show episodes
 
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
  continue reading
 
Artwork

1
Henssler Money Talks

Henssler Financial

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
  continue reading
 
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.
  continue reading
 
Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
  continue reading
 
Artwork

1
Macro Voices

Hedge Fund Manager Erik Townsend

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  continue reading
 
Artwork

1
Margin Maximizers

Resonance Media Agency

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

1
If/Then

Stanford GSB

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
  continue reading
 
The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
  continue reading
 
Welcome to the Property Management Business Podcast, hosted by Marc Cunningham, a veteran property manager with over 40 years of experience. This podcast offers practical insights for both beginners and experienced property managers, including topics such as industry trends, growing your business, increasing your income, marketing strategies, financial management, owner & tenant relations, and regulatory compliance. Learn valuable tips from an industry expert as you build, grow, and protect ...
  continue reading
 
Created by Professor Patrick Zoro The podcast aims to capture the latest trends in Data analytics, Asset Management, Blockchain, Risk Management. Patrick Zoro is also the program manager of the Master of Financial Engineering program at Lehigh University https://cbe.lehigh.edu/academics/graduate/master-analytical-finance
  continue reading
 
Artwork

1
The McKinsey Podcast

McKinsey & Company

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
  continue reading
 
The "Risk Intel" Podcast was developed to share our collective insights and knowledge working within the Financial Services industry and invite other risk enthusiasts to the show to educate and promote proactive risk management. The show is hosted by Ed Vincent, CEO of SRA Watchtower, a leading SaaS provider of innovative risk management solutions, serving the financial services industry and beyond. Our suite of proprietary technology solutions and methodologies was built “by risk pros for r ...
  continue reading
 
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
  continue reading
 
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
  continue reading
 
Artwork

1
Inside the Strategy Room

McKinsey & Company

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
  continue reading
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
  continue reading
 
Artwork

1
Alpha Exchange

Dean Curnutt

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Hedgeye Podcasts

Hedgeye Risk Management

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
  continue reading
 
Artwork

1
Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
  continue reading
 
Artwork

1
Know Your Risk Podcast

Know Your Risk Radio

icon
Unsubscribe
icon
Unsubscribe
Daily
 
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
  continue reading
 
Artwork

1
Through The Pines

Through The Pines

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
  continue reading
 
Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
  continue reading
 
Artwork

1
M&A Science

Kison Patel

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitu ...
  continue reading
 
Artwork

1
Financial Markets iNSiGHTS

Financial Markets iNSiGHTS

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
  continue reading
 
Artwork

1
InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

icon
Unsubscribe
icon
Unsubscribe
Daily
 
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
  continue reading
 
For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
  continue reading
 
Artwork

1
Complexity Premia

Coolabah Capital Investments

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
  continue reading
 
Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
  continue reading
 
CurrencyCast is a treasury podcast series from currency management experts, Kantox. In each episode, we look at the pressing foreign exchange (FX) risk issues facing treasurers and CFOs today and help them identify the potential gaps in their FX risk management strategy. Each episode will provide viewers with quick bite-size insights to help them better understand their FX risk, stay informed of the latest currency management trends and learn about the future of FX tech.
  continue reading
 
Artwork

1
FinPod

Corporate Finance Institute

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
  continue reading
 
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
  continue reading
 
Artwork

1
Unsolicited

Keith Wilson and Anthony Ruffalo

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies. Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, ...
  continue reading
 
Artwork
 
Learn to escape from the mindless mistakes of the many, and become a fearless well-informed business leader. What we call a Lion. Welcome to Slaughtered Sheep - a podcast about business, business pitfalls, and what you should do to avoid them.
  continue reading
 
Artwork
 
Y’all Street is a podcast dedicated to helping you grow, protect, and preserve your wealth with intention and meaning. Hosted by Wilson Wise of Consort Financial Partners, we dive deep into strategies that not only build your financial future but also align with your values and life goals. Each episode explores practical advice on smart investing, risk management, and long-term wealth preservation, all while ensuring that your financial decisions contribute to a life of purpose and fulfillme ...
  continue reading
 
Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
  continue reading
 
The Forward Thinking podcast, powered by FCCS is to inform and inspire in the areas of leadership, employee engagement, governance, risk management & insurance, training, and strategic talent management. We feature industry experts and thought leaders with forward-thinking interviews and discussions.
  continue reading
 
Join two financial brains turned podcast hosts unleash their wit and wisdom drawing on vast financial backgrounds. Using highly-tuned bullshit sniffers they call out the clichés, crap spackle and flap doodle spewed by so-called experts across the landscape of financial advice. These two dudes draw on over half a century of investment experience managing a combined $600+ million in investment assets along with comprehensive financial planning, financial risk management, and private placement ...
  continue reading
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
  continue reading
 
Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
  continue reading
 
The Financial Forward podcast dives deep into the world of consumer finance, banking regulation, and financial technology. Hosted by Jim McCarthy, a founding member of the CFPB and a leading expert in financial regulation and risk management, this podcast unpacks the latest trends shaping the financial industry. Each episode features insightful conversations with top industry leaders, breaking down credit card policies, fintech innovations, CFPB regulations, banking compliance, and financial ...
  continue reading
 
Loading …
show series
 
Why are Americans drowning in debt? In today’s episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' Jonathan and Matt discuss the financial implications to Buy-now/Pay-later plans, how to save money at home, and the choices consumers are making to make ends meet. SEG-1: China's Long Game with Tariffs…
  continue reading
 
In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions. We explore real-world case studies highlighting what differ…
  continue reading
 
David Gitlin is Chairman and CEO of Carrier Global Corporation, a global leader in intelligent climate and energy solutions. With prior senior leadership roles in aerospace and manufacturing and extensive expertise across safety and operational excellence, David led the much-lauded 2020 Carrier spin-off from United Technologies—as the world grapple…
  continue reading
 
Here’s the mortgage rate “range” Dave expects to see through the end of 2025. With so much rate volatility as of late, it’s getting harder and harder to predict when interest rates will rise, fall, stabilize, or go in a completely different direction. Behind all the fluctuations, we can see why this is happening: recession fears, inflation fears, a…
  continue reading
 
A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants. Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Ka…
  continue reading
 
Larry Hartmann, CEO of ZRG Partners Larry Hartman, CEO of ZRG Partners dives into aligning strategic M&A with scalable growth. Larry shares how he transformed ZRG into one of the fastest-growing executive search and talent advisory firms through 17 acquisitions in just four years. They break down how to compete with strategic buyers, incentivize fo…
  continue reading
 
Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields higher, how the Federal Reserve and inflation expectations are playing a role, and what the risks (and opportunities) are for stocks, bonds, and the broader economy. Stay ahead of market shifts with expert …
  continue reading
 
Hear from Zeynep Tunc at SAS, who is leading risk management activities across Northern Europe, to learn about AgenticAI, a groundbreaking approach to decision making that interacts dynamically with its environment to achieve specific goals. Key topics: How AgenticAI differs from traditional AI through dynamic environmental interaction The technolo…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…
  continue reading
 
In this episode of CFI’s Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis. Celine originally studied general management and had little interest in finance. But her curiosity grew after wat…
  continue reading
 
Markets are still holding on to levels, and will this morning take out resistance at the 50-DMA. If Apple and Amazon turn in positive quarterly report tonight, markets will have the lift to push upwards towards 5700, where they run into the 200- and 100-DMA's. Markets have enjoyed advances for 7-days in a row (yesterday we added to our short positi…
  continue reading
 
In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, and Christina Lynn, director, wealth strategist, dive into the different approaches to blended family finances. They discuss how to navigate conversations around combining finances or keeping things separate, managing child expenses and setting up a long-term plan …
  continue reading
 
What happens when small-to-midsize insurers get fed up with clunky, overpriced legacy systems? They build their own. In this episode of the Insuring Cyber Podcast, we dive into how James Benham, tech entrepreneur and JBKnowledge Founder, spotted a massive market gap and created a clean-sheet solution that’s automating workflows, slashing costs, and…
  continue reading
 
**This webcast originally aired live on Hedgeye.com on Wednesday June 16th, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: http://landing.hed…
  continue reading
 
Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs. Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlati…
  continue reading
 
Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…
  continue reading
 
Ali Akay, CIO of Carrhae Capital, answers the question of why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us e…
  continue reading
 
Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From global trade imbalances and currency pressures to the potential impact on interest rates and inflation, we unpack what this growing deficit could signal for the U.S. economy in 2025. Lance Roberts explor…
  continue reading
 
Markets continue a pattern of opening weakly, enticing buyers in the afternoon, and closing higher on the day. Markets on Tuesday completed a nice rally, breaking above a previous line of resistance. Markets will again today have a weak opening after six-straight days of advances, but we expect another round of late afternoon buying. Markets have h…
  continue reading
 
Where are all the good ideas? And why don’t the good ideas ever seem to get implemented? The disconnect between leaders and employees is holding back innovation and an environment of psychological safety is key to cultivating a courageous culture that fosters innovation. This episode of the Forward Thinking Podcast features FCCS VP of Marketing and…
  continue reading
 
A new sound is in store for the HBR IdeaCast. Every Tuesday, we'll keep giving you the insights, research, and advice you need to lead, featuring practical conversations with leading thinkers. But as Adi Ignatius, editor-at-large at Harvard Business Review, joins executive editor Alison Beard as cohost of the show, we're offering even more to bette…
  continue reading
 
Where would we invest in real estate if we could pick anywhere in the country? Even with many real estate markets stagnating, several markets are still primed for serious growth. Today, Ashley Kehr and Henry Washington join Dave to share the best markets to buy rental properties right now. These markets span coast-to-coast, and we curated a list of…
  continue reading
 
