This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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Finance Professional Podcasts
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Next Gen Personal Finance (NGPF) is a nonprofit committed to guaranteeing that all U.S. high school students receive a personal finance course prior to graduating. NGPF has become the number one source for over 115,000 educators looking for high-quality, engaging personal finance curriculum to equip students with the skills they need to thrive in the future. The organization invests in teacher professional development with live Virtual Professional Development, 11 Certification Courses, and ...
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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This is the official podcast feed of the Society of Actuaries
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Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Looking for that guy in finance? I talk about tax and finance and the AI-finance juxtaposition in the MENA region
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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Jeremy Scott is an author, coach and speaker who owns Jeremy Scott Fitness in Scottsdale, AZ. Jeremy is an entrepreneur who leads by example sharing educational advice on all things health, fitness, nutrition, finances and lifestyle. The Jeremy Scott Fitness Podcast showcases high performing high achieving humans from all industries including science, medicine, collegiate and professional sports, business, finance, real estate and more. You will find educational and motivational conversation ...
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The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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GentleMan Style Podcast-God, Family, Finance, Self
Marcus Norman-Entrepreneur, Licensed Professional, insurance, finance, reti
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This show is dedicated to discussing the hot topics in our society and challenges men grow up and go through in life whether it be finances, relationships, and leading your homes with God at the forefront.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Welcome to The Finance Cafe, Canada's leading business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers. Join your hosts, Shannon Pestun, Financial Expert and Shauna Frederick, Chartered Professional Accountant and CFO On the Go, founders of the financial learning platform designed by women entrepreneurs, for women entrepreneurs as they dive into conversations about business and finance with women entrepreneurs and the experts that su ...
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Weekly update on federal income tax developments
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Do you want to keep abreast of the latest in NHS finance and find out what your colleagues around the country are doing when faced with similar challenges? HFMATalk is the podcast for you. In every episode we will explore the topics that are of interest to you and shine a light on good practice in NHS finance and governance. The Healthcare Financial Management Association (HFMA) is the professional body for finance staff working in healthcare. For 75 years it has provided independent support ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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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
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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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Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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Discover the path to success in the golf industry with the GBN University podcast. Hosted by Col. Spencer Clouatre, PhD, this educational series delves into leadership, finance, merchandising, and more. Join us on the journey to greatness. Subscribe now for expert insights and strategies. To learn more about GBN go to golfbusinessnetwork.com
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
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Inspired Money is the critically acclaimed personal finance podcast where money meets meaning. Hosted by Andy Wang, a Top 100 Financial Advisor (Investopedia), this weekly podcast—publishing since September 2017—features expert guests, entrepreneurs, and changemakers exploring how to make more, give more, and live more. From building wealth and investing smarter to purposeful giving and designing a meaningful life, Inspired Money isn’t just about dollars, it’s about using money as a tool to ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The R3 Podcast provides insight into the key issues affecting the insolvency and restructuring profession from the people dealing with them. Each episode features an interview with someone from R3’s network of professionals about a key insolvency and restructuring related topic, supporting R3’s education and technical principle: ‘delivered by the profession, for the profession’. The podcast is hosted by R3’s Technical Manager Ben Luxford. Any members who would like to be a guest or want to s ...
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The Finance Bible podcast is your ultimate resource for financial freedom, personal growth, and business success. Hosted by Zeke Guenthroth and Oscar Don, this podcast is designed to help you achieve your goals through actionable insights, expert advice, and practical strategies. Each week, we bring you fresh episodes packed with valuable tips on a wide range of topics, including investing, property investment, saving, budgeting, shares, cryptocurrency, inflation, interest rates, wealth buil ...
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ICAEW is a professional membership organisation that provides insight and leadership to the global accountancy and finance profession.
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An insider’s guide to the laws dictating life within UK and EU financial services, the people influencing their development and policing finance workers’ compliance
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Welcome to the Mennie Talks Podcast. In this podcast we talk all things business, entrepreneurship, property development, finance and investments. I hope you enjoy!
