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Martin Lewis answers your financial questions, offering valuable money-saving tips.
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AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your ele ...
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Christian Moldenhauer
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Broker Consulting - Finance. Reality. Spolu.
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Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
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Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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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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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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The Minor Consult explores leadership with innovators, changemakers, and risk-takers. Hosted by Stanford School of Medicine Dean Lloyd Minor, MD, the podcast convenes top minds from across fields to share their perspectives, impart lessons from their careers, and discuss the complex challenges leaders face today. Through their conversations, Dr. Minor unearths the qualities and skills that leaders need to succeed in turbulent times. Dr. Minor has served as Dean since 2012 and is also a profe ...
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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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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Stay informed on artificial intelligence shaping legal practice with The AI Law Briefing podcast notebook. Receive concise, factual updates on LLM advancements, practical AI tools for lawyers, and critical AI-related laws and regulations in the EU and beyond. Essential insights for legal professionals. Fact-check everything as : this podcast includes content generated or assisted by artificial intelligence. Also the content shared on this podcast is for general informational purposes only. I ...
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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Seven Figure Consultant with Jessica Fearnley
Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business
0225
Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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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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Joshua Belk and his firm, Lodestar Tax and Consulting has been specializing in tax consultation, planning and preparation, business consultation and structure, and fractional CFO services since 1998. In addition to helping businesses and business owners reach their financial goals, Josh also helps to educate them in the complex matters of the business world which at times can be tedious for a business owner.
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Misty Rose Gold interviews financial experts about money and business owners about their funding/money journey. Seeking the truth of all things money from those who are in the know. We aim to shed some light on your financial journey. Taking the mystery of the money in your life. Helping you turn that financial frown upside down. Your success depends on your mental performance and emotional stability. Learn more about Misty Rose Gold: https://www.mistyrosegold.com/ Download Wealthy Mind App: ...
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A show that deconstructs world-class deal makers, digging deep to uncover the philosophies, tools, and tactics entrepreneurs can use to put together the biggest deals of their careers.
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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An interview podcast dedicated to the ever-evolving world of RegTech and financial regulations with Know Your Customer's CEO and co-founder Claus Christensen.
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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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 Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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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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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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Welcome to From Stuck to Successful, where we show you how to unlock your business's growth to get to your next big thing. As a business owner, you know you should be growing your business, but how? This is the podcast that shows you how to eliminate barriers that are holding you back. We believe that roadblocks limit your success, stifle your growth, and prevent you from the financial and emotional success that you deserve.
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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224: Structuring The Perfect 30-Min Consultation (Replay)
31:55
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Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.…
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Retirement has the potential to make up 1/3 of your life, so naturally your experience will change as you pass through its various phases. Nathan discusses how we evolve through the three phases of retirement, and what we can do to prepare ourselves along the way. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel tell the story o…
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Think about your org chart. Now imagine it features both your current colleagues—humans, if you’re like most of us—and AI agents. That’s not science fiction; it’s happening. And it’s happening relatively quickly, according to McKinsey Senior Partner Jorge Amar. In this episode of The McKinsey Podcast, originally broadcast on McKinsey Talks Talent, …
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Four Quadrants Every Financial Advisor Must Master in 2025
18:11
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What if your success as an advisor has less to do with technical skills and everything to do with mastering yourself?In this episode, I reveal the four quadrants of advisor success and why mindset, habits, and rituals are “10 to 100 times more important” than designations. You’ll discover how understanding people, modern marketing, and workflow mas…
