The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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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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The Financial Coconut is Singapore’s First Finance Podcast Network. We are focused on covering insights, stories and frameworks around Retirement, Financial Wellness and Income anywhere. If you love what we do, join our email list to stay connected. Feel free to join our community Telegram group! https://t.me/thefinancialcoconutpodcast Whatsapp channel: https://rebrand.ly/whatsapp-join-TFC More of what we do: https://linkin.bio/thefinancialcoconut Hosted on Acast. See acast.com/privacy for m ...
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.
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Teaching and Coaching people how to Live more of an Abundant life through frugality, Financial Independence, Financial Freedom, Financial Literacy, Real Estate Investing, and Business Ownership.
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Life Coach BFF Show for Midlife Women - Thrive in Midlife, Women Over 40, Women Over 50, Goal Setting, Navigating Menopause, Purpose Driven Life, Faith, Systems
Heather Pettey - Author | Speaker | Mindset Coach
Life Coach BFF Show: Empowering Midlife Women to Thrive Ranked in the Top 1.5% of Podcasts Globally Join certified professional coach, bestselling author, and midlife expert Heather Pettey every Monday and Thursday for *the* podcast for women navigating the beautiful chaos of midlife. Whether you’re managing menopause symptoms, reinventing your marriage, parenting teens/young adults, or craving systems to simplify your life, this show delivers actionable advice, laugh-out-loud humor, and sci ...
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The Top 3% Global Show The High Voltage Business Builders Podcast is a show where we interview high voltage entrepreneurs on their way to their first or next million using e-commerce, real estate and other business models that generate wealth without Wall Street profits! Host Neil Twa has led a captivating conversation with at least one Founder of a company or brand each week since December 2021. This is your weekly five F's show - faith, family, friends, freedom and fun! The High Voltage Bu ...
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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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Money talks financial independence group economics cultural social unity love for cellf who I know I am team building black Diamond Rock Professional consulting Reconstructive Identity
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Helping ourselves and others achieve better physical, mental, and financial health.
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The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Join Stanley T. Funches, Certified Financial Planner host of Dads 'N Dollars as he discusses his experiences as both a father and a financial planner. Stanley is the founder of INTELUS Advisory Group, a registered investment adviser firm, dedicated to helping families create and build wealth. With over 20 years as a financial planner Stanley has assisted many clients prepare financially to get to and through retirement. And, as a father of three young adults, Stanley has discussed with clien ...
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Welcome to Another Day In Retirement Paradise, your guide to achieving financial independence and navigating the journey to a blissful retirement. Your host is Eric Judy, RICP®, a seasoned financial professional with more than two decades of experience and the driving force behind Judy Financial Group. This podcast offers more than just financial advice—it's a roadmap on how to merge common sense planning with a personal approach. Eric leverages his vast industry knowledge about investments, ...
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Finance Unpacked: Closing the Advice Gap with Gareth Shears & Shane Hyland
Gareth Shears & Shane Hyland
Join your hosts, Shane Hyland and Gareth Shears, on "Finance Unpacked: Closing the Advice Gap", a podcast dedicated to demystifying the complex world of personal finance. Each week, Shane and Gareth delve into critical topics ranging from budgeting basics and saving strategies to smart investments and retirement planning. Whether you're a financial novice looking to build a solid foundation or a seasoned saver searching for advanced tips, this show brings you practical, actionable advice, an ...
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The Digital Dreamer: Content Marketing Strategies for Building a Business While Living Your Dream Life
Kim Peek and Abby Peek
Hosts Kim and Abby Peek share strategies for escaping the suffocating 9 to 5, achieving financial independence, having the freedom to do the things you love, and contribute to the greater good... all by being smart about digital marketing. You'll get a social media tip of the week, learn about social media strategy and content marketing, and be inspired to keep pushing toward your dream life.
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Ever feel lost and overwhelmed by the home buying or selling process? Are you a new agent looking for advice to build your company and community? Do you dream of owning investment property to build wealth and financial independence? Then hello! You’ve come to the right place! The Hello Real Estate Podcast is sparking relatable and authentic conversations about all things real estate, to help empower people to achieve the lives they’ve always dreamed of. Real estate can be daunting, but we’re ...
