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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Thoughts and interviews from the financial advice industry!
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This is the official podcast feed of the Society of Actuaries
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Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Powered by Franchising breaks down successful business ownership utilizing the franchise model, working for yourself but not by yourself, to create financial freedom with the power to change people’s lives.
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We advocate for a model of development that allows our cities, towns and neighborhoods to grow financially strong and resilient.
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The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.
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FinanceFrontierAI – Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Hosts Max (Grok 3) | Sophia (ChatGPT) | US-Based. Top 1%. Finance + Money + AI
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FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max (Grok 3) and Sophia (ChatGPT) from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. Four elite series: Finance Frontier (macro, markets, geopolitics), AI Frontier AI (business innovation), Make Money (10X investing strategies, asymmetric upside), and Mindset Frontier AI (scaling success through focus, tool ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what’s working and what’s not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the worl ...
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Join in as Nikki Closser, a mentor in the Sue Bryce Education community, interviews photographers who manage successful portrait photography businesses from around the globe using the business model Sue Bryce teaches. Subscribe to hear stories that will fast track your success and transform you as a photographer and business owner.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D*
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Quick Charge is a recap podcast bringing you the latest in Tesla news and the top green energy stories every Monday through Friday.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance. The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
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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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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will ...
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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Learn about the latest trends in financial modelling - from AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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Jesse Mecham and Mark Butler teach you how to manage your business cash flow, hone your business model, and not freak out about money.
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Search Party is a video-podcast dedicated to elevating knowledge of the Entrepreneurship-Through-Acquisition (ETA) strategy, an increasingly popular model for private investing and wealth creation. The thought-leadership series is hosted by private capital journalist David Snow, and features expert commentary by Next Coast Legacy’s Dustin Sellers and Anthony Walker, two veterans of the ETA strategy. Search Party explores the ”searcher” model for wealth creation in the lower-middle-market, an ...
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There is an underlying precept in our country’s healthcare system that medical professionals can only survive through increased participation in insurance programs. The Less Insurance Dependence podcast series exposes that misperception, shedding light on how Dentists can thrive by breaking out of the insurance-controlled business model.
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The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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Hello and welcome to GARP’s Climate Risk Podcast series, where we will be investigating how climate change is impacting the world of business and finance and what this means for risk management. Through the course of this series we will be bringing you insights from those working at the cutting edge of climate change. We will be joined by regulators, business leaders and risk practitioners who will help us build up a holistic view of the risks and opportunities that climate change poses and ...
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Welcome to Wirex News - Your Crypto Podcast, where we have engaging conversations with experts, thought leaders, and innovators exploring wide-ranging topics around cryptocurrency, financial management, security, and many more interesting subjects.
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The Fren Zone brings you the brightest technical minds in crypto and web3. Join our host Mason as he goes on a technical deep dive with cutting-edge projects building new and novel technology. Twitter: @tokensoftinc
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Welcome to the Less House, More Moola podcast, where we delve into the world of tiny and alternative living and its potential to transform your financial security. I'm your host, Laura Lynch, and together we'll embark on a journey of exploring alternative living arrangements, embracing a minimalistic lifestyle, and ultimately breaking free from societal expectations. Through captivating interviews, invaluable industry resources, and personal insights, this podcast aims to guide you towards a ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
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All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Are you a law firm owner ready to ditch the traditional model and take control of your cash flow? In the Law Firm Money Matters Podcast, host Chelsea Williams, founder of Core Solutions Group, dives deep into what it really takes to build a bold, profitable, and mindset-driven law firm. From post-COVID disruptions to modern operations and finance strategies, we explore the new breed of legal entrepreneurs who aren’t afraid to challenge the norm. Whether you're scaling your practice, seeking ...
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Swift Coaches Academy: Conversations with Zenia Wood
No BS Business Strategies for Health & Wellness Coaches
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At Swift Coaches Academy, we help coaches break free from the 1:1 model and build sustainable group programs that create time, location and financial freedom. As an Exercise Physiologist turned business coach with over a decade of experience, I'm on a mission to never see another coach leave the industry again because they didn't know how to build a business. Each episode dives into what's working (and what isn't) right now with practical strategies to build clarity, sales and scalability so ...
