show episodes
 
Artwork

1
The Memo by Howard Marks

Oaktree Capital Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.
  continue reading
 
Artwork

1
Through The Pines

Through The Pines

icon
Unsubscribe
icon
icon
Unsubscribe
icon
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
 
Investing in Impact interviews impact investors, General Partners, and VC's from around the world on their individual journeys and to connect impact entrepreneurs with insight into funding, scalability, and insights to inspire more impact companies around the world.
  continue reading
 
Artwork
 
Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...
  continue reading
 
Artwork
 
This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
  continue reading
 
What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
  continue reading
 
Artwork

1
Know Your Risk Podcast

Know Your Risk Radio

icon
Unsubscribe
icon
icon
Unsubscribe
icon
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
 
Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
  continue reading
 
Artwork

1
Planning your Financial Future

Investors Group Financial Services Inc.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
  continue reading
 
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
  continue reading
 
Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
  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
Pilot’s Portfolio

Timothy P. Pope, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
  continue reading
 
Artwork
 
Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
  continue reading
 
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
  continue reading
 
Artwork

1
Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
  continue reading
 
Artwork
 
HFM, formerly known as HotForex, is an award winning multi asset broker, providing trading services and facilities to both retail and institutional clients. HFM is a unified brand name of the HF Markets Group which encompasses internationally-licensed entities. The group was established in 2010 as an online #forex and commodities broker offering various account options, trading software and trading tools to deliver optimum trading conditions to individuals, Fund Managers and institutional cu ...
  continue reading
 
Artwork

1
The Purposeful Investor

Aden Wilkins & David Andrew

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
  continue reading
 
Artwork

1
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
  continue reading
 
Artwork

1
The Finance Bible

Zeke Guenthroth and Oscar Don

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Finance Bible podcast is your ultimate resource for financial freedom, personal growth, and business success. Hosted by Zeke Guenthroth and Oscar Don, this podcast is designed to help you achieve your goals through actionable insights, expert advice, and practical strategies. Each week, we bring you fresh episodes packed with valuable tips on a wide range of topics, including investing, property investment, saving, budgeting, shares, cryptocurrency, inflation, interest rates, wealth buil ...
  continue reading
 
Artwork

1
Plain English Finance

Tré Bynoe CFP®, CIM®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth. While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success. You should always consult with your financial, legal, and tax advisors before ...
  continue reading
 
The Legal Tech Mastery Show delivers sharp, weekly insights for solo and entrepreneurial lawyers who want to run a modern, tech-savvy practice. Focused on legal professionals in Luxembourg and beyond, each episode covers the essential tools, workflows, and habits needed to draft faster, manage smarter, and grow sustainably — without overwhelm. Whether you're exploring legal AI, optimizing your digital infrastructure, or simplifying content creation, this show helps you go from beginner to op ...
  continue reading
 
The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
  continue reading
 
Artwork
 
Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes. Each episode either teaches a subject related to capital raising or interviews service providers who offer services inves ...
  continue reading
 
Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
  continue reading
 
Artwork

1
Financial Perspectives

CFA Society San Francisco

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
  continue reading
 
Artwork

1
Stocks for Beginners

Philip Muscatello - Investment Education for the Stock Market

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new bu ...
  continue reading
 
Artwork
 
Invest In The Future is a live fireside chat series by Future Africa where we learn from interesting people doing important work globally. Future Africa is a platform for mission-driven innovators and investors turning Africa's biggest challenges into global business opportunities. Learn more about Future Africa at www.future.africa
  continue reading
 
Artwork

1
The SDA HOUSING Podcast

NDIS PROPERTY AUSTRALIA

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Exploring Specialist Disability Accommodation in Australia The SDA Housing Podcast is a leading voice in Australia’s Specialist Disability Accommodation (SDA) sector, delivering in-depth discussions, expert insights, and the latest updates related to housing solutions for people with disabilities. Through interviews with industry leaders, advocates, and lived-experience voices, we explore policy developments, innovative best practices, and real-world stories shaping the future of disability ...
  continue reading
 
Artwork

1
2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets

Societe Generale | Podcast about economy, market trends and sustainability

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG. Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an exploration of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets. In each episode, Kokou deep-dives into the events impacting the econom ...
  continue reading
 
Artwork

1
KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Kayne Anderson Rudnick Investment Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy ...
  continue reading
 
