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With over 30 years of experience, Joe Brown helps retirees and soon-to-be retirees protect their savings, ensuring not one client has ever lost principal due to market downturns. As President of Brown Advisory Group, LLC, he shares insights on securing retirement assets across multiple states. Join Joe for expert strategies to safeguard your financial future and gain peace of mind in retirement.
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BLAZIN 4.20 WPAM

Parental Advisori Media Group, L.L.C.

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“Stay connected with the latest in hip-hop and more—listen to our podcast! Don’t miss out on exclusive interviews, fresh tracks, and in-depth discussions. Tune in now and join the conversation!”
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Featured here are original and timely podcasts from ARC analysts and guest speakers on topics such as Digitization, New Business Models, Internet of Things, Industry 4.0, and Smart Manufacturing. We dive into technologies such as additive manufacturing, machine learning, asset performance management, device connectivity, IIoT architecture, cybersecurity, augmented reality, and more related to digitalization and transformation of industries. For More Information Visit us at: https://www.arcwe ...
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Welcome to the Financial Harmony Podcast with your money-maestro, Mark Lloyd. For over 25 years, Mark has helped thousands of families successfully retire in the Atlanta area. This podcast brings you the best moments from the Financial Symphony radio show to help you conduct your own dream retirement! The Financial Symphony radio show airs on 95.5 WSB, Sundays at 2pm. Past full radio shows can be heard at The Lloyd Advisory Group website. Need Financial Advice? We Can Help. | Lloyd Advisory ...
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Don Sowa's MoneyTalk

Cumulus Providence

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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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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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Broady Windsor Group Podcast

The Broady Windsor Group

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The only real estate podcast for homeowners seeking guidance and support on everything related to owning a home. This includes much more than just buying or selling. You'll enjoy candid, insightful conversations with super interesting guests on everything from mortgages and financing to home maintenance tips, renovation & design advice, and of course the latest insights and analysis on what’s happening in our local West Island of Montreal real estate market. Check out https://broadywindsor.c ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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The Stewardology Podcast

The Stewardology Podcast

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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Cavell is a leading research and consulting firm specialising in the telecommunications industry with a particular focus on business communications technologies including UCaaS, collaboration, contact centre and customer engagement software, business messaging, and Microsoft Teams. Cavell provides insights, analysis, and advisory services to help their clients navigate and succeed in these rapidly evolving sectors. Cavell Cloud Conversations will bring you bitesize podcasts with some of the ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
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Integrity Risk

The Risk Advisory Group

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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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C2 Biz Growth

John Hale III

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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group
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Talk to Your Pharmacist

Pharmacy Advisory Group

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We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
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The Disability Lectures

Oxford University

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This annual lecture series celebrates the achievements of disabled people. The University is committed to establishing an inclusive environment, and we hope that this lecture series will be inspiring and empowering for everyone, particularly for our disabled staff and students. We hope that it will also increase understanding of the experiences of people living with a disability and of the creative and flexible support that may help them to flourish. The events are organised by the Equality ...
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Lan-Lan Smith, Editor-in-Chief, Cheryl Lai, Acting Deputy Editor, and Emma Cookson, Senior Editor at The Lancet Haematology, in conversation with the journal’s authors, explore their latest research and its impact on people’s health, healthcare, and health policy. A monthly audio companion to the journal, this podcast covers a broad range of topics, from racial and ethnic disparities in leukaemia survival outcomes to resuscitation with blood products compared with saline, the link between me ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Sounds of Health

Sounds of Health

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Sounds of Health seeks to shine a light on the path to improved health. The podcast highlights the people, organizations, and resources available to help improve physical, emotional, and financial well-being. Join us on a journey of self-discovery and empowerment as we explore expert insights, practical tips, and real-life stories to help you achieve a balanced and healthy life. In each episode, our host David MacNiven engages in thoughtful conversations with health and wellness professional ...
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The DeepRec.AI Leadership Lab brings together a community of founders, innovators and Deep Tech enthusiasts to decode the future of cutting-edge technology. Our aim is to spotlight thought leaders, provide a platform for honest and open discussion, and grow a thriving network of talented tech professionals. Diversity of thought is needed to nurture digital bravery and help us solve the most complex problems in the DeepTech landscape. Our community is a place for sharing experiences, explorin ...
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Y2K GROUP CHAT

Y2K group

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Y2K GROUP CHAT is a series about how artists navigate through their practice and a behind the scenes look into their lives. Y2K group is an art agency and advisory focused on supporting emerging artists in New York and beyond. Follow us on Instagram: @y2kgroup and Subscribe to our YouTube channel for more content about contemporary art. #y2kgroupchat
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Apple News Today

Apple News

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Join Shumita Basu every weekday morning as she guides you through some of the most fascinating stories in the news — and how the world’s best journalists are covering them.
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expansion

