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Legacy Asset Management Podcasts

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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Tune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing ('SRI'), Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in wide-ranging, long-form discussions. In each episode, we cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy ...
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The Investor's Lens

UTI Asset Management Company Limited

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Welcome to The Investor’s Lens, your go-to podcast for expert insights, actionable strategies, and deep dives into the world of mutual funds and investing. Powered by UTI Mutual Fund, this investor education podcast simplifies complex financial concepts, helping you make informed investment decisions. Whether you’re a first-time investor or a seasoned professional, each episode covers topics that can help you on your investment journey. Tune in as our experts break down market trends, share ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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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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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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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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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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Hosted by entrepreneur, investor, and dealmaker Thomas J. Powell, ”The Powell Perspective” delves into the complex world of business structures, asset protection, and government policy. With over three decades of experience in private equity, commercial banking, and asset management, Tom brings unparalleled insights to each episode. Join Tom as he engages in thought-provoking conversations with top executives, founders, and industry thought leaders. Explore strategies for safeguarding wealth ...
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Welcome to the Inside Commercial Property podcast, where we bring you monthly episodes on the most significant changes in the world of commercial property investing. Delve into the inner workings of property, markets and strategies, all geared towards helping you become a better investor. Join Scott O’ Neill and Phil Tarrant, as they sit down to share the latest property changes. If you want to stay ahead in the game, this podcast is for you. Want to go deeper? Check out our new book ”Rethin ...
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The Private Investment Podcast | Limited Partners Club

Limited Partners Club | Coburn Sheppick

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Limited Partners Club, ‘LPC’ is a members-only community for individual investors. We meet regularly, both in-person and online, to establish networks, share insights, and discover opportunities. We established the club to bring together private-sector investors to tackle subjects like wealth creation, capital preservation, and legacy. Whether you are a seasoned LP or new to the game of passive income from private investments, join our community of like-minded members. Learn more at limitedp ...
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Beyond Wealth

Jonathan Fishbeck

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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Value Investing with Legends