Artwork

1
Tiny Office Hours

Tiny, Chris Sparling, Andrew Wilkinson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Every month or so, Andrew and Chris from Tiny do a charity AMA (Ask Me Anything) session where the community grills them like grilled cheese on pressing business and investing questions.
  continue reading
 
Artwork
 
The Hodges Family has been steeped in the investment management business since the 1960s. From the inception of Hodges Capital by the patriarch, Don Hodges, to the present generation who continues to run the business, the knowledge here is extensive.We will cover many different topics within the vast realm of investing. Some may be more general, some more specific. We tend to keep it playful and tie-in some of our favorite quotes to highlight our points. With each episode we hope our listene ...
  continue reading
 
Artwork

1
The Property Wizard

Frederick (Freddie) Crouch

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
This Podcast is specifically designed for those with little or no Real Estate Investment Experience.Your Host, Frederick (Fred) Crouch FRI CPM ACoM CLO CRES CRTDP has over 35 years of real estate investing experience - and he's ready to share it all! No Acronyms, just straight forward real estate investment advice and some from-the-heart observations.Join Fred's Co-Host, Bernie, and other guests, as they take you step by step through the various processes and answer the hard questions in eas ...
  continue reading
 
Artwork

1
Profit Knocks

Copyright Golden Scope Media. All rights reserved.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Weekly show about why to invest in real estate, how to do it right and where to look for profitable opportunities. We interview experts from around the world who offer first hand tips and experiences to help our audience make the right investment decision. Providing You with Quality Real Estate Investment Opportunities‍ Investing in real estate can be quite lucrative if done properly. If you’re starting your investment journey, you should consult a commercial real estate agent who can help y ...
  continue reading
 
Artwork

1
Hampstead Wealth Management

Hampstead Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
  continue reading
 
Artwork

1
JAIAC's Dispute Management in a New World Podcast Series

Jamaica International Arbitration Centre

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Jamaica International Arbitration Centre Ltd (JAIAC), Dispute Management in a New World Podcast Series, is biweekly conversations with Dr Christopher Malcolm, Secretary General, JAIAC. In this informative and insightful podcast series, Dr Malcolm will share his views and explore the concept, including by reference to the leveraging implications of the appropriate use of dispute management options for stability in business relationships and in support of sustainable economic development; ...
  continue reading
 
Artwork

1
Diagnosing Health Care Podcast

Epstein Becker & Green, P.C.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Today’s health care industry is a high-stakes environment full of legal, policy, and regulatory-related obstacles. There are also tremendous opportunities, and in order to thrive, it is critical for executives, general counsel, and administrators to have a consistent pulse on trends and available business solutions. Subscribe to our health care podcast, Diagnosing Health Care, for thought-provoking, strategic insights from Epstein Becker Green attorneys and health care professionals.
  continue reading
 
Artwork

1
Invest Florida - A Real Estate Podcast

Eric Odum, Steven Silverman

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Looking for an edge in the real estate investment market? Not sure which markets or market segments offer the best opportunities or which strategies to implement? You have come to the right place….Hosts Eric Odum and Steven Silverman blend decades of combined experience in the real estate investment market along with their expert guests covering topics in lending, investment strategies, property management and development…. giving you actionable investment ideas each and every episode you ca ...
  continue reading
 
Artwork
 
How do I get on the same page as my partner? How do we navigate conversations around finances, assets, debt, and goals? How do I feel confident as a woman in my marriage? And the biggest question of all... How do I get a prenup and feel really good about it? Whether you're single, engaged, married, or divorced, this podcast is for you. The HelloPrenup Podcast is a Q&A style educational podcast committed to bringing you thought leaders in the wedding / marriage / life planning space. We break ...
  continue reading
 
I am your trusted resource for educational content on individual stock analysis. My mission is to help listeners enhance their ability to analyze stocks independently, identify deeply undervalued opportunities, and explore securities that may be overlooked by the broader investing public. _______________________________________________________________________________________________________________________________________________________________________ What the Podcast Offers: On-the-Ground ...
  continue reading
 
Artwork

1
Multibagger Nuggets

Kris Heyndrikx - From Growth To Value

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Step into the world of 'Multibagger Nuggets' - where we explore potential stock winners. Kris and his guests exchange ideas about growth investing, quality stocks, and the market. Kris, also known as From Growth To Value, interviews experts and shares his thoughts about the investing in general, portfolio management and life. Find the insights that could shape tomorrow’s market leaders. No crystal balls, just solid analysis and a bit of fun.
  continue reading
 
