Podcast by SHJ Wealth Advisors
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The AlphaNooner podcast delivers sharp, educational insights from top industry leaders across finance, policy, and innovation. Each episode dives into timely topics with real-world relevance, designed to inform and empower professionals and curious minds alike. Whether you're a seasoned investor or just getting started, AlphaNooner brings the lessons, context, and clarity you need—always served fresh at noon. Tune in and level up.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Invest for a Sustainable Future
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Invest for a Sustainable Future
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Morgen and Pierre Rochard discuss common questions and concerns about Bitcoin. Send them your questions on Twitter!
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Your guide to discover what’s next! We help business owners create a roadmap for what’s next while navigating the challenges of growing your business or planning for an exit.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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Welcome to Mortgage Broker Advisors, “MBA” the podcast where we bridge the gap between mortgage brokers, realtors, and industry professionals to unlock real estate financing solutions that traditional lenders overlook. At Mortgage Brokers Advisors, we specialize in securing financing for deals that agency lenders, big banks, and traditional insurance companies decline. With customized loan structures, greater flexibility, and faster closings, we empower brokers and realtors to help their cli ...
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
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Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, education ...
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Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds. Join us as we sit down with experts from Safeguard Advisors, a leading provider in self-directed IRA and Solo 401(k) solutions, to demystify how alternative assets—from real estate to private equity—can play a powerful role in yo ...
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College Baseball Advisors Podcast is hosted by noted Division I baseball coach Wayne Mazzoni, also known as Coach Mazz, as he delves deep into how to develop a five-tool player. The podcast is presented by ProBatter Sports, for more than 20 years, the industry leader in the design and manufacturing of technologically advanced pitching machines used for baseball, softball and cricket training. ProBatter’s training systems have revolutionized the way hitters train at the highest levels of comp ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World (a podcast covering financial literacy, financial advisors & wealth)
John De Goey
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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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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Welcome to Advising the Advisors: AI in Consulting Unlocked, a show by Kenley, where we flip the script on traditional consulting by putting consultants in the hot seat. Hosted by Bolu Ben-Adeola, this podcast is your front-row ticket to understanding how generative AI can revolutionize management consulting. We'll challenge industry assumptions, share real-world success stories, and map out practical strategies for integrating AI. Whether you're a senior partner at a global firm or an aspir ...
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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travel Cover art photo provided by JFL on Unsplash: https://unsplash.com/@wallsbyjfl
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Big 4 Advisors
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Hire The Right Fit. Increase Employee Engagement. Train Effectively.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Podcast by Carson Group
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Just telling it like it is. We're a real estate firm that helps our client invest and relocate, both locally and globally.
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Podcast by SYM Financial Advisors
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners
Rita M. Perez
Each week I share, along with featured guests, tangible and practical business strategies for travel entrepreneurs. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents, travel advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel creators, travel business owners, travel agenc ...
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Explore top-of-mind, macroeconomic research from SS&C ALPS Advisors.
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Podcast by Coach Stan
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A podcast designed for the modern agent, take a deep dive into what it takes to be relentless. Giving your clients 121% in all that you do!
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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.
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3 Negotiating Secrets Every Real Estate Investor Should Know
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13:11Negotiation is what separates a good investor from a great one, yet many leave money on the table simply because they haven’t mastered the art. The good news? You don’t need to be a smooth talker or have years of experience to negotiate like a pro—just a few key secrets can make all the difference. In this podcast, we’ll explore: The importance of …
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College Baseball Advisors: Todd Interdonato, Head Baseball Coach, Boston College
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58:52Join Coach Mazz on the latest episode of the College Baseball Advisors podcast as he welcomes Todd Interdonato, Head Baseball Coach of Boston College as Todd discusses going from humble playing beginnings to life at the helm of an ACC program. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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How to Make Sure Your Federal Retirement Will Hold Up Long Term
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9:49Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Episode 3. Checkbook Control: Mastering Self-Directed Retirement
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5:26Unlock the power of self-directed retirement investing with checkbook control. This podcast dives into the strategies, rules, and real-world benefits of using checkbook-controlled LLCs within self-directed IRAs and Solo 401(k)s. Whether you're new to alternative investments or a seasoned pro, we break down complex topics into clear, actionable insi…
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#181 | How One Organization Is Making Financial Planning Accessible—And How You Can Help
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4:47Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to q…
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222: Marry the Home, Date the Rate: A Real Conversation About Real Estate (with Kim Primus)
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59:09Whether it's scaling down, moving up, or diving into the home-buying market for the very first time, people are navigating a wide range of housing journeys. In this episode, we sit down with real estate expert Kim Primus to break down the issues, challenges, and opportunities in the real estate market today. If you are an aspiring investor, buyer o…
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Ep 208 Stop Waiting for Travel Clients to Find You
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33:02Send Rita a text with your thoughts! Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Change your money mindset with Chellie's book *affiliate link*: https://amzn.to/3HSwSt0 Are you struggling to find travel clients and feeling like your business has hit a slow patch? I'm diving into …
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The Independent Advisors Podcast Episode 304: May Had Bulls Smiling
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39:10Episode Summary:על ידי Mark McEvily
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DIY Dangers: Selling Your Business the Right Way
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22:00In this episode, Andy and Doug discuss the risks and pitfalls of attempting to sell your business without professional guidance, as shared in a cautionary tale about a seller who lost a major client due to a botched DIY sale. They discuss the importance of leveraging professional networks and expertise, emphasizing the value of contacts and the rig…
