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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Experts say the asset-backed finance market is a $20-$40 trillion plus market opportunity and includes diversified investments ranging from consumer and auto finance, SMB lending, real estate mortgages, niche financial assets, de novo originators, specialized lenders, and many types of hard and tangible assets. The Asset Backed podcast by Endurance Strategies, LLC and hosted by Andres Sandate, features interviews with leaders across this growing and rapidly evolving industry. Conversations w ...
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Assets & Alchemy blends financial strategy with intuition, making wealth-building simple and transformative. Hosted by Jake, an investor and wealth strategist, this podcast breaks down money management, investing, tax codes, and the energetics of abundance. Whether you're a beginner or a seasoned investor, you'll learn to master money by combining logic, psychology, and vibrational awareness. Financial freedom isn’t just a goal—it’s a reality you create.
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Plain talk about Intellectual Property. Podcast of Intangible Law™
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, leading experts join host Keshav Rajagopalan, Managing Director, Head of Product & Strategy at PGIM Multi-Asset Solutions, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
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Kevin Craine hosts best-selling authors, top technology innovators and top-shelf executives all exploring digital transformation success.
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We talk about everything that will help you find your edge in the markets. No matter what style or asset class you are trading. Brought to you by Edgewonk, the #1 trading journal.
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Maui Mastermind presents The Business Coach Podcast. Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com
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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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The #1 Dynasty League fantasy football podcast. We talk fantasy strategy, trades, free-agent signings, weekly sits and starts, buy lows and sell highs, rookies breakdowns, and everything else NFL. Whether you're just starting a league or have been in a dynasty fantasy league for years this podcast has it all! We're here to help you create your dynasty and win league championships!
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Fareed Zakaria GPS takes a comprehensive look at foreign affairs and global policies through in-depth, one-on-one interviews and fascinating roundtable discussions.
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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Join the host, Micah Miller, where he talks about his experience and tips in business and investing.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry experts to inspire smarter, more innovative investment approaches. For further insights go to i3-inve ...
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Are you someone with a quiet nature, yet dare to dream big when it comes to your career? The Awfully Quiet Podcast is here to show you how your being awfully quiet is often misconstrued, but can become a killer asset in the workplace, in board rooms, at dinner tables. We cover subtle career strategies that get you noticed for your unique strengths and introduce you to introvert leaders and experts who have built widely successful, exceptional careers for themselves. This Podcast is hosted by ...
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Examining the future of water through the lens of strategic foresight--anticipating, framing, and shaping your preferred future.
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America’s Commercial Real Estate Show™ is the nation’s leading show on commercial real estate related topics. Leading economists, analysts and market leaders including show host Michael Bull share valuable market intel, forecasts and strategies. New shows every week since 2010.
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In today’s fast-paced world, having a powerful online presence is crucial for business success. Yet, many professional service businesses struggle to navigate the complexities of digital marketing and online strategy. You shouldn’t have to spend countless hours trying to figure it all out on your own. I’m Jeff Hampton, a seasoned entrepreneur and YouTube growth strategist with a passion for helping lawyers, financial experts and professional service businesses like you thrive. With my expert ...
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Share, Strategize, & Shine: Podcasting Tips and Strategy for Women Entrepreneurs, Coaches, and Consultants
Caroline Hull | Podcast Strategist & Business Mentor for Women Entrepreneurs
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Your voice is sacred—and your podcast can be strategic. If you're ready to grow your business without losing the heart of your message, you're in the right place. I'm Caroline Hull—podcast strategist, coach, and Voicekeeper for women entrepreneurs. Each week, I’ll help you transform your podcast into a client-attracting asset through intentional content, soulful strategy, and aligned visibility. Inside, you’ll find cozy conversations, practical trainings, and heartfelt encouragement to help ...
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The New Private Markets Podcast focuses exclusively on sustainability issues in private equity, venture capital, private debt, real estate and infrastructure. Join the editorial team behind New Private Markets as they pick through the sustainability trends shaping these asset classes, from ESG to impact and beyond, with help from industry insiders
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So the big question is… How are agents like us… who didn’t get an opportunity to invest in a franchise early … who are spending time and money to sale homes building someone else a saleable asset… how do we grow our business, but still build wealth and get a piece of the pie that’s not dependent on us working more hours… that is the question and this podcast will give you the answers… The best life to live is a life by strategy. Not by your next transaction.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Digital Growth Decoded: Marketing Insights for Small Business Success Join Jerad Hill, founder of Hill Media Group, as he demystifies digital marketing for small business owners. Each episode delivers actionable strategies to transform your online presence into a valuable business asset—without the technical jargon. Whether you run a service business, e-commerce store, or nonprofit, you'll gain the knowledge to make informed decisions about your digital marketing future through clear, educat ...
