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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The 800+ Financial Freedom Podcast is here to give Financial Tips to help you get back on track Financially and to Help you reach the 800+ Club. The 800+ Financial Freedom Podcast can help you overcome financial challenges with three simple steps. First, we discuss setting up a plan to help reach your financial goals. Secondly, we apply financial discipline to your life with teaching you the principles on how to change your financial situation. Last but not least we motivate and encourage a ...
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The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear exp ...
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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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Podcast weblog featuring the investment wisdom and principles of John C. Bogle
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Welcome to the Steadfast Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth man ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
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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)
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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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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A guide to the unique mindset and approach that drives Silicon Valley style disruption. Build product, raise money, and scale your startup like the best. TSP hosts Chris Saad and Yaniv Bernstein share practical advice based on decades of experience at Google, Uber, and their own startups.
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Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener ...
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You’re not here to play small. You’re building something big, something that matches the truth of who you are. Wealth, impact, freedom, joy. All of it. This is the podcast for the woman scaling her business with soul. The one who’s done the work, who leads herself deeply, and who’s ready for more. More pleasure. More power. More precision in how she creates, leads, and receives. Inside the Cash Confident Podcast, we’re not just talking about how to scale your business. We’re talking about id ...
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From the construction of virtual realities to the internet of things to the watches on our wrists—technology's influence is everywhere. Its role in our lives is evolving fast, and we're faced with riveting questions and tough challenges that sit at the intersection of technology and humanity. Listen in every Friday, with host, journalist Sherrell Dorsey, as TED speakers explore the way tech shapes how we think about society, science, design, business, and more. Follow Sherrell on Instagram @ ...
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Struggling to find practical tools that actually move the needle in your business and life? You're not alone. That’s why The Trusted Team Blog Podcast exists. Each week, we spotlight one powerful Trusted Team tool, from strategies that streamline your work, to ideas that spark real personal growth. Paired with a quick NotebookLM podcast summary, this series helps you apply simple, effective principles with confidence. Whether you're looking to build better partnerships, create more time, or ...
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Baptist Management System (BMS) is an improvement system that focuses on creating a holistic management system built on purpose, people, and process. BMS exist within the overall operating system of Baptist Memorial Health Care. BMS promotes and is based on the following 11 Guiding Principles: Respect, Humility, Trust, Empathy, Perfection, Process Focus, Scientific Thinking, Quality at the Source, Flow and Pull, Constancy of Purpose, Systemic Thinking. As we embed the 11 Guiding Principles i ...
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The entrepreneurship podcast you can actually apply! The award-winning small business show covers creative ways to make money online and offline, including online business, side gigs, freelancing, marketing, sales funnels, investing, and much more. Join 100,000+ listeners and get legit business ideas and passive income strategies straight to your earbuds. No BS, just actionable tips on how to start and grow your side hustle. Hosted by Nick Loper of Side Hustle Nation.
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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The Urban Property Investor podcast with host Sam Saggers brings together the latest news, strategies and ideas to help grow your personal wealth from investing in real estate. With a major premise to help you join the 1% of people who achieve financial independence, Sam Saggers advocates ways to replace your income, invest in property and retire rich using trends that form part of the urban landscape. The Urban Property Investor Podcast uncovers answers to the critical “what” “why” “where” ...
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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
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Advancement is a podcast from the Office of Advancement. Planned Giving Officer Keith Johnson helps listeners understand financial principles, and establish practical and godly wealth management habits.
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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Launch and grow your nonprofit with confidence! The Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits is your weekly resource for nonprofit startup advice, nonprofit growth strategies, and practical tips for nonprofit leadership. Whether you're dreaming of starting a nonprofit organization, navigating the challenges of a new role, or looking to scale your impact, this podcast provides actionable insights. Learn nonprofit best practices based around the 6 critical eleme ...
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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
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Coachable Wealth is not just another finance podcast; it's a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm belief in the transformative power of coaching, the hosts are dedicated to helping you strengthen your relationship with your financial advisor ...
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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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Embark on a financial journey with our podcast, "Unlocking the Secrets to Financial Success: A Deep Dive into Building Net Worth." Whether you're a seasoned investor or a beginner, discover essential strategies to enhance your wealth. Explore net worth principles, smart investments, income generation, and debt management. This episode empowers you with financial education, ensuring you make informed decisions. Plan for a secure financial future with insights into retirement and estate strate ...
