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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
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Free fitness, nutrition, biohacking, fat loss, anti-aging and cutting-edge health advice from BenGreenfieldLife.com! Tune in to the latest research, interviews with exercise, diet and medical professionals, and an entertaining mash-up of ancestral wisdom and modern science, along with Q&A's and mind-body-spirit optimizing content from America's top personal trainer.
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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658
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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If you find managing your money a struggle, this is the podcast for you. From The Irish Times, Better With Money is a crash-course in how to spend responsibly, save effectively and make big financial decisions wisely. Hosted on Acast. See acast.com/privacy for more information.
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The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!
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Everyone needs a little help being a human. From sleep to saving money to parenting and more, host Marielle Segarra talks to experts to get the best advice out there. Life Kit is here to help you get it together. Want another life hack? Try Life Kit+. You'll support the show and unlock exclusive curated playlists and sponsor-free listening. Learn more at plus.npr.org/lifekit
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The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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The Let's Talk Money Podcast with Naomi Jean offers practical advice and expert guidance on managing personal finances. Each 10-minute episode is designed to help listeners gain financial clarity through budgeting, debt management, credit improvement, and saving strategies.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Strategies to Dominate Your Dental Implant Market from Industry Experts! Discover proven strategies to grow a lucrative full-arch dental implant practice and overcome the challenges dental practice owners face daily. From marketing tactics to operational efficiencies, we bring you expert insights and actionable advice to help you thrive in the competitive dental implant industry. Whether you're looking to attract more patients, enhance staff training, or streamline administrative operations, ...
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Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our ex ...
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Stay informed on artificial intelligence shaping legal practice with The AI Law Briefing podcast notebook. Receive concise, factual updates on LLM advancements, practical AI tools for lawyers, and critical AI-related laws and regulations in the EU and beyond. Essential insights for legal professionals. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge ...
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Practical, up-to-date interviews with experts in college admissions, financial aid, personal statements, test prep and more. Ethan Sawyer (aka College Essay Guy), interviews deans of admission, financial aid experts, and veterans of the admissions field to extract, then distill their advice into practical steps for students and those guiding them through the process. From creating an awesome college list to appealing a financial aid letter, Ethan skips the general advice and gets right to th ...
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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The Legal Tech Mastery Show delivers sharp, weekly insights for solo and entrepreneurial lawyers who want to run a modern, tech-savvy practice. Focused on legal professionals in Luxembourg and beyond, each episode covers the essential tools, workflows, and habits needed to draft faster, manage smarter, and grow sustainably — without overwhelm. Whether you're exploring legal AI, optimizing your digital infrastructure, or simplifying content creation, this show helps you go from beginner to op ...
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Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare pro ...
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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Hosted by Montana Funk, Young Lawyer Rising covers issues pertinent to young lawyers, from newly minted attorneys to lawyers 10 years into practice and beyond. From dealing with the daily grind and career management to social issues and financial, mental, and physical wellness, this show features the voices of young lawyers from across the country sharing their stories and advice to help all lawyers navigate their careers and rise to where they want to be.
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
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When disruption is the norm and you’re surrounded by complexity, you need clarity. Osborne Clarke's straight-talking legal experts will give you the insights and advice you need to get the right result. Osborne Clarke is an international legal practice with over 270 Partners and more than 900 lawyers in 26 locations*. We help clients tackle the issues they’re facing today, and prepare for the ones they will face tomorrow. *Services in India are provided by a relationship firm
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confid ...
