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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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C2 Biz Growth

John Hale III

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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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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 Financial Huddle

Keystone Financial Group

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We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, ...
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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Invure Holdings Group LLC

infoinvureholdingsgroupllc

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Invure Holdings Group LLC, based in Orlando, Florida, is a forward-thinking holdings company managing a diverse portfolio of businesses across multiple industries. With a focus on sustainable growth, the company invests in high-value opportunities, from tech startups to established service firms. Beyond portfolio management, Invure Holdings offers comprehensive business consulting and financial advisory services, helping companies optimize operations and scale effectively. Their expertise ex ...
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Global Perspectives

Janus Henderson Investors

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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Joint Ventures

Jordan Tritt

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Welcome to Joint Ventures, a look inside the ecosystem of one of the top advisory firms in the cannabis industry. Each week we will be joined by investors and operators who share their unique perspectives on the budding industry. The Panther Group is an advisory firm and Ecosystem founded to solve business problems that impede growth for companies in the cannabis industry. They provide core solutions essential to growth marketing, business improvement, and capital raising. The Panther Ecosys ...
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Wealth

Polaris Greystone

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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at [email protected]. Disclosu ...
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Profitable Farmer

Farm Owners Academy

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This show is all about increasing the profitability of your farm so you work smarter and not harder. Your host, Jeremy Hutchings (Managing Director at Farm Owners Academy), reveals the best farming business tips for more leverage in your farm business.
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What Matters

MA Financial Group

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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Myron Scholes on Time

Janus Henderson Investors

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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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On this industry podcast, your hosts, Ike Ikokwu encourages executives, those working at the C-Suite level, and Vice Presidents to share their journeys growing and scaling a business they love while fulfilling and making a tangible difference in the lives of clients they serve. They cover topics like new product creation, business challenges, leadership, marketing, and of course, the current state of the advising industry. We’ll also let our guests share on the subjects they’re well-known fo ...
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Snippets with Leon Goren

