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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Ready to improve your health, wealth, partner intimacy, peer group, spirit, career, business, and more? Tune in to Get Yourself Optimized, a podcast full of secret knowledge that will enable you to reboot your life. www.GetYourselfOptimized.com
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Conversation among financial planners regarding the components of providing comprehensive financial planning services.
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Partnering to Create Wealth is a podcast from New York Private Finance, hosted by David Marcus, Managing Director at NYPF. NYPF provides loans to individuals using illiquid assets as collateral — including private company shares, LP interests in funds, and real estate. Our clients are investors, entrepreneurs, and family offices who use our loans to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market, ...
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We’ve helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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Hard-hitting analysis of today’s most relevant financial topics Cover art photo provided by Icons8 team on Unsplash: https://unsplash.com/@icons8
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
9
156
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Welcome to The Noble Perspective Podcast, where amazing things happen. Jeff Brainard, CFP®, CFS and Grant Glenn, CFA, CFP® discuss everything from wealth management to current events.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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Welcome to the Coso Capital Show! Thanks for stopping by! Coso Capital is a show dedicated to wealth building and private investing, but at its core, it’s really about designing the life you truly want. Whether you’re here to learn about personal finance, real estate, business, or personal development, we’ve got plenty of topics to explore. Who are we? We’re Denny and Dessiree (or just Dessi). Like many, we once wished for more—more freedom, more time, more financial security. Eventually, we ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
03
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Join Cannon Carr, former business owner and Partner at EP Wealth Advisors, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way. Do you want to learn more about the 3Rs, a wealth strategy for entrepreneurs? Visit cannon-carr.com to find more information as well as resources to help you on your entrepreneurial journey.
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I have a passion to help people learn about life.
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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, ...
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
048
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Wealth Alchemy is the podcast where money meets magic, strategy meets soul, and wealth flows in harmony with the divine feminine. Hosted by business and finance strategist, Lauren Burgess and spiritual coach, Chase Buttice, this show is a deep exploration of how to rewrite your money story, heal financial wounds, and step into true prosperity—without burnout or self-sacrifice.
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
025
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Inside R&E is a podcast hosted by New York City’s leading real estate attorneys who discuss current issues facing developers, owners and operators in the industry. Founded in 1975, Rosenberg & Estis, P.C. is widely recognized as one of New York City’s pre-eminent real estate law firms. R&E provides full-service representation and advice in every aspect of real estate, from performing due diligence and evaluating financing, to handling joint ventures, acquisitions and leasing, construction an ...
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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 12 - 3 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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Welcome to The Fiscal Physical Podcast, where financial empowerment meets expert insights! Join host Aaron Hoisington in dynamic conversations with Ryan Nelson, owner of Alchemy Wealth Management and author of "Your Fiscal Physical." Whether you're a finance novice or a seasoned investor, each episode demystifies financial concepts, providing practical tips tailored for every stage of your financial journey. Our engaging discussions aim to make finance accessible and exciting for everyone.
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Welcome to That's Wright, your favorite sister podcast with Crystal and Alisa Wright! On this show, we're not educating you on self-help or selling you to be anyone besides yourself. Instead, we'll be talking about insecurities, triggers, black businesses, struggles we deal with, some tears, a whole lot of money, and a whole lot more on our lord & savior, Jesus Christ! Get ready to get real vulnerable with us - we're real crazy, but we're real prosperous over here too. So join in on our unfi ...
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Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industry’s brightest minds and most innovative visionaries. In thirty minutes or less, you’ll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
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Welcome to Business Ninjas, the podcast where we interview top business leaders and entrepreneurs who share their secrets to success. Learn from the masters and apply their insights to grow your own business. Join us as we explore the strategies and tactics used by today's most successful companies. Tune in now and become a business ninja yourself. 🤺🚀
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The Accessibility Partners and InclUSion podcast is hosted by Mandy-Jayne Lace. The podcast explores a wealth of topics, deep-diving into life with a disability, be it physical, a learning disability, or neurodiversity. Our challenges are unique, and this podcast aims to inspire conversations about how we all have a role to play in fostering better inclusion and reframing those stereotypical preconceptions around disability. Accessibility Partners - The business she owns. Accessibility Partn ...
