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Financial Autonomy

Guidance Financial Services

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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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The Money Knight

Wade Chessman

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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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A Wiser Retirement®

Wiser Wealth Management

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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial success! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
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Grow Thrive Prosper Collective empowers businesswomen to excel in their professional and personal lives. Through strategic growth, financial autonomy, and leadership development, our services, including the transformative ’Freedom Formula,’ help visionary entrepreneurs master their finances and time, building sustainable and impactful legacies. Elevate your business to new heights with guidance and redefine success on your terms.
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Thanks for joining us on the Forensic and Valuation Services (FVS) Podcast, brought to you by AICPA and CIMA, together as the Association of International Certified Professional Accountants. Twice monthly on the 1st and 3rd Thursday, listen in as we share conversations with nationally recognized forensic and valuation experts who will deliver insights that will help you to best serve your clients and employers. Check out the additional resources in the show notes for every episode! The FVS p ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Women of Wealth

Hawley Woods Gray and Allie Ramo

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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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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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Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores existing and emerging challenges and solutions related to algorithmic integrity, including discussions on navigating independent audits. The goal of this podcast is to give leaders the knowledge they need to ensure their data practices benefit customers and other stakeholders, reducing the potential for harm and upholding industry standards.
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Najam Institute

Samir Wahid

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“It is He Who makes the stars [as beacons] for you; so that you may guide yourselves, with their help, through the dark spaces of the land and the sea: We have detailed Our signs for people ” – Surah Al-An’am (6:97) Our weekly podcast has a mix of lecture series, jummah lectures, and short reminders. At Najam Institute Foundation our vision is for every person in the world’s most fragile settings to have the opportunity for a brighter future. We envision a world where all individuals have ac ...
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If you are overwhelmed with the college-bound journey, confused by how much things have changed, or frustrated by having more questions than answers, then College and Career Clarity is the compass you need, when you need it most. Weekly episodes with Lisa Marker-Robbins and her guests provide families with strategic guidance to resource your student to make informed choices that align with their passions, purpose, and potential future. You’ll be informed to be able to have intentional & prod ...
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
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Credit Repair Scottsdale, AZ

White, Jacobs & Associates Inc.

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If you're facing financial struggles due to a low credit score, White Jacobs is your trusted partner for credit repair in Scottsdale, AZ. With their proven methods and dedicated team of professionals, they specialize in helping individuals regain control of their financial future. Whether it's fixing errors on your credit report or offering personalized strategies for long-term credit health, White Jacobs delivers results. What sets White Jacobs apart is their comprehensive approach, which i ...
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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Your customer’s expectations are not being set by your incumbent competitors. Instead, the yardstick against which your organization is being measured is being set by the leading global technology and customer experience brands. What exactly should institutions do to respond? • How can institutions develop capabilities in months when they haven’t in years? • How will the financial services industry be disrupted, both now and in the future? • Who are the people identifying these trends, and d ...
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Welcome to ”The Rural American Surgeon,” a podcast series dedicated to providing insights, resources, and a community for the surgeons of rural America. Your host, Randy Lehman, is an established authority on the multifaceted aspects of rural surgery—from the unique professional benefits and challenges, rural surgical training paradigms, current reimbursement landscape, and how to create triple win opportunities for sustainable rural surgery in partnerships with hospitals and rural communiti ...
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Welcome to "Assisted Living Investing," the ultimate podcast dedicated to helping you thrive in the world of Assisted Living investments. Join your host, Brett Chotkevys, as he shares his expertise and insights into the lucrative realm of assisted living. In each episode, Brett delves deep into the strategies, challenges, and opportunities of investing in Memory Care Mansions. Whether you're a seasoned investor or new to the industry, this podcast offers invaluable guidance and practical adv ...
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Stephen Jeung is not only the host of the enlightening show but also the visionary founder and CEO of Jeung Agency. With a passion for finance, investing, and planning for the future, Stephen established the agency to provide expert financial guidance, life insurance solutions, and retirement planning services to individuals seeking a secure and prosperous future. Through his show and agency, Stephen Jeung continues to empower people with valuable knowledge and practical tips, shaping a brig ...
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Super Insider