Leon Goren, PEO Leadership

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Leon Goren, President and CEO of North America's premier peer network and advisory community, PEO Leadership, brings together business leaders to share stories, best practices and learnings with the rest of the community, and help us think through the unprecedented challenges brought on by the COVID-19 pandemic. In short segments, Snippets delivers answers to important questions and provides inspiration and uplift in a time of change. Learn more at https://peo-leadership.com/.
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Send us a text In this episode, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, breaks down the newly signed “One Big Beautiful Bill” and what it means for your taxes, investments, and retirement plan. From permanent tax cuts to rising deficits, George shares key takeaways and practical planning tips for investors and reti…
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In this personal and inspiring episode, Managing Director Clint Bundy sits down with Lorenc Biqiku, a longtime Bundy Group team member whose path from Albania to North America—and from fractional researcher to Vice President at Bundy Group—is nothing short of remarkable. Lorenc shares his early life experiences, driven by curiosity and a strong wor…
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Send us a text Brian Akers and Paul Franco discuss the impact of the new tax law, referred to as the "one big beautiful bill," signed on July 4, 2025. They highlight key provisions such as the permanent extension of the Tax Cut and Jobs Act's tax brackets, the introduction of a temporary senior personal exemption for those aged 65 and older, and th…
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The Big Beautiful Bill: New Tax Laws That Could Save You Thousands in 2025In this episode of Keep What's Yours, tax strategist Jeff Zufall breaks down the massive new tax legislation signed by President Trump on July 4th, 2025, revealing game-changing opportunities for taxpayers. From tax-free tips up to $25,000 and overtime deductions capped at $1…
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Send us a text Episode 1: Welcome to The Financial Huddle – What is our Why? In our very first episode, meet your hosts Ryan Fleming, Ed Beemiller, and Brian Minier as we launch The Financial Huddle! We’re diving into why we started this podcast, how we each found our way into financial planning, and why financial literacy matters now more than eve…
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Time is your most precious resource, but how you use it is up to you. The shift from earning to retirement can be quite challenging, as you have to thread the needle between income, growth, and time. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the most important mindset shift people need to make in orde…
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Send us a text In Part 4 of The 5 Wealth Killers No One Talks About, George Jameson, CFP® and founder of Capital Wealth Group, unpacks a tempting trap that promises big returns—but often leaves people worse off. Don’t get caught chasing the wrong thing. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth…
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Send us a text Brian Akers and Alex Monk from Akers Financial Group discuss the concept of financial independence, likening it to the U.S. Independence Day. They emphasize the importance of financial planning to achieve this state, where individuals can retire on their terms without financial stress. They highlight the need for a comprehensive fina…
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What if the future isn’t something to fear but something we can prepare for, shape, and lead into with confidence? For Simon Kuestenmacher, understanding what’s ahead isn’t guesswork. It’s grounded in data, demography and deep thinking. As co-founder of The Demographics Group, Simon helps leaders across the country make sense of the big forces shap…
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In this insightful eighth episode of C2 Biz Growth, host John Hale III sits down with Tracye C. Turner, President & Co-Founder of Revelo Software, LLC, and Vice President & Chief Operating Officer and Co-Owner of Optimal Solutions Group, LLC. Tracye brings 25 years of unparalleled experience in federal government contracting, IT, and small business…
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In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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Send us a text In Part 3 of The 5 Wealth Killers No One Talks About, George Jameson, CFP® and founder of Capital Wealth Group, exposes a silent drain on your finances that’s more common than you think. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nea…
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In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental…
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Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS LeadershipJoin Josh Gilbert and senior tax strategist Jeff Zufall as they break down practical ways to reduce your tax burden and boost your retirement savings. From maximizing 401(k) contributions and understanding progressive tax brackets to navigating the new "super catch-up…
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Send us a text Estate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, including und…
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Send us a text Brian Akers and Ashley Row discuss the importance of estate planning, including power of attorney and legal documents. They emphasize the need for these documents to ensure wishes are carried out and to avoid probate. Brian and Ashley also highlight the benefits of having a will, including avoiding probate and offering protection for…
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“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mi…
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Send us a text In this episode of Your Retirement Guide, Certified Financial Planner™ George Jameson, founder of Capital Wealth Group in Columbia, SC, dives into Part 2 of The 5 Wealth Killers No One Talks About. This one might be sitting in your driveway—tune in to find out! Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …
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Send us a text Brian Akers and Paul Franco from AKERS Financial Group discuss the importance of starting seriously with financial planning for a fun retirement. They emphasize the need to be proactive in planning, including understanding your financial situation, setting goals, and implementing strategies. They highlight the significance of compreh…
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What if we treated safety not as a box to tick, but as a culture to lead? For Rebecca Fing, this isn’t a theoretical question — it’s the heart of her life’s work. From her base in Goondiwindi, Rebecca and her team at House Paddock Training & Consulting have spent two decades helping farm families lift their game in HR, business strategy, and import…
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In this illuminating seventh episode of C2 Biz Growth, host John Hale III sits down with the visionary Glenn Noble, founder of Proudly Give and Aspen Hill Partners Ltd. This is a must-listen for C-suite executives, founders, and entrepreneurs navigating the complexities of growth and funding. Glenn dives deep into how recognition dramatically boost…