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Welcome to the #WisdomOfWomen Show, dedicated to amplifying the wisdom of women in business. A new model of leadership is emerging, and we are here to elevate the voices of women leading the way. We feature trailblazing women founders, investors, and growth experts illuminating the path of growth and prosperity for women-led enterprises. Join your host, Coco Sellman, 5x founder, impact investor, advisor to 500+ entrepreneurs, and creator of the Force for Good Business System(TM) -- the only ...
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Practitioners, researchers, managers, bankers, auditors, advisors and all round modelling geeks talk financial modelling, corporate finance, project finance, and business management
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Running a construction business shouldn’t mean working nonstop, chasing cash, or carrying it all on your shoulders. Building Margin is for owners who are ready to think bigger and start making smarter moves with their numbers, strategy, and team. Hosted by Steve Coughran of Coltivar, this show delivers straight talk on the stuff that actually drives margin: pricing right, controlling costs, forecasting with confidence, and building a business that doesn’t depend on you for everything. No flu ...
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Ever wondered what it takes to thrive in the entrepreneurial world? Each week, I unpack AI use cases, company deep dives, founder stories, book and research takeaways, new laws and bills, and the personal challenges I wrestle with as I explore this path. Whether you’re a tech enthusiast, a dreamer, or just curious about leveling up, join me for a raw look at what it means to grow, adapt, and succeed.
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Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
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Over more than five years and 200 episodes, The Unique CPA has blossomed from “just an accounting podcast” into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we’re keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
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Fall head over heels in love with money! Lisa and her guest share their money stories, the rollercoaster ride we take with finances, money management, tips, and strategies to multiply the money you already have. We're talking about activating wealth to unlock your financial genius. 💸Receive money with grace 💸 Support causes you love with generosity 💸 Save money with ease 💸 Design your financial future with confidence. It doesn't matter how much money you have; it's what you do with it 🗝️ 🌬️ 💖 💸
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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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Dive into the real stories behind thriving creative businesses. Each episode, host Kimberly Sanchez sits down with visionary artists, designers, filmmakers, models, actors, and other game‑changing creatives to uncover the mindset, strategies, and hustle that turned passion into profit. You’ll learn how they: Overcame self‑doubt and financial hurdles, built loyal audiences and navigated the highs and lows of the creative journey. If you’re a creative entrepreneur, aspiring actor or model, or ...
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CFM Certification Tips for Financial Modelers to Pass Without 100 Hours with Carolina Lago
46:20
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In this episode of Financial Modeler’s Corner, host Paul Barnhurst and co-host Carolina Lago explore their experiences with financial modeling and the Advanced Financial Modeler (AFM) certification. They discuss the value of these certifications, the challenges of studying for them, and how these programs can improve financial modeling skills. They…
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The Subscription Model Changing the Financial Industry (No Net Worth Required!) with Joel Miller, CFP®
28:27
28:27
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28:27
Ever felt overwhelmed by financial lingo like IULs, ETFs, or why your advisor earns more when you invest more? In this episode of I Date Money®, Lisa Drennon sits down with Joel Miller, Certified Financial Planner and founder of Flames Financial Planning, to break down a revolutionary approach to financial advising: flat-fee, subscription-based ser…
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231. The Fractional CFO Files | Mastering Financial Models & Fractional Life with Karl Lloyd
42:44
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Send us your thoughts In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities o…
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This Power Washing Empire Holds the Secret Blueprint to Franchising Your Business With Aaron Harper (MU Classic)
57:18
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#485 What does it take to grow a business to 207 locations in just two years? In this episode, host Brien Gearin chats with Aaron Harper, CEO of Rolling Suds, the first and largest power washing franchise in the U.S. Aaron shares his journey into the world of franchising, revealing the secrets behind scaling a business, how to build systems for suc…
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How Outdoor & Natural Light Photographer Bridget Wood Got To A $5k+ Sales Average (Re-Release)
54:01
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Get a FREE Posing eBook from The Portrait System here: https://the-portrait-system.lpages.co/podcast-pose-funnel/ In today's special re-release of The Portrait System Podcast, host Nikki Closser interviews outdoor & natural light photographer Bridget Wood who tells us all about how she got to a $5k+ sales average. If you're looking for amazing tips…
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9 Rules For Scaling Any Business With Justin Williams (MU Classic)
1:02:14