Australian Retirement Trust

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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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Welcome to The Data For Subscriptions by DigitalRoute, a podcast helping you master the business of subscription and as a service. This podcast will provide you with forward-thinking strategies, and guidance on how companies are capitalizing on the growing wave of usage-based business models. Join us and industry experts as we challenge the traditional thinking surrounding data for subscriptions and as a service. Find us on your favorite podcast app to unlock the secrets of consumption-based ...
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Are you a student or new graduate early on your career journey? A bit stressed trying to work out your next steps? You're in the right place. Hosted by qualified careers guidance professional Gina Visram from Your Career And Future, The Dive into your Career podcast is the hub for all things "early careers" and is created with secondary (high) school and university (college) students in mind. Gina's supports students and new graduates on their journey from education to employment in a spirit ...
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Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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From Zero to Millions: Accounting Edition

Kelly Rohrs and Bilal Mehanna

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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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For those in Los Angeles seeking expert assistance to repair their credit, White Jacobs & Associates offers premier credit attorney services. Specializing in attorney-managed credit repair, their team conducts thorough credit audits and disputes inaccuracies with credit bureaus and creditors. Their unique approach, backed by legal expertise, ensures higher success rates in removing negative items from credit reports. By also providing tailored financial advice and personalized strategies, Wh ...
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Managing Your Wealth: Your Vision, Our Guidance

Mueller Financial Services, Inc.

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In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment ...
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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Welcome to the Transcending Identity podcast. I’m your host, Nichole Lee, a trauma-informed healer and intuitive guide. I am thrilled to be your guide on this incredible journey of self-discovery and transcendence. Through insightful interviews, thought-provoking discussions, and practical advice I speak with amazing humans from around the world who share their stories of transformation, transcendence and triumph. From entrepreneurs to spiritual teachers, athletes to activists, you'll hear h ...
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With a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the jurisdiction. Our 15/15 Regulatory Update podcasts are released on the 15th of each month. The podcasts cover the latest Cayman Islands regulatory developments in the past month and include our partners, of counsel and associates as sp ...
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Rommel Report

Retrofit Media

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Level up your financial fitness and place yourself in the driver’s seat of your career success. Kendra Rommel hosts “Rommel Report,” a monthly podcast that takes your side hustle, real estate projects, or other investments to the next level through stories from young entrepreneurs like you who share the hard work, failures, and triumphs that helped them scale technical skills into a profitable business. Hard work alone won't make you a millionaire–just like a pro athlete, it takes grit, disc ...
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The Cashflow Hustle provides actionable content focused on discovering, creating and growing multiple income streams with the intent of achieving financial independence and freeedom for you to LIVE the life of abundance that is RIGHTFULLY YOURS. The podcast provides listeners with massive value through guidance, tips and stories from active entrepreneurs and thought leaders in the real estate, business (online and offline) and financial services sectors. Our guests have been there and done t ...
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Sound Financial Group

Paul Adams & Cory Shepherd

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Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
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Banking Compliance Insights by Wolters Kluwer® delivers insights on compliance trends and strategies for navigating today's regulatory and risk environments. Please join us for future podcasts as we focus on navigating regulatory compliance in our forever changing digital world and beyond. Wolters Kluwer is a market-leading provider of advisory services and technology solutions for optimizing compliance programs. For more information and additional guidance, visit www.WoltersKluwer.com or ca ...
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INTL FCStone