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The Bare Metal Cyber CCISO Prepcast is your comprehensive guide to mastering the Certified Chief Information Security Officer (CCISO) exam. With 70 focused episodes, this series demystifies every domain, concept, and competency area tested, from governance and risk to technical controls, strategic planning, and vendor oversight. Designed specifically for experienced security professionals preparing for executive-level certification, the Prepcast offers deep dives into frameworks like ISO 270 ...
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Do you have a plan for your life? To be successful, make money and grow your business and career! Have things gone as planned? Are you left feeling lost and unfulfilled? I'm not in the business of selling you a plan B. I want to help you find your purpose, passion, and success in life so that you can ditch planning for good and start executing and seeing the results you DESIRE! Here, I share what you need to do irrespective of whether it's your Plan A, B, C, or D; and how you can find succes ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Smart Wealth: Navigating Your Financial Future
Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics includ ...
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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.
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Welcome to Preparedness Pro where being prepared isn't about fear—it's about freedom! I'm your host, Kellene, and every episode we explore the peaceful principles of preparedness and self-reliance. No gloom, no doom, just practical solutions for everyday living that help you become more independent and prepared for whatever life brings your way. From kitchen skills to financial wisdom, emergency planning to sustainable living, we're building a community of capable, confident people who under ...
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"The Bridge to Knowledge" is a podcast that explores how economics, finance, and global events shape our personal lives and public choices. Hosted by David Barol, the show connects practical financial topics like budgeting, real estate, and investing with broader conversations about trade, inflation, and government policy. David brings a thoughtful, grounded perspective rooted in his background in finance and his interest in the forces shaping our world. With interviews from diverse voices a ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement so ...
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Married couple Rick & Cassie Laymon, are both Certified Financial Planners, business owners and parents to three children in their blended family. In this podcast they will discuss Biblical financial principles and investing, and the impact of those decisions on your family. Subscribe today!
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Most business owners avoid documenting their core business processes (even though they’re key to building a business that works without them) so we decided to do if for them. We interview industry experts and have them share their best small business systems and processes. Our team then converts those interviews into procedure templates that you can duplicated, customised and deployed within your business. It’s the quickest, easiest and efficient way to build a systemised business.
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Take control of your finances and embrace life without worrying about money. Wealth building is simple, if you’re doing it right. But in today’s world, it’s easy to get overwhelmed by everything competing for your time and attention. The goal of this podcast is to help you craft a simple plan that truly fits your situation and allows you to achieve financial freedom. What does financial freedom mean? In IRC Wealth CEO David Ragland's best-selling book Wealth Made Simple (yes, really), he def ...
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StackedLife is the podcast for smart savers hungry for real, proven financial strategies. I'm John Perrings, an Authorized Infinite Banking Practitioner. In this weekly podcast, I cut through the noise to deliver practical, principle-based strategies rooted in IBC that work regardless of market conditions. If you're done with status quo advice and want to grow your wealth and income with safe, foundational strategies, this is your roadmap to financial independence.
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Small Nonprofit: Fundraising Tips, Leadership Strategies, and Community-Centric Solutions
Further Together: Fundraising Strategies for Nonprofit Organizations
Welcome to Small Nonprofit, the podcast designed for leaders, fundraisers, and advocates in the nonprofit sector who want to create real change. We provide small nonprofit organizations with strategies to enhance their fundraising campaigns, improve nonprofit governance, and implement ethical fundraising practices that resonate with today’s values-driven donors. Hosted by an experienced nonprofit consultant, Maria Rio, this show delves into the unique challenges of nonprofit fundraising and ...
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Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one e ...
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Happy Financial Freedom Friday and welcome to the 800+ Financial Freedom Podcast. I am your host Master Financial Coach Selena G. Thank You for joining along with me on today. It's time to Reset, Refocus, Restart Reset- Resetting is the act of stepping back and taking a pause and creating space for a fresh beginning. I am going to give you a few ti…
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5 Things You Should Know About the “One Big Beautiful Bill” Act (Obbba)
43:09
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43:09The “One Big Beautiful Bill” Act (OBBBA) that President Trump signed on July 4, 2025, makes the 2017 tax cuts permanent. Here are five key highlights.
