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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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JJ helps hardworking women (and a few good men) dump debt, build wealth, and prosper!
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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
1
128
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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The Gifted Entrepreneur Show - Christian Entrepreneurship, Generational Wealth, Christian Business & Online Marketing
LaDondra Hervey | Christian Business Coach, Generational Wealth Accelerator
1123
Christian Podcast * Generational Wealth * Christian Business & Online Marketing * Kingdom Business Welcome to ”The Gifted Entrepreneur Show”, where we explore the world of Christian entrepreneurship and reveal secrets to unlocking the C.O.D.E.S. to create Generational Wealth. As a Christian entrepreneur, you may have felt like creating wealth was a far-off dream, but we’re here to tell you that it’s possible and within reach. Through case studies and interviews with successful Christian entr ...
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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14X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Gold Medal Mindset
Dr. Jason Richardson | Perspectives that matter from people who make a difference
574
Thoughts, practice, and discussion with winners on all things winning in Business, Sport, and Life. Gold Medal Mindset is about Thinking Bigger, Playing Better, Living Happier.
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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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Listen now to the personal stories of three modern entrepreneurs Julian Scott, Danisha Brown, and Jordan Taylor as well as industry specific breakdowns from their very special guest. You never know who'll show up next, but no matter what they will always Keep it 100. Presented by itsmejulianscott.com
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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Our SHARED VISION podcast is CPD on the go, brought to you by Vision Eye Institute, one of Australia’s leading providers of ophthalmic care. Our dedicated team of surgeons combines extensive clinical expertise and a strong research program to deliver best-practice patient care. Join us as our host, optometrist Kristina Iacovangelo, who is also a Clinical Relationships Manager for Victoria, elicits clinical pearls and insights from our doctors on the topics that matter most in clinical optome ...
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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today. We’re back for Season 6, and this time, we’re setting our sights ...
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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Prayers For Your Business: I HAVE PREPARED A TABLE FOR YOU!
33:27
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Did you know that 76% of entrepreneurs report feeling like they have to "prove themselves" constantly in business? What if the very mindset that's driving your hustle is actually blocking your breakthrough? In this transformational episode of The Gifted Entrepreneur Show, we're diving deep into Psalm 23:5 to uncover the dangerous difference between…
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#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It
21:43
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Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…
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Rewriting the Rules of Management with Joanne Merrick - Ep.330
30:09
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What if the promotion you've been chasing isn’t actually the right move? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Joanne Merrick, founder of The Leadership Recipe and author to explore the deeper layers of leadership, self-liberation, and what it really means to be a manager in today's world. Whether you’re consideri…
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Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145
32:05
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What does it really take to leave everything behind and start a new life abroad? In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share t…
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366 | Robert Glazer | Rethinking Two Weeks’ Notice: Changing The Way Employees Leave Companies For The Better
57:12
57:12
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What if the key to lasting success isn’t just about hiring the right people, but also about letting them go the right way? In this episode of The Greatness Machine, Darius chats with Robert Glazer, entrepreneur, bestselling author, and former CEO of Acceleration Partners, about building a culture of trust, transparency, and long-term relationships.…
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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46
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For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…
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Ultimate Guide to Small Business Purchase Order Financing Part 3
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor
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Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…
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TGM Classic | Matt Higgins (Part 2) | Mindset Mastery: Navigating Failures and Finding Opportunities
1:16:10
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Ever wondered how burning the boats can lead to extracting more value than you ever thought possible? In this episode of The Greatness Machine, we welcome back Matt Higgins, the author of the groundbreaking book Burn the Boats: Toss Plan B Overboard and Unleash Your Full Potential. Matt delves into the art of setting and achieving goals, sharing hi…
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Sometimes the answers we’re chasing in business and life have already been written—centuries ago. In this solo episode, Darius Mirshahzadeh dives deep into four timeless quotes by the Stoic philosopher Epictetus, exploring how ancient wisdom still holds power in modern life. Recorded from an Airbnb in Barcelona, Darius shares personal insights and …
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Ultimate Guide to Small Business Purchase Order Financing Part 2
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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1
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
38:24
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With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…
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#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy
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Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…
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Navigating Long-Term Care Benefits While Safeguarding Your Assets