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Otevřete dveře úspěchu (aneb Co vás ve škole nenaučí) - Petr Hrubý
51:11
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Zakladatel finanční skupiny Broker Consulting Petr Hrubý napsal knihu nejen o své cestě kariérou, ale také o tom, jaké jsou jeho vyzkoušené tipy na úspěch v jednotlivých oblastech (práce, zdraví, peníze, vztahy). Tyto oblasti jsou vzájemně propletené a společným ukazatelem jejich vyváženosti je mít stále za čím jít. Ať už jste knihu četli, nebo se …
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Money Rx - The Evolution of Investing Strategies
34:18
34:18
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In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an opportunity, and delve into the use of options and tactical overlays for risk management. The conversation…
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Is A300 the new VAS? HYLD launches, furniture flippin' & couples investing
34:43
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A300 and HYLD, Trash Finds, Tax Time, IPO Secrets & Rate Cuts – We cover it all this week! In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A and answering your questions on: Should I be doing anything with the new interest rate drop? Will my rate automatically change? - How does someone invest in a compa…
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How you choose to draw on your retirement assets can make a big difference in your overall tax liability, so unless you’re feeling charitable towards the US government, having a strategy is critical. Donna and Nathan discuss the order in which you withdraw from your retirement accounts, and some actions you can take in the years leading up to retir…
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In this Energy Special, Martin asks the boss of Ofgem why we pay more in the UK. Plus, he questions the boss of Octopus Energy about prices, smart meters and more.By BBC Radio 5 Live
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#119 Building Stronger Teams Through Radical Transparency
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In this episode, we go behind the scenes of a real quarterly meeting—wins, losses, awkward moments, and all. From welcoming new hires to unveiling the design for a 28,000 sq. ft. facility, Aaron shares how openness about numbers, goals, and even mistakes strengthens culture and drives alignment. You’ll hear candid lessons from a tough project loss,…
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Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms
51:18
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With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it ri…
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7 Retirement Assumptions to Reconsider in 2025
13:29
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Just because something used to be true doesn’t mean it still is today, especially when it comes to retirement planning. In 2025, rising interest rates, tax uncertainty, and longer life expectancies mean it’s time to rethink some long-hel…
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How The Top 1% of Advisors Actually Spend Their Week
46:57
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Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…
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Misty meets Megan De La Rosa, the owner of Centennial City Lifestyle Magazine
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Megan De La Rosa owns Centennial City Lifestyle Magazine. She is a fun and spicy lady who loves to connect people and create community. Her magazine publication reaches the affluent areas of Centennial Colorado. In today's episode Megan talks about the direct and indirect ROI of marketing. With a little bit of luck and a lot of planning your market…
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Episode 422 - A True Gem of Grand Traverse County
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On today’s show, we are thrilled to be joined by special guest, Lacey Edgecomb, Director of the Grand Traverse County Senior Center Network. Lacey is here to share a bit about the rich history of the Senior Center, as well as the many incredible ways the Center continues to serve and connect with our community. What began in the 1960s as a small Ad…
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Episode 421 - From Social Security to Micro-Retirement
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For those of you who missed last week’s show, we gave a 5,000-foot overview of the newly signed One Big Beautiful Bill Act (OBBBA), a sweeping piece of legislation aligned with many of the priorities of the current Trump administration. Today, we’re zooming our focus in a bit on its impact on Social Security taxation. There have been some big misun…
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IRAs are one of the topics that we are consistently asked about, partly because the rules change so frequently, but also because of the steep penalties the IRS puts in place to enforce those rules. Donna takes us through some of the most frequently asked IRA questions, including: What are the current contribution limits? How long can I continue to …
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S8 Ep6: Wellcome Leap CEO Regina Dugan on Practicing Innovation as a Discipline
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Dean Lloyd Minor welcomes Regina Dugan, CEO of Wellcome Leap, for a conversation about how to tackle complex global challenges through bold innovation. They discuss why emotional engagement is essential to achieving scientific progress, how high-risk, high-reward models can translate to health research, and the importance of addressing underfunded …
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Quitting Amazon: Stephanie Ramos’ Inspiring Story on Designing a Life You Love, Ep 151