Market Intelligence

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INTL FCStone Inc. (Nasdaq: INTL) provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. A pioneer in specialized financial services, we open markets for underserved mid-market clients with insight, guidance and access. Our Vision We believe that every company—regardless of size, regardless of industry, regardless of how long they’ve been in business—deserves access to the best advice, t ...
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Leadership positions in corporations are overwhelmingly held by men. Women who want to advance their careers and have equal representation at the table face enormous obstacles in today's society. They are frequently viewed through the lens of stereotypes, making it difficult for them to demonstrate their worth. In response, it's only natural that they keep their heads down and wallow in their insecurities. Don't you wish there was a guidebook for women to use as they enter the workforce? Wit ...
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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
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Protiviti, a global consulting firm, presents Powerful Insights. This podcast features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate.
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Inspired by the 2024 theme for Black History Month (BHM) in the UK, "Reclaiming Narratives" - this episode of the Dive Into Your Career looks at this concept more widely as well as specifically in relation to proudly owning your careers story. In this episode, career coach and host of the Dive Into Your Career podcast shares thoughts around: Critic…
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Welcome to our new Tafseer series on Surah Kahf, presented by Mufti Samir Wahid. Dive deep into the timeless wisdom and profound lessons of Surah Kahf as Mufti Samir Wahid unravels its verses, providing rich commentary and insightful reflections. Whether you're a seasoned student of the Quran or new to its study, this series offers invaluable guida…
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Invure Holdings Group LLC reveals five key strategies to fuel growth in emerging tech startups. Learn how data analytics, customer-focused innovation, scalable tech solutions, strategic partnerships, and strong talent acquisition can help startups thrive and succeed in a dynamic market.על ידי Invure Holdings Group LLC
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Welcome to Season 2, where your journey to financial empowerment continues. Hosted by the dynamic duo, Hawley Woods Gray and Allie Ramo, this season is not just a podcast—it’s a thriving community dedicated to navigating the complexities of wealth-building together. Join us as we dive into insightful conversations with industry experts and trailbla…
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We have the pleasure of talking with Chayton Farlee, an inspiring figure in the world of accounting. He takes us on a journey from his high school days to becoming a force to be reckoned with in the industry. He shares his story of discovering accounting as a career path, highlighting the pivotal moments that led him to where he is today. We dive d…
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Spoken (by a human) version of this article. With algorithmic systems, an change can trigger a cascade of unintended consequences, potentially compromising fairness, accountability, and public trust. So, managing changes is important. But if you use the wrong framework, your change control process may tick the boxes, but be both ineffective and ine…
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This conversation delves into the complexities of retirement planning, focusing on withdrawal strategies, the impact of inflation, and the importance of having a comprehensive financial plan. Steve and Derrick emphasize the need for diversification in assets and the significance of understanding market conditions when planning for retirement. They …
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In this episode, Lisa and Michelle discuss: The real reasons behind student procrastination. Discovering which of the three types of procrastinators your teen is. Practical strategies to help your teen overcome procrastination hurdles. How to differentiate feelings from facts to accomplish important tasks on time. Key Takeaways: Procrastination is …
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Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom. Related Podcast Episodes: - Ep 173: Making the Most of …
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In this episode of the Data for Subscriptions podcast, we explore the evolving pricing and monetization strategies in the payments industry with Priya Ranjitha, Strategy, Monetization, and GTM expert in Financial Services We discuss how pricing models are shifting from purely usage-based to a more hybrid approach including basic subscription provid…
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Welcome to our new Tafseer series on Surah Kahf, presented by Mufti Samir Wahid. Dive deep into the timeless wisdom and profound lessons of Surah Kahf as Mufti Samir Wahid unravels its verses, providing rich commentary and insightful reflections. Whether you're a seasoned student of the Quran or new to its study, this series offers invaluable guida…
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Welcome to our new Tafseer series on Surah Kahf, presented by Mufti Samir Wahid. Dive deep into the timeless wisdom and profound lessons of Surah Kahf as Mufti Samir Wahid unravels its verses, providing rich commentary and insightful reflections. Whether you're a seasoned student of the Quran or new to its study, this series offers invaluable guida…
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In this episode, Brett Chotkevys sits down with Shep Harris, SVP of Live Oak Bank, to explore how to effectively use an SBA loan for building new construction assisted living facilities. They discuss the critical aspects of securing SBA funding and understanding the various factors that impact SBA payments and interest rates. Shep shares insights i…
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At the 2024 Knowledge Management & Innovation for Legal Conference produced by Patrick DiDomenico and Joshua Fireman, I had the privilege of speaking with Evan Bernhoft, Account Executive at LegalMation, Damien Black, Director of Marketing at DealCloser, Alex Chiang, Chief Customer Officer at SimplyAgree, Bill DeWeese, Chief Technology Officer at A…
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In this episode of the EntrePastors Podcast, Jon and Les talk with Joel Bromley about the business/ministry he and his wife Kaitlin are building in the arena of financial coaching. Joel works as a full-time firefighter and Kaitlin serves on staff in their local church, but they are both passionate about helping other people not only experience fina…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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It’s been a season of transitions, with both endings and new beginnings. I’ve been fortunate to travel all over the world this year, including Greece, Croatia, Portugal, Ireland, and Aruba. After a period of constant movement, it feels good to know that I’ll be home for most of the time moving forward. The crazy travel is coming to an end, at least…
