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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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JJ helps hardworking women (and a few good men) dump debt, build wealth, and prosper!
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
1
128
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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The Gifted Entrepreneur Show - Christian Entrepreneurship, Generational Wealth, Christian Business & Online Marketing
LaDondra Hervey | Christian Business Coach, Generational Wealth Accelerator
1122
Christian Podcast * Generational Wealth * Christian Business & Online Marketing * Kingdom Business Welcome to ”The Gifted Entrepreneur Show”, where we explore the world of Christian entrepreneurship and reveal secrets to unlocking the C.O.D.E.S. to create Generational Wealth. As a Christian entrepreneur, you may have felt like creating wealth was a far-off dream, but we’re here to tell you that it’s possible and within reach. Through case studies and interviews with successful Christian entr ...
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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14X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Gold Medal Mindset
Dr. Jason Richardson | Perspectives that matter from people who make a difference
574
Thoughts, practice, and discussion with winners on all things winning in Business, Sport, and Life. Gold Medal Mindset is about Thinking Bigger, Playing Better, Living Happier.
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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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Listen now to the personal stories of three modern entrepreneurs Julian Scott, Danisha Brown, and Jordan Taylor as well as industry specific breakdowns from their very special guest. You never know who'll show up next, but no matter what they will always Keep it 100. Presented by itsmejulianscott.com
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Our SHARED VISION podcast is CPD on the go, brought to you by Vision Eye Institute, one of Australia’s leading providers of ophthalmic care. Our dedicated team of surgeons combines extensive clinical expertise and a strong research program to deliver best-practice patient care. Join us as our host, optometrist Kristina Iacovangelo, who is also a Clinical Relationships Manager for Victoria, elicits clinical pearls and insights from our doctors on the topics that matter most in clinical optome ...
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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today. We’re back for Season 6, and this time, we’re setting our sights ...
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You’re gonna love this DAILY, commercial-free entrepreneur spotlight show. We feature CEOs and founders of 6-9 figure B2B companies. Agencies, coaches, consultants, and other leaders share not only their success stories - but their advice for business leaders focused on business growth. You’re going to hear real stories from real people all in 15-25 minutes time - perfect for your commute. On this podcast, your host, Josh Elledge encourages entrepreneurs to share not only their expertise but ...
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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2227 - Financial Tips and Community Support for Entrepreneurs with Women in Wealth's Michelle Taylor
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Empowering Women in Wealth: Actionable Financial Strategies from Michelle Taylor In this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Michelle Taylor, Founder of Women in Wealth. Michelle shares practical, actionable strategies that help women business owners take control of their finances, maximize tax efficiency, and buil…
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What happens when disaster strikes without warning? A vacation accident, a sudden health diagnosis, or an unexpected incapacitation can leave you and your loved ones vulnerable if you haven't prepared properly. Throughout this eye-opening conversation, we explore the critical importance of crisis planning and what options exist when emergencies occ…
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How To Stay Golden In Life Meet- Sheila Alvarez
53:44
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In this episode Jose chats with the powerful Sheila Alvarez about her humble beginnings in Argentina and selling socks on the streets to her brilliant rise as a prominent real estate entrepreneur, investor and inspirational leader. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 Listen to more episodes on Mission Matters: http…
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#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It
21:43
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Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…
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2226 - How to Focus on What Really Matters in Your Journey with LDC Strategies' Coach Lori Anne De Iulio Casdia
18:53
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Taking Action and Overcoming Procrastination: Insights from Coach Lori Anne De Iulio Casdia In this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Coach Lori Anne De Iulio Casdia, Coach & Strategist and the founder of LDC Strategies. Coach Lori Anne offers a powerful and relatable framework for breaking free from procrastinat…
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Rewriting the Rules of Management with Joanne Merrick - Ep.330
30:09
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What if the promotion you've been chasing isn’t actually the right move? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Joanne Merrick, founder of The Leadership Recipe and author to explore the deeper layers of leadership, self-liberation, and what it really means to be a manager in today's world. Whether you’re consideri…
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Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145
32:05
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What does it really take to leave everything behind and start a new life abroad? In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share t…
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366 | Robert Glazer | Rethinking Two Weeks’ Notice: Changing The Way Employees Leave Companies For The Better