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Securing your family's financial future while accessing necessary long-term care is possible with the right legal strategy. This conversation between attorneys Greg and Jordan McIntyre reveals how their firm helps clients navigate this critical balance. The cornerstone of this discussion focuses on a two-pronged approach: qualifying for Medicaid be…
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Transforming Trauma Into Triumph with Carrie KC West - Ep.329
30:25
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Have you ever felt like you were just a supporting character in your own life story? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes life story coach and author Carrie KC West, who reveals how rewriting our personal narrative can transform deep-rooted trauma into purpose, power, and peace. Carrie shares her journey from a r…
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Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144
41:30
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What if the life you're living was always enough, no kids required, no apologies necessary? In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building commu…
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364 | Eric Jorgenson (Part 2) | Why Some Stories Stick Forever—and How to Craft Ones That Do
1:21:56
1:21:56
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What does it take for an idea to stand the test of time and shape generations? In this episode, Eric Jorgenson returns on The Greatness Machine to explore the enduring power of timeless ideas and transformative storytelling. Joining host Darius Mirshahzadeh, they dive into what makes certain books iconic and how mystics like Rumi and Jesus continue…
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Ultimate Guide to Small Business Purchase Order Financing Part 1
16:10
16:10
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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1
The Joseph Blueprint - Kingdom Principles for Economic Resilience
48:09
48:09
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"Storing Grain in a Digital World: Biblical Strategies for Modern Revenue Stability" While 58% of entrepreneurs are losing sleep over inflation and 35% rank revenue as their biggest challenge, there's a 4,000-year-old blueprint for not just surviving economic uncertainty - but thriving in it. In this powerful episode, we dive deep into The Joseph S…
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#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters
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Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…
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TGM Classic | Marga Hoek | Tech for Good: Imagine Solving the World’s Greatest Challenges
1:02:05
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In a world full of challenges, how can technology be a force for good? As we navigate the complexities of the modern era, it becomes increasingly evident that the role of technology extends far beyond innovation for innovation’s sake; it is a formidable force capable of catalyzing positive change. Marga Hoek, a visionary three-time CEO and sustaina…
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1
Robotics In The Workforce - Andrew Ashur, Lucid Bots | Charting Opportunities
48:33
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In this episode of Portus Wealth Advisors' Charting Opportunities, Andrew Ashur, founder of Lucid Bots, shares groundbreaking insights into the evolving role of robotics and AI in the modern workforce. He discusses how Lucid Bots is leveraging advanced technology to address critical labor shortages in industries like construction and cleaning, focu…
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363 | How to Bring Your Core Values to Life in Your Company
20:58
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What if your core values weren’t just words on a wall—but the driving force behind every decision, meeting, and moment of accountability? In this solo episode of The Greatness Machine, Darius Mirshahzadeh dives into practical, powerful ways to bring core values to life—turning them into living, breathing parts of your team’s daily rhythms. From fam…
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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
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With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…
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#182 | 3 Signs You’re Misjudging Financial Planning Fundamentals & What It Means for Your Wealth Decisions
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What if the most important wealth decision you ever make isn’t about what you invest in—but when and why? In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 4
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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From Corporate Layoff to Podcast Success with Tracy Beavers - Ep.328
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What if the very technology that pushed you out of your job became the vehicle for your success? In this episode of Wickedly Smart Women, host Anjel B. Hartwell interviews Tracy Beavers, a seasoned business and sales coach, who turned corporate downsizing into divine redirection. Tracy reveals how her career journey, from climbing roofs as an insur…
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Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143
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How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future. In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already …
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362 | Elsa Moreck | How to Attract What You Truly Want in Relationships
1:10:37
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What if everything you’ve been taught about dating is only half the story? In this episode of The Greatness Machine, Darius is joined by dating and relationship coach Elsa Moreck for a powerful deep dive into the psychology of attraction, emotional intelligence, and modern masculinity. Together, they explore what it means to be truly self-aware in …
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Demystifying Your First Estate Planning Consultation: What to Expect
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Wondering what really happens during an estate planning consultation? Attorneys Greg and Jordan McIntyre pull back the curtain on this often-misunderstood process, revealing a surprisingly relaxed experience that's more like a friendly kitchen table conversation than a formal legal meeting. Far from being a high-pressure situation, estate planning …
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1
Multiply What Matters: Kingdom Strategies to Unlock 7-Figure Growth with Grace
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Are you a multi-6 or 7-figure Kingdom entrepreneur feeling like you’re doing "all the things"—yet not seeing the multiplication you know God promised you? In this power-packed episode of The Gifted Entrepreneur Show, we dive deep into the 7-Figure Blueprint designed specifically for high-achieving Christian business owners ready to unlock sustainab…