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The Source is a network for women in business created by BankPlus to provide access to capital, education and networking events. The Source supports women in business at all levels, across varied industries, business sizes and professions. Whether you are starting in business, growing a business, seeking professional development, or have already had success in business, we hope you will go to The Source.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will ...
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Dive into the world of building an impactful C-Suite with The STOIX Podcast, your new go-to resource for insider insights and expert strategies. STOIX Co-founders Rory McDermott and Neil French sit down with recruitment and talent acquisition experts, finance leaders, and diversity champions to explore the art of finding, nurturing, and retaining top finance talent that makes a positive impact. If you want to understand the best approach to building a powerhouse finance team or are intereste ...
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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Property People is a media brand featuring conversations with a wide variety of property professionals sharing ideas, experiences, problems, and solutions within the property industry. Are you a property professional with something interesting to share? Or maybe you'd like to sponsor an episode and get your business in front of our audience of property investors & developers?Drop us an email if you'd like to feature on the pod or sponsor an episode!Email: [email protected]
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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3193: How Professional Development Benefits Your Finances by Jessica Strull on Financial Wellbeing
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3193: Jessica Strull explores how investing in your professional development can directly improve your financial well-being, from earning more money to unlocking new job opportunities and incom…
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526 lending for medical professionals: pre-approvals, parental leave, borrowing strategies + more
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Dev is joined by mortgage broker Rachelle Kroon from Sphere Home Loans to answer common lending questions from healthcare workers. They dive into: 👉 the pre-approval process 👉🏽 how to navigate lending with variable income 👉🏼 what to know before taking parental leave or a fellowship 👉🏿 special lending benefits for healthcare professionals 👉🏻 why cro…
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As retirement planning evolves, the old 60/40 rule is starting to feel outdated—especially for emergency physicians eyeing early retirement and facing decades of life beyond medicine. With longer life expectancies, volatile markets, and the growing relevance of crypto and international diversification, building a resilient portfolio requires new th…
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How this broker helps borrowers find their true north
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Having started his own brokerage 25 years ago, George Massouridis from Mortgage Navigators has charted the course of the broking industry, helping countless borrowers find their truth north in the property journey. In this episode of Elite Broker, host Annie Kane catches up with the Sydney-based broker and recent winner of the MFAA’s Residential Br…
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3213: What to Look for When Reading a Mutual Fund Prospectus by Emily Guy Birken with PT Money
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3213: Emily Guy Birken breaks down the intimidating world of mutual fund prospectuses into manageable parts, empowering investors to make smarter, fee-conscious decisions. From understanding in…
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I sit down with Data Bento's CEO, Christina Qi to discuss how she started Data Bento and why their product of providing data is the best. It turns out there are a lot of features that firms want such as how data is structured, cleaned, and transferred which make a big difference especially in the finance and investing space. Learn more in this epis…
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Behind the numbers: Appraising Starmer’s Labour
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In this episode of Behind the Numbers, we discuss the hits and misses of the Labour government’s first year in power. While there have been some clear wins over the past 12 months, particularly on the international stage, domestic politics have felt far less controlled. Our panel evaluates the previous year, as well as suggesting where the governme…
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This week we look at: Recent Developments: Interpreting the Johnson Amendment in Tax-Exempt Status Litigation An Examination of Contract Formation in Tax Court Settlement: Insights from Arden Row Assets, LLC Jurisdictional Imperatives in Tax Court: A Case Study on Timeliness and Last Known Address Expanding Horizons: Potential Changes to Disaster T…
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She Saves Restaurants from Going Broke – Here’s How
