Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Giving Dentists the knowledge and advice they need to expand their dental practice’s potential.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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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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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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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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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Altus Group
The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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An original podcast series from the Ohio Society of Association Professionals featuring candid conversations about the latest trends, challenges and success stories shaping the association world.
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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The LiftAffect Podcast: Mental Health and Mental Skills Coaching for High-achieving, Overworked, & Overstressed Professionals
Matt McNeil
Mental Health and Mental Skills Coaching for the Underground (and often Invisible) High-Achieving, Overworked & Overstressed Professionals Working in High-Risk and High-Liability Professions.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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talkBIG is RSM's business finance and economics podcast, helping you save, create and protect your wealth. This podcast delves into real-life stories and inspires listeners to talk and think BIG. This is edutainment at its finest, suited for financial geeks or newbies. Tune in and subscribe to get your hit of personal and business money talk.
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The Business Law Focus podcast series covers the latest and most important developments in business law and tax. Through exclusive interviews with leading experts in the field and the lawyers actually arguing the most important cases, these interviews cut through the noise to provide legal insights that matter for the C-suite, entrepreneurs and professionals.
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Luxembourg Intelligence News Briefing: weekly news and insights for Luxembourg financial sector professionals. The Luxembourg Intelligence News Briefing delivers your essential weekly notebook briefing, meticulously curated for leaders and professionals across the Financial Sector – from Investment Funds and Banking to Corporate Law, Governance, and Compliance. Stay ahead with critical insights into CSSF regulatory updates, market shifts, AML/CFT developments, and crucial legal deadlines. Th ...
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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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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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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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 Artist’s Guide to Business helps creative entrepreneurs, makers, and artists build thriving, sustainable businesses. Each week, Kay Potter shares proven strategies on how to grow your art business, market your work, and confidently navigate the business side of being a working artist. From pricing and promotion to email marketing and mindset, this podcast is your step-by-step guide from easel to CEO — and back again.
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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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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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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The Land Podcast is a platform for people looking to educate themselves in the world of land. If you're interested in the pursuit of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals, then you're in the right place! Join Illinois licensed real estate broker Jake Hofer on his land journey and learn from some of the best in the land business along the way.
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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 ...
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Our Podcast is a compilation of Career Advice and Tips, Executive Interviews and Professional and Business Development events from our Global Team Apprentice Worldwide is an Award-winning Career Development Network dedicated to was created to Empowering Young Professionals in their quest for success. We do so through Global Mentoring Communities where we Mentor, Coach, Train and Network.
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The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!
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The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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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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Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry. Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device. Ask questions and have your say on issues discussed on the show via social media or email us at [email protected]. Introducing a dynamic new contributor to IFPA's The Wrap Podcast ...
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The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, ...
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping y ...
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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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 ...
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The Accountants Daily Podcast Network brings together the best of the Australian accounting profession within one dedicated platform – delivering the latest headlines and insights directly to you. Lead by Accountants Daily team, the Accountants Daily Podcast Network includes a number of focused programs, including: Accountants Daily Insider, and the Australian Accounting Awards Finalist Showcase. Get in touch with us on Twitter via @AcctsDaily and join conversations with your peers on accoun ...
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The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement so ...