Columbia Business School

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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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The Defence Connect Podcast Network hosts a unique series of podcasts, featuring discussions with key enablers from across the Australian defence industry. The podcasts provide the perfect blend of business intelligence and insights from a range of guests, which include government officials, ADF personnel, industry stakeholders, and members of the academic community. By aligning ourselves with the ADF and the Commonwealth government, we are uniquely placed to deliver a dynamic 360° platform ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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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 you could turn a $60K starter home into a launchpad for long-term financial freedom—by age 25? Too many young families feel stuck between rising housing costs and stagnant incomes. B…
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In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at Caltech to leading research in behavioral finance and quantitative investing. Kent shares insights from his academic work and his years at Goldman Sac…
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In this episode of the Cyber Uncut podcast, host Liam Garman, editor of Cyber Daily, is joined by Kostas Siourthas, founder and CEO of TomorrowX; Rob Parker, partner at Deloitte; and cyber security leader Dr Marcus Thompson for an in-depth discussion on the future of data protection and innovation in the digital age. The episode was recorded at Del…
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make i…
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The passage of the One Big Beautiful Bill Act provides some clarity around the laws related to estate tax, gift tax and generation-skipping (GST) tax — at least for now. This episode summarizes the key provisions of that act. Perhaps most importantly, the passage of this act provides an opportunity for clients to revisit their estate plan and curre…
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In this episode of the Defence Connect Podcast, senior journalist Robert Dougherty is joined by the Australian Defence Industry Awards’ Academic of the Year, Dr Oleksandra Molloy, to discuss the momentous award and her research into the use of drones in the war in Ukraine. The University of NSW senior lecturer has conducted significant research int…
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What if your final resting place could help restore nature instead of harm it? In this episode of the Buried in Work podcast, licensed funeral director, certified life cycle celebrant, and founder of the Colorado Burial Preserve, Emily B. Miller, joins us to explore how green burial is more than an eco-friendly alternative—it’s a return to somethin…
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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 Are you struggling to help your aging parents make smart financial decisions—without damaging trust or creating tension? Many mid-life wealth builders face a unique challenge: balancing thei…
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Most of us have heard of large-cap, mid-cap, or small-cap funds, right? But did you know how a fund manager picks stocks – their style – can also impact your returns? Yup, there’s a bit of an art to it! In this episode, Lisa Pallavi Barbora and Ravi Samalad explore the different investing styles, what they mean, and why diversifying across them mig…
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In this second compilation focused on emerging markets, we revisit conversations featuring three investors who are channeling substantial capital into regions where others hesitate to go – and they’re doing it with discipline, innovation, and deep local insight. Each of these guests brings a different strategy and perspective, but all are working t…
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In this episode of the Cyber Uncut podcast, host Liam Garman, editor of Cyber Daily, is joined by Kostas Siourthas, founder and CEO of TomorrowX; Rob Parker, partner at Deloitte; and cyber security leader Dr Marcus Thompson for an in-depth discussion on the future of data protection and innovation in the digital age. The episode was recorded at Del…
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Send us a text Brian AKERS and Mark Diorio from Brookstone Capital Management discuss the mid-year market update. They highlight the market's resilience, noting the S&P 500's V-shaped recovery after a 12% drop in April. Despite geopolitical risks, the market has remained stable with inflation around 2.5%. They emphasize the importance of diversific…
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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 Should you pull your corporate cash into your RRSP—or let it grow inside your company? If you’ve sold your business or have a chunk of money trapped in a corporation, you’re probably wonderi…
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There are always investment opportunities; you just have to be patient enough to look for them! Today, we welcome the founder of the passive real estate investment educational platform, CARE, Chad Ackerman, to the show to discuss everything you need to know about investor syndication! Tuning in, you’ll hear all about Chad’s career and how investing…
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In this episode of the Contested Ground podcast, hosts Major General (Ret’d) Dr Marcus Thompson and Liam Garman unpack the latest news and events contributing to national security in Australia. They begin the podcast discussing Exercise Talisman Sabre 2025, including how important these kinds of joint military training activities are for the intero…
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement. In this episo…
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In this episode of the Defence Connect Podcast, senior journalist Robert Dougherty is joined by Miles Chambers, senior vice president of international business development at EDGE Group, to discuss how the United Arab Emirates established and manages its own defence prime to work collaboratively with government, provide leadership in industry and c…
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Did you know your dental fillings or titanium hip could be pulled from the ashes and turned into something that changes lives and saves the planet? In this powerful episode, Adam sits down with Kevin McKay, Director at Cremation Recycling, to uncover the truth about what really happens to metal after cremation. This is not the conversation you expe…
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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 Are you holding back from your next investment move or sticking to your retirement goals because you’re concerned of being wrong? Too many entrepreneurs and investors get stuck chasing “the …
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What do a high school teacher, a psychologist, and a mother of two have in common with a space tech founder? In this episode of The Progress Report, Defence Connect’s Tash Taylor sits down with Sheila Maria Gough Kenyon – co-founder of Starbound Space Solutions and national committee member of the Australian Space Diversity Alliance – to explore wh…
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The mainstream investment community has long viewed emerging and frontier markets as high-risk regions fraught with numerous challenges. However, with growing populations and expanding digital access, these regions are poised to become the economic powerhouses of the future. In this compilation episode, we revisit 3 past conversations from Eliza Fo…
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In this episode of the Cyber Uncut podcast, host Liam Garman is joined by Mike Franklin, Australian cyber security lead at Protecht, to discuss the current cyber security landscape, the importance of top-down cyber security culture, and the impact of AI on cyber security. Garman and Franklin begin with a discussion on the current cyber security lan…