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The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth.
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments—empowering you to take control of your financial future.
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WisdomTree is proud to present the podcast series, Crypto Clarified: Investing in the truth, your expert led discussion uncovering the truth behind the cryptocurrency headlines and ensuring everyone has access to trusted cryptocurrency and digital asset information.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Hosted by Bob Wolf, Farming Assets explores financial strategy, asset growth and business through engaging with today’s top leaders. Learn more at: https://missionmatters.com/author/robert-wolf/
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Diamond Effect - Strategies to Scale Your Service Business as a Sellable Asset
Maggie Perotin
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This podcast helps service-based entrepreneurs and business owners scale their businesses in any economy without overworking or overwhelm. The goal is to create an asset you can sell while enjoying life as you build it. Here, you turn your business into a client-attracting gem and become a high-performing CEO. About the Host: Maggie Perotin is the founder of Stairway to Leadership. As an international business and leadership coach, Maggie helps service-based business owners start, grow, and ...
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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sect ...
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MM 202 - Why Your To-Do List is Failing You (Try This Instead)
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🔊 Episode Summary: Maggie reveals why traditional to-do lists set you up for stress (not success) and shares her *30-minute Weekly CEO Power Hour*—the exact system she uses (and teaches clients) to 10X productivity, eliminate wasted time, and achieve 1 week’s work in 1 day. 💡 Golden Takeaways: ✅ The Big 3 Rule: Focus on 3 weekly goals tied to 90-da…
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What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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08 – Building Retirement Income: Strategies for Lasting Wealth
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On this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares proven strategies for turning your retirement savings into a reliable income stream that lasts. Stewart discusses how to strategically use dividends, bond laddering, municipal bonds, annuities, and other fixed income solutions to create a secure and tax-efficien…
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Early Retirement Strategies: Five Approaches to Consider
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Are you exploring ways to retire early but feeling uncertain about income, savings, or market volatility? In this episode of Protect Your Assets, David Hollander outlines five early retirement strategies that may help you better prepare for the road ahead. From maximizing contributions to tax-advantaged accounts to reassessing lifestyle expenses, d…
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Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
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Taxes don’t stop when your paycheck does, and they certainly don’t skip your heirs. In this episode, David tackles two common listener questions that reveal just how much tax strategy plays into smart retirement and estate planning. If you’ve been worried about how much your kids will owe in inheritance taxes or if you’re sitting on a pile of tax-d…
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363: Can factor strategies be decarbonised?
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Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the question of whether factor portfolios can be decarbonised without losing their underlying risk and return characteristics. This podcast is hosted by Harry Brooks, European Content Manager. For prof…
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Asset Intelligence in Lending: SOC2, Risk Mitigation & Recovery Strategy with Brian Noble
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In this inaugural episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with Brian Noble—CEO, co-founder, and industry trailblazer behind Asset Compliant Solutions. With over 25 years of experience, Brian shares his unique perspective on how the asset recovery and collections space has evolved from transa…
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The wrong way to leave your house to your kids.
