types of insurance, their significance in thorough financial planning, and how they protect you and your loved ones from unforeseen events. 🛡️ Whether you're starting with financial planning or enhancing your strategy, th…
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Allie and Quint talk about utilizing a 529 account.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Any reward worth pursuing likely comes with an equal measure of risk, but by taking the time to plan for those potential risks, you can ensure that your journey is a considerably less stressful one. Donna and Nathan discuss how to prepare for some of the risks you will face as you enter retirement. Also on MoneyTalk, the benefits of budgeting, and …
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You're LOSING Money Without Knowing It (Here’s Why!)
13:07
13:07
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13:07Many people unknowingly lose money every day due to silent, costly financial mistakes. Robert and Concenture Wealth CIO Mike Alexander expose the biggest money myths holding Americans back, and reveal practical shifts you can make today to stop the bleeding and start building lasting wealth. 🧭Download FREE guides: https://concenturewealth.com/finan…
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Taking RMDs In-Kind: What It Means and Who It Helps
13:55
13:55
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13:55Most retirees take their required minimum distributions (RMDs) in cash without realizing there's another option that might offer more long-term value. In this episode, Charles highlights a lesser-known strategy: taking RMDs “in-kind” by moving stocks or mutual funds from a retirement account into a taxable account, without actually selling anything…
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Longevity risk presents a significant challenge for retirees, with medical advancements potentially extending lifespans and creating decades-long retirements that require careful financial planning. • Running out of money in retirement is often feared more than death itself • Life expectancy now averages 79.5 years for men and 82 years for women • …
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Family Matters: What Happens After They’re Gone?
11:39
11:39
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11:39There’s a hard truth in retirement planning. At some point, one spouse will be left to manage the finances alone. And for many families, that reality is both emotional and financially complex. In this episode, Tad and Tyler tackle what happens after a spouse passes away, from lost income and pension benefits to taxes, estate decisions, and legacy c…
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Regulations aren’t the problem—they’re the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what’s worked before, and a comfort with the familiar. In this episode of The FutureProof Advisor, I dive into the tension between compliance and innovation—and why these two fo…
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Episode 239: Legacies of Colonialism with Dr. Olivia Mason
32:43
32:43
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32:43Today Dominic Bowen hosts Dr. Olivia Mason. They dive into the intricacies of post-colonial states, environmental collapse and how the colonial era has influenced this collapse, post-colonial neglect, the re-shaping of colonial control in a post-colonial era through for example international conservation efforts, green colonialism as a form of reso…
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Retirement planning is a life-long endeavor, and ruminating over the financial question marks that linger in the back of our minds can weigh on us over time. Donna and Nathan discuss retirement planning issues that keep people up at night, including: whether or not their money will last, how to pay for long term care, sorting out financial clutter,…
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Advice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)
45:24
45:24
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45:24Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out? In this LIVE "Advice…
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Quint and Allie talk about what to look for if you want a financial advisor.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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6 Tips For Choosing the “Right Fit” Financial Advisor - Replay
15:59
15:59
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15:59Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…
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Former CDC director reacts to RFK Jr.’s firing of entire vaccine advisory panel
7:24
7:24
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7:24The abrupt removal of all of the members of the CDC’s vaccine advisory panel by Health Secretary Robert F. Kennedy, Jr. has sparked outrage and worry among many public health experts. That includes the American Medical Association, which called for a Senate investigation into Kennedy today. Geoff Bennett has reaction from Dr. Tom Frieden, a former …
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VRA Investing Podcast: Animal Spirits and the Market’s Magnet to All Time Highs - Kip Herriage - June 10, 2025
19:11
19:11
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19:11In today's episode, Kip gives us an inside look at why he believes we’re in the midst of a "Teflon bull market" that just won’t quit, despite nonstop headlines about geopolitical risks and trade drama. As the market continues to surprise the skeptics, Kip dives into the powerful forces driving stocks higher from the resurgence of “animal spirits” a…
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Karen and Soonah unpack what really happens when business owners resist structure, dodge accountability, and stay loyal to the wrong people. From chaos disguised as “freedom” to teams hiding behind broken systems, this episode reveals how leadership blind spots drain culture - and margin. Hard truths, sharp insights, and a clear path to taking back…
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There is a common misconception that estate planning is exclusively for the rich, but many of the legal tools that estate attorneys prepare are useful for people from all walks of life. Nathan speaks with estate planning attorney and long time friend of the show, Andy Nault, to discuss some estate planning documents that you should consider having …
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Live from ENGAGE: Exploring the latest issues impacting the profession
1:01:28
1:01:28
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1:01:28Topics include: AI in accounting and finance Firm business model trends and strategies Audit and assurance update Pipeline trends and news Top news from DC The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & …
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Pioneering Private AI: A Conversation with Colin Constable, CTO at AtSign
45:29
45:29
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45:29In the AI Risk Reward podcast, our host, Alec Crawford (@alec06830), Founder and CEO of Artificial Intelligence Risk, Inc. aicrisk.com interviews guests about balancing the risk and reward of Artificial Intelligence for you, your business, and society as a whole. Podcast production and sound engineering by Troutman Street Audio. You can find them o…
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Social safety nets have existed in one form or another since the Middle Ages, but no government entitlement program has touched more people or enjoyed more longevity than Social Security. On this edition of our MoneyTalk Moment in Financial History, Nathan takes us through the events that led to the unlikely passing of the Social Security program, …
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Even if you know all of the rules that govern Traditional and Roth IRAs, deciding on which to use and how to use them can still be a difficult one. Donna and Nathan discuss the differences between Traditional and Roth IRAs, and the types of questions you should be asking yourself when deciding how to incorporate them into your retirement planning. …
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Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Episode 238: Tracking the Global Risk of Conventional Weapons Diversion with Nils Duquet
34:11
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34:11This week on The International Risk Podcast, Dominic Bowen is joined by Nils Duquet to explore the complex threat of conventional weapons diversion. As firearms and ammunition move from legal manufacture to illicit possession, they fuel global violence, empower organized crime, and destabilize post-conflict regions. In this episode, Nils breaks dow…
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