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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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This is the official podcast feed of the Society of Actuaries
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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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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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Financial Education and Entrepreneurship for Professionals
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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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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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
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Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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Vivian Tu, aka Your Rich BFF, is getting up close and personal, about the good, bad, and ugly on how money impacts all of our lives. Instead of your traditional boring business podcast, Networth and Chill covers financial topics as they relate to YOUR ACTUAL LIFE, all while feeling like a conversation with your best friend. Each episode breaks down a complicated economic or business concept into easy to understand terms, while tapping experts, professionals, and some of your favorite famous ...
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Financial Education and Entrepreneurship for Professionals
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Fundingo Insights: Navigating Loan Management Software and Financial Innovation
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Fundingo Insights is your essential guide to the evolving landscape of loan management software, business lending, and financial technology. Each episode delves into the latest trends, tools, and strategies shaping the industry, offering valuable insights for lenders, financial professionals, and business leaders. From in-depth discussions on loan management solutions to interviews with fintech innovators, we provide the knowledge you need to stay ahead in the competitive world of finance. J ...
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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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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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Up Your Average is the “no nonsense” podcast made for interesting people who think differently. Learn to navigate your life with unconventional wisdom by tuning in to Keith Tyner and Doug Shrieve every week.
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On Career Conversations, NACUBO's Christine Simone sits down with higher education professionals to discuss their personal experiences, including successes and challenges of all kinds. They'll offer career advice and insights as well as nuggets of wisdom for business professionals new to higher education.
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This Podcast is your go-to hub for buying, building, and scaling businesses—designed for entrepreneurs, professionals, and investors looking to escape the 9-to-5, gain financial freedom, and take control of their future through business acquisition.
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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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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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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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The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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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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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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28: Business networking with purpose: How finance professionals give time to giving back | Part 2
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In this episode of Financial Markets Insights, we speak to Andrew Kaufmann, founder of Time to Give Network, a not-for-profit initiative transforming how the financial services community (and its ecosystem) interconnects for the dual benefit of business development and charitable causes. Andrew shares the inspiration behind TTGN and how it works, i…
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Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102
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In this lightning pod, we discuss: the outrageous and ever-rising costs of youth sports, the pros and cons of property taxation, and the brilliance of Rolls-Royce. For more information and show notes visit: https://www.bwmplanning.com/post/102 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https:/…
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Dane Burkholder: 3 Key Skills for Advisors | Next Gen
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The ability to communicate effectively, build relationships, and execute with a sense of urgency are "three of the best skills" that an advisor can focus on, says the managing partner of Roseville Wealth Management.By Barron's Advisor
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Efficient Loan Management with Fundingo on Salesforce
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Read More: https://www.fundingo.com/why-choose-fundingo-exploring-loan-management-on-salesforce/ In today's fast-paced financial landscape, effective loan management is essential for success. Fundingo offers an innovative solution by integrating seamlessly with Salesforce, providing users with powerful tools to enhance efficiency and ensure complia…
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062: When an Employer Offers a Student Loan Benefit: What To Ask
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Student loan benefits at work sound great on paper, but understanding the details requires asking the right questions. The tax-free $5,250 benefit established under the American Rescue Plan Act sunsets after 2025, which changes the long-term value proposition. We're breaking down crucial questions to ask: Does this payment count toward forgiveness …
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YFP 406: Should You Pay Off Your House Early?
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Should you pay off your mortgage early? YFP Co-Founder & CEO, Tim Ulbrich, PharmD unpacks the math, emotions, and big-picture factors in the mortgage payoff debate—plus 5 reasons when it may make sense to pay extra on your mortgage. Summary Should you pay off your mortgage early? It’s a question that comes up often in personal finance—and the answe…
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Young Blood Transfusions, Penile Botox, Salmon Sperm Facials & More – A 3-Day Regenerative Biohack With Dr. Khanh Nguyen
1:05:59
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Welcome to an eye-opening episode that takes you deep into the world of cutting-edge regenerative medicine. In today’s show, you’ll get to meet Dr. Khanh Nguyen, the founder of Austin Regenerative Therapy. After spending three intense days undergoing her advanced protocols—from full-body regenerative therapies to some of the most boundary-pushing t…
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4 Important Considerations for RSUs Every High Earner Needs to Know - E21
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Are your Restricted Stock Units (RSUs) helping you build wealth—or holding you back? Michael and Brady break down one of the most misunderstood components of a high-income professional’s compensation package: RSUs. From tax implications and diversification strategies to avoiding lifestyle creep and planning with purpose, this episode gives you the …
