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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Explore topics related to transformational community leadership including economic development, non-profit engagement, organizational management, and policy development. It's a candid conversation with veterans of the economic development profession along with inspiring interviews of today's thought leaders.
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This is the official podcast feed of the Society of Actuaries
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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Free fitness, nutrition, biohacking, fat loss, anti-aging and cutting-edge health advice from BenGreenfieldLife.com! Tune in to the latest research, interviews with exercise, diet and medical professionals, and an entertaining mash-up of ancestral wisdom and modern science, along with Q&A's and mind-body-spirit optimizing content from America's top personal trainer.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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Vivian Tu, aka Your Rich BFF, is getting up close and personal, about the good, bad, and ugly on how money impacts all of our lives. Instead of your traditional boring business podcast, Networth and Chill covers financial topics as they relate to YOUR ACTUAL LIFE, all while feeling like a conversation with your best friend. Each episode breaks down a complicated economic or business concept into easy to understand terms, while tapping experts, professionals, and some of your favorite famous ...
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The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
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Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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Financial Education and Entrepreneurship for Professionals
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Financial Education and Entrepreneurship for Professionals
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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On Career Conversations, NACUBO's Christine Simone sits down with higher education professionals to discuss their personal experiences, including successes and challenges of all kinds. They'll offer career advice and insights as well as nuggets of wisdom for business professionals new to higher education.
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Up Your Average is the “no nonsense” podcast made for interesting people who think differently. Learn to navigate your life with unconventional wisdom by tuning in to Keith Tyner and Doug Shrieve every week.
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This Podcast is your go-to hub for buying, building, and scaling businesses—designed for entrepreneurs, professionals, and investors looking to escape the 9-to-5, gain financial freedom, and take control of their future through business acquisition.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102
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In this lightning pod, we discuss: the outrageous and ever-rising costs of youth sports, the pros and cons of property taxation, and the brilliance of Rolls-Royce. For more information and show notes visit: https://www.bwmplanning.com/post/102 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https:/…
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In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a …
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Answering Your 5 Most Common Buckets Questions
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We've been talking about The Bucket Strategy® for decades, and over that period of time, we've received thousands of questions about how the strategy works: what it does, when the buckets should be refilled, and how it works when interest rates rise or fall, among others. People's questions about The Bucket Strategy® generally range from the very b…
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Ep 270: This doctor fixed her finances FAST
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Fix your finances FAST: https://www.medicsmoney.co.uk/medics-money-financial-wellbeing-course/ In this episode of the Medics Money podcast, Dr. Rasha shares her journey into the field of palliative medicine and her experiences with financial education. She discusses her career choice, the importance of role models, and her lack of financial teachin…
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This episode updated folks on defaulted student loan repayment for the United States Department of Education and processed 2025/2026 Federal Student Aid files for the new award year beginning on July 1, 2025. ©2025 - DAS Financial Aid Consulting Services, LLC - All Rights ReservedBy dasfaconsulting
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Marketing & Distribution Section: Minute Manager Makeover: Modern Leadership in 60 Seconds
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In this episode, join host Tiana Zhao, FSA, CERA, to explore the principles of “The New One Minute Manager” by Ken Blanchard and Spencer Johnson.
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30: Stan Weinstein Reveals the Truth About Timing the Market
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"When you learn the game, it's obvious when to buy and sell." In this special episode of Up Your Average, Keith and Doug sit down with legendary trader Stan Weinstein, author of "Secrets For Profiting in Bull and Bear Markets." With over 50 years of experience, Stan breaks down: - Why buy-and-hold investing is outdated - How to time market moves wi…
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Leveling up through partnerships with Gideon Drucker
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Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…
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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns
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I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
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505: Andy Tanner on Cash Flowing Stocks for Double Digit Returns
51:41
51:41
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I used to scoff at Wall Street, believing the stock market was the last place to build real, life-changing wealth. I leaned exclusively on real estate, private businesses—even Bitcoin—to grow my net worth. But times change. I’ve softened my stance on equities and now see a place for stocks in my portfolio—just not the way most people do. I think of…
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We speak with Black Men Sundays alumni Andrew McCaskill, a LinkedIn expert, about the tips and tricks for navigating LinkedIn. We discuss techniques used to entrepreneurs looking to hire employees and we discuss ways to maximize LinkedIn for career opportunities in 2025. This show is full of gems and information. Tune in now and follow Black Men Su…
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557 – How To Avoid Car Financing Mistakes In 2025
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Loans are getting longer, interest rates are getting higher, and that shiny new car? It could lead to serious debt. We dive into Canadian data to help you make informed choices when it comes to buying, leasing, or walking away from a car loan that no longer makes sense. Can I Buy a Car With Bad Credit? Car Buying Options Keep You In a Debt Cycle Ho…
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Advanced Detox Technologies, Parasite Cleansing, & Groundbreaking Health Upgrades With Biohacking Pioneer Leila Centner
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In this exclusive episode, you’ll receive a tour of Centner Wellness—a cutting-edge biohacking facility in Miami, Florida—before diving into a powerful conversation with Leila Centner, the visionary behind both Centner Wellness and Centner Academy. Whether you’re deep into biohacking or just starting your wellness journey, this episode is packed wi…
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Episode 18: We're at MotoAmerica Road Atlanta
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🏁Trackside at Road Atlanta: Racing, Receipts, & Rider Highlights This week, we’re live from MotoAmerica’s Road Atlanta round for our first official Full Throttle Finance™ retreat — and we’ve got plenty to cover, both in the paddock and in your budget. We’re diving into: 🔧 What race weekend expenses are actually tax-deductible 📲 Tools to stay financ…
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Top 100 interviews: Gavid Wood of Beckett Investment Management
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Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.By Citywire
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US equities far from cheap despite market falls
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US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outloo…
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Ep99: Something along the lines of Investing in Residential Assisted Living with Dr. Alex Schloe
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In this episode of the Finding Financial Freedom Podcast, we sat down with Dr. Alex Schloe, a physician and real estate investor who transitioned from a traditional path in medicine to a life of autonomy and financial freedom. If you're a physician seeking more control over your time, career, and finances—this conversation is for you. Dr. Alex shar…
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How Investors Spot Fake Revenue in 5 Minutes!