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Brian Skrobonja breaks down two retirement curveballs that most people don’t see coming until it’s too late. He covers how your Social Security decisions can make or break your retirement, and what really happens to your income when your spouse passes away. From the math behind claiming early versus waiting, to the hidden tax traps that arise when …
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Send us a text In this episode of Your Retirement Guide podcast, George Jameson, a certified financial planner and founder of Capital Wealth Group located in Columbia, SC introduces a series titled 'Five Wealth Killers No One Talks About.' Listen to Part 1: It Start Here now. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, …
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Send us a text Brian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservation and tax efficiency. They highlight the significance of determining the purpose of money,…
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IRS Budget Cuts, and Your Retirement Buckets: Essential Tax & Financial Planning UpdatesJoin hosts Josh Gilbert and tax strategy expert Jeff Zufall at Capital Advisory Group as they discuss the latest developments affecting your finances. From Jeff's recent office move to Clarkson Road to breaking down the IRS's proposed 37% budget cut and 20% work…
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David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj Pradhan discusses the global structural factors that are pointing towards a potential regime change in the rate of inflation, with reference to such factors as ageing populations, immigration policies, deglobalisation and artifi…
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Are you part of that 68% of people who would like to have a personalized financial plan, but aren’t sure where to find a financial advisor? What should you pay attention to when trying to get a financial planning expert to help you, and you’re evaluating different options? In this new episode of the Common Sense Financial Podcast, host Brian Skrobo…
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In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin explore a critical but often overlooked topic in M&A: how the balance sheet factors into a business sale. While purchase price usually takes center stage, the structure and components of a company’s balance sheet can have a significant impact on deal outcomes. The episode cover…
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Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® breaks down the concept of the “breakeven” age for Roth conversions. Learn how long it typically takes for a Roth conversion to pay off—and what factors can speed up or delay the benefits. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of C…
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Send us a text Brian Akers and Alex Monk discuss the concept of "rothification," or converting pre-tax retirement accounts to Roth IRAs to pay taxes now and enjoy tax-free growth. They explain the history of Roth IRAs, which began in 1998, and the rules for qualified withdrawals at age 59 1/2. They emphasize the importance of tracking contributions…
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The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know Tax strategist Jeff Zufall and Josh Gilbert break down the latest developments that could dramatically impact your finances, from encouraging CPI numbers showing inflation cooling to the massive "big beautiful bill" working its way through Congress. Discover what's really…
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Every great innovation starts with a question — Could this be done better? For Wayne Perkins, that question came in a wool shed, with a busted back, and a view of shearing that hadn’t changed in a century. He wasn’t looking to build a business. He was looking to fix a problem. And in true agri-entrepreneur fashion, what followed was part invention,…
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Ready to uncover the strategies behind building a real estate empire from the ground up? Join host John Hale III on C2 Biz Growth for a compelling conversation with Ivan Barratt, Founder & CEO of The BAM Companies. A 25-year real estate veteran, Ivan has transformed a spare bedroom venture into a firm boasting over $1.73 Billion in transaction volu…
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You feel healthy so everything is okay, right? Have you ever thought that health planning should be part of your retirement planning efforts? If you’ve answered ‘yes,’ pay close attention to Regan Archibald! Regan joins host Brian Skrobonja to discuss how people should approach health planning, the world of preventive care, the role of nutrition, a…
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Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains why you shouldn't be using the 4% withdrawal rule in retirement and what you may want to use instead. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory …
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Send us a text Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a …
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Tax season never ends when it comes to smart retirement planning – and "Keep What's Yours" with Josh Gilbert and senior tax strategist Jeff Zufall is your guide through the maze! Discover the critical tax moves you need to make NOW before it's too late, including how catch-up contributions at 49½ and the new "super catch-up" provisions for ages 60-…
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Send us a text In this episode of Your Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, flips the script and shares four key warning signs that you may not be ready to retire. If you're wondering “Can I really retire?”—this episode is a must-listen. Don’t miss these critical red flags that could signal it’s time to reasse…
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Send us a text Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary, and leveraging state tax deductions, such as Maryland's $2,500 deduction. They explain th…
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"Big Beautiful Bill" Promises Tax Relief: Inside the Massive Tax Overhaul That Could Reshape Your 2026 Return"Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, senior tax strategist and wealth advisor. Today they discuss the "Big Beautiful Bill," a 1,000-page tax legislation that narrowly passed the House and heads to the Senate, featur…
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Succession isn’t just a plan on paper — it’s a living, breathing conversation about legacy, leadership, and what we’re really passing on. And when it’s done well, it can strengthen not just the business, but the family behind it. This episode is a testament to that. Rob and Ainsley McArthur aren’t just managing a successful beef operation in centra…
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Join host John Hale III in a compelling conversation with Jessica Beeson Tocco, the dynamic CEO and founder of A10 Associates LLC, the nation's largest woman-owned bipartisan lobbying firm. In this insightful episode, Jessica shares her powerful perspectives on prioritizing dignity over dollars in business, the crucial role of honesty and kindness …
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Brian Skrobonja breaks down 11 small business tax tips that could help you keep more of what you earn. He explains how the wealthy leverage these strategies, ways to apply them to your own business, and how being proactive now can save you thousands down the road. Tune in to discover practical steps you can take today to reduce your tax burden, boo…
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