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Ever wondered what it's like to quit a big tech job without a Plan B and actually thrive? Join us for an inspiring conversation with Stephanie Ramos, who went from "LinkedIn famous" to living her best childfree life! Stephanie shares her candid experience leaving Amazon, and how having "F.U. money" allowed her to prioritize her well-being over a pa…
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Phil Rosen: Market Facts Can Be Stranger Than Fiction
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Danny interviews Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily. Phil shares his journey from being a travel blogger to becoming a renowned financial journalist. Despite his youth, Phil has a wealth of experience, having lived on three continents, authored two Amazon bestselling books, and being a Fulbright scholar. He talks about…
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How financial advisers can grow their reach through social media with Ben Nash
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In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm. Nash highlights that his journey into content mar…
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The Shocking Cost of College: How to Be Smart and Avoid a Tuition Trap
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Brian Skrobonja talks about the real cost of college—and why most families are dangerously unprepared. Tune in to learn how to fund your child’s education without sacrificing your retirement. Expect to hear eye-opening numbers, smarter strategies than 529 plans, and a flexible approach that keeps you in control, no matter what path your child takes…
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Money Wins, Zero Spend–5 Free Resources You Need
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In this bonus episode of the Australian Finance Podcast, Gemma’s flying solo to bring you her top 5 free (yes, free!) Rask resources that can help you get on top of your money, build confidence, and take real action—without spending a cent. From free courses to tools and downloads, these are perfect whether you’re just starting out or ready to refi…
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For as long as we’ve had written history, money has held three important functions in our society: as a medium of exchange, a unit of account, and a store of value. But that last function has come under pressure over time due to the presence of inflation. Nathan discusses how our understanding of money has evolved over the millennia, and why it mat…
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Show Up When Investor Confidence Falters – Episode 48
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A recent CEG Insights Wealth Confidence Report showed that investors with a net worth of $1 million or more are down in the dumps. But even worse, the Report also shows that far too many financial advisors aren’t bothering to reach out to their clients at a time when those clients need your perspective, insights and reassurance. Failing to support …
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Episode 13: Catholic High – Upholding Standards, Brotherhood, and Lifelong Faith w/ Steve Straessle
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In Episode 13, I sit down with Steve Straessle, Head of Catholic High School for Boys in Little Rock. We dive into how Catholic High’s core values — discipline, faith, brotherhood, and integrity — help shape boys into confident, responsible men. https://www.lrchs.org/ We talk about how the school’s commitment to high standards and faith-based educa…
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EP907: The challenges of fighting fincrime and managing the regulatory burden
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Phil Cotter, CEO, SmartSearch Regulated entities in the financial sphere face increasing complex compliance requirements. This year alone, new regulations such as DORA, AMLA and ECCTA reflect the fact that fincrime is at the forefront of business challenges. However, combine pressure from malign actors with increased regulation and it is easy to se…
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EP906: Trends in crossborder payments and FinTech
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Andrew Jurgielan, Chief Revenue Officer ONE.io Under the spotlight, the challenges and opportunities of cross-border banking, regulatory strategy and payment innovation. One.io is a full-suite financial services solution, providing access to business accounts, global payments, spot FX, crypto trading and payment processing for a global customer bas…
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387 Spirituality and Politics "Knowing Oneself"
1:39:17
1:39:17
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This week on Spirituality and Politics with Marielena Ferrer, we are inspired by the Know Thyself Podcast and dive into what it means to know oneself. We converse about who are we, what enlightenment is in various traditions, how the Tarot provides that path in the Western tradition, our different levels of consciousness, judgement, shakti accumula…
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Aug. 12, 2025: Renewable Energy Tax Credit Finance Series: The Future of Clean Energy Tax Credits Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OB3) signed into law in July has sweeping implications for the clean energy tax credits sector. In this latest installment of the Renewable Energy Tax Credit Finance Series, Michael Novogradac, CPA, and Novogradac partner Tony Grappone, CPA, dive into OB3 and what it means for the rollback of various tax incentives, …
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Mark Twain famously said, “There are lies, damn lies, and statistics“, and while it’s true that numbers are often used creatively to benefit one party or another, statistics are one of the primary tools of a functioning society. Donna and Nathan walk us through some of the critical elements of our daily lives that rely on statistics, and why the fi…
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There are few periods in the 20th century that were more impactful to the global economy than the Iranian oil crisis and the revolution that followed. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how Iran seized control of their oil industry from the British, and the ripple effects that it caused…