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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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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Rewind : From Accountant to Hero w/ Rhett Gagon
38:53
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38:53Join us as we revisit this conversation from 2021! What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost Segregation and how it can make you the …
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What Expats Need to Know with Hugo van Zyl
46:55
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46:55Send us a text In this episode of PROpulsion LIVE, we’re joined by expat tax expert Hugo van Zyl to unpack the latest changes affecting South Africans living abroad — and those planning to leave. From Exchange Control adjustments and the UK’s new residency tax model, to South Africa’s new Digital Nomad Visa and surprise updates on foreign pensions,…
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Luxembourg Sees Record Fund Inflows, AI Governance Tightens, and ETF Tax Reform Advances - 0008
19:58
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19:58Luxembourg Sees Record Fund Inflows, AI Governance Tightens, and ETF Tax Reform Advances - 0008 Luxembourg’s fund industry records its strongest quarterly inflows in four years, reaffirming its global appeal. The CSSF releases new AI governance insights as the EU AI Act phases in key obligations. Actively managed ETFs are set to benefit from a tax …
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Episode 125 - Beyond Perfect: Navigating High Standards Without the Anxiety Tax
55:00
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55:00Click here to become a subscriber to receive exclusive content! | Click here to sign up to receive LiftAffect's Weekly Gouge Newsletter! Click here to check out LiftAffect's Mental Skills for Value-Based Living Online Course! Click here to check out LiftAffect's Effortless Sleep Solution Online Course! In this episode, Matt and Karl explore the com…
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In this episode, Justin and Nathan discuss the trade-offs between public and private schools. Through the lens of Houston and Dallas specifically, they compare living in the city core and sending kids to private schools, moving to the suburbs for public schools, or buying an expensive home with great public schools that's centrally located. For mor…
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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
45:35
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45:35Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…
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The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the verdict of the guests on the latest FT Adviser podcast. David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hil…
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Crafting the SPA for French M&A via SOPARFI – Strategic Clauses, Legal Precision & Timeline Mastery
29:19
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29:19Crafting the SPA for French M&A via SOPARFI – Strategic Clauses, Legal Precision & Timeline Mastery - 0017 - 16525 In today’s Luxembourg Fundcast, we explore how to structure a Share Purchase Agreement in the context of French M&A transactions led by a Luxembourg SOPARFI still to be formed. From incorporation hurdles to drafting essential condition…
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Ep. 22 | Skyrocket Your Tax Firm’s Growth with Value-Based Pricing
59:35
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59:35FREE CPE (1 credit) via EarMark: https://earmark.app/c/2472 About The Guest: Ivan Arroyo Ivan is a seasoned tax professional and the owner of a CPA practice in the Wenatchee Valley, Central Washington. With a focus on personalized client service, Ivan has significantly transformed his firm by adopting a subscription model, allowing for predictabili…
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Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
42:03
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42:03Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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The Billion Dollar Accounting CEO w/ Alan Whitman
43:27
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43:27In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…
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When the market takes a dip—or just feels unpredictable—it’s natural to want to do something. But when it comes to your retirement plan, sometimes the smartest move is actually to pause. In this episode, Craig and Jennifer share a calm, methodical approach to navigating difficult markets without panicking, overreacting, or making costly mistakes. T…
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How to Manage Finances as a Married Couple
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22:45Why do married couples see money so differently and how do you avoid letting it become a source of stress? In this episode of The Wealth Mindset Show, we’re talking about what really drives your financial mindset (hint: it often starts in childhood) and how spouses can work together to build a strong, shared approach to money. Whether you're mergin…
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Luxembourg Intra-Group Financing 2025: SOPARFIs, Funds, and the Substance Imperative - 0016 - 15525
33:32
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33:32Luxembourg Intra-Group Financing 2025: SOPARFIs, Funds, and the Substance Imperative - 0016 - 15525 Today, we decode the evolving ecosystem of intra-group financing in Luxembourg, spotlighting SOPARFIs and investment funds. Discover why economic substance and arm’s length compliance are non-negotiable in 2025. We unpack the transfer pricing rules, …