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What if the key to lasting success isn’t just about hiring the right people, but also about letting them go the right way? In this episode of The Greatness Machine, Darius chats with Robert Glazer, entrepreneur, bestselling author, and former CEO of Acceleration Partners, about building a culture of trust, transparency, and long-term relationships.…
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2225 - The Multi-Factor Authentication is Your First Line of Defense Against Cyber Threats with ReachOut's Rick Jordan
20:01
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Navigating the Evolving Landscape of Cybersecurity and AI: In-Depth Insights from Rick Jordan In this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Rick Jordan, speaker, coach, and Founder & CEO of ReachOut Technology. Rick unpacks the rapidly changing worlds of cybersecurity and artificial intelligence, and how business lead…
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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46
51:01
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For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…
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Ultimate Guide to Small Business Purchase Order Financing Part 3
10:47
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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2224 - Navigating the Evolving Landscape of WordPress with Ndevr's Meeky Hwang
16:49
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Building High-Performing WordPress Sites: Insights from Meeky Hwang, CEO of Ndevr In this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Meeky Hwang, CEO and Co-Founder of Ndevr, a development firm specializing in high-performing WordPress solutions. Meeky shares how digital publishers can scale effectively, the "three-legged…
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#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor
4:28
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Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…
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TGM Classic | Matt Higgins (Part 2) | Mindset Mastery: Navigating Failures and Finding Opportunities
1:16:10
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Ever wondered how burning the boats can lead to extracting more value than you ever thought possible? In this episode of The Greatness Machine, we welcome back Matt Higgins, the author of the groundbreaking book Burn the Boats: Toss Plan B Overboard and Unleash Your Full Potential. Matt delves into the art of setting and achieving goals, sharing hi…
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2223 - How Can Brands Effectively Leverage Influencer Marketing with #Paid's Adam Rivietz
17:46
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Unlocking Influencer Marketing: A Conversation with Adam Rivietz of #Paid In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Adam Rivietz, CSO and Co-Founder of #Paid, a platform revolutionizing influencer marketing by connecting brands with vetted creators. Adam shares how influencer marketing has evolved, the top ch…
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Sometimes the answers we’re chasing in business and life have already been written—centuries ago. In this solo episode, Darius Mirshahzadeh dives deep into four timeless quotes by the Stoic philosopher Epictetus, exploring how ancient wisdom still holds power in modern life. Recorded from an Airbnb in Barcelona, Darius shares personal insights and …
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Ultimate Guide to Small Business Purchase Order Financing Part 2
16:06
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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2222 - The Sales Strategy That Won't Leave You Out in the Cold with Alleyoop's Gabe Lullo
17:39
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Why Modern B2B Sales Starts with Founders: Insights from Gabe Lullo of Alleyoop On this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Gabe Lullo, CEO of Alleyoop, a leading B2B sales development company. Gabe dives into the critical strategies that modern founders and sales teams need to adopt—covering everything from founde…
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1
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
38:24
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With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…
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#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy
22:01
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Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…
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Navigating Long-Term Care Benefits While Safeguarding Your Assets
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Securing your family's financial future while accessing necessary long-term care is possible with the right legal strategy. This conversation between attorneys Greg and Jordan McIntyre reveals how their firm helps clients navigate this critical balance. The cornerstone of this discussion focuses on a two-pronged approach: qualifying for Medicaid be…
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2221 - An Inspiring Journey from Speech Anxiety to Communication Coach with Scott Ramey
22:50
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Mastering Communication and Overcoming Anxiety: In-Depth Insights from Scott Ramey Effective communication is the cornerstone of personal and professional success, yet for many, it’s a source of anxiety and self-doubt. In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Scott Ramey, Founder of The Scott Ramey Group,…
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Transforming Trauma Into Triumph with Carrie KC West - Ep.329
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Have you ever felt like you were just a supporting character in your own life story? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes life story coach and author Carrie KC West, who reveals how rewriting our personal narrative can transform deep-rooted trauma into purpose, power, and peace. Carrie shares her journey from a r…
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Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144
41:30
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What if the life you're living was always enough, no kids required, no apologies necessary? In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building commu…