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The Curators are a staunchly independent group led by Paul Lobosco, a leading advocate for policies that empower the people and highlight the forces that are subjugating the public for the greed and power ambitions of the oligarchs. We seek solutions for a thriving America and a better world. Many of the values we promote have been reflected in the presidential platform of Robert F. Kennedy, Jr. We highlight how the Industrial Complex is increasingly undermining the physical, mental, emotion ...
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Do you dream of leaving your 9-5 and starting new? Do you want to get out of the rat race and claim the independence and abundance that you KNOW is waiting for you? Next Level On Purpose is the podcast for you! A podcast for trailblazing, professional women like yourself who feel disillusioned in a 9-5 job and want to start a business to gain independence and reach the next level. Joanne Muturi is an experienced life-purpose coach and business mentor for trailblazing professional women looki ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Soul Why? The Secrets Of The Soul Rich Woman Blueprint
Genecia Alluora, South East Asia Woman of Excellence, Former Miss Singapore, Online Business Strategist, Founder of #1 Leading Female Entrepreneur Network Across The Region Soul Rich Woman
Money & Me: Get anything you desire this year 5 Day Audio Program: https://www.soulrichwoman.com/money I believe we can change the world. But first, we’ve got to stop living in fear of being judged for who we are. Hi I'm Genecia Alluora, Founder of the #1 Leading Female Entrepreneur Network in South East Asia supporting 1 Million women to Own & LOve The F-Word. Being fabulous, having freedom, financial independence and Family. With a challenge to women everywhere to stop TALKING themselves o ...
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Our Mission is to Help People Dream, Plan and Live Their Best Lives. We created 1Life Fully Lived because we meet far too many discouraged people who are struggling and lack a sense of direction in their lives. People who have lost sight of the beauty and power of life lived with purpose. People who are buried in consumerism and debt, and frankly don’t know where to turn or what to do. We believe in order to be truly fulfilled, happy and healthy, people must learn to tap into their dreams ag ...
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Stop following orders, think different, and manifest your dreams with the award-winning podcast, Holding Down the Fort by US VetWealth! For Season 9, we highlight motivational stories of personal development, financial awareness, and independence in our military community. The show is hosted by Jen Amos, a Gold Star daughter, Veteran Spouse, and Entrepreneur. The show continues its partnership with The Rosie Network. Read more at https://issuu.com/therosienetwork/docs/me_mag_2023/16 We conti ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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226 | Struggling with Summer Laziness? Boost Your Motivation with Time Blocking Techniques
12:11
12:11
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12:11Hey Friend, today we are overcoming summer Ssumps and embracing joyful habits!In this episode of the Life Coach BFF Show, host Heather Pettye offers guidance to midlife women on how to thrive through the seasons, especially during summer. Addressing a letter from Jamie, a college professor dealing with summer laziness and menopause, Heather provide…
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Lincoln Financial's Jayson Bronchetti - the role of insurance companies in private markets
51:34
51:34
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51:34Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvem…
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Singaporeans’ China Dream, Career, Business & Family in Shanghai [Chills 219 ft Roy Lin & Keith Ng]
44:35
44:35
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44:35Ever wondered what it's really like to run a business in China? From surviving the early 2000s recession to building innovative platforms, learn how these two seasoned Singaporean entrepreneurs spent over a decade building their ventures in the world's second-largest economy. Expect raw, unfiltered insights about the real challenges, unexpected opp…
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Bootstrapping to 30 Million Users: Lessons from the Founder of G2A
31:21
31:21