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Separate Your Solutions From Their Problems [219]
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9:24Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client…
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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
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35:54In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.…
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The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
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54:30With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
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The Social Security Playbook: Claiming Your Way to a Better Retirement
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27:04If you're confused about Social Security—when to claim it, how much you'll get, or whether it’ll even be around—this episode is your roadmap. In this episode, Ryan, Ron, and Nick break down the basics on real-life claiming strategies for individuals, couples, and those navigating spousal benefits. Factors like health, longevity and even stock marke…
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Inside the Economy: Stock Market Performance, Corporate America, and Debt
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13:02This week on Inside the Economy, we address stock market performance, corporate America, current trade and tariff developments, and government debt. The S&P 500 posted its best May performance in 35 years, challenging the old saying, “Sell in May and go away.” Which companies led the index during this rally? How have capital expenditures evolved am…
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Tyler Hafford and Hannah Tackett break down key updates every investor should know—from Secure Act 2.0’s game-changing provisions like Roth 401(k) matches and 529-to-Roth transfers, to the fast-approaching 2025 expiration of current tax laws. With timely insights and practical examples, they show how to leverage today’s rules to minimize future tax…
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Chatbots Aren’t a Competitive Strategy — Alvarez & Marsal’s Dr. Michael Eiden on How Causal AI Unlocks ROI
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23:47In this episode of Advising the Advisors: AI in Consulting Unlocked, host Bolu Ben-Adeola sits down with Dr. Michael Eiden, Managing Director at Alvarez & Marsal, to explore how consulting firms are evolving their AI practices beyond basic automation to deliver transformative value through sophisticated AI implementations and causal reasoning techn…
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Why You Should Trade Stocks Through an LLC
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50:35In this Tax Tuesday episode, Anderson Business Advisors’ Barley Bowler and Eliot Thomas, Esq., tackle complex listener questions covering bonus depreciation regulations, short-term to long-term rental property transitions, and the intricate tax ordering rules for combining stock losses with real estate gains. They explore nonprofit structures for f…
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EP #8: Jiu-Jitsu: A Path to Confidence and Discipline With Tanner Rice
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41:07In this episode of the Redding Financial Advisors podcast, Chris Hall interviews Tanner Rice, a local Jiu-Jitsu instructor with a rich background in martial arts. Tanner shares his journey from childhood training in Jiu-Jitsu to competing at high levels, including his experiences in Brazil. He discusses the transition from being a competitor to a t…
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Why Expats Should Keep Their Investments in the US
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9:20Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
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Episode 319: Makin It - Mahil Senathirajah, Industry Consultant at Merative
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53:50Listen to Mahil Senathirajah, Industry Consultant at Merative
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Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1
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29:54This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…
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AO #145 LIVE FROM OIC 2025 - 0DTE Debates, Predictable Algos, Options Explosions and More
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40:34Matt and Mark have a great live episode of The Advisors Option from OIC 2025 where we get the buzz about: The raging debate about 0DTE equity options Should we be able to buy and sell stop loss orders? Why are options trading algos so predictable? What is going on with this options explosion? What is going on with the state of options education? an…
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Justin Savage: Purpose, Persistence, and Practicing Environmental Law at the Highest Level
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36:06From skateboarding teen to leading one of the top environmental law practices in the country — meet Justin Savage, partner at Sidley Austin. Justin shares his journey from the DOJ, where he helped try what was then the largest environmental settlement in U.S. history, to his current role advising major companies on high-stakes regulatory and litiga…
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Paul Cowley: Why Businesses Fail and How To Sell a Tech Company!
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27:30🚨 Fun Fact: 80% of partnerships fail. This one didn’t — and the reason why will surprise you. In this episode of the #bydesignpodcast, Dale, Marty, & Paul break down how the power of three partnership model led to years of growth, a successful exit, and almost zero drama along the way. From how they handled exits, to avoiding toxic compensation iss…
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Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS®
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27:46It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…
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Why Every Financial Advisor Needs A Medical Dream Team
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10:47Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click here to download the Medical Dream Team checklist. Click here to learn more about the Cracking the Physician Code course. For more tips and str…
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Episode 22: Bitcoin Fixes Hotel Coffee
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45:33Morgen and Pierre discuss the Bitcoin ATH on Wednesday May 21, Metaplanet, and MSTY.על ידי Morgen and Pierre Rochard
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Beer Markets: Trade Deals, Potential Tax Plan, & Inflation
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36:32Join Bobby Moyer and Sandy Wiggins as they discuss the impacts of potential trade deals, Trump's proposed tax plan, and the current inflation numbers. Please note: At the 24-minute mark Bobby stated that current US inflation was 3.2% for headline and 3.8% for core, when in fact the current CPI reading was 2.3% for headline and 2.8% for core. Import…
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Credit Track Credit Simulator Mortgage Qualifier
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8:02Ready to boost your credit and get pre-approved for a mortgage? Thinking of buying a home but not sure if your credit is ready? Take control of your financial future with MKG Enterprises Corp. Our Credit Simulator Service shows you exactly what steps to take to improve your credit and get pre-approved for a mortgage—with no monthly fees, just a sim…
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EP #12: Renegotiating After the Quality of Earnings Report
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24:39Ever wonder what happens when the numbers don't add up during a business sale? When the quality of earnings report lands, it can either confirm your business valuation or send your deal into a tailspin of renegotiations. Russell Cohen pulls back the curtain on what he calls "a colonoscopy on steroids" - the intensive financial investigation that pr…
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