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Investment idea: Sibanye Stillwater - 3 September 2025
1:27
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1:27PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at Sibanye Stillwater. 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 consti…
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MoneywebNOW: Market punishing results that are only ‘decent’
20:20
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20:2005 September 2025 MoneywebNOW: Market punishing results that are only ‘decent’
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Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up
29:56
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29:563 September 2025 Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up
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Investment idea: ASML, Nvidia, Intel and Lam Research - 2 September 2025
3:27
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3:27PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at four semiconductor companies; ASML Holdings, Nvidia, Intel and Lam Research. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcas…
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The future of finding love with Bumble CEO Whitney Wolfe Herd | ReThinking with Adam Grant
36:29
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36:29What will dating look like in the age of AI? Whitney Wolfe Herd is the founder and CEO of Bumble, the popular dating app that has helped millions of people meet their match. In this episode, Whitney chats with Adam about her vision for the future of dating online and offline, her decision to take a break from leading Bumble, and the importance of p…
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Insiders React: Google Antitrust: Is The Ruling Fair? + YC’s Latest Request For Startups, Statsig Acquisition
47:43
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47:43Google’s long-running antitrust case has reached its remedy stage, and the outcome was far lighter than many expected. No breakup, no ban on default search deals, just a few constraints on bundling apps and some required data sharing, but it may not be quite as simple as it seems on the surface. Meanwhile, OpenAI dropped $1.1 billion to acquire Sta…
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PURE Profits, PURE Value: How to Build a Business Buyers Can’t Resist
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9:10Your business is being valued every single day — whether you realize it or not. The choices you make now determine whether buyers see a thriving, transferable company… or a risky operation that depends too much on you. In this episode, Carol Dewey introduces the PURE Framework — Plus, Unnecessary, Replaceable, Equal — a practical roadmap for boosti…
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FLOW: How to Measure Value with Nigel Thurlow
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37:06Nigel Thurlow previously served as the first-ever Chief of Agile at Toyota, where he created the World Agility Forum award-winning “Scrum the Toyota Way” and co-created The Flow System™, a holistic FLOW-based approach to delivering customer-first value built on a foundation of The Toyota Production System. Throughout his career, Thurlow has gained …
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If I Won’t Live to 90, Should I Claim Social Security Early?
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10:30Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning and when to draw Soc…
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Self-sabotage isn’t a mindset problem. It’s a self-protection pattern, and it runs deeper than most people think. I’m breaking down how your mental, emotional, and physical systems each react to growth, and why feeling stuck is often a sign that your nervous system doesn’t feel safe. You’ll learn how to identify the real root of resistance so you c…
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#204 | Why You Need a Clear Strategy To Make Better Wealth Decisions in Private Real Estate Investing
24:47
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24:47Are you making the right wealth decisions in today’s private real estate market? With rising interest rates, shifting cashflows, and competing investor strategies, it’s harder than ever to know if you’re making the smartest move with your portfolio. This week, industry veteran Josh Will—President of Virtus Capital Corporation—shares 20+ years of le…
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694: Your Path to $1k+ Brand Deals, Even With a Small Audience
49:15
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49:15What if you could turn brand partnerships into serious income, even with just hundreds of followers? Justin Moore, founder of Creator Wizard and author of Sponsor Magnet, is back to show us exactly how creators are landing four-figure deals without massive audiences. We're talking about tapping into that $480 billion creator economy pie — and you d…
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WCI #435: Becoming a Millionaire by Reducing Your Taxes
47:17
47:17
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47:17Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes and Dr. Dahle explains how to limit those taxes but also reminds you, life is going well if this is something you are having to navigate. We answer a…
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S3:E12 How To Become A Profitable Tradie with David Jenyns
38:45
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38:45David Jenyns reveals the breakthrough Systems Champion concept that's transforming business systematization. Five years after publishing SYSTEMology, David shares the critical insight that business owners aren't the right people to systematize their own businesses; they need a dedicated Systems Champion. Support the show: https://www.systemhub.com/…
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Assets in Multiple Provinces - Is One Will Enough?
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36:05Is one will enough if you own property in more than one province? This week on the Free Lunch Podcast, Canvas Wealth sits down with Jonathan Ng to unpack the complexities of wills, probate, and property across provinces (and even outside of Canada). From cabins in B.C. to bank accounts in Ontario, they explore what executors and families need to kn…
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What Are Money Principles Every Family Should Know?
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20:08Everyone has rules of thumb they live by when it comes to money, but are yours helping you or holding you back? In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares the first 10 of his 20 guiding money principles that influence how he makes financial decisions for himself, his family, and his cl…
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From Immigrant Hustle to Real Estate Empire – The Kitti Sisters’ Story
51:29
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51:29What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again …
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Is a Radical Housing Shift on the Horizon?