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364 | Eric Jorgenson (Part 2) | Why Some Stories Stick Forever—and How to Craft Ones That Do
1:21:56
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What does it take for an idea to stand the test of time and shape generations? In this episode, Eric Jorgenson returns on The Greatness Machine to explore the enduring power of timeless ideas and transformative storytelling. Joining host Darius Mirshahzadeh, they dive into what makes certain books iconic and how mystics like Rumi and Jesus continue…
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2220 - The Untold Story of Engineering and Construction Collaboration with Pro Engineering Consulting's Ryan Labus
18:55
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Unlocking Success in Engineering and Construction: Insights from Ryan Labus of Pro Engineering Consulting In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Ryan Labus, Director of Business Development at Pro Engineering Consulting, to discuss the challenges and opportunities in the engineering and construction indu…
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1
Ultimate Guide to Small Business Purchase Order Financing Part 1
16:10
16:10
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16:10
Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
…
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1
2219 - Tailored Strategies for Effective Health Marketing with Patient Procure's Jake Sucoff
18:17
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Mastering Healthcare Marketing: Expert Insights from Jake Sucoff, Founder of Patient Procure In a recent episode of The Thoughtful Entrepreneur, host Josh Elledge sat down with Jake Sucoff, Founder of Patient Procure, to discuss the unique challenges healthcare providers face in marketing their services effectively. With a focus on digital marketin…
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1
The Joseph Blueprint - Kingdom Principles for Economic Resilience
48:09
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"Storing Grain in a Digital World: Biblical Strategies for Modern Revenue Stability" While 58% of entrepreneurs are losing sleep over inflation and 35% rank revenue as their biggest challenge, there's a 4,000-year-old blueprint for not just surviving economic uncertainty - but thriving in it. In this powerful episode, we dive deep into The Joseph S…
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#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters
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Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…
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TGM Classic | Marga Hoek | Tech for Good: Imagine Solving the World’s Greatest Challenges
1:02:05
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In a world full of challenges, how can technology be a force for good? As we navigate the complexities of the modern era, it becomes increasingly evident that the role of technology extends far beyond innovation for innovation’s sake; it is a formidable force capable of catalyzing positive change. Marga Hoek, a visionary three-time CEO and sustaina…
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2218 - How Corporate Leaders Are Franchising for Their Future Success with The Franchise Blueprint's Ryan Gasaway
20:31
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Navigating the Franchise Landscape in 2025: Expert Insights from Ryan Gasaway In this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Ryan Gasaway, Founder of The Franchise Blueprint. Ryan shares his wealth of experience in franchising and discusses the evolving franchise landscape in 2025, offering expert advice on choosing t…
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2217 - The Race Against Time for Medical Device Startups with bioaccess® CEO Julio Martinez-Clark
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Navigating Clinical Trials for Medical Device Startups: Insights from Julio Martinez-Clark of bioaccess® In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Julio Martinez-Clark, Founder and CEO of bioaccess®, to explore the challenges medical device startups face in navigating early-phase clinical trials. Julio draws o…
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1
Robotics In The Workforce - Andrew Ashur, Lucid Bots | Charting Opportunities
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In this episode of Portus Wealth Advisors' Charting Opportunities, Andrew Ashur, founder of Lucid Bots, shares groundbreaking insights into the evolving role of robotics and AI in the modern workforce. He discusses how Lucid Bots is leveraging advanced technology to address critical labor shortages in industries like construction and cleaning, focu…
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2216 - Protecting Your Business from Legal Pitfalls with Intellectual Strategies' Jeff Holman
18:56
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Proactive Legal Strategies for Startups: Insights from Jeff Holman of Intellectual Strategies In this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Jeff Holman, Founder and CEO of Intellectual Strategies. Jeff brings over 25 years of experience in intellectual property and business law to the conversation, where he shares how…
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363 | How to Bring Your Core Values to Life in Your Company
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What if your core values weren’t just words on a wall—but the driving force behind every decision, meeting, and moment of accountability? In this solo episode of The Greatness Machine, Darius Mirshahzadeh dives into practical, powerful ways to bring core values to life—turning them into living, breathing parts of your team’s daily rhythms. From fam…
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2215 - Standing Out in a Crowded Market: Product Marketing Strategies with BoldPMM’s Gal Ko
19:47
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Mastering Product Marketing: Insights from Gal Ko, Founder of BoldPMM In this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Gal Ko, Founder and CEO of BoldPMM. Gal shares his journey from surfing adventures to leading BoldPMM, a product marketing firm focused on helping businesses create compelling stories and scale through s…
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