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31:21In This Episode We Cover: ✅ The one email that launched a multimillion-user marketplace ✅ What really happens when big brands say no (and how G2A pivoted) ✅ Why culture beats strategy (and how to build it) ✅ What G2A looks for in acquisitions today ⏱️ Chapters: [1:58] The Origins of G2A: An Email That Started It All [5:41] Why Passion, Not Profit, …
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Retirement Anxiety: Fear of Running Out of Money
11:12
11:12
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11:12Think retirement is all about luxury travel and renovations you've put off for decades? Well, you're not entirely wrong, but there's more to it. Join me as we explore how to balance your bucket list adventures with financial wisdom. Learn why your spending might look more like a heart rate monitor than a flat line, and how to prepare for each stage…
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Small Capital Businesses in Malaysia, a Great Corporate Exit Plan [TBS 16 ft Hossan Leong & Isaac Peter]
37:07
37:07
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37:07Join Reggie and co-host, Abu Sofian, Founder of Seyrul Consulting & Keynote Speaker, in a candid panel with three cross-border experts who’ve cracked the code on expanding from Singapore to Malaysia. Forget textbook advice—this is raw, on-the-ground wisdom you won’t find anywhere else! Meet our Guests: Hossan Leong, Creative Director (Entertainer-t…
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Krilogy's John McArthur - charting an RIA's growth path by building out private markets capabilities
40:22
40:22
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40:22Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides co…
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Inside IAC: Chris Halpin on Unlocking Value in Turo, Dotdash Meredith, and the Future of Digital Media
46:25
46:25
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46:25Episode Summary: In this episode, Jonathan Boyar welcomes Chris Halpin, Executive Vice President, Chief Operating Officer, and Chief Financial Officer of IAC—a holding company known for its savvy capital allocation and track record of building internet leaders like Expedia, Match Group, and Ticketmaster. Chris brings a unique perspective shaped by …
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225 | What's On Your 'We Do Not Care' List?"
10:09
10:09
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10:09In this episode of Life Coach BFF Show, host Heather Pettey discusses the empowering 'We Do Not Care' (WDNC) trend on TikTok, encouraging women to let go of societal pressures and embrace their authentic selves. Heather shares ten empowering principles to live by, such as valuing your worth through faith and embracing midlife with confidence. She a…
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Stanford’s Life Design Framework suggest different way to Work & Life [W&S 123 ft Designing Your Life Institute & Memory Lane]
40:30
40:30
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40:30Tired of the "straight path" career myth? In a world where AI reshapes jobs overnight and passion projects turn into thriving ventures, how do you design a career that’s future-proof—and fulfilling? Meet our powerhouse guests: Jason MJ Tan – Ex-Meta & TikTok AI engineer turned Founder of MemoryLane, an AI startup empowering seniors. His journey? Bu…
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224 | Set Your Intentions (and Maybe Have a Corn Dog)!
22:09
22:09
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22:09We're setting the stage for joy and purpose In this episode of the Life Coach BFF Show, host Heather Pettey, along with co-host Dr. Carol Lynn, explores the transformative power of setting daily intentions. The discussion covers the distinction between intentions and goals, the benefits of intentional living, and practical steps to incorporate this…
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Where Does Your Money Go? The Tough Talk About SG Budget [Chills 218 ft MOF Budget Directors]
42:18
42:18
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42:18Curious how Singapore’s annual Budget comes to life? Tune in as our hosts Reggie and Adrian, author of “No More Bosses,” dive deep with two top minds from the Ministry of Finance (MOF): - Lim Ming Jing (Director, Social Programmes) and - John Koh (Budget 2025 Director and concurrently Director, Security & Resilience Programmes) What’s in store? - B…
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Mindset, Metrics & Messaging: What Top Probate Pros Know That Most Don’t!