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#484 Want to turn your side hustle into a thriving, scalable business? In this episode, Justin sits down with Nick Loper of The Side Hustle Show to discuss exactly that! Together, they cover the nine powerful rules that helped Justin scale multiple ventures, from flipping houses to building a successful podcast, and everything in between. You'll ge…
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How Website Hosting Became a 6-Figure Passive Income Machine | Link Moser
54:21
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#483 What if your next income stream came from a quiet little corner of the internet — website hosting? In this episode, host Kirsten Tyrrel sits down with Link Moser, a 30-year veteran in the service-based business world, who built a recurring revenue machine by maintaining and hosting websites for hundreds of small businesses. Link shares how a $…
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On episode 198 of The Compound and Friends, Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your…
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The numbers are in and they are all bad for Tesla fans – the company sold just 5,000 Cybertruck models in Q4 of 2025, and built some 30% more "other" vehicles than it delivered. It just gets worse and worse, on today's tension-building episode of Quick Charge! We've also got day 1 coverage of the 2025 Electrek Formula Sun Grand Prix, reports that t…
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OUT & ABOUT: Unschooling: Learning Off the Beaten Path (Expat Money 291)
1:00:42
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Completing the interview I gave to Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/291-joshua-sheats-pt-3/
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What if cash flow could save your business—and your peace of mind? In this episode of I Date Money, Lisa Drennon sits down with Al Zdenek, a CPA, personal financial specialist, and bestselling author of Master Your Cash Flow. Al shares how he went from the brink of bankruptcy to financial independence by rethinking how money flows in and out of bus…
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Think SEO Is Dead? Here’s Why It’s Just Getting Started. The Truth About Ranking in 2025 | Kyle Roof
44:40
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#482 Think AI has killed SEO? Think again! In this episode hosted by Kirsten Tyrrel, we sit down with Kyle Roof — SEO expert, entrepreneur, and founder of PageOptimizer Pro — to uncover the science behind ranking in Google. Kyle shares his unconventional journey from trial attorney to teaching in Korea to launching an SEO SaaS company that grew out…
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Modeling the Business of Affordable Housing: Wth Travis Duckworth of Sol Tiny
34:10
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Click to Send Laura a Text! In this episode of the Less House More Moola podcast, Travis Duckworth discusses his journey in community building through the lens of tiny homes and sustainable practices. He emphasizes the importance of local relationships, navigating challenges such as NIMBYism, and the role of community in economic growth. Travis sha…
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20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and ...
1:11:17
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AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – How Index Is Returning $3.5B on 2 Deals 24:00 – Melio’s $2.5B Exit: In…
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Legal Strategy & Practice Growth: What Dentists Must Know to Thrive Without PPOs" with Brian Colao
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Are PPOs quietly undermining your dental practice’s long-term value? In this episode of the Less Insurance Dependence Podcast, host Michael Walker speaks with Brian Colao, Director of the Dykema DSO Industry Group and a leading expert in dental law and transition strategy. Brian explains how rising operational costs, combined with stagnant insuranc…
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Tesla's Q2 results are in, and they are way, way down from Q2 of 2024. At the same time, Nissan seems to be in serious trouble and the first-ever all-electric Dodge muscle car is getting recalled because its dumb engine noises are the wrong kind of dumb engine noises. All this and more on today's deeply troubled episode of Quick Charge! We've also …
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Email Marketing Turned 6-Figure Membership: Leveraging a Low-Ticket Offer to Attract Customers and Build Community With Liz Wilcox (MU Classic)
58:31
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#481 Think you can't turn a low-ticket offer into a six-figure business? Think again! In this episode, host Brien Gearin sits down with email marketing expert Liz Wilcox, who runs a $500k-per-year business through her $9-per-month email marketing membership. Liz shares her journey from travel blogger to successful membership creator, explaining how…
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Jeff Shen – Beyond the Buzz: What AI Really Means for Investing
29:57
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Send us a text What does AI really mean for the future of quant investing? In this episode, Vincent sits down with Dr. Jeff Shen, PhD, Co-CIO and Co-Head of Systematic Active Equities at BlackRock, to explore how the world’s largest asset manager is scaling systematic investing through big data, machine learning, and a deep, research-driven culture…
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Marketing and Distribution Section: The Rise of Marketing Actuaries: Where Data Science Meets Marketing
9:52
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Join host Tiana Zhao, FSA, CERA, as she explores the emerging field of marketing actuaries in this insightful episode of the SOA Marketing and Distribution podcast. Discover how these professionals blend actuarial science with marketing strategies to drive data-informed business decisions. Tiana breaks down the key responsibilities of marketing act…