The investment world has long been divided between growth-seeking equity exposure and safer, income-producing alternatives. But what if you could bridge this gap with a strategy that offers downside protection while maintaining meaningful upside potential? Enter buffered ETFs – innovative investment vehicles that are challenging traditional risk ma…
  continue reading
 
Sridhar Narayanan, a professor of marketing at Stanford Graduate School of Business, studies how small businesses operate and why they’re so important, especially in the developing world. “Modernizing small businesses will have a profound impact on economies worldwide in many ways,” he says. In this episode of If/Then, Narayanan explains why so man…
  continue reading
 
Emergencies and retirement. This is what we're taught to save for. But what if you created a different system, which allowed you to pay for the expenses you will incur between now and retirement age – without losing the ability to build wealth? Find out why you may need to rethink your financial planning approach and what you should do about the “M…
  continue reading
 
Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, …
  continue reading
 
In this powerhouse episode, Soonah and Karen dive into what truly sets Margin Maximizers apart. They unpack how to build a standout presence in the finance industry through strategic clarity, scalable systems, and real-world leadership. Karen shares her gift for creating structure, driving accountability, and bridging vision with execution, while S…
  continue reading
 
Should you stay invested during today's market volatility? Lance Roberts and Jonathan Penn dive into why staying the course could be your best long-term strategy — and when it might make sense to rethink your plan. Whether you're worried about a market correction or planning for the future, we'll help you navigate through the noise with smart, prac…
  continue reading
 
What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share. In this episode of FinPod, we explore: What economic moats are and why they matter The five types of moats: brand power, network …
  continue reading
 
Markets initially sold off, but buyers returned at mid-morning to end the day at break-even. Markets are now stuck pushing up against previous, pre-tariff bottoms. Markets are on buy signals across the board, but getting over bought on a short term basis.We're seeing improving breadth as a rare Zweig Breadth Thrust creates optimism (See article lin…
  continue reading
 
Many industries depend on the government to finance infrastructure and research before a true private market can develop. In the case of space, there is still a strong need for public-private collaboration. But as costs drop to reach space, more private-sector companies can enter the market. Matthew Weinzierl is a senior associate dean and professo…
  continue reading
 
Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 a month. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they unpack the latest data, explore why working-age Gen Z are getting the most help, and as…
  continue reading
 
What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 or 60, and whether they should max out their Roth or convert to Roth, today on Your Money, Your Wealth® podcast 527 with Joe Anderson, CFP®, and Big Al…
  continue reading
 
In this inaugural episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with Brian Noble—CEO, co-founder, and industry trailblazer behind Asset Compliant Solutions. With over 25 years of experience, Brian shares his unique perspective on how the asset recovery and collections space has evolved from transa…
  continue reading
 
Ken Tumolo discusses the critical aspects of preparing for retirement, highlighting common regrets and the importance of financial planning. He emphasizes the role of annuities in providing lifetime income and addresses misconceptions surrounding them. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his so…
  continue reading
 
Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GO…
  continue reading
 
In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …
  continue reading
 
The market correction continues, and understanding the value of risk management is more critical than ever. Lance Roberts breaks down why market volatility is a normal part of investing, how risk management strategies protect your portfolio, and practical steps you can take today to stay disciplined. Learn how to navigate downturns, control emotion…
  continue reading
 
Markets continue to build a rising trendline, with higher-lows providing a bullish sign. Retail buyers have been aggressively buying this decline, even as professional investors have been taking money off the table. Markets on Friday broke out of a consolidation wedge, while money flows into markets turned decently positive. Relative strength is ap…
  continue reading
 
Clare Roberts OBE, Founder and CEO at Kids Planet In this episode of M&A Science, Clare Roberts shares her journey of founding Kids Planet and growing it into one of the UK’s largest childcare providers with 225 nurseries. She reveals how she balanced organic growth with strategic acquisitions while staying true to her company’s values. Clare discu…
  continue reading
 
We always say it, but buying just ONE rental property can change everything! For Jesse Walters, a coffee roaster by trade but a cash-flowing investor now, buying his first rental property opened up an entirely new world of not only passive income—but freedom. After his wife became a real estate agent, Jesse noticed the sizable commission checks and…
  continue reading
 
A major workplace challenge is basic human communication among the age groups. How can we create a workplace culture where all four working generations thrive? “Culture Doctor” Warren Wright returns to On Point with insights. Generational conflict impacts teamwork, productivity and retention. Workplace preferences are varied: Boomers and GenXers va…
  continue reading
 
Nearly half of U.S. parents are still footing the bill for Gen Z and Millennials—shelling out an average of $1,500 a month. We’ll unpack the latest data, explore why working-age Gen Z are getting the most help, and ask: How is it affecting parents' annual spending and their financial plan? Piggybacking off of supporting your adult children, we’re a…
  continue reading
 
Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KP…
  continue reading
 
Loading …

Quick Reference Guide

Listen to this show while you explore
Play