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How to get into medical school Australia (with Dr Jason Yu)
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Today we interview Dr Jason Yu, GP and Co-Founder of MissionMed, which provides UCAT and medicine interview training. •why chose medicine (and personal story) •undergraduate vs graduate medicine •medicine entry getting more competitive •journey into med school, his UMAT/UCAT score, how failed first time interview •what is working as a doctor really…
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Unpacking the most critical reforms for the financial advice profession
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Financial Standard journalist Andrew McKean and Financial Advice Association of Australia general manager of policy, advocacy, and standards Phil Anderson discuss draft legislation aimed at improving access to affordable and quality financial advice. This episode covers opposition to collective charging for retirement planning advice, the risks of …
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Beginner's Guide to Salesforce Loan Management
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Read More: https://www.fundingo.com/getting-started-with-fundingo-a-beginner-s-guide-to-salesforce-loan-management/ In the ever-evolving world of financial technology, mastering loan management is crucial for success. This beginner's guide to Salesforce Loan Management offers a comprehensive look at how to leverage Salesforce’s robust features to e…
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Retirement Plans for Aging: EDU #2519
1:31:34
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Chris’s Summary: Jim and I take a step back in this Dialogue EDU episode to explore how we design retirement plans for again. We talk through common misunderstandings around projections, explain how our See Through Portfolio helps people navigate retirement with more confidence, and clarify how simplicity is built into the process. Jim’s “Pithy” Su…
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The Real Cost of Motherhood with Elaine Welteroth
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On this week’s episode of Networth and Chill, I’m sitting down with Elaine Welteroth. The former Teen Vogue Editor-in-Chief and Project Runway judge pulls back the curtain on her groundbreaking venture, birthFUND, a nonprofit dedicated to helping reduce the maternal mortality rate in the United States. Elaine shares how personal experiences led her…
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There Is A Path To Paying Off Debt! (Mental Health & Debt Management) #191
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Send us a text From episode #35 with Alex the mental health nurse. Since recording this Podcast, Alex has started his own Podcast and I have included further details in the show notes below. Contact Me [email protected] www.joshuaphilip.co.uk Referral Codes https://joshuaphilip.co.uk/links/ Money & Mental Health Policy Institute https://www.m…
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Samantha Russell: What Works Right Now in Financial Advisor Marketing
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The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP.By Barron's Advisor
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27: Business networking with purpose: How finance professionals give time to giving back | Part 1
26:25
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In this episode of Financial Markets Insights, we speak to Andrew Kaufmann, founder of Time to Give Network, a not-for-profit initiative transforming how the financial services community (and its ecosystem) interconnects for the dual benefit of business development and charitable causes. Andrew shares the inspiration behind TTGN and how it works, i…
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In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a …
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Answering Your 5 Most Common Buckets Questions
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We've been talking about The Bucket Strategy® for decades, and over that period of time, we've received thousands of questions about how the strategy works: what it does, when the buckets should be refilled, and how it works when interest rates rise or fall, among others. People's questions about The Bucket Strategy® generally range from the very b…
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Ep 270: This doctor fixed her finances FAST
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Fix your finances FAST: https://www.medicsmoney.co.uk/medics-money-financial-wellbeing-course/ In this episode of the Medics Money podcast, Dr. Rasha shares her journey into the field of palliative medicine and her experiences with financial education. She discusses her career choice, the importance of role models, and her lack of financial teachin…
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This episode updated folks on defaulted student loan repayment for the United States Department of Education and processed 2025/2026 Federal Student Aid files for the new award year beginning on July 1, 2025. ©2025 - DAS Financial Aid Consulting Services, LLC - All Rights ReservedBy dasfaconsulting
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Marketing & Distribution Section: Minute Manager Makeover: Modern Leadership in 60 Seconds
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In this episode, join host Tiana Zhao, FSA, CERA, to explore the principles of “The New One Minute Manager” by Ken Blanchard and Spencer Johnson.
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Revolutionize Loan Management with Fundingo on Salesforce
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Read More: https://www.fundingo.com/fundingo-the-ultimate-loan-management-software-on-salesforce-11/ Fundingo revolutionizes the loan management landscape by integrating seamlessly with Salesforce, offering businesses a powerful tool to enhance their lending operations. With its user-friendly interface, Fundingo simplifies the entire loan lifecycle…
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30: Stan Weinstein Reveals the Truth About Timing the Market
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"When you learn the game, it's obvious when to buy and sell." In this special episode of Up Your Average, Keith and Doug sit down with legendary trader Stan Weinstein, author of "Secrets For Profiting in Bull and Bear Markets." With over 50 years of experience, Stan breaks down: - Why buy-and-hold investing is outdated - How to time market moves wi…
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Leveling up through partnerships with Gideon Drucker
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Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…
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Efficient Loan Management with Fundingo on Salesforce
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Read More: https://www.fundingo.com/unlocking-efficiency-fundingo-loan-management-software-on-salesforce-3/ In the rapidly evolving landscape of financial services, efficiency in loan management has become paramount. Fundingo's Loan Management Software, built on the robust Salesforce platform, stands out as a revolutionary tool designed to enhance …
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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns
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I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns
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I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