Expansion Media Group

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PARENTAL ADVISORY EXPLICIT CONTENT - Saturdays 10 am - AllNiteRadio brings you The Expansion Sports Hour with your sport fanatics Jay, Ray & Bigg Rich. Tune in as the fellas give your their interpretation of today's sports!
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Wrezinski Advisory Group

Bernie & Tyler Wrezinski

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Thanks for visiting and for joining the Safe and Secure Money System revolution! “Yes. Safe Money is what we all want. We all want to safely grow our money. We are all tired of worrying about our money – our financial future – whether we’ll have enough at retirement.” For 30 years Bernie and Tyler have invested TENS of millions of their client’s “can’t afford to lose” retirement plan money— and they have never lost a dime using their Safe and Secure Money System strategies. Retirees Wealth P ...
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Be Advised - The Mary Free Bed Advisory Group Podcast shines a spotlight on the field of medical rehabilitation and why it’s a critical component of health care. We feature interviews with industry leaders and medical experts on topics such as care transitions, patient access, virtual care, program design and space planning, research and nursing education. Subscribe and listen to learn how you can align your team for success.
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Dollars and $ense with Bruce Porter

Bruce Porter & Will Worsham

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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Enlightened Entrepreneur | Lessons in Business | Actionable Strategies For Confidence & Growth

Leandra Nisbet | Business Growth Strategist | Stingray Advisory Group

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Ready to expand your idea from a hobby into a sustainable business? The Enlightened Entrepreneur is your opportunity to learn directly from an award-winning expert who has successfully transitioned from the corporate world to create and grow a six-figure revenue-generating, certified, Top Women-Owned Business that was able to report a profit in year 1. Your host, Leandra Nisbet, brings over 15 years of hands-on expertise and real-world experience not only within her business but also from th ...
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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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Invure Holdings Group LLC

infoinvureholdingsgroupllc

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Invure Holdings Group LLC, based in Orlando, Florida, is a forward-thinking holdings company managing a diverse portfolio of businesses across multiple industries. With a focus on sustainable growth, the company invests in high-value opportunities, from tech startups to established service firms. Beyond portfolio management, Invure Holdings offers comprehensive business consulting and financial advisory services, helping companies optimize operations and scale effectively. Their expertise ex ...
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On a mission to transform personal finance. Teaching people how to use money as a tool to increase their return on life. Have a question? We would love to answer it, email them to [email protected] Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Heritage Financial Advisory Group and Cambridge are ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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What Dewey Do?

Great Lakes Wealth

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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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The Sustainability Podcast

