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Business Transition Planning Podcasts

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Switched On

Bloomberg

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The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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Business Legacy

Business Transition Planning

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The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.
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An entertaining blend of professional insights and inspiring stories that cover all aspects of trading, investing, entrepreneurship, and personal development. Join Akil Stokes, a professional trader, entrepreneur, and globally respected trading coach as he delivers new episodes each week.
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Family Business Today

Tennessee Center for Family Business

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Why does working together in a family business have to be so darn difficult? Get answers to this and other relevant questions when host, Greg Lewis, interviews prominent local and national family leaders about the challenges of working together in a family business. We'll also talk to top family business experts about relevant topics including business transition and succession planning, communications, family relationships, business culture as well as conflict resolution. For more informati ...
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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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This podcast will guide traders through proven options income strategies to generate consistent 1% weekly returns, helping them transition from a job to financial independence. Target Audience: Professionals looking to replace their income with options trading, beginners seeking a structured approach, and traders struggling with consistency.
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Alternative Exit is a dedicated to educating small business owners about the possibilities, benefits, and challenges of transitioning to an employee ownership model. There are over 200m SMEs with an owner who will be retiring in the next 10 years, many of which will never find a buyer for their business, forcing them to close their doors. There is an alternative. This show will explore various the different forms of employee ownership and best practices for successful transitions. Each episo ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Unlock the secrets to building, buying, and selling businesses that thrive without you. Join Sam Penny, renowned entrepreneur, adventurer, and Coach for the Brave, as he delves into the strategies that empower business owners to scale operations, enhance valuations, and achieve true independence. Drawing from over 25 years of hands-on experience in founding, growing, and exiting multiple ventures—including the acclaimed Cheese Therapy—Sam offers actionable insights to help you: 90 Days With ...
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Happiness in Retirement

Del-Sette Capital Management LLC

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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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Jim Parker & Carey Sobel help people buy and sell businesses. Their expertise in this is unmatched, as is their passion for taking great care of all parties involved. This show, Boss Talk: Selling Businesses With Jim Parker and Carey Sobel, is Jim & Carey hashing out what is going on in the world of business brokerage and the best practices that surround getting it right. It's built for business owners to listen and prepare their business to be the best, salable property possible. It's built ...
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Strategy Simplified

Management Consulted

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Strategy Simplified is here to demystify the consulting industry and help you land your dream job in management consulting. Hosted by the expert team at Management Consulted - the world's largest resource for consulting news and interview prep - each episode covers topics related to the consulting world, from interview preparation and case study techniques to networking strategies and industry trends. Whether you're just starting your career or looking to make a transition, Strategy Simplifi ...
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Our Unscripted Collaborative hosts Keith Bresee, Zaneta Chuniq, Keiron Bailey & 17 year SEO industry expert Jeremy Rivera are having unscripted interviews small business owners, founders and creators across the United States, learning about their challenges, successes and insights into the world of SMBs.
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Energy Tech Startups

Digital Wildcatters

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They say everything's bigger in Texas, including climate change. That's why Houston is leading the energy transition. Here in H-Town, the fourth largest city in the United States, entrepreneurs from across Texas and around the world are gathering to work with titans of industry to build the technology that will reduce emissions and power a low carbon future. We sit down with those change makers and wildcatters who are solving the toughest energy challenges with trillions of dollars on the li ...
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The Agenda with Steve Paikin is TVO's flagship current affairs program - devoted to exploring the social, political, cultural and economic issues that are changing our world, at home and abroad. The Agenda airs weeknights at 8:00 PM EST on TVO - Canada's largest educational broadcaster.
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Elevate: From Burnout to Bliss is a transformative podcast for driven professionals in their 40s and 50s, guiding them from career fatigue to financial freedom and a passion-fueled life. Through inspiring stories and expert insights, the podcast explores new opportunities, mindset shifts, and strategies to help listeners regain fulfillment and purpose in their careers and lives.
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Global Research Unlocked

BofA Global Research

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Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.
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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Business Exit Success

Tom Poltersdorf Jr.