1:02:51
1:02:51
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1:02:51Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:58 Mindset Shift: Celebrate Wins Beyond Closings 07:14 Bruce on Tracking KPIs for Probate Success 10:00 Bill on Delegating Content Creation: Why AI Ca…
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Want to Go Viral on Amazon? It Starts with Your First 20 Reviews
34:10
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34:10In This Episode, We Cover: ✅ Why your first 10–20 reviews are everything ✅ How to ethically boost reviews using funnels, inserts, and education ✅ What gets sellers flagged by Amazon’s Terms of Service ✅ The truth about Vine—and why it often backfires ✅ How review removals work (and what actually gets Amazon to take action) Chapters: [00:00] Intro: …
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The Secrets of Financial Planning Before Aliyah
10:50
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10:50How much money do you really need when moving to Israel? Let me break it down without the rose-colored glasses. I'm dishing out practical tips on financial planning for Aliyah, from budgeting basics to investment account pitfalls. Spoiler alert: your third cousin's miracle budget probably won't work for you. To learn more about keeping your finance…
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He Built Singapore's Largest Co-Living with a 20 man team. Eyeing a Listing? [TBS 15 ft Eugene Lim, The Assembly Place]
44:41
44:41
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44:41What does it take to scale from a single rented house to becoming Singapore’s largest co-living operator with nearly 5,000 keys? We sat with Eugene Lim, Founder and CEO of The Assembly Place (TAP), for an unfiltered conversation about bold pivots, gritty beginnings, and building a real estate business with purpose. In this episode: From broke uni s…
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New Mountain Capital's Steve Klinsky - building a business that builds businesses
53:41
53:41
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53:41Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…
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Is DEI Workplace Dead In Singapore? What Is It Costing all of us? [W&S 122 ft Stewardship Asia Centre]
43:36
43:36
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43:36What happens when DEI—once a corporate buzzword—quietly fades into the background? Has inclusion lost its value, or is it simply evolving? We dive into the heated debate around diversity, equity, and inclusion in today’s shifting workplace landscape. Meet the Guests: Nina Devouge - CEO, Elleuminate Group; A People Culture & Talent Expert with 20+ y…
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"Financial Trendsetters 2" is Here! With Leslie Lipscomb and Jessica Schloemp
13:47
13:47
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13:47What happens when women in finance stop waiting for permission and start telling their stories? In this episode, Leslie Lipscomb, Senior Vice President at FIG, sits down with Jessica Schloemp, Director of Operations at FIG, to share the heart behind Financial Trendsetters 2, a collaborative book written by 12 women who are redefining what it means …
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Arcesium's Cesar Estrada - data silos and technology integrations in private markets
41:15
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41:15Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…
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Should I still get Integrated Shield Plans today? Many are dropping. [Chills 217 ft Singapore Actuarial Society, Havend]
42:02
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42:02Did you know your lifetime healthcare insurance could cost nearly a million dollars? Join special guests as they pull back the curtain on the jaw-dropping mechanics of Integrated Shield Plans: Alex Lee, Chief Actuary David Wu, Minimalist in the City & Financial Coach Eddy Cheong, CEO of Havend In this episode, uncover: Why premiums keep skyrocketin…
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Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!
57:48
57:48
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57:48Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” 🧠 Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to nav…
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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital
16:34
16:34
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16:34Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …
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How to Actually Land Clients: The 4-Step Framework for Marketing That Works
27:11
27:11
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27:11In This Episode, We Cover: ✅ Why most marketing efforts don't lead to clients ✅ The 4 steps of client attraction: Connect, Engage, Pre-Offer, Sell ✅ How to create lead magnets that warm people up for your offer ✅ Why selling should feel like inviting, not convincing Chapters: [03:00] Understanding Autoimmune Triggers [06:00] The 4 Phases of Client …
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Is Your Memory Playing Tricks on You? Tips to be a Smart Investor
9:37
9:37
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9:37Is your investing ego writing checks your portfolio can't cash? I'm exposing the memory tricks that make us think we're financial geniuses. From conveniently forgetting losses to exaggerating wins, learn how to keep it real and grow your wealth. To learn more about trusting the process (and ditching the delusions), tune in to this week's episode!__…