40:49
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40:49Welcome to the Urban Property Investor. In this episode, we’re diving deep into the Australian real estate market, exploring how government policies are shifting us from a capitalist to what some might call a socialist model. We'll be looking at the Cloward-Piven model and what it means for housing, the undeniable impact of rising demand against dw…
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RSG Geldsake: Markoorsig – Augustus was ‘n pragtige maand
11:00
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11:001 September 2025 RSG Geldsake: Markoorsig – Augustus was ‘n pragtige maand
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Donor Stewardship: Community-Centric Segmentation and Practices
28:30
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28:30Send us a text Your top donors don’t just write big cheques; they could be folding newsletters in your conference room every Tuesday or serving on your board for the third consecutive year. In this episode of The Small Nonprofit Podcast, we're exploring on what it means to steward supporters through a Community-Centric Fundraising lens. We're shari…
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First Principles: Listen to This Before You Apply to YC
38:04
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38:04It seems like startup accelerators are everywhere these days. But what are they? What’s the point of them? And most importantly, is it worth having your startup go through one? Based on their own experience with YC and startups, Chris and Yaniv talk you through it all. In this episode, you will: Learn what startup accelerators are and how they work…
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#203 | Why Reverse Mortgages Might Be the Retirement Strategy You Need in Canadian Personal Finance
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4:20Are you sitting on a valuable home but worried about how to fund your retirement? In this episode, we explore the reverse mortgage option with insights from longtime Canadian personal finance expert Patricia Lovett-Reid. For those who are “house rich but cash poor,” this strategy could unlock hundreds of thousands — even millions — in home equity w…
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By The Trusted Team
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MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
33:54
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33:54Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially secure. He is a great example of not having to do it perfectly the second you get out of training. Slow and steady learning, growth and savings will pa…
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Beyond A Thank You Note: Building A Donor Communication Plan
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21:18In this episode of the Nonprofit Launch Plan Podcast, host Matt Stockman addresses a common fear among nonprofit leaders: annoying their donors. He explains that most donors actually stop giving because they don't hear from the organization, not because they lose interest. Matt breaks down why donor communication isn't a transactional obligation, b…
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Conventional financial advice tells you to take on risk in the hopes of "outpacing" inflation and rising prices. But this often reduces your cash flow today and makes the problem even worse. This episode breaks down how to combat the struggle of rising prices by using the Infinite Banking Concept to control your capital, use safe leverage, and buil…
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A concrete plan for sustainable cement | Ryan Gilliam
10:43
10:43
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10:43Cement is one of the most-consumed materials on Earth — second only to water — and it accounts for a whopping eight percent of the world's carbon pollution. What if we could turn this climate villain into a hero? Clean tech innovator and serial entrepreneur Ryan Gilliam reveals his company's surprisingly simple process for transforming waste from t…
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Insiders React: Google Pixel 10 – Does It Finally Beat Apple at Its Own Game?
35:21
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35:21Is Apple’s dominance in smartphones starting to crack? Google’s Pixel 10 launch brought AI-first features, polished hardware, and bold marketing, signaling a new era in the iPhone vs. Android rivalry. For years, the iPhone has been synonymous with polish, hardware quality, and ecosystem lock-in. But with Google’s patient, decade-long investment in …
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Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up
21:50
21:50
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21:5027 August 2025 Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up
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E16: Can We Trust the Data: Jobs Surveys, CPI, and GDP in Focus
37:18
37:18
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37:18Can we really trust the numbers that shape our economy? In this episode of The Point Podcast, we break down the reliability of key economic data, from the monthly jobs surveys to CPI inflation and GDP growth. Understanding the difference between the household survey and the establishment survey (and why they don’t always agree) is critical for inte…
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Beyond Recording History: The Strategic Side of Tax Planning Most CPAs Miss
11:48
11:48
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11:48In this episode of Navigating Abundant Retirement, Carol Dewey explores one of the most overlooked yet critical aspects of wealth management—the difference between simply recording history with your CPA and designing your financial future with proactive tax planning. Carol explains why the next 18 months may be one of the most important tax plannin…
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Serving Investors Needs: AI’s Evolving Role in Personalizing Advice
42:49
42:49
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42:49AI (alternative intelligence) is transforming nearly every industry, including financial services, by reshaping how advisors support their clients.