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The "Master Later Life Lending" podcast is designed specifically for equity release specialists and mainstream mortgage advisors who serve clients over the age of 50. Hosted by industry veteran Paul Glynn, our mission is to equip you with the knowledge and tools needed to excel in the dynamic world of later life lending. Each episode features in-depth discussions with leading experts, focusing on the unique financial needs of older borrowers. We tackle key issues such as dispelling myths aro ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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In this Australian Finance Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core an…
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Practical Tips to Create a Legacy that Lasts
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If you’ve ever thought about leaving something meaningful behind for your family beyond just money, you’re not alone. But creating a legacy plan is more than just writing a will and hoping for the best. On this episode of Wealth Creator Radio, Certified Financial Planner Eric Heckman shares the essentials of legacy planning in a way that’s approach…
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609: Admission Nutrients (Part 3 of 6: Leadership): Important Ingredients for a Well-Balanced College Admission Process—And Life
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In Episode 3 of our series on Admission Nutrients, Ethan is joined by Deanna Dixon, the Dean of Admission at Smith College, to dive into leadership and initiative. In their conversation, they get into: What are a few of the qualities Smith College looks for? How does their supplemental essay point to their institutional priorities and what they’re …
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284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
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We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for th…
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In this episode of Building the Billion Dollar Business, Ray Sclafani explores the often-overlooked truth about mentorship: it has an expiration date. Drawing on real-world experience coaching top financial advisors and entrepreneurial leaders, Ray unpacks why mentorship is not just about support, but strategic growth. He shares how the most succes…
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There's a heat wave hitting much of the United State this week. Our bodies do have natural ways to dissipate heat, but when temperatures get extreme, sometimes they just can't keep up. In this episode of Life Kit, learn how to keep cool, hydrated and safe in extreme heat. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Pr…
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Re-Up: I’m Worth ~ $500m. Here’s What I Regret (And Don’t) Spending On with Andrew Wilkinson
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report. Andrew Wilkinson became rich in his 20s — but early wealth came with hard lessons. In this episode, Andrew opens up about: How he went from buying everything he wanted to nearly going bankrupt in 2…
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Community Interest Companies (CICs): Could This Be the Right Business Model for You?
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If you’re building a business that’s all about making a difference — but you still care about generating profit — a social enterprise might be your perfect fit. And when it comes to legal structures, a Community Interest Company (CIC) is one of the most popular options out there. In this episode: “Community Interest Companies (CICs): Could This Be …
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What’s traditionally been known as the ‘nixer’ in Ireland, is recognised more widely on social media as the side hustle . Most people’s understanding of the term is additional income that supplements a person’s PAYE earnings. As with many other trends, Instagram and Tiktok’s algorithms churn out an Americanised version of the phenomenon where grind…
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As summer heats up, we often crank the air conditioning, which uses a lot of energy. NPR's Climate Solutions Correspondent Julia Simon has five simple and affordable tips to save electricity without sacrificing comfort. We'll cover the science behind the open window versus AC debate, "night flushing" your home and cost-saving home improvement proje…
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Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
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In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven em…
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How Melissa Browne rebuilt wealth and confidence after financial setbacks
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In this Australian Finance Podcast episode, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to crea…
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A Beginner’s Guide to Mastering the Financial World
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Prepare your finances as Kelvin shares essential tips to help you budget wisely, avoid holiday debt, and make the most of your money. https://askkelvin.ca/By 640 Toronto
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Cryptographic AI Privacy & Luxembourg's EU AI Act Implementation
9:08
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Cryptographic AI Privacy & Luxembourg's EU AI Act Implementation 0006 Sun 22 June 2025 - ALB This week explores Anthropic's groundbreaking Confidential Inference technology that offers mathematical guarantees for client data protection, plus OpenAI's $200M government security contract signaling enterprise-grade AI maturity. We examine practical too…
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#658: Two Cents 6/21 - Maintaining Interest Rates; Is Berkshire In Trouble?; Social Security Math