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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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Build and Exit

Julie Wilkinson

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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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In Development Podcast

Infill Development in Edmonton Association (IDEA)

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This is the podcast for all you city-builders, city-shapers and city-dwellers out there that care about driving change towards people- centred communities. On In-Development we talk about how Canadian cities develop in and up. We are presented by IDEA, the infill Development in Edmonton Association, a non-profit education and advocacy group bringing together like-minded people working to shape our City.
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***TOP 5% GLOBALLY RANKED PODCAST*** // Turn Your Ambitious Life Plans Into Meaningful Action During Motherhood // Do you miss that accomplished woman you used to be? Do you wonder if you’ll ever feel like yourself again, beyond the pressure of being a “perfect mom”? Are you a high achiever feeling lost and overwhelmed by the daily chaos of motherhood? Do you wish you had more time for your own goals and passions? Welcome to the Solve for Mom podcast! Here, you’ll discover how to create a ba ...
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Movers & Makers explores the future of American manufacturing with Diagon co-founders Will Drewery (former Tesla equipment buyer) and Greg Smyth (VP Business Development & former supply chain professional). Get insider insights on equipment procurement, CapEx purchasing, factory automation, and supply chain strategy from industry veterans who've sourced billions in manufacturing equipment across automotive, aerospace, semiconductors, energy, and industrial production. From production enginee ...
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Welcome to Motion & Means, the podcast exploring the critical link between how we move and how we thrive. We delve into the world of transportation, not just as a way to get from A to B, but as a fundamental enabler of opportunity and a powerful force for economic equalization. Join Dr. Jonas Aryee as we uncover the stories, innovations, and policies shaping our access to jobs, education, healthcare, and vibrant communities. From bustling urban transit systems to the rural routes that connec ...
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Welcome to the Corporate Crossover: Bound for Success podcast—your go-to resource for ambitious business professionals ready to transition from the corporate world to consulting, entrepreneurship, or building a powerful personal brand. In this episode, we’re diving into a game-changing topic: how to build passive income streams as you prepare to leave your 9-to-5. If you're a corporate professional exploring life beyond the cubicle, this episode will equip you with practical, proven strategi ...
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Canadian Wealth Secrets