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Most founders have no idea how messy their books really are—until a deal falls apart. In this episode, Kartheek Mulpuri reveals how to spot the red flags that kill acquisitions and shares the financial due diligence playbook that today’s smartest investors use to buy and scale software and service businesses. From overstated recurring revenue to ca…
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Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
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Taxes don’t stop when your paycheck does, and they certainly don’t skip your heirs. In this episode, David tackles two common listener questions that reveal just how much tax strategy plays into smart retirement and estate planning. If you’ve been worried about how much your kids will owe in inheritance taxes or if you’re sitting on a pile of tax-d…
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The value of stay interviews; also, are business cards becoming extinct?
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The latest Journal of Accountancy podcast episode is a wide-ranging conversation with two likely familiar names to listeners. April Walker, CPA, CGMA, AICPA & CIMA lead manager–Tax Practice & Ethics, and author John Garrett joined the show to discuss employee engagement in the hybrid and remote era, the importance of sharing and asking about hobbie…
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YFP 405: Navigating Retirement Income: How to Turn Assets into a Paycheck
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How do you turn your retirement savings into a reliable paycheck? In this episode, YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, break down three common strategies for building a retirement paycheck — including how each works, who they’re best for, and the pros and cons to consider. Summary How d…
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Dr. John Lieurance Reveals The Crazy Story of His Leg Amputation, Dives Into The Latest Methylene Blue Protocols & Tells You Why You Should Be Breathing Carbon Dioxide (& More!)
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In this episode with repeat guest Dr. John Lieurance, you’ll get an inside look at some of the most cutting-edge—and controversial—topics in modern healing. From the truth about methylene blue (is it a miracle molecule or misunderstood toxin?) to the deeper story behind light therapy and mitochondrial health, Dr. Lieurance pulls back the curtain on…
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#245 - Jeff Johnson, Appleton, and Fixed Income Markets
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Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management chann…
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Great Deals Get Killed by Bad Structure, Not Bad Numbers
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Learn how to raise capital, structure better deals, and avoid the hidden traps that kill most acquisitions. In this episode, Judd Goodrich from MainShares breaks down how capital actually gets raised behind the scenes—and why most deals fail after the LOI. From overpaying for solid businesses to ignoring post-close transition plans, this conversati…
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#108 - Case Study: Real Estate Professional Status That Held Up in Court with Brandon Hall
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In this episode, Tait Duryea flies solo to spotlight a powerful tax strategy many high-income earners overlook: real estate professional status. Featuring Brandon Hall from Hall CPA, this episode breaks down a real tax court victory by a harbor pilot who leveraged a flexible W-2 job schedule to claim REP status and unlock massive tax savings. Disco…
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Episode 230: From Music Rooms to ESG Mastery
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Nick Cantrell of Green Future Wealth ManagementBy Cambridge
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DT #560 Building a Rally Point in Your Community - Mark Perna
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Summary In this Develop This! episode, Dennis and Mark Perna discuss the crucial importance of uniting communities around shared goals and achieving genuine consensus. They explore the challenges of building consensus in a polarized world, the significance of understanding younger generations, and the necessity of delivering education with purpose.…
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DT #559 Achieving AEDO Accreditation: A Journey of Excellence - Bill Cronin
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Summary In this episode of the Develop This Podcast, Dennis Fraise interviews Bill Cronin, the President and CEO of the Pasco Economic Development Council. They discuss the Council’s recent achievement of becoming an Accredited Economic Development Organization (AEDO). Bill shares insights into the motivations for pursuing AEDO accreditation, the r…
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Navigating Healthcare Costs on Your Wealth Journey
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Ever wonder how healthcare actually works? What insurance should you actually get? And what even is an HSA? In this week’s episode of Networth and Chill, Vivian explores the intersection of healthcare and financial wellbeing. She demystifies HSAs, FSAs, and the hidden costs of insurance plans while offering practical strategies for negotiating medi…
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I Made THOUSANDS At The End Of The Tax Year! (Brain Dump, Keeping It Real)! #190
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Send us a text In this latest brain dump, I share the pension strategy that has put thousands in my pocket. The only catch, I can't access it for another few decades! Contact Me [email protected] www.joshuaphilip.co.uk Referral Codes https://joshuaphilip.co.uk/links/By Joshua
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Overcoming ‘the creep’ that puts our dreams and goals on hold
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Author, speaker, and presidential pickup game basketball player Ben Nemtin makes a return visit to the Journal of Accountancy podcast. Four years after his first appearance, he’s focused these days on the impact of purpose on longevity, well-being, and employee engagement. As the keynote speaker June 9 at AICPA & CIMA ENGAGE 25, Nemtin will share a…
