Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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The Excellent Leadership Podcast interviews sports and entertainment CEOs, Presidents, General Managers, Athletics Directors, Head Coaches, Elite Athletes and Performers. We explore their career journeys, experiences, and advice as leaders in the world's most exciting and competitive industry. You will gain key insights on high performance, championship cultures, team management, leadership, and transformation. The podcast is hosted by Chad Biagini, President of Excel Search & Advisory at Ex ...
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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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A podcast where business leaders share their stories, struggles, and triumphs. We explore the highs and lows of innovation, entrepreneurship and leadership. From founders to CEOs, our guests will share their insights, experiences, and advice on how to succeed and make a lasting impact. Hosted by Marissa Hankinson from Apex Business Advisory.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Transformative leadership isn't taught - it's unleashed. Like mastering an art, it requires courage to disrupt the norm. Rockstar Advisory brings you: The Disruptive Jam! By day, Rockstar guides leaders beyond conventional tactics to lead groundbreaking transformation. Through strategic collaboration, Rockstar helps clients increase ROI and drive sustainable growth, reduce enterprise risk for smarter, resilient decision-making and accelerate decision velocity to stay ahead of the competition ...
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Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you’re in, the basics of great leadership are universal. In this podcast, we’re bringing you the voices of leaders who put these attributes into action.
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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and s ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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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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The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective. With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what’s happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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Strategies to improve business performance.
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This is the Roots to Risk podcast hosted by Eric Schneider alongside Isaac Bock. Roots to Risk brings you insights, the latest stories, and long-form discussions about the cannabis industry. You’ll hear interviews with industry leaders and their perspective on current and future trends, how they’ve built success and what challenges they have faced.
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Thoughts on the Finance of International Trade
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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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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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with female investors looking to leverage inclusion and impact without compromising growth of investments. About Wallet Max: Wallet Max expands fundraising for growth-stage startups in sustainability and climate fintech sectors, and connects them with an inclusive community. About Bhuva Shakti: Bhuva Shakti (she/her) is the visionary founder and CEO driving sustainable innovation at Wallet Max, a global community of execut ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
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Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...
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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
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 ...
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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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As a trusted Oil and Gas Recruiting Agency, ARiES One stands out for its ability to connect energy companies with highly skilled professionals across all phases of oil and gas operations. With a deep understanding of industry demands, ARiES One sources and places top-tier talent—including drilling engineers, HSE specialists, rig crews, and project managers—tailored to each client’s unique operational and regulatory needs. In today’s high-risk, high-reward energy landscape, ARiES One ensures ...
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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Digital Health News podcast on all things IT and digital technology in the NHS
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Episode 256: The Top 5 International Risks to Look Out For with Dominic Bowen and Elisa Garbil
42:58
42:58
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42:58A different episode today where Dominic hosts one of his colleagues Elisa Garbil on the Podcast! They dive into Elisa's top 5 International Risks and debate why these are so important. Listen to the episode to find out which risks she finds important, what Dominic finds of them, and what their argumentation is towards why this is an important top 5…
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Retirement isn’t a finish line—it’s a transition that calls for structure, reflection, and long-range thinking. “5 Pillars of Planning for Retirement” explores key components that often shape a stable retirement strategy: income planning, investment approach, healthcare considerations, legacy intentions, and risk management. This video takes a meas…
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Episode 0: Institutional Edge Podcast Launch: Angelo Calvello Partners with Pensions & Investments for AI Investment Series
4:39
4:39
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4:39Welcome to The Institutional Edge: Real allocators. Real alpha! Host Dr. Angelo Calvello introduces his exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focuse…
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514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
41:08
41:08
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41:08What if true wealth isn't just about how much you’ve saved, but how wisely you’re living? Join us as we explore the WiseWealth Matrix, a tool built on six life “currencies” that go far beyond money. In this episode, we discuss: The WiseWealth Framework Wealth vs. Wisdom currencies The 4 zones of the Matrix And, an exciting announcement! Today's art…
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Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.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!