Kyle Pearce, Jon Orr

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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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This podcast is designed for experienced child and family social workers who are considering a career transition, whether you’re looking to move up the ladder or explore opportunities beyond statutory social work. Join me as we delve into insightful discussions, expert interviews, and practical advice to help you navigate your next career move with confidence and clarity. Stay tuned for more updates and be sure to subscribe so you don’t miss an episode. Let’s make your career pivot a success!
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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Human-Centered Family Business Succession Planning, with Andrea Carpenter, The Transition Strategists, and Jamie Reynolds, Reynolds CFO Services (Family Business Radio, Episode 65) In this episode of Family Business Radio, host Anthony Chen welcomes Andrea Carpenter of The Transition Strategists and Jamie Reynolds of Reynolds CFO Services. Andrea s…
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Donald Trump & the U.S. recently bombed Iran, joining the war with Israel. Given that this occurred during the weekend, many traders were sent into a panic as they feared what might happen to the market (and their positions) on the Sunday open. In this episode of The Trading Coach Podcas,t we're going to visit the subject of weekend price gaps, and…
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American bombers struck Iran’s three main nuclear sites overnight, putting the US directly into Tehran’s war with Israel despite President Donald Trump’s longtime promises to avoid new conflicts. Addressing the nation late on Saturday in Washington, Trump said Iran’s “key nuclear enrichment facilities have been completely and totally obliterated.” …
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I believe we’re all born for a reason. We incarnated into our specific circumstances to learn the lessons required to fulfill our purpose/destiny. With that said, Saturn ensures everything unfolds exactly as it should. It prevents us from ever getting too far ahead, or too far behind. Some people are trying to move “too fast” through life, so they’…
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The TVO series "Crossroads: Beyond Boom and Bust" focuses on Ontario communities that have moved away from their own origin stories. Sturgeon Falls is one such town with a rich French-language heritage. We welcome James Hyslop, executive producer, and Michel Gervais, Sturgeon Falls resident and performer to talk about why it's important to stay foc…
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Send us a text Mid-Year Momentum: Why Now Is the Perfect Time to Start Your Business Book It’s June, and if you haven’t made the progress you hoped for this year, this is your wake-up call. In this week’s episode of Corporate Crossover – Bound for Success, Kevin Long explains why summer is the perfect time for business professionals to start writin…
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Find out why HDB Financials arrived at an IPO price far below the prevailing unlisted market price. Dive into the Sun TV family saga, its backdrop, context and how the feud has affected the Sun TV share price. Also check out: India’s rare earth self-reliance, South Delhi’s independent floor market boom and the humble banana’s soaring popularity.…
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S GDP and personal spending data and Nike earnings. In the UK – a look ahead to TheCityUK's annual conference. In Asia – a look ahead to Bloomberg’s China economic survey. --------------------------------…
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In today’s episode, we’re diving into the latest press release from the Social Security Board of Trustees. The numbers this year look worse than last year—and that has real implications for your retirement. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #456. The Retirement Budget Ca…
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Send us a text Curious about a career in healthcare consulting? In this live panel recording, hear directly from leaders at Guidehouse, L.E.K. Consulting, Simon-Kucher, and Stax as they discuss what’s happening in the industry, how AI is shaping the work, and what they look for when hiring. You'll walk away with practical advice on how to break int…
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Is friend-shoring the real future of American manufacturing strategy? Discover why American manufacturing's future looks nothing like its past. Host Blake Menezes sits down with Diagon co-founders Will Drewery and Greg Smyth to reveal the hidden realities behind factory announcements, reshoring strategies, and the $4 billion facilities making headl…
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In today’s Tech3 from Moneycontrol, we break down the Rs 5,926 crore feud tearing through the Sun TV empire as Dayanidhi Maran accuses his brother Kalanithi Maran of fraud. We also bring you Cognizant’s eye-popping land deal in Vizag, HAL’s big leap into India’s rocket game, and why VerlInvest is betting big on Indian consumer brands. Tune in for s…
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Working at the cutting edge of health technology, Philips has consistently strived to make medical care more accessible and affordable, with patients at the heart of every innovation. In this episode of Unusual Suspects, Bharath Sesha, MD, Philips India, explains why, in a price-sensitive and underserved market, health tech is not just a tool—but a…
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On today's podcast: 1) President Donald Trump will decide within two weeks whether to strike Iran, his spokeswoman said, as Israel hit more Iranian nuclear sites and warned its attacks may bring down the leadership in Tehran. 2) President Donald Trump can continue to use National Guard troops to respond to protests in Los Angeles as a legal challen…
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❓I’m collecting questions for a Q&A episode! Send me your questions or email me at [email protected] Hi Goal-Setting Moms! Are you struggling to achieve your dreams? Discover how to overcome decision fatigue and finally reach your goals using proven psychology and consulting strategies. In this powerful episode, learn a game-changing reverse-th…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your dream vacation property is actually delaying your path to early retirement? You’re hustling to build wealth, investing in real estate, running your business, and maybe even fant…
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Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. 00:40 What Is a Robo-Advisor? 01:20 Robo-Advisors vs. Traditional Advisors 03:02 Who Should Use a Robo-Advisor? 04:02 Benefits of Digital Investment Advi…