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The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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Mats Persson discusses how open-source content management can drive digital transformation—and what it takes to create modern web experiences that scale. Mats is CEO of Umbraco, a website builder and CMS for businesses and developers, built on Microsoft’s .NET platform and used by over 250,000 people around the world. Prior to Umbraco Mats held lea…
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366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
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Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates. All data is sourced from LSEG as at 21 May 2025 unl…
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Senior Housing Market 2025 with Ernie Anaya
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Ernie Anaya, President of the Senior Housing Group at Bull Realty, joins Michael bull to discuss senior housing performance and strategies for investors, developers, and operators. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource:…
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5 Reasons to Create a Revocable Living Trust
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5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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Why A.I. Is A MUST For Your Business In 2025
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If you're a business owner and you're still not sure about AI, the long story short is that if you're not using AI in your business, you will be so far behind. In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, sits down with Paul Baier. Paul is one of the leading minds in this AI revolution. He's the president and CEO of GAI Insights. They ta…
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Ep. 662 - Can Elite Fantasy Seasons Repeat? Finding Dynasty Cornerstone QBs & RBs
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Rich Dotson (@DynastyRich), Matt O’Hara (@DynastyMatt), and Garret Price (@DynastyPrice) are back on the Dynasty Nerds Fantasy Football Podcast to help you find the most valuable assets in dynasty: cornerstone players. In this episode, we dive into data-backed trends to answer one of the most critical questions in dynasty roster building: 👉 How oft…
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Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. Weston weighs in on some of the most critical issues facing investors right now. Here are the topics on the podcast with Tom Cock and Don McDonald- 0:53…
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Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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America Is Risking A Liz Truss Moment | Kevin Muir
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In this episode, author of the MacroTourist newsletter Kevin Muir joins the show to unpack why fiscal dominance is the defining force in today’s markets. He explains how MMT helped him rethink macro, why higher interest rates have recently been stimulative, and how the U.S. deficit is fueling both market resilience and long-term risk. We also dive …
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365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
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2025’s macro turbulence has been well documented; but is there opportunity among the uncertainty? As we approach the year’s halfway point, we look at what the economic environment means for private markets, looking at where we stand now and what may lie ahead in the medium term. We’re joined by Rob Martin, Head of Investment Strategy and Research f…
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Falling Interest Rates and Bonds: What 2025 Could Mean for Your “Safe” Money
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With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these traditionally conservative assets. You'll also hear a br…
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3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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09 – What Every Retiree Needs to Know About Estate Planning
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why estate planning, tax strategy, and income planning must work together to protect your retirement. From living trusts to avoiding probate, Stewart breaks down the most common estate planning mistakes—and how to avoid them. You'll learn how to create tax-eff…
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How To ACTUALLY Retire Rich (Tax-Free Income, 401Ks, Investing, & More) | James Conole
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Retirement Expert James Conole @RootFP breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways le…
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...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
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Enrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background. Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nears…
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This Film Has Been Legally Modified: IP Plot Twists Behind the Silver Screen
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Courtroom battles are reshaping the film industry in ways that affect everyone from A-list stars to streaming subscribers. When Scarlett Johansson sued Disney over Black Widow's simultaneous streaming release, she wasn't just fighting for her paycheck—she was challenging how talent gets compensated in the digital age. The resulting alleged $40 mill…
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#82: If I Had to Do My Career Over (I’d Do This)
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What if you could hit restart on your career? In this episode, I’m sharing the moves I’d make if I were starting from scratch. From building quiet influence to getting senior leadership to advocate for me. This is what I wish someone had told me when I was trying to fit into a mold of being “extroverted, outgoing, out there” and failing miserably. …
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Could lower tariffs mean higher inflation? (May 19, 2025)
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U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.By New York Life Investments
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How To Reduce Risk And Tilt The Market To Your Favor With Joe Brotherton | The Business Coach- Ep 60
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Join host David Finkel in an enlightening interview with serial entrepreneur and Maui Mastermind advisor, Joe Brotherton. In this episode, Joe shares his incredible journey from ex-hippie to successful business owner, highlighting the pivotal moments that shaped his career. Delve deep into the concept of risk in business, the value of pilots and te…
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Policy and the Investment Landscape: An Update
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This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade and bucket and taking some vacation time. 2025, so far, has been a challenging year for analysts and it is tempting, as I’m trying to clear my desk, to assert that not much has changed over the past few weeks and so I don’t need to update any analysi…
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The Best Way To Prevent Kids From Blowing Their Inheritance.