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Send us a text Brian Akers and Paul Franco discuss the impact of the new tax law, referred to as the "one big beautiful bill," signed on July 4, 2025. They highlight key provisions such as the permanent extension of the Tax Cut and Jobs Act's tax brackets, the introduction of a temporary senior personal exemption for those aged 65 and older, and 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 Is saving your age with a backdated participating whole life insurance policy really the smartest financial move—or could it cost you more than it saves? If you’ve ever considered using part…
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In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension between risk and behavioral explanations in finance. From his formative years at the University of Chicago under Gene Fama to building AQR into a quant pow…
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In this episode of the Contested Ground podcast, hosts Phil Tarrant and Major General (Ret’d) Dr Marcus Thompson explore Australia’s readiness to meet its military needs and examine the country’s role amid a rapidly changing global landscape. They kick things off with a discussion on Commonwealth funding, before exploring the AUKUS agreement and wh…
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Today, we take a look at what happens when you narrow your focus to a single area, choosing to go a mile deep. We’re joined by Daniel Casey, President and CEO of North40 Capital, a local property developer, and BlackRock Construction Group, a commercial general contractor specializing in multifamily, senior living, and income-producing products. To…
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to en…
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"If a child is old enough to love, a child is old enough to grieve." We often treat grief like a problem that needs solving. But what if it's not something to fix, but something to understand, live with and honor? In this powerful conversation of Buried in Work, Dr. Korie Leigh, certified thanatologist and program director at Marian University, hel…
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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 the key to unlocking your next financial breakthrough isn’t the plan itself—but who’s with you along the way? Too many entrepreneurs and investors try to build wealth in isolation, o…
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My guest today is Vojkan Brankovic, founder of Apeiron, a principal investment firm that is shaping the future of sustainable real estate investment. Founded in 2013, Apeiron has established itself as a leader in high-impact real asset opportunities, specializing in logistics real estate across Europe. With over 30 years of investment management ex…
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In this episode of the Defence Connect Spotlight podcast, host Liam Garman is joined by Simon Olsen, chief executive officer and co-founder of Arkeus autonomous optical systems, to discuss the changing world of drone warfare and what Australia is trying to achieve in the uncrewed aerial vehicle (UAV) strategic space. Olsen, the commercial-savvy CEO…
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Education costs are rising, making financial planning for your child's future essential. In this episode, we discuss the best investment strategies for building an education corpus, the role of mutual funds in long-term planning, and how to start early for maximum benefits.By UTI Asset Management Company Limited
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In this episode of the Cyber Uncut podcast, David Hollingworth and Daniel Croft are joined by Australian Aviation’s Jake Nelson to talk about the Qantas data breach before our usual suspects talk up the latest AI news, followed by some alarming local hacks. AI is the topic for Hollingworth and Croft as the pair start with a chat about News Corp’s n…
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Send us a text Brian Akers and Alex Monk from Akers Financial Group discuss the concept of financial independence, likening it to the U.S. Independence Day. They emphasize the importance of financial planning to achieve this state, where individuals can retire on their terms without financial stress. They highlight the need for a comprehensive fina…
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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 Are you a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill? Many incorporated Canadian entrepreneurs get caug…
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Once you truly understand what a wealthy life means to you, you can go out and take action to build that life, and you’re much more in control of your whole life than you may think! Today, we’re joined by Sahil Bloom, Managing Partner of SRB Ventures, writer of the Curiosity Chronicle, and bestselling author of The Five Types of Wealth: A Transform…
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In this episode of Inside Commercial Property, Phil Tarrant and Scott O’Neill are joined by Jed Gould, senior buyer’s advocate at Rethink Group and former elite tennis player, for an insightful and deeply personal conversation on property strategy, mindset, and the realities of building enduring wealth.From representing Australia on the global tenn…
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirem…
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In this episode of the Defence Connect Podcast, host Steve Kuper is joined by Michael Shoebridge, Strategic Analysis Australia director, to unpack the debate about Australia’s level of defence spending and a host of other topics. The pair discuss a range of issues, including: Responding to calls for Australia to shake off the “shackles” of the Aust…
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Did you know most people don’t have time to grieve because they’re too busy canceling Netflix and clearing out the fridge? In this episode of Buried in Work, Rachel Donnelly, founder of AfterLight and author of Late to Your Own Funeral, talks about what really happens after someone dies? The grief, the overwhelm, the paperwork, and the flaming dump…
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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 If you’re a Canadian business owner juggling retained earnings, long-term growth, and real estate goals, this episode unpacks a real-world strategy you can’t afford to miss. Discover how an …
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In this episode of The Progress Report, Defence Connect’s Natasha Taylor sits down with Rachel Falzon, founder and national president of the Women in Defence Association, to explore the power of mentorship in shaping meaningful careers. From informal guidance over coffee to a groundbreaking, free national mentoring program, Rachel shares stories of…
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In May, I spoke with four leaders who are reshaping what finance can do – and who it can serve. In this compilation episode, I’ve pulled together the most powerful ideas, turning points, and takeaways from those conversations. If something resonates, you can dive deeper – the links to each full episode are below. Here's the list of featured guests:…
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In this episode of the Defence Connect Spotlight podcast, host Liam Garman is joined by Nova Systems chief executive officer Dean Rosenfield to explore the increasing importance of the defence industry to the nation’s security and why it’s time for an Australian “prime” contractor. Rosenfield, a highly experienced senior business leader, has more t…
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In this episode of the Cyber Uncut podcast, David Hollingworth and Daniel Croft talk about good and bad AI use cases, dramatic hacker arrests in Australia and France, printer vulnerabilities, and why War Thunder is a national security risk. AI is the topic for Hollingworth and Croft as the pair start with a chat about News Corp’s new drive to integ…
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Send us a text Estate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, including und…
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