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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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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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Your Money, Your Rules | Financial Freedom, Money Management, Abundance Mindset, Budgeting, Spirituality
Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO
1132
Ready to stop avoiding your money? You might look successful on the outside, and on the inside, you feel anxious about your money, unsure of what’s “enough,” or exhausted from trying to “get it right.” Even if you have wealth on paper, your nervous system still feels scarcity. You’re not the first woman to feel this way, and you're in the right place. Hi, I’m Erin, Spiritual Wealth Coach, former Certified Financial Planner and CFO. I created this podcast to help you build true financial conf ...
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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Owner Financing & Note Investing Podcast with Dawn Rickabaugh
Dawn Rickabaugh | Expert Advice for building wealth through Owner Financing & Note Investing
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Specializing in seller financing, Dawn has been a real estate and note investor for over 20 years. She provides custom consulting, coaching and note appraisal services. Note Queen is where Property Meets Paper and Learns to Dance. Subscribe to have your eyes opened to the profound, yet simple ways that seller financed real estate (property) and notes (paper) can help you create powerful and profitable financial solutions, just one Mom 'n Pop to another. The easiest way to get started investi ...
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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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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
101842
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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The Freedom Founders Podcast - Investing and Financial Freedom for Dentists
Dr. David Phelps
10536
Podcast for dentists – practice transformation and passive cash flow generation.
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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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 ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
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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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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 ...
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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 ...
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We're all investors in the share market, either directly or through our superannuation. 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 do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear f ...
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Toron is a leading investment counselling firm dedicated to safeguarding and nurturing its clients' capital. Focusing on personal wealth management, the firm uses the combined wisdom and experience of its partners to structure tailored investment plans that deliver peace of mind and strong, long term absolute returns.
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Welcome to Plan. Grow. Prosper. the podcast that empowers you to make informed financial decisions and navigate the complex world of wealth management. Whether you're just starting your journey to financial success or looking to enhance your existing wealth, our show is designed to provide you with the knowledge, strategies, and insights you need to build and protect your wealth. Hosted by experts in finance, investing, and wealth management, Plan. Grow. Prosper brings you a diverse range of ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Real Estate Power Play
Real Estate Investing | Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte
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Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte, is an active Real Estate Investors podcast providing real estate strategies on how to purchase property with very little or no money down. How to find buyers, How to work with private lenders, and How to locate off-market deals. We discuss actual active deals. We also discuss how to implement systems and grow your business with your team. **Mark Monroe, the #1 best-selling author, Mark turned his career to Real Estate Banking ...
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Understanding money is the key to financial wealth, and that's precisely where we come in. In this ADWEEK Award and Lovie Award-winning podcast, we cover every financial topic under the sun, from picking stocks and paying off debt to financial bubbles and alternative investments. It’s all jargon and judgement free, and you’ll come away from every episode with tools to multiply your money and make it work for you. Every other week we answer your questions, so if you want to ask us anything dr ...
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Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's. Spend about 15 minutes with Spiros each ...
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The Investor Mindset - Name Your Number Show [$]
Passive Income Media, Steven Pesavento, Name Your Number Show, VonFinch Capital
10392
Investing in yourself is the biggest ROI to create a more Wealthy Life, Relationship & Business. We bring together the best Business Leaders, Investors, and Mind & Health Experts to learn & grow together. Join millions of growth minded listeners. ABOUT THE HOST Steven Pesavento is on a mission to help others live a better life every day, have fun, and make money. He is a serial entrepreneur, high-performance coach, and Managing Partner of VonFinch Capital. Investing full time since 2016, he’ ...
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Building Success: Crafting Your Millionaire Mindset & Real Estate Investments Welcome to Building Success: Crafting Your Millionaire Mindset & Real Estate Investments, the podcast where construction meets entrepreneurship! I'm Ken, a seasoned expert in the construction business and a passionate real estate investor, here to help you master the tools you need to build a thriving RE business. Whether you're looking to sharpen your time management skills, discover lead gen strategies, or take t ...
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In each quick and impactful episode, you’ll discover practical strategies to successfully help you find and fund your next cash-flowing rental. Gain insights on spousal alignment, time management, increasing deal flow, self-managing, and creative financing, all designed to accelerate your journey toward financial independence. Plus, you’ll hear real success stories—and the occasional blunder—from our journey. As your host, I’m not just talking the talk. I'm a husband, father of three, nomadi ...
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A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private c ...
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MOONSHOT ENTREPRENEUR – From Senior Executive to Business Owner ¦ Your Tactical Roadmap to build a business that fits you
Archana Jacob ¦ Business Coach, Christian Entrepreneur & Business Woman
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The #1 Podcast to learn about building & scaling a viable business while transitioning away from a career. **** TOP 10 ENTREPRENEURSHIP PODCAST **** Do you feel like something is missing in your corporate career? You’ve worked hard to get where you are, but the purpose—the spark that once drove you—just isn’t there anymore? Do you feel stuck in rigid systems, following rules you didn’t create, working with clients you didn’t choose, and building something that doesn’t truly feel like yours? ...