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Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining attention. This week we want to tackle the question: Is dividend i…
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In construction, you have general contractors who can handle a range of tasks, and specialists, like electricians and roofers, who focus on one specific area. The same is true in the financial world, which has both general advisors and specialists. This distinction is important when it comes to planning for retirement. In today’s episode, Tad and T…
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Show highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making. *Elevating the client experience across all interactions to cem…
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In this episode, Dr. Randy Lehman reunites with his former program director at Mayo Clinic, the accomplished and beloved Dr. Stephanie Heller. Together they discuss Dr. Heller's wealth of experience, from navigating career transitions to mastering complex procedures like skin grafting and managing fistulas. Listen for insights on optimizing wound c…
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I spoke with Ari Kornhaber, the Co-Founder and Head of Corporate Development at Esquire Bank, a national commercial bank. We discussed the unique business challenges facing contingency fee law firms, the resources Esquire Bank offers trial lawyers, and how banking is evolving.על ידי Ari Kaplan
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Tax planning for S Corporations can bring high value and today we're uncovering the complexities that come with it. Together we tackle a fascinating client scenario featuring a New York attorney facing a tax dilemma with their S Corporation. As we explore the intricacies of navigating New York State’s tax system, we break down how different rules a…
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It's been a wonderful time to be an investor recently. As regular readers of our GainingCHOICE e-mail will know, the current one year numbers for the trio markets we track are all in double digits, with the US index over 30% up on the year, and the Australian and Emerging markets both up around 20%. So where to from here? Do such large gains over t…
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Spoken (by a human) version of this article. The integrity of algorithmic systems goes beyond accuracy and fairness. In Episode 4, we outlined 10 key aspects of algorithm integrity. Number 5 in that list (not in order of importance) is Security: the algorithmic system needs to be protected from unauthorised access, manipulation and exploitation. In…
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takeaways 73% of people report anxiety due to the election. Proactive financial planning is crucial in uncertain times. Investment strategies should account for market volatility. Inflation significantly impacts retirement savings. Couples often have differing financial perspectives. Staying informed about IRA and 401k changes is essential. Diversi…
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In this episode, Lisa, Jeff, and Jennie discuss: The different types of early college applications and what they each mean. Navigation strategies and deadlines for early applications. Which students will benefit from early applications, and which might not. What the data really says about early application acceptance rates. Key Takeaways: Because E…
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Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-tradition…
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Investing isn’t just about following the market – it’s about having the ability to make the right calls. In this episode, we bring you an inside look at the investment expertise that drives returns for your superannuation savings. Our Head of Investment Strategy, Andrew Fisher, explains how his team builds portfolios that aim to grow retirement sav…
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In this transformative episode, Angeleen Harris challenges the toxic hustle culture that has long dominated entrepreneurial circles. Through poignant personal recollections and inspirational stories from leaders like Patagonia’s Yvon Chouinard and Arianna Huffington, Harris explores a sustainable, purpose-driven approach to entrepreneurship. Discov…
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In this episode, we explore strategies for increasing your monthly net profit in Assisted Living by targeting affluent customers. Brett Chotkevys highlights the importance of positioning your business in areas where customers can afford high-end care for assisted living and memory care services. Location is a crucial factor, and Brett explains why …
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I spoke with Tom Dunlop, the CEO of Summize, a provider of AI-powered contract lifecycle management software. We discussed how Summize differs from other CLM tools, how law firm and law department leaders view AI, and how the growth of legal technology in the US compares to the UK.על ידי Ari Kaplan
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In this episode of the EntrePastors Podcast, Jon and Les talk with Aaron Hansz about his journey from working in the marketplace into vocational pastoral ministry. Aaron shares his unique perspective of some of the more noteworthy observations he made coming into the church world as compared to the corporate marketplace. And while Aaron is very exc…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
  continue reading
 
This is the 2nd of a two-episode interview with Rod Burkert who is a valuation practice coach and advisor. If you have not listened to Part 1 – consider listening now . Rod views AI as a tool, and like how professionals learned to use Excel and Word, he encourages a mindset shift to familiarize oneself with AI and its potential applications in busi…
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“Connection is why we’re here. We are hardwired to connect with others; it’s what gives purpose and meaning to our lives, and without it, there is suffering.” – Brené Brown There have been times in my life when I believed the best way to handle a project or situation was to do it alone, like a lone wolf. Sometimes that approach works, but when it b…
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Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age. On this episode, we dive into the recently released proposal to raise the full retirement age …
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Retirement today is vastly different from what your parents or grandparents experienced. Not only are people working longer, but they’re also living longer, too. With advances in medical technology and an increase in life expectancy, retirement has taken on a whole new meaning. In fact, retirement can often be more costly than your working years, e…
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