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Ontario minister of energy and mines Stephen Lecce oversees portfolios the government says will drive economic growth in the province in the years ahead. And he's got some big jobs ahead of him. His office is laying the groundwork to meet what the Independent Electricity System Operator says will be a 75 percent increase in electricity demand by 20…
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With Pride month underway, The Agenda looks back at how conversations around 2SLGBTQIA issues have changed since the show first began in 2006. Has Canada become a more tolerant or more accepting place for Queer communities? Callie Metler, Executive Director of Capital Pride Ottawa; Derrick Biso, Director of Education and Operations at Trans Wellnes…
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In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on June 20. As Iran-Israel conflict has entered 8th day, market participants are keenly watching out if US would increase its involvement in the broader conflict. Brent crude prices continued to rise settling above $78 per barrel, while global cues …
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Dayanidhi Maran demands original shareholding structure in Sun TV as Maran family feud brews, RBI fortifies gold stockpile, Pakistan risks being put on the FATF grey list again. In other news, Kesar has pipped Alphonso as the most exported mango. And Sachin Tendulkar speaks to Moneycontrol on how Team India should navigate the new era of cricket.…
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Send us a text Are you in the Class of 2027 and dreaming of a consulting career? Then listen up. BCG’s Summer Associate internship deadline is June 23, and your window to apply is closing fast. APPLY HERE. In this episode, we break down everything you need to know about this summer internship opportunity at Boston Consulting Group: Who’s eligible (…
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Rebuilding with Heart: Andrew Brummer on Leadership, Trust, and Finding Your Voice (North Fulton Business Radio, Episode 878) In this inspiring episode of North Fulton Business Radio, host John Ray welcomes Andrew Brummer, founder of The Ardunan Village and author of Leading Magnanimously: The Power of Heart, Trust, and Intent in Leading Teams. And…
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Jeff Ustin is the Vice President of Western Bagel, the first bagel shop in Los Angeles. He helps carry on his great-grandfather’s 75-year legacy while leading the brand’s national and international expansion. Under his leadership, Western Bagel has become a West Coast staple, blending New York tradition with LA innovation. Carrying on a rich 75-yea…
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In today’s Tech3 from Moneycontrol, we unpack Amazon’s Rs 2,000 crore push to supercharge India’s logistics, why India’s tech leaders want a Chief AI Minister, and SEBI’s new ESOP lifeline for startup founders. Plus, we take you inside Notion’s rapid-fire AI playbook and Freshworks’ big pivot from SaaS to AI. Tune in for the sharpest updates from t…
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Ed & Kim Keegan Breaking the cycle of generational poverty for women in the Athens, Georgia area and surrounding counties by providing technical training scholarships, grants for materials support and aligning with strategic partner. Four months after losing Ashton in an auto accident, The Ashton Hope Keegan Foundation was established on December 1…
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On this special holiday edition of Bloomberg Daybreak US edition, host Nathan Hager speaks with: Simone Foxman about how companies are delaying Impact Reports with DEI under attack. Jen Rie details the state of tech antitrust cases as we hit the halfway point of 2025 Chris Rovzar and Nikki Ekstein take us through Bloomberg Pursuits annual guide to …
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Addison Stark thinks waste heat is a waste of time. The real opportunity, he argues, is decarbonizing industrial steam, which accounts for roughly 30% of industrial heat in the U.S. But doing that means deploying alternatives to the fossil fuel boilers industry currently relies on. So how do you clean up steam? And why does Addison think waste heat…
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40 years ago, something quite extraordinary happened at Queen's Park. The opposition parties combined forces to defeat the Progressive Conservative government of the day, thus, bringing to an end, 42 straight years of Tory rule. The previous time a government had changed hands on a lost confidence vote? 1871! So this was rare. And even a few months…
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In 1957, Richard Nixon ventured to Prince Edward County for a "boys weekend" of fishing and golfing. Steve Paikin catches up with author Thomas Harrison in Picton's Royal Hotel to discuss his book, "Searching for Richard Nixon: Finding Refuge and Making a Home in Prince Edward County ," which documents his movements in the region. See omnystudio.co…
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Episode Summary: What if small business owners could explore employee ownership with clarity, confidence, and tools built just for them? In this episode, I’m joined by Sonali Kothari, Co-founder, Chief Product Officer, and Chief Operating Officer of Zolidar—a platform dedicated to unlocking employee ownership transitions for small and medium-sized …
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In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on June 19. GIFT Nifty trends are pointing out to another soft start for Indian markets as global cues remain mixed. Iran-Israel conflict has entered 7th day, with US President Donald Trump demanding surrender of Iran but Iran's supreme leader conti…
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Succession in a family business isn’t just about passing the torch. It’s about building the right foundation to support the next generation and protect the legacy for years to come. In this episode, Dr. Jeremy Lurey, Founder and CEO of Family Legacy 1st, returns to the show to share what actually works when it comes to family business transitions. …
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India’s retail investors are betting on turnaround stories to make a windfall, new wave of IPOs to hit markets but timelines can be upset by global conflict, Indian drugmakers are preparing strategic growth plans amid trade uncertainties and Vodafone Idea teams up to take mobile connectivity to remote regions. Tune in to all this and more exclusive…
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