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The #1 way to secure warm introductions to the right investors | Family Office Club Investor Panel
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Send us a text From capital raising realities to the non-negotiable role of trust, this Family Office Club panel brings together seasoned investors and family office leaders to share hard-earned lessons from decades of deal-making. Whether you’re an investor looking to sharpen your vetting process or a founder trying to break into the world of dire…
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The #1 Question Top Investors Ask Before Funding a Deal | Family Office Club Panel
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Send us a text In this candid Family Office Club investor panel, leading family offices and venture investors reveal the first question they ask when vetting a CEO or deal — and why it can make or break an investment. From uncovering hidden debt to testing a founder’s execution plan, these seasoned investors share the sharp, direct questions that q…
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What if money wasn’t the goal… but the tool? Deepak Shenoy and Shray Chandra dive deep into how money can enable experiences, freedom, and meaning, instead of becoming an end in itself. 00:00 Intro 02:33 GDP, Good Life, and Getting Real About Returns 15:14 The Real Cost of Wealth (and the Price of a Good Life) 31:20 Planning for Joy, Not Just Retur…
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#677: Two Cents of 8/16 - Government Debt; Private Equity in 401(k) Plans; Why Is No One Talking About Bitcoin?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Jake, and Rabih break down the state of government spending, budget deficits, and what they mean for the economy. They explore the potential risks of private equity entering 401(k) plans, and e…
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How Family Offices and Angel Investors source exclusive, off-market deals | Family Office Investor Panel
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Send us a text At this Family Office Club investor panel, top investors, venture accelerators, and wealth managers share how they source, evaluate, and negotiate direct and co-investment opportunities. Learn real-world strategies for finding exceptional deals and securing favorable terms. What You’ll Learn: - How family offices and angels source ex…
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2332 FBF: The Corporatization of America with Ray Bourhis Attorney & Author of the Fictional Political Satire ‘Revolt: The Secession of Mill Valley’
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This Flashback Friday is from episode 385 published last June 16, 2014. Ray Bourhis is a partner with the law firm of Bourhis & Wolfson in San Francisco, California, specializing in insurance bad-faith litigation. A graduate of Boalt Hall at the University of California, Berkeley, Bourhis has been a court-appointed Special Master overseeing reforms…
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Unlocking Private A.I. Investment Opportunities With Mike Ivancie
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The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives …
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Growth Focus Finder: How Investors & Family Offices Leverage NextGen, Roots & Models to Scale
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Send us a text Recorded live at the Hawaii Family Office Retreat, this powerhouse panel explores how leading investors are leveraging their entrepreneurial roots, NextGen family members, and innovative business models to allocate capital and scale effectively. Key Topics Covered: - How to source and acquire undervalued businesses from retiring foun…
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Lessons on Ownership, Mindset & Money For Practice Owners and New Dental Grads - Mike Abernathy: Ep #549
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You’ll hear why profits follow ownership, not employment, how to balance competence with confidence, and why common sense—not the status quo—should drive your business decisions. Whether you’re fresh out of school or approaching the finish line, this episode is your blueprint for building a practice and life that serves you, not the other way aroun…
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The Singularity Paradox with Anders Indset
1:20:12
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Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human…
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Deven Parekh on the State of Startup Investing
1:06:34
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Barry speaks with Deven Parekh, Managing Director at Insight Partners, a growth equity investment fund based in New York City. Since joining Insight in 2000, he has made more than 140 investments in enterprise software, data, and consumer internet businesses globally. Deven also currently serves as a Board Member for the Council on Foreign Relation…
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The Woman Who Makes Your Deals Happen: Beth Bungay
1:08:21
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In this episode, Kim Lisa Taylor and Krisha Young sit down with Beth Bungay, the powerhouse behind Cash Cow Investments, to discuss her crucial role as a loan guarantor, due diligence expert, and capital raiser in real estate syndications. With decades of financial experience, Beth shares her insights on what it takes to elevate deals and investor …
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Empowering Women in Investing | Purpose-Driven Wealth, Mentorship & Global Impact
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Send us a text In this inspiring segment, hear from this CEO on how purpose-driven investing can create real impact. She shares how her firm champions women founders, women leaders, and innovators who drive change worldwide. Learn her approach to building wealth with intention, giving back, mentoring future leaders, and balancing success with meani…
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Sourcing Exclusive Off-Market Deals & Estate Planning | Family Office Investor Panel Insights
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Send us a text In this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations. What You’ll Learn: - How to find and secure exclusive off-market opportunities in real estate, minerals,…
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135 | Does Your Money Feel Like Love or Fear? Raising Your Money Frequency for More Abundance
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Got a question? Send me a text. What if money wasn’t something to chase, control, or fear and instead it is something that could feel like love? In this episode, I unpack the energetic truth that changed everything in my own financial journey and that is: money operates on the frequency of love, not fear. After years of relating to money through sc…
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Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529 accounts, loans, other savings and cash flow. If you have access to a 529 account it is generally recommended to spend that down before moving to oth…
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Raising Capital in the Toughest VC Market | Family Office & Investor Strategies for 2025