The best information diet for future CEOs. Subscribe to our video podcast on YouTube https://www.youtube.com/c/GraceGongSmartVenturePodcast Host Grace Gong talks to the most influential people in business, venture capital, and tech. From executives to billionaire founders, Grace helps you get smarter one episode at the time. SVPpro.com LinkedIn: @GraceGong IG/Tw: @GraceGongGG FB: @SmartVenturePodcast
  continue reading
 
Artwork

1
Use Case

JPK

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Exploring the start up world in India and learning from some of the most accomplished entrepreneurs, investors, and CXOs in India. Part of turnaround.substack.com turnaround.substack.com
  continue reading
 
Artwork

1
Zero to 1M

David J. Phillips

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Zero to 1M is a show about founders and the journey from 0 to their first million in revenue, users, or startup investments. You can’t hit 1B without hitting 1M first. Hosted by entrepreneur & angel investor twitter.com/davj
  continue reading
 
Artwork

1
Emotional Wealth

Lon W Broske, CFS®, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics, Lon is able to give his opinion on what is really going on with your finances. Topics include stock market performance, retirement savings, current events and how they impact the financial climate, general financial education and tips, and much more! Investing involves risk. Loss, including loss of principal, may occur. No ...
  continue reading
 
Loading …
show series
 
Send us a text On this new episode of Planning Your Financial Future, we honour Don's remarkable 40 years with IG Private Wealth Management. Don takes us through the evolution of financial planning—from the days of typewriters to today's sophisticated software. He shares why, despite all the changes, the profound joy of fostering deep trust and lon…
  continue reading
 
Mastering Windows 11 and AI-Powered File Management for Forward-Thinking Luxembourg Lawyers 0007 Sat 21 June 2025 This week's deep dive explores how entrepreneurial lawyers can transform their practice efficiency by mastering Windows 11's advanced file management capabilities, leveraging on-device AI through the Surface Pro 11's Neural Processing U…
  continue reading
 
Send us a text Are you paying thousands in hidden investment fees—and not even realizing it? In this episode, Tre gets a little... passionate discussing segregated funds (seg funds), an insurance-wrapped investment product that many Canadians are sold under the guise of “safety.” Tre breaks down why these products often come with inflated costs, op…
  continue reading
 
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once …
  continue reading
 
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. ---------------------------------------- Fiber Global Raises $20M to Scale Circular Building Materials Funding: $20 million Series A Goal: Expand production of susta…
  continue reading
 
In this episode, we explore the often-overlooked financial risks faced by stay-at-home moms. After a 17-year marriage, Anna found herself navigating divorce without financial protection—and now uses her platform to help women avoid the same fate. Host Julia Rodgers and Anna break down why prenups matter, the value of caregiving labor, and how to re…
  continue reading
 
Join Debbie and Denise from NDIS Property Australia’s feasibility team as they explain their groundbreaking nationwide research reports process in identifying the most promising suburbs for Specialist Disability Accommodation (SDA) development. This project was a custom engagement from a NSW developer seeking a top 30 SDA locations report around Au…
  continue reading
 
With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team. All data from Bloomberg as at 5 June 2025 unl…
  continue reading
 
Think you’re behind on retirement savings in your 50s? It’s not too late. In this week’s episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your firs…
  continue reading
 
Private money lending offers unique opportunities for real estate investors, focusing more on property equity than borrower qualifications. This approach fills gaps left by traditional banks that avoid short-term loans due to early payoff penalties and compliance burdens. • Private lenders are equity-based, primarily concerned with whether sufficie…
  continue reading
 
Logan and Allie answer a junior question about getting started with investing and how much to invest.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
  continue reading
 
Think moving to Israel is just about packing your bags and learning Hebrew? Think again. I'm dishing out the cold, hard truth about managing your finances during Aliyah. From navigating the maze of international banking to avoiding tax traps that could cost you thousands, I've got the insider scoop. To learn more about making your financial Aliyah …
  continue reading
 
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don’t produce perfect solutions, efforts to control them often make things much worse. He argues that when allowed to function, the laws …
  continue reading
 
In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for inves…
  continue reading
 
This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economic…
  continue reading
 
Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value —…
  continue reading
 
In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…
  continue reading
 
Recently the NDIS Quality & Safeguards Commission have been going around to meet with several large SDA Providers, and Paramount Disability Homes was one such Provider who welcomed the NDIS Commisson into their office to give industry feedback. In this episode, Minh talks to Kevin Chen from Paramount about their recent meeting with the NDIS Commiss…
  continue reading
 