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Getting the basics right before exploring Artificial Intelligence projects is the key message from my guest for this episode. Santosh Kaveti is the CEO and Founder of ProArch, a purpose-driven enterprise that accelerates value and increases resilience for its clients with consulting and technology services, enabled by cloud, guided by data, fueled …
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It’s August, which means backpacks and dorm checklists are all back in session. In this week’s episode of BullCast, we’re diving into back-to-school budgeting across every life stage. Whether you're buying glue sticks for a kindergartener, moving your college student into a dorm, adjusting to life as an empty nester, or setting boundaries with a bo…
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Redefining “Safe Money:” The Truth About Cash, CDs, and Risk
11:48
11:48
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11:48Everyone talks about “safe money,” but what does it actually mean and how much should you have? In this episode, Craig and Jennifer unpack the overused (and often misunderstood) concept of safe money. They explain what it really means to keep your money protected from loss, why liquidity is often more important than growth, and how safe money fits …
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What The “Big Beautiful Bill” Means For Your Retirement Plan
14:39
14:39
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14:39A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. In this episode…
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Ever catch yourself doing something and realize... yep, that’s totally something your mom used to say? In this Getting To Know You episode, Tad, Toni, and Tyler talk about the life lessons they picked up from their moms—some practical, some motivational, and a few that are just plain funny. Toni shares why she’s always ten steps ahead (literally pa…
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Breakthroughs rarely come out of nowhere. What looks like an “overnight success” is usually the result of years of iteration, timing, and assembling familiar pieces in a new way. In this episode of The FutureProof Advisor, I explore the real nature of innovation—especially in financial advising—and why the magic isn’t in inventing something complet…
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Episode 255: South China Sea Tensions and Naval Strategies in 2025 with Dr. Bruce Jones
41:19
41:19
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41:19In this week's episode, Dominic Bowen speaks with Dr. Bruce Jones about the shifting balance of power in the South China Sea and the future of maritime strategy. Dr. Jones, Senior Fellow at the Brookings Institution and author of To Rule the Waves, joins the International Risk Podcast to discuss China’s escalating naval activity, gray zone tactics,…
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Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.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!
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Defining A Diversified Portfolio - Replay
13:24
13:24
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13:24In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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HR Strategies That Protect Your Bottom Line with Renee Henville
29:04
29:04
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29:04In this episode, we’re joined by Renee Henville, Founder of Integrate Human Resourcing and Recruit Collective, to unpack the full employee life cycle - from recruitment to retention and everything in between. We explore how smart hiring, onboarding, development, and offboarding practices can reduce business risk, boost productivity, and ultimately …
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Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins
1:29:59
1:29:59
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1:29:59Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, and she joins us today to share how setting and maintaining high client service standards, alongside thoughtful listening and planning, can drive both …
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Episode 13: The Bucket Plan explained with Jason L. Smith
31:00
31:00
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31:00In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox welcome Jason Smith, CEO of Prosperity Capital Advisors and author of 'The Bucket Plan'. Jason shares his journey of founding Prosperity Capital Advisors and developing the Bucket Plan, a holistic wealth management process. He discusses the significance of integr…
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DIY Money Jr - Why do Markets Return More than the Bank?
14:38
14:38
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14:38Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank.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!
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Episode 254: Current Updates on the Russia-Ukraine War with Stefan Wolff
33:56
33:56
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33:56Dominic Bowen hosts Stefan Wolff back on the podcast to discuss the Russia-Ukraine war. They dive into the current state of the war, how Trump's ultimatum affects diplomatic tensions and whether this will actually change anything. Moreover they discuss Russia's hybrid warfare and the challenges these bring to peace talks. Find out more about Russia…
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With so many moving parts in retirement planning—like Social Security, Roth conversions, long-term care, and estate planning—it’s easy to lose focus. In this episode of The Retirement Income Show, we cut through the noise to identify what truly matters: income investing. We’ll explain why retirement is really about replacing your paycheck, not just…
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Market volatility refers to the frequent and sometimes unpredictable changes in asset prices, often driven by economic data, interest rate shifts, political events, corporate earnings, or broader global uncertainty. In this video, we take a closer look at how volatility shows up in the markets, what it can signal about investor sentiment, and how i…
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Quint and Logan talk about lending your stocks and how shorting stock works.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!
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Are you actually winning with money, or just surviving? Let's break down 5 often-overlooked signs that show you’re in a strong financial position, even if it doesn’t feel like it yet. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http:…
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513: The One Big Beautiful Bill Act: What It Really Means for Your Retirement Taxes
49:26
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49:26What does the “One Big Beautiful Bill Act” mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surprising changes in charitable giving, Social Security taxation, 529 plan use, and more—could affect your tax strategy for years to come. In this episode, we discuss: Updated inflation adjustments Capital …
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Wallet Max Planet Positive Podcast with Investor Maddi Holman
40:48
40:48
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40:48Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with female investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Maddi Holman, Co-Founder and General Partner at Daring Ventures in New York City. Having successfully navigated traditionally male-dominated environme…
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Tax Cuts Extended: What the One Big Beautiful Bill Act Means for Retirees
24:46
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24:46The new federal budget bill makes the 2017 tax cuts permanent, creates a temporary senior deduction, and raises estate exemptions, but also adds $3.4 trillion to national debt while cutting social safety nets. We explore what these changes mean for retirement planning and identify strategies to maximize the limited window of opportunity created by …