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Send us a text We’re in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today’s high-interest, high-volatility environment. What You’ll Learn: - How to differentia…
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Why Bitcoin's Scarcity Is Actually Its Greatest Flaw
1:16:06
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Mike Green offers a compelling critique of Bitcoin, revealing how its artificial scarcity creates a system that fundamentally concentrates wealth and power while undermining economic mobility for future generations. • Bitcoin's fixed supply of 21 million coins creates a permanently deflationary environment that makes debt-based economic activity im…
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2331: Crisis & Opportunity: John Mauldin's Predictions for the Next Decade (Debt, AI, Robotics)
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Jason and John Mauldin discuss the current state of the housing market, noting at while some areas face a shortage due to regulations and high costs, others have a surplus of homes. They highlight the impact of high mortgage rates relative to housing prices, pushing some into the rental market. Jason mentioned a record number of new apartment deliv…
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At The Money: How to Manage Your News & Data Flow
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This episode of At The Money was recorded in July, before President Trump fired the Bureau of Labor Statistics Commissioner Erika McEntarfer. So please note that this conversation was had before that departure. We live in an age of endless news and spin. We rely on data and news releases, but it's really easy to get tripped up by all of it. How sh…
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Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite
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A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Episode Sponsors LinkedIn Jobs – Use this link to post your job for free…
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$6B Private Investor Panel | Family Office Insights, Oil & Gas, Real Estate & Deal Flow Strategies
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Send us a text Gain rare insights from top family office investors and wealth managers during this $6B Private Investor Panel hosted at the Family Office Club. Learn firsthand from leaders in oil & gas, real estate, alternative investments, and M&A on how they source, evaluate, and close high-quality deals. What You’ll Learn: - Building trust befor…
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#676: How to Budget Without Feeling Like You’re Cutting Back
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On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists. They explore how personal money experiences shape financial behavior, why so many people avoid looking at their spending, and how social media fuels unrealistic expectations. Tune in to learn some practical steps to track…
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Mark Latham: Market Veteran and Investment Futurist
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In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio. They discuss the growing influence of technology across real-…
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Financial Tips for Young Families: Navigating the First Year and Beyond
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Join host Kelly Mould as she discusses financial planning for new parents with VP Wealth Portfolio Analyst Manager Kelsey Ellsworth and SVP Wealth Advisor Greg King. Kelsey, a new mom to twin baby girls, shares her firsthand experience on the financial challenges and opportunities that come with parenthood. Greg, an expectant parent, discusses prep…
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The Shocking Cost of College: How to Be Smart and Avoid a Tuition Trap
23:19
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Brian Skrobonja talks about the real cost of college—and why most families are dangerously unprepared. Tune in to learn how to fund your child’s education without sacrificing your retirement. Expect to hear eye-opening numbers, smarter strategies than 529 plans, and a flexible approach that keeps you in control, no matter what path your child takes…
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Is Private Equity Destroying Your Favorite Consumer Products?
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Is private equity destroying your favorite consumer products? Today we discuss economic news, recent Trump-era tariffs, and private equity. We touch on corporate profit margins, wage growth versus price increases, and how different industries—like autos—are affected unevenly. We also explore interest rates and the possibility that traditional cause…
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Understanding Crypto - Vakul Talwar | crypto.com
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38:06
In this episode of I welcome Vakul Talwar, General Manager of Australia and Head of Product at Crypto.com, to explore the fascinating realm of digital currencies, stablecoins and tokenization. Blog post available at: https://www.sharesforbeginners.com/blog/vakul-talwar-crypto Watch on YouTube Level up your investing with Sharesight, Investopedia’s …
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1
Artificial Intelligence Webinar: 100+ Ways to Grow, Invest & Raise Capital 33% Faster
1:48:12
1:48:12
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Send us a text Join our exclusive AI webinar for a live walkthrough of Investor Super Intelligence — a powerful suite of 40+ Custom GPT tools designed specifically for founders, allocators, dealmakers, capital raisers, and investors. This advanced platform streamlines sourcing, due diligence, and investor outreach to help you close more deals, fast…
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Sick as a Dog: the cheapness of US healthcare stocks, and the battle over publicly funded science research
40:09
40:09
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40:09
For three decades until 2020, US healthcare stocks generated roughly the same returns as the tech sector, and with much less volatility. Things have changed a lot since then as the tech sector has barreled ahead while healthcare has stagnated. In this special issue, we take a closer look at the many factors dragging down the healthcare sector to am…
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1
Crypto Investing 2025: Family Offices, Risk, and the Future of Digital Assets
29:10
29:10
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29:10
Send us a text Explore how family offices and investors are navigating the digital asset space — from Bitcoin and blockchain to NFTs and tokenized real-world assets. This panel brings together experienced crypto entrepreneurs, investors, and advisors who discuss: - Why smart capital is finally allocating to crypto - Bitcoin vs altcoins: where to st…
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How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
1:09:21
1:09:21
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Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real sto…
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