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Multi-Hazard Modeling, AI, and the Future of Risk With Paolo Bocchini
41:02
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We're joined by Dr. Paolo Bocchini, Professor of Civil and Environmental Engineering at Lehigh University, a leading researcher in catastrophe modeling and infrastructure resilience. Dr. Bocchini is the director of Lehigh’s Center for Catastrophe Modeling and Resilience, and he’s spearheading a new collaboration with Rice University—the Consortium …
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How Finance Leaders Use AI to Kill Legacy ERP and Achieve Day Zero Close with John Glasgow
36:04
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36:04
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, founder and CEO of Campfire, a modern AI-native ERP system designed for finance teams. The discussion centers on why traditional ERPs are no longer meeting the needs of growing businesses and how Campfire is offering a new solution built with automation a…
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He Quit Tesla, Bought a $3K Bus, and Turned It Into a 6-Figure Biz | Kevin Throop
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#480 What do you get when you mix a former Tesla sales star, a pandemic-era pivot, and a beat-up school bus turned boho lounge-on-wheels? You get Toasted Tours — a uniquely personal, wildly creative wine tour business built from the ground up by entrepreneur Kevin Throop! In this episode hosted by Kirsten Tyrell, Kevin shares how he walked away fro…
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123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)
54:56
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What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…
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Europe is at a tipping point after years of slow growth. Sylvain Duranton, BCG X’s global leader, explains how countries and companies can work together to simplify regulation, scale innovation, and build a truly unified, competitive Europe. Learn More: Sylvain Duranton:https://on.bcg.com/3T9QN9b Europe’s Business Leaders Are Ready for Action: http…
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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
2:01:56
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On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael B…
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After a month off trying to wrap our heads around all the chaos surrounding EVs, solar, and everything else in Washington, we're back with the biggest EV news stories of the day from Tesla, Ford, Volvo, and everyone else on today's hiatus-busting episode of Quick Charge! It just gets worse and worse for the Tesla true believers – especially those w…
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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
19:28
19:28
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Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs
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From Growth to Grace: How Amanda Klimak Leads with Heart
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In this week’s episode, I am joined by the remarkable Amanda Klima— the President and Co-Owner of Largay Travel, a luxury travel company recognized for over a decade by Conde Nast and Travel + Leisure as one of America’s top travel agencies. With over 30 years in the industry, Amanda has turned her passion for adventure into a mission to help peopl…
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Transforming Money Mindsets: A Journey to Wealth With Fanny Tristan
28:15
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In this emotionally charged episode of Lisa Drennon sits down with trauma therapist Fanny Tristan to unpack how trauma and early conditioning shape our relationship with money. They explore how emotional wounds influence financial decisions, and why understanding your personal money story is key to creating lasting wealth. From overcoming toxic pro…
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The Tech Stack That Scales Solopreneurs to 7 Figures | Ernesto Mandowsky
39:31
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#479 What if the secret to scaling your solopreneur business was hiding in your tech stack? In this episode, host Brien Gearin sits down with Ernesto Mandowsky — founder of MDM (Million Dollar Machine) — to explore how entrepreneurs can use tools like Notion, ConvertKit, and more to streamline operations, deliver five-star client experiences, and b…
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Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning
26:48
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In this episode of CFO Weekly, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality re…
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Transforming Client Connections with Nick Davies
40:22
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This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure…
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On Episode 218 of The Unique CPA, Randy Crabtree concludes the ongoing CAS block by welcoming Jeremy Estey, founder of AmberSky Marketing. They diverge from the pure CAS discussions of the first two episodes of the block, turning their focus to digital marketing for accounting firms, with an emphasis on niche marketing and SEO. Jeremy has built his…
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129. Messaging That Makes Strangers Say YES To Working With You ft. International Marketing Expert Jeff Wenberg
47:51
47:51
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You think what you do is clear... but people aren't buying. Why? 💬 Learn the messaging gaps that are keeping great coaches like you from getting clients with International Marketing Expert and his 15 years of experience in one powerful episode. We dive into enrollment stories, sales psychology, and the simple shifts that make people say YES to work…