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We speak with Black Men Sundays alumni Andrew McCaskill, a LinkedIn expert, about the tips and tricks for navigating LinkedIn. We discuss techniques used to entrepreneurs looking to hire employees and we discuss ways to maximize LinkedIn for career opportunities in 2025. This show is full of gems and information. Tune in now and follow Black Men Su…
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557 – How To Avoid Car Financing Mistakes In 2025
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Loans are getting longer, interest rates are getting higher, and that shiny new car? It could lead to serious debt. We dive into Canadian data to help you make informed choices when it comes to buying, leasing, or walking away from a car loan that no longer makes sense. Can I Buy a Car With Bad Credit? Car Buying Options Keep You In a Debt Cycle Ho…
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
1:30:52
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Jim and Chris are joined by Jake and Paul to discuss tax-related listener questions on IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA. (20:00) Ji…
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Advanced Detox Technologies, Parasite Cleansing, & Groundbreaking Health Upgrades With Biohacking Pioneer Leila Centner
1:27:41
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In this exclusive episode, you’ll receive a tour of Centner Wellness—a cutting-edge biohacking facility in Miami, Florida—before diving into a powerful conversation with Leila Centner, the visionary behind both Centner Wellness and Centner Academy. Whether you’re deep into biohacking or just starting your wellness journey, this episode is packed wi…
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Episode 18: We're at MotoAmerica Road Atlanta
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🏁Trackside at Road Atlanta: Racing, Receipts, & Rider Highlights This week, we’re live from MotoAmerica’s Road Atlanta round for our first official Full Throttle Finance™ retreat — and we’ve got plenty to cover, both in the paddock and in your budget. We’re diving into: 🔧 What race weekend expenses are actually tax-deductible 📲 Tools to stay financ…
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Efficient Loan Management with Fundingo on Salesforce
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Read More: https://www.fundingo.com/unlocking-loan-management-fundingo-software-on-salesforce-2/ In today's fast-paced financial landscape, effective loan management can make or break a business. Fundingo Software on Salesforce stands out as a powerful tool designed to streamline the entire loan process. With its seamless integration, users can eff…
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Top 100 interviews: Gavid Wood of Beckett Investment Management
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Our Top 100 podcast series speaks to newly-appointing managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.By Citywire
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US equities far from cheap despite market falls
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US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outloo…
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Ep99: Something along the lines of Investing in Residential Assisted Living with Dr. Alex Schloe
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In this episode of the Finding Financial Freedom Podcast, we sat down with Dr. Alex Schloe, a physician and real estate investor who transitioned from a traditional path in medicine to a life of autonomy and financial freedom. If you're a physician seeking more control over your time, career, and finances—this conversation is for you. Dr. Alex shar…
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How Investors Spot Fake Revenue in 5 Minutes!
53:41
53:41
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Most founders have no idea how messy their books really are—until a deal falls apart. In this episode, Kartheek Mulpuri reveals how to spot the red flags that kill acquisitions and shares the financial due diligence playbook that today’s smartest investors use to buy and scale software and service businesses. From overstated recurring revenue to ca…
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Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
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21:07
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Taxes don’t stop when your paycheck does, and they certainly don’t skip your heirs. In this episode, David tackles two common listener questions that reveal just how much tax strategy plays into smart retirement and estate planning. If you’ve been worried about how much your kids will owe in inheritance taxes or if you’re sitting on a pile of tax-d…
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YFP 405: Navigating Retirement Income: How to Turn Assets into a Paycheck
52:32
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How do you turn your retirement savings into a reliable paycheck? In this episode, YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, break down three common strategies for building a retirement paycheck — including how each works, who they’re best for, and the pros and cons to consider. Summary How d…
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Dr. John Lieurance Reveals The Crazy Story of His Leg Amputation, Dives Into The Latest Methylene Blue Protocols & Tells You Why You Should Be Breathing Carbon Dioxide (& More!)
1:03:48
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In this episode with repeat guest Dr. John Lieurance, you’ll get an inside look at some of the most cutting-edge—and controversial—topics in modern healing. From the truth about methylene blue (is it a miracle molecule or misunderstood toxin?) to the deeper story behind light therapy and mitochondrial health, Dr. Lieurance pulls back the curtain on…
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#245 - Jeff Johnson, Appleton, and Fixed Income Markets
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Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management chann…
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Great Deals Get Killed by Bad Structure, Not Bad Numbers
1:10:58
1:10:58
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Learn how to raise capital, structure better deals, and avoid the hidden traps that kill most acquisitions. In this episode, Judd Goodrich from MainShares breaks down how capital actually gets raised behind the scenes—and why most deals fail after the LOI. From overpaying for solid businesses to ignoring post-close transition plans, this conversati…
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Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from. To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designe…
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Episode 230: From Music Rooms to ESG Mastery
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Nick Cantrell of Green Future Wealth ManagementBy Cambridge
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Fundingo: Advanced Loan Management on Salesforce
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Read More: https://www.fundingo.com/unlocking-fundingo-the-ultimate-loan-management-software-on-salesforce-13/ In the ever-evolving world of finance, effective loan management is more important than ever. Fundingo stands out as a cutting-edge solution built on the Salesforce platform, designed to enhance the lending experience for both lenders and …
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Transition Period Strategy Part 3 – A Case Study: EDU #2518
1:27:16
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Chris’s Summary: Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how to se…
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