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, LIVE from the 2025 Dentist Money Summit in Park City, UT, Matt and Rabih unpack recent economic developments—including the Fed's decision to hold interest rates steady. They also talk about Warren Bu…
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Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
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Shocking New Research on Smartphone Addiction (& How To COPE!), Is Aspirin A Wonder Drug?, Ben’s Thoughts On “Life Advice” & More! Solosode 490
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In this fascinating episode, you’ll get to explore some eye-opening insights that can transform your approach to health and daily living. You’ll discover how I unexpectedly gained nearly 20 pounds of muscle—without major changes to my training—just by increasing my intake of collagen and essential amino acids, and how you can apply this strategy yo…
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Mastering Windows 11 and AI-Powered File Management for Forward-Thinking Luxembourg Lawyers
9:41
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Mastering Windows 11 and AI-Powered File Management for Forward-Thinking Luxembourg Lawyers 0007 Sat 21 June 2025 This week's deep dive explores how entrepreneurial lawyers can transform their practice efficiency by mastering Windows 11's advanced file management capabilities, leveraging on-device AI through the Surface Pro 11's Neural Processing U…
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2025 Financial Advisor Coaching: Integrate Business & Life
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In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice. After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to burnout rather than breakthroughs. That's why I teach…
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Redefining Legal Operations to Adapt to Uncertainty and Change
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I spoke with Will Seaton, the Chief Customer Officer at DraftWise, Dan Wallace, the Vice President of Sales for the North American Markets at Neota, and Laura Wenzel, the Global Marketing & Insights Director at iManage. The three companies are part of a consortium supporting a new report featuring the perspectives of 31 legal operations leaders, ti…
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The Neuroscience of Workplace Culture: What Every Leader Should Know
1:00:38
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Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience behind leadership, emotional intelligence, and the human capacity to thrive amid stress and change. Catherine and Mark discuss how understanding the brain’s survival wiring—and…
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283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)
21:29
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In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time. If you’ve ever had a client say yes, only to feel uncertain …
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Encore Episode: You Said What In A Client Meeting?!
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One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with clients where we aim to deliver massive value. You will hear about the importance of the words you use in meetings as well as what you should be doing to…
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The Real Reason Your Dental Implant Practice Isn’t Growing (Hint: It’s Not Your Marketing)
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In this powerful episode of the Full-Arch Secrets podcast, we sit down with Denise Ellis, founder of Crown Consulting—and trust us, this one hits different. If you’ve ever felt overwhelmed in your dental practice... or wondered if there’s a better way to grow without losing your soul in the process... this conversation is for you. Denise shares her…
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Want to take control of your money and build real financial confidence? In this video, we break down the 5 bank accounts you need to grow your wealth and manage your money with purpose—whether it’s for your emergency fund, daily spending, investments, fun money, or even foreign currency savings. Learn how to organize your finances so you can save s…
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Your tax, shares & financial advice questions answered
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In this Q&A edition of the Australian Finance Podcast, hosts Owen Rask and Tahli Cavagnino tackle key listener questions that pop up during tax season and portfolio reviews. This episode covers: – How to ensure your ETF tax reporting is accurate – Why rebalancing might not be as crucial for young investors – What to document when doing your own tax…
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Future of Financial Services- Does deregulation automatically mean growth?
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With the FCA's push for simplification of the regulatory landscape in the first half of 2025, we consider whether the government's pro-growth agenda will be achieved, and where the FCA is focusing its regulatory efforts in the meantime (spoiler alert: cryptoassets and mortgages feature!) Kate Shattock discusses developments in the FS sector with Pa…
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Unlock Your Next Role: The Young Lawyer's Guide to Legal Recruiters
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Are you a young lawyer wondering how to snag that dream role? Host Montana Funk welcomes Gianne Falvo Mangiro, a top legal recruiter at LHH and a former practicing attorney, to demystify the world of legal recruitment. Gianne pulls back the curtain on how recruiters work, why they're not just for senior lawyers, and how they can seriously fast-trac…
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AI, Automation & Advice: Can Smarter Technology Really Elevate Your Business?