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How I Grew My Business to $20M with SMART Business Acquisition Strategies
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Learn how to scale through acquisitions without inheriting chaos. In this episode, James Bates shares hard-won lessons from buying and growing multiple IT and cybersecurity businesses — including the mistakes, the wins, and the frameworks that saved millions. From navigating toxic cultures, to structuring smarter deals with earnouts, to building op…
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10 Time-Tested Investment Principles for Volatile Markets
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Schaffer Private Wealth Group president Michael Schaffer, Sr. and managing partner Michael Schaffer, Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. Host: Greg Bartalos.By Barron's Advisor
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In this episode, Ray Sclafani discusses the complexity capacity gap that many financial advisory firms face when trying to expand their client base. He emphasizes the importance of understanding client expectations, the need for customization, and the challenges that arise when firms are not structured to handle complex relationships. Sclafani advo…
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A Tale of Two Retirements: One Good, One Bad
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How is it possible that two individuals could retire with the exact same portfolio allocation and use the exact same withdrawal strategy, and yet one is still going strong after 40 years while the other is completely destroyed before year 10? The problem comes with the uncontrollable element of investing: the stock market itself. What happens with …
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The Unexpected Benefits of a Declining Stock Market: A Doctor's Perspective In this episode of the Medics' Money podcast, the host welcomes Dr. Simone Bruschi, an ophthalmology consultant, to discuss his intriguing view on market trends and investing. Simone shares his journey from being a self-taught investor to advocating for a long-term, globall…
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Young Professional Advisory Council: Bring Passion to Your Career Journey
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Join host Andrea Wang, ASA, ACIA, for an inspiring episode featuring Vincent Lepez, PhD, IAF (Institut des Actuaires Francais), a distinguished leader and a seasoned expert in the insurance and reinsurance industry. With decades of experience bridging academia and diverse global sectors, Vincent unveils his remarkable career journey, offering actio…
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29: A Masterclass on Death: Embracing Loss and Celebrating Life
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“The better trained you are to deal with death, the more you can celebrate life.” Join Keith and Doug as they discuss the importance of being prepared for death. In this episode, you will learn: Why no one grieves the same What the five stages of grief are How to care for someone who lost a loved one Connect with Keith and Doug: Keith's LinkedIn - …
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Staying Prepared: The Reality of Federal Employment in Uncertain Times, With Jessica Gray
1:01:01
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Lauryn Williams sits down with her cousin, Jessica Gray—an attorney specializing in employment and labor law and a federal government employee. Jessica shares her personal journey growing up in Washington, DC, navigating money lessons from her parents, building generational wealth, and why she’s staying “resume ready” in today’s uncertain economic …
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It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…
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Living Longer Than You Expected: Preparing Financially
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🎙️ Are you planning for a long retirement? You should be. Many people don’t factor in longevity risk—the financial impact of living longer than expected. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez breaks down why this often-overlooked risk could put your retirement savings to the test. Tune in to learn how …
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Entrepreneurs Kwon Owens, Chris Mounger, and Steven Thompson Share Journeys from Hustle to Business Success
29:57
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Eric James hosts "The Grind," a show featuring local business entrepreneurs. Guest Kwon Owens, a retired IT professional and serial entrepreneur, discusses his diverse business ventures, including real estate and logistics. Chris Mounger, a property inspector with 16 years of experience and a background in civil engineering, shares his journey from…
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504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts
47:17
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The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…
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504: Maximizing Profits by Paying Less Tax: Deferred Sales Trusts
46:39
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The last couple of weeks, we’ve been deep in the world of buying businesses. But what happens when it’s time to cash out? Maybe you’re ready to sell your business, that investment property you’ve managed for years, or another major asset you’ve poured your energy into. If you’re like most people, the thrill of a big sale is quickly followed by a le…
…
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556 – Is Debt Fatigue Holding You Back? Strategies for Renewed Focus
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An "Ice Bath On Steroids"? Comparing Cryotherapy, Cold Water Immersion, The Latest Cold Therapy Tech & More With Maria Ensabella.
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My guest on today’s show, Maria Ensabella, is the co-author of ReInventing Cool: How to Make COLD Your Best Ally Against Inflammation, Pain, and Aging, written alongside Antra Getzoff. This groundbreaking new book explores how strategic cold exposure can radically transform your health. In this episode, you'll get to explore what really happens whe…
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