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Survive F&B: Proven Profit Strategies & Hiring Hacks [TBS 14 ft Timbre, Black Hole Group, RespectSG]
44:48
44:48
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44:48Survival, innovation, and the secret sauce behind thriving in one of the toughest industries—this episode, in partnership with RespectSG, is a masterclass in resilience! Join our two titans of Singapore’s F&B scene: - Danny Loong, CEO of Timber Group and chairman of Respect SG, who’s redefining placemaking with live music, hawker hubs, and a missio…
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223 | Reclaim Your Confidence & Wellness After 40: Mindset, Fitness, and Self-Worth with Buff Nation’s Leslie Gordon Christie
22:25
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22:25In this episode of the Life Coach BFF Show, your host Heather Pettey introduces Leslie Gordon Christie, the creator of Buff Nation, 40 and Fabulous. Leslie shares her journey from a journalist to a mindset and weight release coach, helping midlife women rediscover their energy, confidence, and health. The conversation delves into the importance of …
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70k Salary in SG: Why You’re Stuck—and How to Jump Ahead [W&S 121 ft Morgan McKinley & Talentkraft]
46:38
46:38
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46:38Curious how your salary stacks up in today’s competitive job market? Wondering if it’s the right time to ask for a raise—or how to future-proof your career in the age of AI Get answers as we explore Singapore’s salary trends, workplace flexibility wars, and the skills you need to stay ahead. Guests: - Ken Ong, Country Head at Morgan McKinley, unvei…
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Lifecycle Manager: Helping Advisors Create Better Outcomes For Clients with Keith Burger
26:33
26:33
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26:33As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, …
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222 | Graduation: Is Your Role as a Mom Changing? Let's Talk Coping Strategies
16:27
16:27
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16:27In today's episode, host Heather Pettey discusses the emotional challenges and transitions that come with midlife, especially as children grow up and parents face an evolving role. Heather reads and responds to a letter from a listener, Shelly, who is struggling to cope with her children moving on to new chapters in life. Heather provides empatheti…
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The Most Powerful Probate Tool You’re Probably Not Using
1:00:37
1:00:37
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1:00:37Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don’t be one of the 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 02:25 How to Learn Real Estate Strategies Beyond MLS Listings 02:44 Stop Only Offering Traditional Listings: Explore Creative…
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Is Now the Right Time to Buy/Sell/Add SG Banks? Yield vs Valuation Explained [Chills 216 ft Dividend Titan]
40:49
40:49
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40:49Are Singapore banks the golden ticket to bulletproof investing? Or is the ship sailing just as the storm clouds gather? Join Reggie, your Chief Financial Coconut, and special guest Willie Keng—Founder of DividendTitan.com and a seasoned expert in dividend investing—as they crack open the vault on one of Singapore’s most debated topics: Should you i…
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How to Invest in Real Estate Passively (No Landlords, No $100K Needed)
25:39
25:39
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25:39In This Episode, We Cover: ✅ How Brian lost it all in 2008—and came back smarter ✅ The rise of co-investing clubs and passive real estate deals ✅ What syndications are and how to access them for as little as $5K ✅ How Spark Rental helps investors diversify by deal type, timeline, and geography ✅ What "asymmetric returns" really mean and how to find…
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Stock Market Gains After Stock Market Losses
8:25
8:25
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8:25Feeling dizzy from all the financial advice spinning around? I'm here to inject some sanity into your investment strategy with a dose of simplicity. Discover why 'time in the market' trumps 'timing the market' and how you can build wealth without becoming a stock market psychic. To learn more about investing without the headache, tune in to this we…
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The AI Growth Frontier Is Here: How AlphaSense Is Riding The Wave [TBS 13, Sponsored by AlphaSense]
37:51
37:51
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37:51Are you ready to peek behind the curtain of the AI revolution? Dive into the world of enterprise AI with two extraordinary guests who are reshaping how businesses make decisions: Mark Leadercramer, AlphaSense APAC Regional Director. A tech veteran who transitioned from Stripe to the cutting-edge world of AI-powered market intelligence Serene Keng, …
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Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel
53:22
53:22
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53:22Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…
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221 | Midlife What Ifs: Possibilities, Second Chances, and Saying Yes
19:39
19:39
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19:39In episode 221 of the Life Coach BFF Show, hosts Heather Pettey and Dr. Carol Lynn delve into the power of 'what if' moments in midlife, exploring how these questions can lead to newfound purpose and joy. They discuss the transformation from viewing midlife as a crisis to seeing it as a period of reinvention and possibility. The episode highlights …