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The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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Inside Enterprise Messaging: Bloomberg IB, Agents, Bots & Beyond (w/ Damian Sasso)
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Send us a text What is your chat strategy report: https://ipushpull.com/report/what-is-your-chat-strategy-download In this episode of Capital Markets FinTech Forum, Matthew Chung (CEO of ipushpull) sits down with Damian Sasso (Group Product Manager at PolyAI) to explore the past, present, and future of chat platforms in financial markets. With over…
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873: Dr. Patty Ann Tublin: The Psychology of Wealth: How Money Personalities Drive Financial Behavior
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My guest in this episode is Dr. Patty Ann Tublin. She is an internationally recognized relationship, communication, and emotional intelligence expert who helps high-performing executives, entrepreneurs, and business leaders unlock next-level success through the power of connection. With a Doctorate in Clinical Psychology, two master's degrees, and …
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221: From Spark to Strategy: Turning Your Best Ideas into Bingeable Episodes
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Ever had a brilliant podcast idea hit you… in the shower, on a walk, or while washing dishes—only for it to vanish before you can use it? You’re not alone. Inspiration rarely shows up when we’re sitting down with our Notion board and a cup of coffee. But that doesn’t mean we can’t capture it and shape it into something powerful. In this episode, I’…
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75: How Chiropractors Are Doubling Their Revenues on YouTube!
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Send us a text WORK WITH ME👇🏼 ✅ Grow Your Business Revenues in 90 days https://www.youtuberainmakers.com https://www.youtuberainmakers.com/you... If you're running a small YouTube channel for your chiropractic business and struggling to make significant revenue, it can feel like a mystery how others, even smaller Chiropractor channels, are making a…
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Conclusions From Trump’s First Foreign Trip
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Today on the show, Fareed is joined by Richard Haass, president emeritus of the Council on Foreign Relations, and Randa Slim, non-resident fellow at Johns Hopkins School of Advanced International Studies, to discuss President Trump’s trip to the Middle East — his first major foreign trip of his second presidency — and his evolving foreign policy. N…
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Why He Walked Away from IUL… and Chose Whole Life Insurance
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Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Whole Life Insurance? Schedule a Call Here: https://bttr.ly/aa-yt-clarity Learn More About the And Asset: https://bttr.ly/andasset DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. F…
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The Fiscal Spiral Has No Off Switch | Weekly Roundup
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52:31
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This week, the trio is back! We discuss the Trump-China tariff deal, Tyler’s structural framework driven by political utility markets, the tax bill, and widening fiscal deficits. We also dig into the repatriation of foreign capital, the yield curve's breaking point, and how AI-driven productivity might justify tech valuations. Enjoy! — Follow Quinn…
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Restaurants & Real Estate with Darren Tristano
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Darren Tristano with Foodservice Results joins broker Michael Bull to discuss restaurant performance, rent-to-revenue trends, and what types of restaurants are doing well. Other topics include the impact of tariffs, immigration policy, and consumer confidence. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commerc…
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The Next Big Trade Is Hiding In Plain Sight | Citrini
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In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down Ch…
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When A Trust Is Appropriate For Real Estate Transfers.
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When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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Wealth Foundations – Mastering the Basics
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Before you can build wealth, you need a solid foundation. In this episode, we break down the core principles of financial stability—budgeting, saving, and managing cash flow—so you can create a system that works for you. Learn practical strategies used by millionaires, how to avoid common money traps, and why understanding your cash flow is the fir…
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Worried About Inflation? What to Know Before Buying TIPS ETFs
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12:43
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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are TIPS? TIPS ETFs vs. TIPS Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor How TIPS Hav…
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EP 201 - How to Lead Your First Team: 5 Principles Every Business Owner Must Know
28:59
28:59
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Are you transitioning from solopreneur to a small business owner with a team? This episode is your practical guide to effective leadership, whether you're hiring your first virtual assistant, building a small team of contractors, or hiring a few full-time employees. 🎯 Perfect for you if: You're about to hire your first team member You've started bu…
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Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)
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Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your personal information being out there for the world to see. That's why in this episode, Kent Fitzpatrick AIFA®, GFS®, MSCTA© and Josh Halpern, J.D. break down why its so important to set up your LLC right …
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Ep. 661- Boomin, Backups & Busts + Rookie Forecasts with the Isaiah Likely-O-Meter | Dynasty Fantasy Football Games
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Rich Dotson (@DynastyRich), Matt O’Hara (@DynastyMatt), and Garret Price (@DynastyPrice) are back with a fun and insightful episode of the Dynasty Nerds Fantasy Football Podcast packed with two original fantasy football games to help you think differently about your dynasty decisions. 🎯 Game 1: Boomin / Backup / Bust We break down three middling pl…
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Why Long-Term Commitments Still Matter in Private Markets
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What happens when private market investments fall short of expectations and how should investors respond? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, discuss what families are seeing in their private capital portfolios this year. After optimism earlier in 20…
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