The Sustainability Team at ARC Advisory Group

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The ARC Sustainability Podcast is an interview-based format where science, technology, and sustainability come together. Our conversations involve many sectors of sustainability such as supply chain management, ESG, the energy transition, industry infrastructure, and manufacturing. Through each discussion we reveal strategies, tools, and processes that leaders and companies are taking to achieving sustainability. For More Information Visit us at: https://www.arcweb.com
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Defense Secretary Pete Hegseth sent Marines into Los Angeles, and California’s governor sued Trump. CalMatters’s Nigel Duara has been following events in the city. Robert F. Kennedy Jr. dismissed the CDC’s entire panel of vaccine advisers. Stat reports. Amid the public feuding between Musk and Trump, the federal government is attempting to rehire p…
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The 401(k) is the primary retirement savings vehicle for American workers, but it is only one of the option available, and having a good grasp on the rules and limitations of those options is important when developing your retirement savings strategy. Nathan discusses the pros and cons of the 401(k), and how to use it to its full potential. Also on…
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For a young person starting out, receiving rental income from a multi-family home can be a great way to offset the cost of your mortgage, but many are unequipped to navigate the complicated tax rules that govern rental income without the help of a tax professional. Donna and Nathan discuss some specifics around rental property taxes and how to ensu…
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As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on our MoneyTal…
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Trump announced a ceasefire between Israel and Iran, but has now accused both countries of violating it. Reuters has the latest. What to know about New York City’s mayoral primary, and the unique ranked-choice voting system that will decide the next mayor. Laura Nahmias with Bloomberg News has the details. Wyatt Myskow with Inside Climate News repo…
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The leadership lab returns with another dive into deep tech! In this episode, we're joined by Nicolaj Förderer, the CTO and Co-Founder of Yunniq Health, a pioneering digital health startup that uses AI to equip medical practices with advanced tools for genetic profiling and efficient patient monitoring. With a technical foundation in Mechanical Eng…
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Send us a text In this episode of Your Retirement Guide, Certified Financial Planner™ George Jameson, founder of Capital Wealth Group in Columbia, SC, dives into Part 2 of The 5 Wealth Killers No One Talks About. This one might be sitting in your driveway—tune in to find out! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …
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Sometimes the thing you aren't thinking about can be the one missing piece to the puzzle. In a lot of retirement portfolios, it's long-term care. Jim Fox tells us what we need to know about this crucial piece and how to make sure it's not a gap in your retirement plan. Ready to connect with Jim today? Get some Financial Straight Talk! See omnystudi…
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the harmful effects of minimum wage laws. Buy our new book: The Good Steward Economics in One Lesson See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Co…
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Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allar…
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In this episode, we'll dive deeper into the changes and challenges brought about by AI, particularly since the November 22 moment with ChatGPT. We'll explore how AI has impacted industrial systems engineering, data quality, and the utilization of massive amounts of data in factories and supply chains. Introduction Let's start with the big picture. …
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In this heartfelt and often humorous episode, host Dave MacNiven welcomes Chris Walsh, owner of West Haven’s iconic Duffy’s Tavern, for a rich conversation about family legacy, resilience, and running a restaurant that feels like home. Chris shares his journey from washing dishes at 13 to taking the reins from his father—without telling anyone at f…
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Following the U.S.’s strikes on nuclear sites in Iran, there are major questions in the days ahead. CNN reports on the members of Congress who were informed beforehand. Lawfare examines the legality of going to war with Iran. A major heat wave is bearing down on much of the U.S. Eric Holthaus, meteorologist with The Guardian, examines how Trump adm…
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In this episode of The Retirement Income Show with Dave Stearns, we tackle some of the most pressing concerns facing retirees and pre-retirees today — from inflation, interest rates, and Social Security uncertainty to scam prevention, housing decisions, and geopolitical instability. We also unpack the risks of outdated investment strategies and exp…
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Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving.#risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyea…
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When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement.#ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #…
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So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon.#austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #…
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In this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of Unity Financial Advisors. She shares how she went from a career in banking to building a successful, holistic financial planning firm- and the key moments and strategies that made it possible. We dive into her client-first approach, how she scaled her team, and why refe…
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The conversation around women’s health is finally changing—and it’s about time. In this episode of Success Leaves Clues, hosts Robin and Al reconnect with Lori Casselman, founder and CEO of June, a virtual clinic dedicated to midlife women’s health. Lori shares how her personal health journey sparked the creation of June and speaks to the need for …
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IEEE 802.11ax Wi-Fi 6 and 6E represent major advancements in wireless technology, particularly for industrial environments, due to their incremental efficiency, scalability, and bandwidth. Key features like OFDMA allow multiple devices to communicate simultaneously on subdivided channels, reducing latency and improving spectrum use. Wi-Fi 6E introd…
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In this Getting To Know Us segment, Tad and Tyler dive fork-first into a very important topic: foods we used to hate... but now love. We take a break to dish on olives, zebra cakes, goat cheese, and questionable Parisian meals. Spoiler: someone may have fake-declared a food allergy just to survive a five-course dinner in the Eiffel Tower. No judgme…
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Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some client portfolio nightmares, and how they came to pass. Also on MoneyTalk, how to simplify your retirement tax situation. Host: Donna Sowa Allard, CFP®, AIF®; Ai…
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Summer’s here–and it’s the perfect time to hit pause, breathe, and set the stage for a season of joy, purpose, and financial resilience. In this uplifting episode of Wealth Beyond Riches, Abbey Henderson invites you to create a "Summer Reset" with five simple, intentional habits designed to boost your financial foundation while infusing more fun an…