Send us a text Get ready to unlock the secrets to a longer, healthier, and more financially secure life with the Planning Your Financial Future podcast! In this special episode, we're not only diving deep into the fascinating connection between your wealth and longevity, but we're also celebrating Father's Day weekend with essential financial wisdo…
  continue reading
 
Claude Opus 4 versus Gemini 2.5 Pro: Windows 11 & Surface Pro 11 Setup for the Entrepreneurial Lawyer 0006 Sat 14 June 2025 This week we compare Claude Opus 4 and Gemini 2.5 Pro for legal applications, then tackle the complete transition from macOS to Windows 11 on the new Surface Pro 11 with Snapdragon X Elite, covering everything from initial har…
  continue reading
 
In this episode, Ivan Illan, AIF, CFS, Founder & Chief Investment Officer at AWAIM shares the US employment chnages underway. Demographics and changing company financials are driving seismic shifts in how the US labor force experiences employment opportunities. For more research highlights, please visit: https://www.alignewealth.com/blog Copyright …
  continue reading
 
Send us a text Episode 3: How We Built Wealth by Ignoring Bad Advice Most financial advice is either too generic or completely off base. In this episode, Tre Bynoe CFP CIM and his wife Sierra explain why smart money decisions aren’t about rules—they’re about principles. From dissecting Tre’s evidence-based decision-making model to discussing how em…
  continue reading
 
This webinar will explore how traders can filter out fake breakouts and accurately take advantage of indications. This session will cover the following: •Key price patterns •Confirmation techniques •Breakout reliability 'Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute …
  continue reading
 
Learn how to time your market entries and exits with greater accuracy and understand the importance of multiple time frame analysis. Andria will also explore how seemingly unrelated news events can trigger key market moves. This webinar is for you if you want to: •Improve the precision of your trades •Understand timing across multiple charts •Stay …
  continue reading
 
Risk analysis isn’t the same as risk management, but it’s an essential part of trading. That said, there are two main types of risk analysis which are key for traders. Trade Risk Analysis and Market Risk Analysis. Today’s webinar will cover the following: •Trade risk analysis methods •Risk and sentiment analysis •How to use risk analysis to improve…
  continue reading
 
New to trading or need a refresher? This 3-part course is your gateway to understanding how the markets work. Learn how to read charts, recognise trends, use oscillators, and manage risk — all essential tools to help you start trading with confidence. In this course, you’ll learn: •How to read charts and identify trendlines •What drives price movem…
  continue reading
 
Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more. Join Aden and Capital Partners Managing Direct…
  continue reading
 
In this episode, we sit down with Heather and Douglas Boneparth to dive into the intersection of love and money. From early money memories to navigating financial power shifts in a relationship, they share insights from their new book, Money Together, and offer actionable advice for couples wanting to build a fairer, more transparent financial futu…
  continue reading
 
What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that could make this an attractive option for navigating market volatility? To answer these questions and give his insights into what could determine performan…
  continue reading
 
You don’t have a property problem. You have a discipline problem. In this episode, Oscar breaks down the uncomfortable truth behind why most first-time investors never make it past “research mode.” You’ll learn how your daily habits are quietly destroying your borrowing power—and how simple, intentional decisions can fast-track your first investmen…
  continue reading
 
This episode is all about Hand in Hand Support Coordination. Minh talks to Katalin Jakus, who runs a business that distinguishes itself from other Support Coordination brands through several unique features and approaches: 1. Person-Centred, Holistic Approach Hand in Hand employs a deeply person-centred and holistic model of support coordination. T…
  continue reading
 
Confused about Required Minimum Distributions (RMDs)? Learn when they start, how they work, and how to avoid costly tax mistakes in this week’s episode with Miguel Gonzalez. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specia…
  continue reading
 
Rob MacFarlane and Branden dig into the reality of today's housing market. • National housing inventory is rising but still below historical averages at around 4 months (traditional balanced market is 6 months) • The "lock-in effect" from low interest rates is gradually diminishing as life events force moves regardless of rates • New home construct…
  continue reading
 
Want to know the secret to a great vacation that won't leave you in debt? Spoiler: It's not about maxing out your credit cards. I'm sharing my take on why expensive trips don't equal better memories and how to plan a getaway that won't leave you anxiously penny-pinching for the next year. To learn more about vacationing like a financial pro, tune i…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play