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Send us your feedback! In this tech-focused episode of Master Later Life Lending, host Will Hale is joined by Ray McCarthy (Air), Shane Chawatama (Knowledge Bank), and Andy Longhurst (Lead Tech) to explore one of the most pressing questions facing advisers today: Can smarter technology actually help deliver better client outcomes, or is it just mor…
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065: Self-Employed Relief Vets: Your Top Financial Questions Answered
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Are you working relief shifts as a self-employed vet—or thinking about it? In this Q&A episode, I answer some of the most common questions that came up when I recently asked the Debt-Free Vets Facebook group: “Self-employed relief vets—what financial questions do you have?” From choosing the right business structure to navigating taxes, retirement …
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Why Most Entrepreneurs Stay Stuck at 6 Figures (And How to Break Through) with Dr. Darnyelle Jervey Harmon - Episode 349
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In this value-packed episode of The Practical Wealth Show, Curtis May interviews Dr. Darnyelle Jervey Harmon, 8-figure CEO of Incredible One Enterprises and creator of the Move to Millions® Method. She’s been broke, bankrupt, and stuck—just like many entrepreneurs. Today, her company ranks on the Inc. 5000 list and teaches others how to scale with …
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Rhian Mannings | Turning trauma into triumph: Filling the vacuum in bereavement support
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Rhian Mannings | Turning trauma into triumph: Filling the vacuum in bereavement support This episode contains reference to suicide and infant death that listeners may find upsetting. In this episode of Just Covered, we speak with Rhian Mannings, founder of the 2Wish Charity about her emotional and thought-provoking story. In 2012, Rhian suffered a …
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Inside the Transition: What Really Happens When Advisors Moves
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54:25
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Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
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It's tick season. Here's how to protect yourself.
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21:21
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More than 31 million people in the United States get bitten by ticks each year, and some of those ticks carry diseases such as Lyme disease, according to the CDC. In this episode of Life Kit, we cover where you might encounter ticks this summer, how to protect yourself against them and what to do if you get bitten. Learn more about sponsor message …
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This Guy Takes 75+ Supplements A Day & Does The Most Advanced AI Diagnostic Imaging For Health (& Wrote A Guide On How He Does It All!) With Dr. Peter Diamandis
1:10:16
1:10:16
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Dr. Peter Diamandis first joined me, along with guest Tony Robbins, for the show: “Tony Robbins, Peter Diamandis & Ben Greenfield Reveal New Anti-Aging Biohacks & Breakthroughs in Precision Medicine You’ve Never Heard Of Before.” Today, the physician, investor, entrepreneur, and longevity enthusiast is back to reveal the secrets from his brand new …
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Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2
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29:40
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This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…
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On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the risks of applying general financial advice to highly specific situations–especially for dentists. Context matters when listening to advice, tips, and tricks given out on social media and playing the long game is especially important. Tune in to hea…
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Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
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To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re flying, or rather parenting, blind. In this special Father’s Day episode, Nate Reineke and Kyle Hoelzle chat about how they are raising their kids to …
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121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors
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As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…
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Feminine Energetics and Creating Space for Women in Wealth Management
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45:10
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"There's a part of me that can help me make decisions that are in alignment with my best interest. And even though I’m used to overriding that part of me or ignoring that part of me, I can—now that I’m aware of it—learn how to listen to that part." – Amy Young Welcome to WomenShare, a celebration of women in financial services. In this episode, hos…
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How i lost $1M by choosing shares over property
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In this Australian Finance Podcast episode, Owen Rask reveals a million-dollar mistake from early in his wealth-building journey. He explains: – The opportunity he missed in the property market – Why he stuck with shares and ignored other strategies – How combining property and shares could have accelerated his financial growth – A powerful lesson …
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Utilising the ‘ethical lens’ to drive business practices
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In this episode of The ifa Show, host Keith Ford is joined by Natallia Smith, the director and principal financial adviser of TruWealth Advice, to explore how ethics have shaped her firm at a foundational level and the benefits of self-licensing in giving her control to make business decisions grounded in ethical practices. Touching on a hot topic …
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