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Episode 269: Investing for the Next Generation
26:00
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26:00Today’s episode is all about giving the next generation a financial head start through early investing. We kick things off with a fun list of celebrities who got rich before they turned 18, then dive into the world of custodial accounts—what they are, how they work, and why they’re a smart way to invest for kids and teens. We also unpack the newly …
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Risk tolerance: it’s a phrase you’ve probably heard tossed around a hundred times. But what does it really mean, especially for someone closing in on retirement? In this episode, Tad, Toni, and Tyler break down why the traditional way the financial industry talks about risk tolerance often misses the mark. It’s not just about your comfort level wit…
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Most firms track metrics—but very few measure what actually matters. In this episode of The FutureProof Advisor, I explore why outcome-based numbers like AUM and revenue can give the illusion of progress while quietly stalling real growth. Drawing from years of conversations with advisory firms and firsthand experience leading teams, I unpack how m…
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Episode 253: The International Risks Associated with Oncology and Global Health Equity with Dr. Joachim Schüz
34:54
34:54
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34:54This week on The International Risk Podcast, we’re joined by Dr. Joachim Schüz for a critical conversation on why cancer prevention must be treated as a global systems risk, not simply a medical challenge. Dominic and Joachim explore how exposure to toxins, industrial expansion, regulatory failure, and political inertia are reshaping the global can…
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From Hairdressing to the Boardroom: Roland Roccioletti on Strategy, Risk and Reinventing Yourself
27:02
27:02
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27:02What do hairdressing, fast food and corporate boardrooms have in common? For Roland Roccioletti — everything. In this episode, Roland speaks with Marissa Hankinson about the unconventional path that led him to become a trusted advisor and boardroom leader across industries as diverse as defence, dairy, digital, and racing. From his early trade appr…
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Digital Health Unplugged: Mobile technology in healthcare
48:29
48:29
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48:29This podcast episode, in partnership with Digital Health Networks sponsor Imprivata, focuses on all things mobile technology in healthcare. Host Jordan Sollof, reporter at Digital Heath News, is joined by Louise Clarkson, chief nursing information officer at Blackpool Teaching Hospitals NHS Foundation Trust, Daniel Johnston, associate chief nursing…
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Croft Diversification - New Enterprises in Uist
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49:12
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49:12Thinking of diversification projects on the croft? Hear from two entrepreneurs who have set up shops, campsites and tours in Uist, and are managing to bring in tourists and have a healthy footfall. They discuss the issues with funding on croftland, ferries, finishing animals, abattoirs, Instagram posts, Scottish Agritourism, and Enterprise agency s…
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Quint and Allie talk through different types of accounts and when you may have too many.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!
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Investing in Your Ideal Future Self - Replay
14:23
14:23
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14:23The concept of investing is often associated only with money and the pursuit of wealth, but this fails to capture the true essence of investing. An ideal future isn’t encapsulated by a stack of $100 bills. The true essence of investing is not about building wealth, but about building the atmospheric conditions that align with your ideal future self…
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Midyear Market Check In: Are we climbing toward growth or sliding into risk?
1:00:22
1:00:22
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1:00:222025 has already brought sweeping legislative changes, new tariffs, and significant regulatory shifts. While the economy is showing signs of resilience, challenges remain. Individuals are navigating persistent inflation on the goods side, and business owners are contending with rising input costs, cautious consumer behavior, and a volatile regulato…
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Investing in the Age of AI: Navigating the Opportunity and the Risk
7:50
7:50
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7:50As we move through another wave of technological transformation, financial advisers are increasingly being asked how to position portfolios for the rise of AI. The headlines are dominated by ground breaking developments and showstopping returns but beneath the surface lies a much more complex and nuanced investment picture. What influence do AI-rel…
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Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma
1:29:59
1:29:59
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1:29:59High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…
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Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking.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!
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By Rockstar Advisory
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Episode 252: Gender, Intersectionality, Health, and the Climate Crisis with Petra Verdonk
27:37
27:37
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27:37The impact of the patriarchy on health care and climate change is one many of us might be aware of but do not know much about. Today Dominic hosts Petra Verdonk to discuss exactly what these consequences are and how they appear in our daily lives. Find out more about how climate change consequences are unequal, how gender-based violence is one that…
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This week in crypto brought fresh momentum, surprising shifts, and a few eyebrow-raising moves. We’re diving into what stood out, what’s being talked about, and what might be coming next. Whether you're keeping an eye on the markets or just curious about the buzz, this quick breakdown covers the essentials.Don't forget to subscribe for more content…
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512: Freedom After 50: The Sunk Cost Fallacies Sinking Your Future Vision
27:07
27:07
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27:07Have you ever held on to something just because you’ve “put too much into it to let it go”? Many of us fall into the sunk cost fallacy trap—the quiet force that keeps us tied to the past. Whether it’s a house full of memories that no longer fits your lifestyle, a career that defined your identity for decades, or a friendship that’s no longer life-g…
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Logan and Allie talk about buying early retirement years and how exactly to make that happen.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!
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My guest for this episode is Craig Taylor who is a Certified Information Systems Security Professional (CISSP), and a 25-year veteran of Cybersecurity. Craig's distinguished career includes having worked in major organizations such as Web Hosting for CSC, Finance in JP Morgan Chase, and manufacturing with Vistaprint. In 2014 he co-founded a cyberse…
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Retirement is a series of stages. Discover what separates each of the 4 levels, and what you can do to level up no matter where you're starting from. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call U…
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