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The Financial Independence Dream Is Dangerous! (Designing Your Dream Holiday, F.I.R.E Movement & Digital Nomad Life)
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5:17Send us a text Whilst travelling for work and sat on a beach in the Maldives, Joshua reflects on why it's important to have the right mindset when hitting your FI number. Recorded on my mobile phone, but the miracle of audio software seems to have minimised audio disruption. Contact Me [email protected] www.joshuaphilip.co.uk Referral Codes h…
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Stop The Hidden Fees Draining Your Dental Practice | Mandy Madeline | The Dental Brief | #305
9:54
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9:54In this episode of The Dental Brief, Patrick Chavoustie and guest Mandy uncover the costly systems, third-party programs, and outdated processes that many dentists are still paying for — without even realizing how much it's costing them. Discover how to: -Reduce or eliminate processing fees -Take control with in-house membership programs -How to ga…
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Segment Smarter: High-Value Individuals and the Services They Actually Want
28:22
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28:22Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for. You’ll discover: The 3 highest-value individual segments (and how to speak to their pain points) What they’re really buying whe…
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From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
56:52
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56:52Buying a home is hard. As a physician, you want to make sure you get the best rate, use the right type of loan, and avoid the mistakes that drag out the process. Listen in as Ben Utley and Nate Reineke dissect the complex and confusing world of home buying with special guest and mortgage loan specialist Robert Hedges. Together, they answer your col…
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Rising Interest Rates Are Squeezing Commercial Real Estate Profits
44:47
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44:47The commercial real estate world is experiencing seismic shifts as developers struggle to make new projects pencil out in today's challenging economic environment. At the heart of this evolution is the drive-thru retail sector, where experts like Chris Hatch have spent decades perfecting the delicate balance between land costs, construction expense…
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199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning
37:11
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37:11Send us a text This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges. In this episode you’ll hear: Learn how to confidently set your prices for bookkeeping setups and avoid underch…
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Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski
41:54
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41:54In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering action…
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What we can learn about multifamily investing from the Northeast and Mid-Atlantic
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44:47The Northeast and Mid-Atlantic aren’t the easiest regions for multifamily investment, but they might be the most instructive. We sit down with Matt Frazier, Founder and CEO at Jones Street Investment Partners, to explore how the region’s regulatory complexity, persistent housing undersupply, and stable demand create an environment that rewards long…
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Hybrid Instruments in Luxembourg: Mastering PECs, CPECs & PPLs in a New Era of Substance - 0015 - 14525
26:59
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26:59Hybrid Instruments in Luxembourg: Mastering PECs, CPECs & PPLs in a New Era of Substance - 0015 - 14525 Today on the Luxembourg Fundcast, we unpack the evolving role of PECs, CPECs, and PPLs in Luxembourg's financial ecosystem. As hybrid instruments face new pressures from ATAD, reverse hybrid rules, and Pillar Two, structuring them requires fresh …
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#110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury
54:06
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54:06In this episode, hosts Tait Duryea and Ryan Gibson welcome Ramez Fakhoury from IRA Club. This episode dives into how pilots can unlock old 401(k)s, TSPs, and HSAs for real estate and other alternative investments. Hear a detailed story of a Southwest pilot transitioning to American Airlines and learn what decisions made the biggest impact. Whether …
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Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation
19:54
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19:54In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group. Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her …
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Episode 162: Exploring the Evolution of Private Equity and Credit with Mark Flickinger
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59:40In this episode of the AIA podcast, host Alex Perny welcomes Mark Flickinger, General Partner and COO of BIP Capital, to discuss the private credit market and its opportunities for entrepreneurs who need capital to keep their businesses going. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are inte…