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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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Blue Chip NOW! is a weekly market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina share their industry knowledge and insights to help make sense of what’s going on in the markets, plus look ahead to what’s on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your w ...
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Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.
Proskauer
234
Conversations and insights on the private markets with private capital’s leading figures. Hosted by Proskauer Partner, Peter Antoszyk.
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Welcome to the Invest In San Antonio podcast hosted by Brad Larsen, Real Estate Broker and Founder of RentWerx Property Management in Military City, USA! San Antonio, Texas is one of the greatest places on earth to work, live, and raise a family. It’s one of the fastest growing areas in the country. Take advantage of the rock solid economy along with the strong housing market. In this show, we will interview some fantastic guests with conversations highlighting some of the best parts of the ...
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Conversations from Christian entrepreneur women growing businesses and callings who desire to partner with God, listen to the Holy Spirit's leading, and be an example of Jesus in the marketplace.
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Candid conversations with inspiring individuals sharing their stories of living, learning, and betting on themselves. www.parlaypodcast.com
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Adam, Joey, and Steve are live on air discussing the thing that matters to everyone: finances! Tune in to get updated on market news and changes happening that could affect your wallet!By Van Wie Financial
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A Holistic, Relationship Based Approach To Wealth Management | WriteForMe & Balboa Wealth Partners
18:06
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In this episode of Business Ninjas, host Andrew Lippman chats with Jeff Gilbert, CEO and Founding Partner of Balboa Wealth Partners. With over 35 years in the financial services industry, Jeff opens up about his journey from Wall Street firms to launching his own independent SEC-registered advisory firm. Tune in to hear how Balboa Wealth Partners d…
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E2 – Inside NYPF: How Our Credit Facilities Work
15:04
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In this episode, I’m once again joined by my colleague and New York Private Finance co-founder, Brian Bristol. We discuss key features of NYPF's credit facilities, how they’re structured, and the unique advantages they may offer to clients seeking liquidity without selling their assets.By New York Private Finance / David Marcus
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Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel
53:22
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…
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Week in Review | Neuralink Raises $600M at $9B Valuation, Judge Considers Curbs for Google in AI Arms Race, Jensen Huang Shifts Approach to U.S. Politics & More
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Yours, Mine, and Ours: Smart Bank Account Structures for Couples
38:16
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Merging lives often means merging finances, but how do you do it without stepping on toes? Jake Courtney, CFP®, CSLP®, from the SLP Wealth team, joins us to unpack common questions couples face when managing money together. From deciding whether to combine accounts to setting up smart bank structures that support your goals, we cover the practical …
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Elon Musk Is Leaving Washington, Meta Partners With Anduril, Kim Jong Un's "Side Launch" Goes Sideways | Peter Rahal, John Andrew Entwistle, Ashlee Vance, Chase Lochmiller, Matan Grinberg, Jonny Dyer ...
3:23:09
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Division 296 | Demystifying the $3 Million Superannuation Tax
36:24
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Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings. (02:00 - 07:00) What is the Division 296 Tax (07:00 - 12:00…
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Bridging the Gap Between Data & Storytelling | Business Ninjas: WriteForMe & John Polk & Associates
16:13
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In this episode of Business Ninjas, Andrew Lippman chats with John Polk, President of John Polk & Associates, about how smart businesses turn data into influence—not just reports. With a background in strategy, analytics, and leadership at Capital One, John now helps companies refine their presentation and storytelling skills to better connect with…
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515. Solving Conflicts at the Soul Level with Amy Jo Ellis
48:46
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Most people ignore their intuition and pay the price in missed opportunities and unnecessary struggle. 💡 Amy Jo Ellis discovered something remarkable: when you resolve conflicts at the soul level, they simply disappear from your awareness. Her spiritual healing method has spread to 100+ countries purely through word-of-mouth results. In this Get Yo…
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Crypto Day | Brian Armstrong, Balaji, Chris Dixon, Katie Haun & More
4:40:30