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#181 | How One Organization Is Making Financial Planning Accessible—And How You Can Help
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Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to q…
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TGM Classic | Will Guidara | Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect
1:12:18
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How can we foster a culture of "unreasonable hospitality" and go above and beyond conventional standards to deliver exceptional experiences? Will Guidara, a distinguished figure in the world of hospitality and fine dining, has not only earned numerous accolades but has also revolutionized the way people perceive dining experiences. His journey teac…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 3
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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What if the secret to a better life is simply choosing people and habits that calm your nervous system? In this deeply personal solo episode of The Greatness Machine, Darius Mirshahzadeh opens up about a recent experience that forced him to slow down and re-evaluate what truly matters. After facing some unexpected health challenges, he found clarit…
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Can You Say That? What’s Actually Allowed in Advisor Marketing: A Conversation with Ted McCutcheon
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When it comes to regulatory risk, few areas are more visible, or more scrutinized, than marketing. In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by Ted McCutcheon, founder of Securities Law Counsel, to explore how registered investment advisors can communicate with confidence while staying in bounds with the SEC. With mor…
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The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
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With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
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#180 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial Planning
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Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP). Financial resilience isn't about having more—it's about knowing mor…
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Building a Better Future for Malawi’s Children with Alaina Baker - Ep.327
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Have you ever felt a quiet pull inside, a persistent tug toward something bigger than yourself? Something that keeps showing up, even when you try to take the “safe” path? In this episode of Wickedly Smart Women, host Anjel B. Hartwell interviews Alaina Baker, Executive Director of Uplift Malawi, to explore what happens when you finally answer that…
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Managing Money as a Couple: Yours, Mine, Ours, or Something Else Entirely? Ep 142
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How should couples manage money when marriage isn’t a given and independence still matters? In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, an…
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360 | Robert Edward Grant | Leveraging Your Sacred Mystical Power to Create Greatness
1:03:32
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What if everything we believed was limiting us… is actually the key to unlocking our full potential? In this fascinating episode of The Greatness Machine, Darius is joined by polymath and visionary thinker Robert Edward Grant for a deep dive into consciousness, human potential, and the illusions that keep us stuck. From the telepathic abilities of …
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Gifting and Long-Term Care Benefits: When Generosity Can Backfire
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Money gifted with good intentions can lead to devastating financial consequences when long-term care becomes necessary. This eye-opening discussion between Elder Law attorneys Greg McIntyre and Brenton Begley tackles one of the most misunderstood areas of senior planning: how well-meaning asset transfers can backfire when seeking Medicaid and speci…
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How Great Coaching Can Accelerate Your Success – Episode 45
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Let’s be honest: Financial advisors are often very successful people who have figured out a lot of things on their own. But even top financial advisors can potentially build on and accelerate their success if they enlist the help of a coach. And certainly if you’re struggling, coaching can be vital. In our experience, coaching is the ignition switc…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 2
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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1
#179 | Think Wealth Comes From Investing? Why Networking Might Matter More
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Is investing the best way to build wealth—or is there something more powerful? This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community servic…
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TGM Classic | Malorie Nicole | The Abundance Decision: The Intersection of a Thriving Business and Fulfilling Life
1:12:28
1:12:28
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Picture a life where your business not only survives but thrives, seamlessly blending with a life that fulfills your every aspiration. Setbacks become stepping stones, success is measured by impact, and collaboration fuels both professional and personal growth. Your integrated life allows for a harmonious balance, enabling cherished moments and per…
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Darius Classic | Investing 101: How Entrepreneurs Should Approach Investing Differently
26:59
26:59
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Ever wondered how exiting a successful business can turn your financial world upside down? In this episode of The Greatness Machine, I am flying solo to share some hard-earned lessons from my own journey through entrepreneurship and investing. I dive into the unexpected challenges that hit after you exit a business and how they can impact your fina…
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From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
37:04
37:04
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37:04
With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…
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#177 | How David Tsubouchi Built a Powerful Career Through Integrity-Driven Networking
28:33
28:33
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Is your networking strategy helping—or quietly holding back—your wealth and purpose? In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transact…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 1
10:01
10:01
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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