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#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
52:29
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52:29Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team where he is respons…
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Ep #238: Waiting on Washington: Why Your 2026 Tax Bill Hangs in the Balance
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18:07If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we’re heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action. But right now, lawmakers are locked in a high-stakes budget battle, an…
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Under the Hood: The post-election tax landscape
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29:44
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29:44This week on UTH, we are back with another co-hosted episode to chat through the election and what we can expect to see, or not see, within the tax landscape. Imogen and Lee-Ann provide a recap of the front-of-mind tax issues and conversations being had around them. Tune in to hear more about: The election outcome and what this means for the accoun…
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Resilience, Reform and Regulatory Precision: Luxembourg’s Financial Landscape This Week 0007 13525
18:53
18:53
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18:53Resilience, Reform and Regulatory Precision: Luxembourg’s Financial Landscape This Week 0007 13525 This week’s briefing highlights Luxembourg’s progress on digital resilience, tax transparency, and cross-border corporate reform. Financial entities face a critical deadline under DORA, while unregulated AIFs prepare for expanded AML/CFT reporting. Co…
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Debt Financing in Luxembourg: 2025 Legal and Strategic Insights for SOPARFIs & Investment Funds - #0014 - 13525
46:04
46:04
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46:04Debt Financing in Luxembourg: 2025 Legal and Strategic Insights for SOPARFIs & Investment Funds - #0014 - 13525 In today’s episode of The Luxembourg Fundcast, we unpack the latest developments in Luxembourg's sophisticated debt financing ecosystem as of May 2025. We explore how SOPARFIs and regulated fund structures—such as SIFs, SICARs, RAIFs, and…
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Fed stays resolute - Weekly Stock Market Review
1:11
1:11
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1:11Fed held rates steady last week, adopting a “wait and see” stance on inflation and trade impacts. Trade talks continue to take center stage, as U.S. inks deal with UK, and U.S. and China pause reciprocal tariffs. What does this mean for summer markets? This week’s market report is ready! https://financeinsights.net/Wz4OCaqAKIYeOnAI7Y4Pgc1AqbL Learn…
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In this week's episode, we review the news from Wednesday’s Federal Open Market Committee (FOMC) meeting, highlighting four themes: a slower path to rate cuts; rising risk of policy dilemma and potential stagflation; decisions will be made based on data, not any pre-committed timelines; a policy bias towards easing but with less conviction. Overall…
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Consultant and technology thought leader Seth Fineberg offers a guide to finding, choosing, implementing and assessing the software your firm needs.
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Share Premium and Equity Contributions in Luxembourg: Legal, Tax and Governance Essentials - #0013 - 12525
16:29
16:29
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16:29Share Premium and Equity Contributions in Luxembourg: Legal, Tax and Governance Essentials - #0013 - 12525 Today we unpack the legal nature and strategic use of share premium and Account 115 equity contributions in Luxembourg. Learn how to document them correctly and ensure compliance with the net asset test before any repayment. We explore key gov…
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Luxembourg's Financial Sector Today: DORA, MiCA, ESG Compliance and Digital Resilience
26:23
26:23
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26:23Luxembourg's Financial Sector Today: DORA, MiCA, ESG Compliance and Digital Resilience 0006 - 12525 Today’s briefing delivers a strategic snapshot of regulatory and market developments reshaping Luxembourg’s financial and legal sectors. We cover DORA compliance challenges, MiCA implementation for crypto services, and urgent ESG fund naming obligati…
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#167 - Buying 50 Acres With A $1,000,000+ Tax Lien On It with Chris Dunkin
1:04:39
1:04:39
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1:04:39Welcome to the land podcast, a platform for people looking to educate themselves in the world of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals. On today's episode, I had the pleasure of speaking with Chris Duncan, a multifaceted individual who wears ma…
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Capital Strategies in Luxembourg: SOPARFI & Investment Fund Structures - 11525 - #0012
24:11
24:11
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24:11Capital Strategies in Luxembourg: SOPARFI & Investment Fund Structures - 11525 - #0012 In today’s Luxembourg Fundcast, we dissect the sophisticated capital and financing frameworks that underpin Luxembourg’s SOPARFIs and investment funds. Whether you're navigating the legal intricacies of forming a holding company or structuring an AIF, this episod…
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Bank of America Tools: Buying a Home in 2025!