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Season 3 Episode #10: From Stuck to Successful - Interview with Matt Bitzegaio – Co-Founder of DonorDock
1:13:46
1:13:46
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Matt is the Co-Founder of DonorDock, a mission-driven company dedicated to empowering nonprofit organizations through simple, intuitive software designed to enhance fundraising efforts. Fueled by a deep-seated passion for helping nonprofits achieve their mission, Matt believes technology should be an enabler of positive change rather than a burden.…
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A quick note on free resources for choosing your investments. Elliott Touchstonefinancialeducation.comBy ecoxn
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Is Artificial Intelligence Changing The Face of Private Equity With Lindsay Guzowski
26:12
26:12
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Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we delve into the transformative impact of AI on the private equity space with our distinguished guest, Lindsay Guzowski, a seasoned expert in leadership assessment within private equity. Lindsay shares her insights into the current AI buzzword phenomenon, emphasiz…
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Maximizing Deductions with Bonus Depreciation, Section 179 & More
11:05
11:05
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Welcome back to Belk on Business! I’m Josh Belk, and today we’re picking up where we left off with our ongoing series diving into the latest legislative updates that impact your financial strategy and tax planning. If you’re a real estate professional, investor, or business owner, this episode is packed with insights you won’t want to miss. In this…
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In this episode, host Molly Beyer talks about do-it-yourself bookkeeping and addresses commonly held beliefs that are actually myths. Molly breaks down what people often think about bookkeeping and explains why each myth is not necessarily a good direction to take our businesses in. Molly stresses that bookkeeping is a key part of having a successf…
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Grow Your Consulting Business Fast By Optimizing Operations
18:56
18:56
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Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: AI is Transforming Consulting. Don't Get Left Behind. Want to reduce your business development time by up to 8 hours a week and learn the strategies that are already helping consult…
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206: Client Showcase: Understanding the Impact of Trauma on Success and Connection with Sherry Lukey
39:14
39:14
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In this week’s episode of the Seven Figure Consultant Podcast, originally broadcast in March 2025, I interviewed my wonderful client, Sherry Lukey, an extraordinary executive and life coach who helps successful professionals worldwide unlock their full potential, cultivate meaningful relationships, and create a life of purpose, peace, and presence.…
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In this episode, Pete Wargent from the Australian Property Podcast and Gemma Mitchell from the Australian Finance Podcast join forces to bring you a special episode on what to focus on financially at every age and stage of life. From your 20s to your 60s and beyond, they talk tips and traps for every stage. From buying a house, to investing and whe…
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Episode 238 - Attend The First Ever Online Professional Sales Master Class
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8:52
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Years ago I created a training with one goal in mind.. To run the most impactful, practical sales training anyone has ever had And we absolutely achieved that Without spending a cent on advertising, I sold out 3 of these events every year for over 10 years. There was only 1 problem - you had to live in Perth to attend. Ever since I retired that eve…
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Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…
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2025 Advisor Growth Tips from The Science of Scaling
14:06
14:06
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What if the key to faster growth isn’t doing more, but thinking differently?In this episode, I share insights from The Science of Scaling by Ben Hardy—a book I strongly recommend to every advisor looking to break out of the slow-growth cycle. It challenges the traditional, linear approach that so many advisors follow and replaces it with a smarter,…
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Investment Hacks & Financial Hot Takes- Rapid Fire Q&A
47:01
47:01
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Investment hacks, AI fears, Debt recycling, family trusts & whether you really need VAS – there is a lot packed into this one! In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A and answering your questions on: - Why some people invest through bucket companies - If you actually need a lot of money to see …
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Back when most people earned pensions, retirement planning was pretty straightforward, but as soon as the 401(k) shifted the responsibility to the worker, mistakes were inevitable. Donna and Nathan cover some of the common mistakes they see people make with their 401(k). Also on MoneyTalk, saving for your non-retirement needs, and Stock Trivia: Two…
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In this Holiday Special, Martin goes through his top holiday hacks, including his car hire and insurance tips, and the cheapest ways to spend abroad. Plus, how to make sure your passport and GHIC is ready for your travels!By BBC Radio 5 Live
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The 9 Elements Of Your Clients' Main Job [226]
11:20
11:20
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Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to mark…
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