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When Survival Mechanisms Hijack Your Business
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13:07You know what to do, but you're still not doing it. That’s not self-sabotage; that’s survival mechanisms showing up to keep you "safe". In this episode, I’m breaking down what survival mechanisms actually are, how they form, and why they’re the real reason you keep getting in your own way. These patterns show up when you're scaling, stretching, or …
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FLOW: How to Flow & Deliver Value with Nigel Thurlow
35:31
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35:31Nigel Thurlow previously served as the first-ever Chief of Agile at Toyota, where he created the World Agility Forum award-winning “Scrum the Toyota Way” and co-created The Flow System™, a holistic FLOW-based approach to delivering customer-first value built on a foundation of The Toyota Production System. Throughout his career, Thurlow has gained …
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Investment idea: Harmony Gold - 28 August 2025
1:26
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1:26In this report, we review Harmony Gold’s most recent released statement on production, grade, and cost guidance for FY25. The information includes: Harmony Gold expects to meet FY25 guidance on production, grade, and costs. FY25 production expected between 1 400 000 and 1 500 000 ounces (in line with guidance). All-in-sustaining costs (AISC) to fal…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them …
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693: Renting Out Websites? How to Build Recurring Revenue with Simple, Local Sites
47:18
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47:18You know I love a good rental side hustle with recurring revenue and strong ROI. But in this example, there's no equipment to buy, no delivery logistics to deal with, and no tenants' trash in your place, which leads to some really strong margins. John Michael from TownRankSEO.com started this journey just this past February. He is a longtime Side H…
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#202 | From Bank Teller to Financial Journalist: How Patricia Lovett-Reid Shaped Her Wealth Decisions & Mindset
26:31
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26:31Are your money habits keeping you from a true millionaire mindset? So many people believe building wealth is about saving harder or working longer — but as financial journalist Patricia Lovett-Reid shares, it’s really about clarity, literacy, and intentional decision-making. In this episode, we explore what the millionaire mindset looks like in pra…
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WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
43:49
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43:49Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and money problems. The key to all of this is identifying your core values and living by them. We think you will find this conversation inspirational and…
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Why Central Banking Is So Hard and Why Fed Independence Matters
24:36
24:36
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24:36Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said…
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Money isn’t just math. It’s feelings. In this episode of the Free Lunch Podcast, Greg and Colin sit down with special guest Carl Richards, author, and creator of The Behavior Gap, to talk about his new book Your Money. They explore why financial planning is less about spreadsheets and more about meaning, values, and the conversations we have never …
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Rising health insurance costs are squeezing household budgets - especially for families and those not yet on Medicare. In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down the differences between traditional health insurance and medical cost sharing programs and how each can impact cash flo…
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Run a Business That Makes Money and Changes LIVES with Ron Saharyan
39:50
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39:50In this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling org…
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S10 Bonus Ep1 ‘Money and Me’ - with Frank Morton
26:44
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26:44In the first bonus episode of this ‘Money and Me’ season, Frank Morton, Operations Manager at Stewardship Wealth, talks about key moments and turning points in his journey with money. Some key points of interest covered in this episode include the following: Simon introduces Frank [00:56], who talks about his Christian upbringing [02:05] before goi…
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This week we dig into the essential productivity laws that govern real estate investment. We discuss various principles such as the Peter Principle, Pareto Principle, Gore's Law, Parkinson's Law, and more. Emphasizing their significance in making informed investment decisions. It’s crucial having a trusted team to navigate the complexities of prope…
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Why DEI Fails in Nonprofits (and How to Do It Right)
27:11
27:11
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27:11Send us a text Is your nonprofit struggling to turn DEI intentions into meaningful action? Fear, burnout, and performative allyship often hold us back from creating truly equitable organizations. But what if we could move beyond discomfort into sustainable change? In this episode, Maria sits down with Jonathan Meagher-Zayas, an equity educator and …
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Home Affairs 2.0: Getting the system back online: PSG Think Big Series
38:17
38:17
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38:17Dr Leon Schreiber: Minister of Home Affairs Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Leon Schreiber is the Minister of Home Affairs and a Member of Parliament for the Democratic Alliance. Prior to his appointment as Minister in June 2024, he served as Shadow Minister of Public Service and Administration, as a Whip in th…
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Startup Tech Stacks: Make Your Product Stand Out & Get Used w/ Joseph Ruscio
1:04:17
1:04:17
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1:04:17What makes a great tech infrastructure startup? And how do the best ones successfully navigate, and stand out from, the overcrowded market? In this episode, Yaniv is joined by Joseph Ruscio, General Partner at Heavybit and former CTO of Vibrato, to unpack the dos and don'ts of tech infrastructure startups, how open source fuels growth, and why AI i…
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