41:38
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41:38We speak with John Javier, who is a vice president and lending market leader with Bank of America, Central Florida. We discuss home loan options and powerful digital tools that can help achieve homeownership goals in 2025. What can Bank of America do for us let's listen to his expert tips. Black Men Sundays is ranked #15 of the top 80 Black Wealth …
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Rewind : Are you Wired for Success w/ Erin Moger
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47:40
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47:40Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start s…
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Building a Personal Brand as a Financial Planner with Dr Pieter de Villiers
34:17
34:17
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34:17Send us a text In this episode of PROpulsion LIVE, we explore how financial planners and advisers can build a powerful personal brand that supports their practice and connects authentically with clients. Dr Pieter de Villiers joins us to share his journey from veterinarian to lifestyle financial planner and content creator. He talks about what make…
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Structuring Cross-Border M&A via Luxembourg SOPARFI – Legal Strategy, Tax Efficiency & Regulatory Outlook
55:18
55:18
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55:18Structuring Cross-Border M&A via Luxembourg SOPARFI – Legal Strategy, Tax Efficiency & Regulatory Outlook - #0011 - 10525 In this episode of the Luxembourg Fundcast, we explore the strategic use of a Luxembourg SOPARFI in the acquisition of French target companies. Drawing on the latest legal and tax frameworks as of May 2025, we unpack how SOPARFI…
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Leveraging Luxembourg SOPARFI for Cross-Border Acquisitions: Strategy, Tax & Regulatory Insights
35:00
35:00
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35:00Leveraging Luxembourg SOPARFI for Cross-Border Acquisitions: Strategy, Tax & Regulatory Insights - #0010 - 9525 Today’s episode explores how Luxembourg SOPARFIs empower strategic cross-border M&A. We unpack legal structuring choices (SA vs Sàrl), the updated 2025 tax landscape including CIT and Net Wealth Tax reforms, and how to harness participati…
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Episode 124 - Preserving Cognitive Resources When It Matters Most - Part II
42:27
42:27
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42:27Click here to become a subscriber to receive exclusive content! | Click here to sign up to receive LiftAffect's Weekly Gouge Newsletter! Click here to check out LiftAffect's Mental Skills for Value-Based Living Online Course! Click here to check out LiftAffect's Effortless Sleep Solution Online Course! In this episode, Matt and Karl continue their …
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How to help clients understand the meaning of money in their lives
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24:08
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24:08Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more towards psychotherapy - or talk therapy - than to the theoretical awareness of behavioural psychology. On this weeks' editor's podcast, Vicky Reynal, an author and financial psychotherapist, talks …
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Europe Day, Wage Indexation, and Regulatory Heat: Luxembourg's Friday Pulse - 0005 - 9525
14:44
14:44
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14:44Luxembourg in Motion: From Europe Day to Financial Regulation and Wage Indexation - 0005 - 9525 Today on the Luxembourg Intelligence News Briefing: the nation celebrates Europe Day with vibrant events and corporate engagement. Financial institutions face DORA register deadlines and a wave of MiCA circulars from the CSSF. A 2.5% wage and pension ind…
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From W-2 to CEO: How to Start Your Own Tax or Accounting Firm Without Burning Out
1:18:29
1:18:29
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1:18:29Thinking of starting your own firm? In this episode, Lee Reams II and Rebekah Barton share a step-by-step guide to go from W-2 to CEO — covering naming, pricing, tech, first clients, and how to launch without burning out.By Lee Reams II from CountingWorks PRO
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Using Luxembourg Structures for French M&A Deals: 2025 Compliance & Strategy - #0009
33:48
33:48
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33:48Using Luxembourg Structures for French M&A Deals: 2025 Compliance & Strategy - #0009 - 8525 Today on The Luxembourg Fundcast, we unpack how Luxembourg entities are being structured and deployed for French share deals in 2025. From substance requirements to tax implications and regulatory expectations, we cover what compliance officers, fund lawyers…
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UK Financial Diplomacy, Indexation Impact, and CSSF Deadlines- #0004 - 8525
15:48
15:48
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15:48Today’s briefing covers the Finance Minister’s London mission and Luxembourg’s deepening UK ties, the confirmed salary indexation and its economic ripple effects, and CSSF’s extended DORA compliance deadline. We also examine Luxembourg’s expanding role in global sustainable finance with GGGI membership and over USD 2 billion mobilized for climate i…
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