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Watch this Interview Live: Click Here Restaurants are closing at record rates—but not on Marta Grumberg’s watch. If you're running a restaurant, bar, or café, this episode is your survival guide. 🔔SUBSCRIBE @GentlemanStylePodcast for more business-saving strategies! In this episode of the Gentleman Style Podcast, hosts Marcus Norman and Karmea Well…
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Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.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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3212: You Won’t Lose All Your Money Investing (If You Take This Advice) by Robert Farrington of The College Investor
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3212: Robert Farrington tackles the widespread fear of losing everything in the stock market and explains why that scenario is incredibly rare with the right approach. Backed by historical data…
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The secrets of surviving leadership chaos with Shonagh Primrose, COO at Wylde Market
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What happens when a bold COO questions how conscious consumerism really works? In this episode, Shonagh Primrose, Chief Operating Officer at Wylde Market, rips apart the rules of growth and reveals how to build a purpose-led platform without bowing to the noisy short-term pressures of venture investors. We get into: 🌱 Why slow commerce might be the…
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Episode 16: A Presidential Interview with The Insolvency Service
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This episode is a live recording of an interview between R3 President Tom Russell and Angela Crossley - Director, Strategy, Policy and Analysis at the Insolvency Service from this year’s R3 Annual Conference. The interview covers how the Insolvency Service are evolving and changing to meet the different roles it now plays and how these impact on th…
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You face a critical decision when designing whole life insurance: optimizing for death benefit or maximizing cash value accumulation. These two objectives sit on opposite ends of the spectrum, and trying to balance them often means you don't accomplish either goal effectively. We break down the fundamental trade-offs you need to understand before p…
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Dr. Bryce Hendy is a board certified and licensed Chiropractor in the state of Arizona. He works at Acacia Natural Medicine in Scottsdale. Dr. Hendy specializes in musculoskeletal injuries and conditions, with a focus on injury prevention and care for active individuals and athletes of all levels. He focuses his care on pain relief, stabilization a…
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B. Simone Calls Out Broke Men—But Is She Wrong? Let’s Debate!
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Watch Live: Live Show Is B. Simone a viral phenomenon or just hype? Charlamagne gets called out on air, and Marcus Norman teams up with Karmea Wells to unpack the viral moment that has people across the nation divided.👀 SUBSCRIBE @GentlemanStylePodcast thoughtful conversations that hit where it matters most. They’re not here to play it safe. In thi…
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3211: Stranger In A Strange Land by Jacob Lund Fisker on Embracing Frugality Early to Gain Financial Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3211: Jacob Lund Fisker dismantles the traditional life script of debt-fueled consumption and lifelong employment, exposing how it traps individuals in a cycle of dependency. He proposes a radi…
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3210: Self-Discovery Is a Kind of Self-Respect by Vironika Tugaleva on Unconditional Self-Acceptance and Personal Growth
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3210: Vironika Tugaleva offers a transformative perspective on the relationship between self-discovery and self-respect, urging readers to embrace their whole selves, including the parts they’v…
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Part 2: Establish the Family CEO Mindset?
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In Part 2, we speak with LaVaisha Davis, Founder and Wealth Advisor at Ell Wess Advisors. We discuss tips to keep the wealth once you are in the preservation stages. We discuss how she was able to retire her mom using the "Family CEO Mindset."By Corie Murray
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567 – How to Financially Prepare for Canada's Recession
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Don't just brace for a recession, prepare to come out stronger. This conversation is about turning Canada’s economic uncertainty into an opportunity for financial growth (or, at least, stability). We'll equip you with proactive strategies for managing debt, finding new income streams, and building a mindset of resilience. Learn how to take decisive…
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3209: 4 Red Flags To Watch Out For Before Buying An Annuity by Tania Brown on Protecting Retirement Money