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In a 6-3 ruling along ideological lines, the Supreme Court determined a Tennessee state law banning gender-affirming care for transgender minors is constitutional, in a major setback for trans rights Political violence appears to be on the rise in the U.S. Aaron Blake with CNN unpacks what that says about the state of partisanship. Israel says Iran…
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In this illuminating seventh episode of C2 Biz Growth, host John Hale III sits down with the visionary Glenn Noble, founder of Proudly Give and Aspen Hill Partners Ltd. This is a must-listen for C-suite executives, founders, and entrepreneurs navigating the complexities of growth and funding. Glenn dives deep into how recognition dramatically boost…
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Brian Skrobonja breaks down two retirement curveballs that most people don’t see coming until it’s too late. He covers how your Social Security decisions can make or break your retirement, and what really happens to your income when your spouse passes away. From the math behind claiming early versus waiting, to the hidden tax traps that arise when …
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Have you ever been told you’re not ready, not qualified or simply too young to do what you’re doing? In this reflective and empowering episode, I'm shares an experience from my early years in business that could’ve shaken my confidence — but didn’t. Join me as I unpack how to handle unsolicited opinions, stay rooted in your mission and use negative…
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Taxes don’t have to be scary, I promise ... seriously. In this episode, I'm unpacking how to reframe your mindset around taxes and shift from dread to empowerment. I explain why proactively planning for your tax responsibilities can help you reduce stress, avoid penalties and support bigger goals like business financing. If tax season leaves you an…
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President Eisenhower famously said âWhat is important is seldom urgent, and what is urgent is seldom important, highlighting the difference between tasks that demand immediate attention, and those that contribute to long term goals. Nathan discusses how this principle applies to our retirement goals, and how a disciplined approach to planning can h…
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Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF …
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As Iran and Israel trade missiles, The Economist explores how citizens might respond to their leaders’ actions. The suspect in the Minnesota killings is alleged to have visited other homes that night. The Minnesota Star Tribune covers the hunt to find him. Katy Stech Ferek with the Wall Street Journal discusses how stock trading by lawmakers around…
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Send us a text In this episode of Your Retirement Guide podcast, George Jameson, a certified financial planner and founder of Capital Wealth Group located in Columbia, SC introduces a series titled 'Five Wealth Killers No One Talks About.' Listen to Part 1: It Start Here now. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …
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With uncertainty in the market and the future of Social Security, Jim Fox tells us that it comes down to something more simple than all of that... planning. Specifically, what buckets you have your money in. Let Jim help you get your money and buckets sorted on this week's episode of Financial Straight Talk! Ready to connect with Jim today? Get som…
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss who wins and who loses in an inflationary environment Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@Stewar…
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Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication in maintaining a healthy relationship. Also on MoneyTalk, IRS gifting rules, and…
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In this premiere episode, your host, Leandra Nisbet, introduces the Enlightened Entrepreneur podcast and shares what you can expect from the show. Whether you’re launching, growing or scaling your business, this is your invitation to join a community focused on practical strategies, sustainable growth and personal empowerment. Leandra outlines her …
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Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much e…
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In this episode of Sounds of Health, host David MacNiven sits down with Traci O’Brien and Christine Brown, the passionate co-founders of Senior Promises, an organization dedicated to granting wishes to underprivileged seniors. From small comforts to life-changing experiences, Traci and Christine share the incredible impact of fulfilling wishes—from…
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The suspect has been found in the Minnesota killings of a lawmaker and her husband. The Minnesota Star Tribune has the details. Israel and Iran intensified their strikes into each other’s territories. The Atlantic’s Isaac Stanley-Becker explains how Israel managed to take their neighbors by surprise, and looks at what comes next. Molly Ball with th…
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Cavario H.- Co-founder of Don Diva magazine and author (Raised by Wolves). We chop it up with Cavario as he walks us through the beginnings of the magazine, and how he was able to leverage his relationships to build the magazine. He imparts the psychology of street life and how it is connected to Hip Hop...and how the streets influence Hip Hop.…
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Have you ever unpacked a new item to assemble it, only to realize a crucial part was missing? It’s frustrating, and it can make the whole thing useless or at least sub-optimal. The same is true in many areas of life, especially retirement planning. If even one piece of your retirement plan is missing, the whole strategy can be incomplete, and that …
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01 REKS & Artisin (AR16) - Exclusive Freestyle (Prod ShortFYUZ) 02 REKS & Artisin (AR16) - Super Powers 03 REKS & Artisin (AR16) ft Estee Nack - Eat What You Kill 04 Casablanca The Gawd & Che Noir - Readings On The Wall 05 DJ Hoppa, Uncle Lush & Kail Problems - Ghouls 06 4-Ize - WeaponIZE (Prod D.R.U.G.S Beats) 07 Jamal Gasol - In And Out 08 Napole…
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Send us a text Brian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservation and tax efficiency. They highlight the significance of determining the purpose of money,…
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IRS Budget Cuts, and Your Retirement Buckets: Essential Tax & Financial Planning UpdatesJoin hosts Josh Gilbert and tax strategy expert Jeff Zufall at Capital Advisory Group as they discuss the latest developments affecting your finances. From Jeff's recent office move to Clarkson Road to breaking down the IRS's proposed 37% budget cut and 20% work…
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You can learn a whole lot about a person just by following their money, so there’s a level of vulnerability inherent in the financial planning process that many find it difficult to overcome in the initial stages. Donna and Nathan take us through the steps involved in launching a financial plan, and the liberating effect that financial transparency…
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This Father’s Day, give your family something that lasts: financial confidence. In this special episode, David outlines three essential financial steps every dad should prioritize, whether you’re chasing toddlers or preparing for retirement. From building a strong financial base to adjusting your budget as life changes, these timeless moves can hel…
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In a recent ARC Advisory Group SPARC podcast, I had the pleasure of speaking with Steve Blackwell, Head of the Manufacturing Center of Excellence at Amazon Web Services (AWS). We dove deep into one of the most transformative shifts happening in the industrial sector today: Software Defined Manufacturing (SDM) in the Era of Agentic AI. Would you lik…
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