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Alumni Job Network: How to Use And Build It Effectively [W&S 120 ft Christopher Fong, Xoogler Founder]
44:33
44:33
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44:33Are you a tech professional feeling lost in the layoff cycle? Or maybe you're in another industry facing similar challenges? This episode of Wise Shine is a must-listen! We dive into the power of alumni networks, emotional resilience, and reinvention in the tech world. Join us and our guests: ✨ Christopher Fong – Co-Founder/President of Key, and Fo…
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Fortress Investment Group's Adam Bobker - Combining experience and innovation to build a wealth solutions business
56:58
56:58
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56:58Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. …
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Sell or Renovate: Unpacking Key Factors to Help You Decide
13:29
13:29
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13:29In this episode of Your Money, Your Mission, Kelly Mould and Michelle Van Engen, AVP Senior Mortgage Loan Officer, delve into the decision of whether to renovate your current home or move to a new one. They cover the financial, emotional and practical considerations involved, drawing from real-life experiences and expert advice. Whether you're faci…
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220 | Sam McCoy’s Honest Guide to Friendship, Moving, Self-Care & Social Media in Midlife
32:16
32:16
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32:16Hi Gorgeous! In this episode of the Life Coach BFF Show, host Heather Pettey welcomes the lively and honest Sam McCoy, known for her Instagram presence 'Carpools and Country Clubs'. They dive into the complexities of making friends as an adult, especially after moving, and the challenges women face in supporting each other both online and in real l…
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Designing a Business That Works for YOU! Unlock Success with These Tips
1:04:21
1:04:21
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1:04:21Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 05:46 Approved & Appointed: Big Wins for David in Law and Leadership 07:00 David’s Probate Letter Strategy That Gets Results 08:11 Designing a Business That Works…
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Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm
1:07:04
1:07:04
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1:07:04Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiate…
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Building a Modern CFO Consultancy: How Kevin Gwynn White Scaled Exbo Group from the Ground Up
24:56
24:56
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24:56In This Episode, We Cover: ✅ Why perfectionism slows founders down (and what to do instead) ✅ How to scale a service business without outside capital ✅ The hiring trap most entrepreneurs fall into after 20 employees ✅ How fractional CFO services are disrupting traditional finance teams ✅ The power of reorganization and how internal structure drives…
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Buying a Stock is Easy, When to Sell is Hard
9:06
9:06
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9:06Tired of playing stock market roulette? I'm revealing why most investors are terrible at selling stocks and how this one fatal flaw could be costing you big time. Spoiler alert: the solution might be simpler than you think. To learn how to avoid common pitfalls and potentially boost your returns, tune in!____________________________________________…
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219 | Is Your Reaction a Sign of a Midlife Shift?
11:51
11:51
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11:51Navigating Midlife Overreactions: Stories and Strategies In this episode of the Life Coach BFF Show, host Heather Pettey shares a personal story about overreacting to her dog Kendal's behavior, highlighting how midlife can change how we react to stress. Heather discusses hormonal changes, life experiences, changing family roles, and the importance …
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Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership
14:48
14:48
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14:48Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …
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Master Probate Mailing Letters for Real Estate Success!
1:03:57
1:03:57
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1:03:57Unlock the secrets to effective probate mailing for real estate success! In this video, we dive into strategies for sending targeted letters to probate leads, increasing your chances of closing deals. Learn how to craft compelling messages, choose the right mailing strategy, and maximize your reach to probate prospects. Whether you're a seasoned in…
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218 | Are You Experiencing the Midlife Sleep Struggle? Finding Rest with Dr. Carol Lynn
17:05
17:05
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17:05Navigating Sleep Challenges and the Benefits of Progesterone in Midlife In this episode, we explore the common issue of sleep disturbances faced by midlife women, especially in their forties and fifties. Host Heather Pettey, a certified life coach and mother of four, dives into the complexities of handling sleep issues with guest Dr. Carol Lynn. Th…
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