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3209: Tania Brown breaks down four major warning signs that can signal an annuity might not be in your best interest, from high-pressure sales tactics to advisors downplaying the risks. This ey…
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Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
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Jim and Chris answer listener questions on Social Security filing and its effect on HSA eligibility, Social Security means testing, the timing of annuity purchases in IRAs, the Roth and Roth TSP 5-year rule. (7:30) Georgette asks whether the six-month Medicare Part A lookback is triggered by her husband’s Social Security application date or benefit…
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Arizona Secretary of State Adrian Fontes
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Talking all things with Adrian Fontes Arizona's 21st Secretary of State. Secretary Fontes is a proud Arizona native, an honorable veteran of the U.S. Marine Corps, and the father of three daughters. After graduating from law school, Secretary Fontes spent his career advocating for justice and fighting for the disadvantaged — first as a prosecutor w…
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From Brushes to Brand: Building a Scalable Painting Business
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Send us a text In this value-packed episode, host Daniel Honan sits down with Micah McLain, founder of Search Quick Grow, to share actionable strategies for painting contractors looking to grow their businesses profitably. Key Takeaways You'll Learn: The power of niching down and why trying to do everything often leads to failure How to calculate y…
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Season 4 Episode #1 Conor Benn: Boxing Star Opens up in Insightful New Podcast
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The Mennie Talks Podcast returns with a powerful Season 4 opener featuring none other than boxing sensation Conor Benn. In this exclusive interview, Conor opens up about forging his own path in the ring. Known for bringing unfiltered conversations with icons from business, sport and media, Mennie Talks kicks off its latest season with raw honesty, …
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#118 - The Big Beautiful Tax Bill with Nathan Sosa
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Get ready to demystify the 2025 Tax Bill. Hosts Tait Duryea and Ryan Gibson sit down with Nathan Sosa, tax strategist at Hall CPA, to uncover what this sweeping legislation really means for pilots and high-income earners. From the return of 100% bonus depreciation to new deductions for auto loans and overtime, Nathan breaks down exactly who benefit…
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Corporate Finance Explained | How Bias Impacts Corporate Finance
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Are you building your budget—or defending your assumptions? In this episode of Corporate Finance Explained, we explore how cognitive bias quietly influences financial decisions in forecasting, capital planning, and corporate strategy. Whether you’re in FP&A, M&A, or treasury, understanding behavioral finance can help you avoid critical missteps cau…
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Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.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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3208: What If I Don’t Go Back To Work by Craig Stephens of Retire Before Dad on Financial Responsibility and Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3208: Craig Stephens reflects on the tension between staying self-employed and returning to full-time work, balancing financial responsibility with the desire for autonomy. His honest explorati…
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What’s Making Headlines – the surprise rate decision from the RBA
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. This week, join managing editor Annie Kane and commercial content writer Ben Squires as they unpack some of the biggest stories in finance and property. They cover: The RBA’s surp…
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Mindful Investing: Integrating Values and Impact in Investment Decisions
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Why This Episode Is a Must-Watch Are your investments truly aligned with your values? In this episode of Inspired Money, host Andy Wang sits down with leading thinkers and practitioners in sustainable and ethical investing to challenge the traditional focus on returns alone. If you’ve ever wondered whether your money can “do well and do good,” this…
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Season 17 Episode 14: How to Start Off Young in Investing and Leadership with Ronan Pell
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What does it take to thrive in venture capital while making an impact in public service and education? Meet Ronan Pell, Venture Analyst at 1435 Capital, where he sources investment opportunities and supports diligence and fundraising. He's led a student investment fund, developed a national civics curriculum, and conducted real estate research at L…
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When AI Decides Who Gets Promoted & Who's Going to Tax Prom?