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Ep13: Sign Your First Contract Like a Pro Athlete – With Jon Appino
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When it comes to your first attending contract, the stakes are high—and the fine print is even higher. In this power-packed episode, James Nutter is joined by two heavy hitters: Jon Appino, founder of Contract Diagnostics, and CFP Jeff McPherson. Together, they dissect the most overlooked clauses, the real cost of skipping a review, and how to avoi…
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A Holistic Approach To M&A Advisory Services | Jay Jung of Embarc Advisors | Business Ninjas Podcast
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In this episode of Business Ninjas, Andrew Lippman sits down with Jay Jung, founder and principal of Embarc Advisors, a boutique investment banking and M&A advisory firm serving the middle market. With a background at Goldman Sachs and McKinsey, Jay has worked on major deals like Yahoo’s sale to Verizon and MuleSoft’s acquisition by Salesforce. Now…
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Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
19:25
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Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss the emotional rollercoaster of the stock market, from historical bear markets to innovative diversification investment strategies. You'll hea…
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Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore
3:39:55
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Non-Financial Considerations When Purchasing or Partnering With a Business
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Send us a text Buying or partnering with a business isn’t just a numbers game. In this comprehensive episode, Stuart and Mena unpack the often-overlooked non-financial considerations that can make or break a deal. From strategic alignment and cultural fit to customer base stability, employee morale, operational systems, and intellectual property—th…
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New Mountain Capital's Steve Klinsky - building a business that builds businesses
53:41
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…
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Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
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In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning strategies, with a focus on business owners and succession planning for both family and non-family enterprises. The discussion highlights the importance of s…
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#74: Stay Sharp: Spotting Financial Scams and Protecting Your Money
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit
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In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-b…
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EP. 63 - Transitioning from Rental & Other Income into Real Estate Syndication with Lane Kawaoka
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Lane Kawaoka - Passive Real Estate Syndication Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator and host of the Simple Passive Cashflow podcast, shares how to transition from active income streams like rentals into truly passive real estate syndication invest…
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EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau
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Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making. Wh…
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Vietnman Veteran Deploys To Ukraine War: A Veteran's Mission. Memorial Day Special Episode From Ukrainian War
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Send us a text Dr. Patrick Guarnieri, a Vietnam combat veteran, recalls the moment in 2022 when watching Ukraine's invasion triggered memories of facing Russian-made weapons in Vietnam. Something deep within him knew he had to help. What began as a mission to offer de-escalation training has evolved into a remarkable humanitarian effort spanning fi…
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Sunday, May 25th. Eat the price increases?
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Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are optin…
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Episode Eight: Let's Talk About Dyslexia and Mental Health
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In the eighth episode of the Accessibility Partners & InclUSion podcast, M-J explores the value of awareness days and weeks, like World Mental Health Day and National Dyslexia Week in terms of raising awareness and challenging those harmful perceptions and stereotypes attached to diagnoses. She explores the difference learning from those around us,…
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Selling Your Home With Seller Financing: How You Can Drastically INCREASE SALES/PROFITS!
26:18
26:18
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Send us a text Forget everything you thought you knew about selling real estate – this game-changing episode reveals how savvy property owners are earning 30-45% more by becoming the bank. Drawing from 17 years of experience and over 700 seller-financed deals, Stephan breaks down the extraordinary financial advantages that most sellers completely m…
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Real Estate: We Debunk The Biggest Myths In Housing & Discuss Strategies for Cash Flow with Insights from Past Financial Crises! Discover How National Trends Affect Local Markets & Harness Investment ...