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233. Finance Transformation Live - Future Proofing your Finance Software Architecture
45:08
45:08
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Send us your thoughts In this month's Finance Transformation Live host Hannah Munro explores how finance leaders can design scalable, resilient systems that adapt to change and support long-term growth. Key topics covered: The four pillars of future-proof finance architecture: data, APIs, expandability, and maintenance Why multi-dimensional data st…
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#1: This Sucks—How Can I Make Money from It? The 8 Mindsets and The Art of The Pivot with Jason Meyer
57:34
57:34
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What if your biggest setbacks could be the secret to building wealth and resilience in your law firm? In today’s episode, I sit down with Jason Meyer, a lawyer-turned-entrepreneur with a rare perspective on how to thrive when things suck. Whether it's an economic downturn, getting laid off, or a client crisis, Jason shows us that the key to long-te…
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A Million-Dollar Grill Cleaning Service: Building a Niche Market, Franchised Business Concept With Michael Sutton (MU Classic)
50:11
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#478 When was the last time you really cleaned your grill? You probably can't remember! In this episode, host Brien Gearin speaks with Michael Sutton, founder of Grill Hero and franchising expert. Michael shares his entrepreneurial journey, starting from a college summer job to growing Grill Hero into a successful business that cleans over 40,000 g…
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Travel planning, caring for aging parents, and setting your kids up for success
43:22
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Dr. Dan & Emily discuss getting into the details of travel planning, how to discuss your parents' need for care later in life, and how to set up your young children for financial success. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calend…
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Young Professional Advisory Council: The Path Less Actuaried: from Med School to Actuary
29:27
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In this podcast, Michael Frings FSA, MAAA, now Chief Actuary at one of the Bermuda insurance companies, shares his experiences on his career path, where he started from an unexpected place -- medical school, which ultimately took him to where he is now -- an actuary. Please join us as we explore how Michael navigated his "unusual" path, how he foun…
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Emerging Topics Community: Model Validation 101: Bring your Calculus Mindset!
8:07
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In this podcast episode Joe Alaimo interviews Bob Leach. Bob introduces us to model validation concepts from the article that he has written for the emerging topics community: Model Validation 101: Bring your Calculus Mindset! Bob discusses how to use calculus concepts to validate results from actuarial models. This discussion is in the context of …
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Ryan Johnson: How Culdesac Tempe Develops Freedom, Revenue, and Belonging
41:39
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Chuck sits down with Ryan Johnson, the founder and visionary behind Culdesac Tempe, the first car-free neighborhood built from scratch in the U.S. They discuss the realities of living in and developing a community like Culdesac, from transportation costs to working with local government. Ryan explains how they maintain walkability in an Arizona des…
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How Emotional Intelligence Can Unlock Your Wealth Potential | Shamina Taylor
44:36
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#477 What if your deepest success starts by unlearning everything you thought you had to be? In this powerful episode hosted by Kirsten Tyrrel, attorney-turned-mentor Shamina Taylor shares how a breakdown on a yoga mat sparked a transformation that led her from survival mode to millions — and how she’s now helping hundreds of women do the same. You…
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20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs ...
1:01:32
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Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Phil…
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Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir
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Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance…
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How to Create Recurring Revenue Through a Productized Service With Russ Perry (MU Classic)
56:18
56:18
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#476 Feeling burnt out by freelance gigs? Tired of inconsistent income and trading hours for dollars? In this episode, host Brien Gearin is joined by Russ Perry, founder of Design Pickle, a subscription-based graphic design service. Russ shares his journey from being a struggling creative agency owner to scaling Design Pickle into an eight-figure b…
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Earth Science Tech, Inc. ($ETST): The Path to a 9X Return
27:16
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🎧 Earth Science Tech, Inc. ($ETST): The Path to a 9X Return 💡 Welcome to Make Money, part of the Finance Frontier AI podcast series — where we break down asymmetric investment opportunities hiding in plain sight. In this episode, Max, Sophia, and Charlie decode a tiny micro-cap biotech pivoting from hemp wellness to a diversified holding company wi…
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From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
1:02:36
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In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the wa…
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