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What happens when AI decides who gets promoted and who gets fired? Blake and David dive into the shocking reality that 60% of managers now use AI for HR decisions, with over 20% letting algorithms make final calls without human oversight. They explore a Stanford study revealing that tax preparers are the #1 profession seeking automation, but only f…
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Faulty Medication by Brian Tajlili, FSA, MAAA
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SOA is proud to present the audio version of the winning entry in the 2024-25 Speculative Fiction Contest, Faulty Medication by Brian Tajlili, FSA, MAAA. Here is what the contest's literary judge, Dr. Bob Mielke, had to say, “Nothing but positives here. A plausible and timely scenario, excellent world-building, vivid incidents, lively and detailed,…
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Corporate Finance Explained | Emerging Markets
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Expanding into emerging markets? Finance teams face a whole new level of risk and opportunity. In this episode of Corporate Finance Explained, we reveal how multinational companies manage currency risk, political instability, and regulatory complexity when operating in fast-growing economies. Learn how Tesla structured its China expansion, how Coca…
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3207: Moderate and Selective Frugality by ESI on Intentional Spending and A Balanced Lifestyle
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3207: ESI explores the idea of “moderate and selective frugality,” contrasting it with the extreme frugality of the Amish as described in Money Secrets of the Amish. He emphasizes seeking value…
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Shang Saavedra, Author of Wealth is a Mindset
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In this NGPF Podcast episode, Yanely welcomes Shang Saavedra, author of Wealth is a Mindset: Change Your Mind, Change Your Money, for an inspiring and candid conversation about her personal finance journey, the emotional side of money, and practical advice for educators and individuals seeking financial freedom.…
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OD #9 - Build Wealth Without Sacrificing Your Lifestyle
19:16
19:16
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19:16
In this episode, Oscar from The Finance Bible & Asset Road breaks down the real reason so many young Aussies feel stuck financially — even when they’re earning more than ever before. Whether you're just getting started or looking to sharpen your game, this 15-minute episode covers everything you need to know to start managing your money with purpos…
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From Jamaican track star to CPA: A firm leader’s unlikely career path
21:07
21:07
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Growing up, Durran Dunn, CPA, had drive and discipline, but he didn’t have any aspiration of using those qualities to become a CPA. He didn’t even know what a CPA was. Dunn, now a partner in Bennett Thrasher's Risk Advisory Services practice, based in greater Atlanta, overcame “whiplash” in the form of two moves – from Jamaica to New York, from New…
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Levelling the hiring field: Strategy, equity, and AI’s ‘black box’
15:57
15:57
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Ben Schwencke, chief psychologist at Test Partnership, a psychometric assessment and pre-employment testing service provider in the UK, joined the FM podcast to discuss common recruitment challenges facing employers, what psychometric testing entails and how it's implemented, and the use of artificial intelligence in recruitment practices. In an ea…
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Bitcoin on the Balance Sheet: Why Companies Are Turning to Crypto as a Treasury Strategy
19:25
19:25
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As Bitcoin surges into the financial mainstream, a growing number of companies — from obscure microcaps to global tech giants — are transforming themselves into crypto-holding entities. This video explores the rise of the corporate Bitcoin treasury strategy, tracing its origins with MicroStrategy’s dramatic pivot, the global wave of imitators, and …
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AI Solution for CFOs to Replace Outdated ERP and Accelerate Financial Operations with John Glasgow
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15:39
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In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experi…
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Quint and Allie talk about what happens to debts after someone passes away.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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3206: 6 Types of Credit Cards You Need to Avoid by Kumiko of The Budget Mom on Financial Security
11:09
11:09
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3206: Many credit cards promise rewards and flexibility, but as Kumiko warns, certain types can trap you in debt and threaten your financial security. From deferred interest schemes to credit c…
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Jenny Faulkner and Gemma Archer discuss common audit quality findings following the publication of ICAEW's latest audit monitoring report and reflect on issues identified in Mercia's own file reviews. For more information on this topic and more, please visit www.mercia-group.com for further details.By Jenny Faulkner, Head of Audit Accounting and Compliance (Quality) and Gemma Archer, Senior Manager – A&A and Compliance
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In Focus: How brokers can drive forward with asset finance
31:19
31:19
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A groundswell of brokers has been folding asset finance into their business models to provide more solutions to clients while diversifying their revenue streams. But how exactly is it done? In this episode of In Focus, we sit down with Tom Caesar, the group executive of asset finance at LMG, to discuss the evolving trends in the industry, how broke…
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OBBBA Tax Changes Explained: EDU #2528
1:16:20
1:16:20
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Chris’s Summary I am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially…
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The long, hot AI summer (part 1/3) – AI milestones
25:20
25:20
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In the first podcast of our AI summer course, we trace AI’s journey from academic experiments to becoming a core driver of alpha in Robeco’s flagship quant strategies. This episode highlights key breakthroughs, innovative use cases, and how AI is reshaping investment decision-making in practical and powerful ways today…
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