39:46
39:46
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Send us a text Unlock the secrets of real estate with Stephan Piscano as he debunks the myth that local markets can escape the influence of national economic trends. By examining historical data from downturns like the 2008 crash, Stephan reveals the surprising truth about how interconnected our housing markets really are. Whether it's luxury homes…
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"The Information" Profiles TBPN, AI Ups and Downs, Nuclear Regulation | Zach Weinberg, Leigh Marie Braswell, Stephen Balaban, Sam Lessin, Bobby Goodlatte, Auren Hoffman, Doug Bernauer, Isaiah Taylor
3:56:19
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Breaking the Chains of Addiction | Business Ninjas: WriteForMe & Recovered and Free
37:44
37:44
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37:44
Radon, founder and CEO of Recovered and Free, and TEDx Southlake speaker. Don shares his raw, personal journey from addiction to long-term recovery, and how it inspired him to build a radically different kind of recovery program. Unlike traditional treatment centers driven by insurance payouts and clinical detachment, Recovered and Free is a peer-l…
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This or That - How To Prioritize When Everything Feels Important
39:00
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39:00
When it comes to money, it's easy to get ahead of yourself. Sometimes that means prioritizing the wrong goal at the wrong time. We're playing a game of “This or That” — should you save or invest first? Pay off debt or grow your wealth? Contribute to an HSA or a Roth IRA? While the right answer always depends on your situation, we'll talk through ho…
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Jony Ive Joins OpenAI Analysis, Google I/O Reactions | Keith Rabois, Dan Shipper, Reggie James, TJ Parker, Ben Hylak
3:26:27
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Market Update: Temporary Relief, Lingering Risks and What Investors Should Watch Now
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In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, revisit the state of the capital markets following recent tariff announcements and shifting investor sentiment. While equity markets have recovered to pre-April levels and the S&P 500 is flat year-…
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Arcesium's Cesar Estrada - data silos and technology integrations in private markets
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Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…
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Are you working IN your business or ON your business? 🤔 I just interviewed Michael E. Gerber, author of The E-Myth (voted #1 business book by Inc. 500 CEOs), and his insights completely transformed how I view entrepreneurship. In our conversation, Michael revealed why 95% of businesses fail within 10 years — and it's not what you think. The problem…
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New OpenAI Hardware Device, Google I/O Reactions | Erik Prince, Anthony Pompliano, Scott Wu, David Senra, Joe Wiesenthal, Nikunj Handa
3:11:25
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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Finding Insights Hidden in Your Data | Business Ninjas: WriteForMe & eLumindata
14:23
14:23
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In this episode of Business Ninjas, Andrew Lippman sits down with Russell Baris, Founder and President of eLumindata, to explore how businesses can uncover powerful insights hiding in plain sight—within their own data. From AI-powered data automation to next-gen healthcare solutions, Russell explains how eLumindata helps organizations cut through t…
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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital
16:34
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Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …
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How Industry Insight Drives Smarter Valuations | Business Ninjas: WriteForMe & Teknos Associates
28:10
28:10
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28:10
In this episode of Business Ninjas, Andrew speaks with Isaac Salem, Vice President at Teknos Associates, about the art—and science—behind accurate startup valuations. With a sharp focus on tech and biotech sectors, Isaac explains how Teknos bridges deep industry expertise with data-driven analysis to deliver valuation services that go far beyond sp…
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Google I/O Reaction, Microsoft Build Recap, OpenAI's Stargate Datacenter | Austen Allred, Jeff Morris Jr., Cliff Weitzman, Logan Kilpatrick & Tulsee Doshi
3:32:28
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TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Numeral - https://www.numeralhq.com Polymarket - https…
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IP Expertise At The Intersection of Law, Science, & Business | WriteForMe & Lando & Anastasi LLP
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In this episode of Business Ninjas, Andrew Lippman chats with John Anastasi, founding partner at Lando & Anastasi (L&A), a boutique intellectual property firm based in Boston. John shares his unique journey from engineer to IP attorney, and how that dual perspective empowers his team to protect cutting-edge innovations—from software and AI to consu…
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Profit Distribution Strategy to Minimise Income Tax
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Send us a text Getting profit out of your trading entity isn’t as simple as it seems—and doing it wrong could cost you. In this strategy-focused episode, Stuart and Mena dive into how to distribute profits in a way that aligns with your financial goals and keeps your tax bill as low as legally possible. They explore thresholds for personal income w…
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In this episode of Inside R&E, Devin P. Kosar, a Member in the firm's Litigation Department, welcomes back Alex Zafran, the Director of Business Development of Logical Buildings, to continue their discussion on Local Law 97, which was enacted in 2019 as part of New York City’s Climate Mobilization Act. In Part 2 of this series, (the original episod…
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
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In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. …
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They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
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Episode 3: The Last Third: Legacy and Living Fully in Retirement
16:22
16:22
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Hosted by: Nishlen Govender | Featuring: John Kennedy Welcome to The Wealth Journey, the podcast where we unpack the financial, emotional and lifestyle dimensions of building wealth with purpose. In this episode, host Nishlen Govender is joined by John Kennedy, Director and Regional Head, Cape Town. With 24 years at Citadel, John brings a lifetime …
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#73: APR vs. Interest Rate: What’s the Difference, and Why Does It Matter?
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14:28
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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