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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
 
Every week Andy Lyster and Don Fox of Investors Group share their Financial Planning advice with you the listener. With over 60 years of combined experience Andy and Don have advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Andy and Don “It all starts with a comprehensive financial plan” and every week we share real life financial stories and solutions.
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
The Financial Coconut is Singapore's First Financial Literacy Podcast. In our Podcast, we will be debunking financial myths, discovering the best financial practices, discussing financial strategies that fit our unique life! Help TFC stay Independent and Keep Creating! https://ko-fi.com/thefinancialcoconut Feel free to join our community Telegram group! https://t.me/thefinancialcoconut And follow our Facebook Page for visual content. https://www.facebook.com/financialcoconut Music courtesy o ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
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.
 
Learn tips and strategies on how to make more informed financial decisions around managing money, saving and paying for higher education, and repaying student loan debt. Our team will share interviews with financial practitioners, students and recent graduates, family members and young adults that have successfully managed their money and repaid their student loan debt.
 
Financial Issues with Dan Celia airs on AFR Talk weekdays from 8:00 - 10:00 AM CST. Financial Issues airs Saturday from 10:00-11:00 AM CST. Dan has worked for over thirty-five years as an entrepreneur and businessman. He has developed and uses a biblically-responsible system of financial management with great success. He started a part-time radio ministry in 1997 and has seen the Lord expand and bless this ministry to its current state. Dan has interviewed newsmakers, pundits, and successful ...
 
In this podcast series, Kieran Beer (Chief Analyst at ACAMS) interviews the movers and shakers of the anti-financial crime world. Listen for fast-paced conversations about the latest financial scandal to hit newsstands, and insights on trending Financial Crime topics. Have something you’d like to hear covered? Email Kieran on podcasts@acams.org and tell us what matters to you. You can also follow Kieran on twitter www.twitter.com/kieranbeer Subscribe so you don’t miss a single episode!
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
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Starting as an intern in 1987, David Almasi previously served as executive director and director of media for the National Center for Public Policy Research before becoming the organization’ vice president in 2017. A veteran of the Washington, D.C. non-profit industry, David has served in media and communications roles for Defenders of Property Rig…
 
Apr 16 – On today's Financial Sense Newshour podcast, Ryan Puplava discusses the major events that moved stocks to new records this week, including stellar economic data and bank earnings. Frank Barbera looks at the technical...על ידי fswebmaster@financialsense.com (Financial Sense)
 
Kieran talks with Sara Crowe, Strategic Initiatives Director for Financial Systems at Polaris, a not-for-profit dedicated to ending sex and human labor trafficking.During their talk, Sara touches on Polaris’ efforts to connect trafficked individuals to law enforcement and social services through its U.S. National Human Trafficking Hotline and the u…
 
CIMA Member in Practice Fiona Bevan, ACMA, CGMA, describes recent trends in the UK SME sector and how her company, Bevan Financial Management Ltd, adapted to the COVID-19 crisis. She offers advice for SMEs — and larger businesses — on effective customer feedback and how businesses can improve and speed up their decision-making without losing contro…
 
Millions of People Will Be Paid Up To $200 To Get Their COVID Vaccine.Companies are offering incentives for their employees to get vaccinated. Kroger is giving its employees $100 in store credit plus a $100 payment, while Publix is offering its staff a $125 gift card to use in the store. Lidl is shelling out $200 to each employee who gets the vacci…
 
The Dow and S&P 500 clinched fresh record closing highs after the latest round of economic reports continued to affirm a healthy recovery from the pandemic – Dow gained +305-points or +0.90% to 34,035.99, logging its first close above >34,000. The Dow took 20 sessions to traverse and eclipse 34,000, which marks its fourth 1,000-point milestone so f…
 
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:21 - How Would Charles Would Advise…
 
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement. Co…
 
Reducing your Adjusted Gross Income (AGI) can have many benefits including reducing taxes and increasing benefits. However, sometimes the year passes and you still want to lower AGI for the previous year. In this show we discuss some ways to retroactively reduce your AGI for the previous year.על ידי Dan Wendol
 
What do Twitter CEO Jack Dorsey and NFL quarterback Tom Brady have in common? Outside of their celebrity status, Dorsey and Brady are two of the bigger names that have entered into the non-fungible token, or NFT, space in recent weeks. Dorsey sold his first-ever tweet for $2.9 million, while Brady announced his new NFT company, Autograph, at the st…
 
In episode #14 of Chills w TFC, we bring on crypto-enthusiast who has worked in Bain & Co, Zilingo and multiple start-ups. NFTs(Non fungible tokens) have been making their rounds in the media cycle. But, what do they actually do and what potential do they bring to the table? Join me as I chill with Reuben Noronha to dive deep into NFTs. How does NF…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you. During this bonus episode, I am going to recap everything from Season 1, including a one-word t…
 
As an African American woman and a financial advisor, Diane Manuel has a unique perspective on the financial industry. She had several fears to overcome not only in her former workplaces, but in knowing how to serve her clients. Because of her journey and experiences, Diane became inspired to build a movement to help empower women. Diane works at U…
 
Amy Mullen is the President of Money Quotient, a company that has developed tools and training to help advisors have more meaningful conversations with their clients. Money Quotient’s offering is unique in that they not only give advisors the tools to help clients achieve their goals, but they also help clients get clarity around what is most impor…
 
When it comes to career and money, sometimes you just want someone to give it to you straight. And on today's episode, that person is Brian Adams (my father-in-law). We discuss what to do when you're feeling stuck in your career, contributing to your 401k when paying off debt and keeping your options open. Follow the podcast on Instagram: www.insta…
 
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advi…
 
In this episode Jacob and Terry do a blog post recap of "10 Tips on Budgeting For Teens". Episode Links Learn more about Teen Financial Freedom https://teenfinancialfreedom.com/ Check out the blog post: https://teenfinancialfreedom.com/10-tips-on-budgeting-for-teens/ Check out the Spreadsheet for budgeting monthly: https://teenfinancialfreedom.com/…
 
Former pre-school teacher Tiffany Aliche created a mini-“boss” entrepreneur when her savvy stepdaughter started asking questions about money- and put her on an early path to being a financial grownup. Plus we preview Tiffany’s latest book, Get Good with Money. 10 Steps to Financial Wholeness. For more information, visit the show notes at https://ww…
 
In this episode, Chelsea talks to Hank Green about NTFs, bitcoin, and the future of cryptocurrency. Subscribe to The Financial Confessions podcast here: https://lnkfi.re/1QYK1e4R For our favorite moments from The Financial Confessions podcast, subscribe to our highlights channel here: https://www.youtube.com/channel/UCNRL-_4emfF_ZamFOWCF2rg Hank Gr…
 
For the third and final episode of this series, we spoke with Kate Mullan, Policy Analyst, Consumer Financial Protection Bureau, to discuss the Grad Path tool and how it can be used to compare programs, assess funding needs (or surplus), and create a financial plan for the academic year.
 
Today’s show focused on what re-building will look like after the pandemic. We gave opinions from the perspective of the personal and business side. The importance of having a plan and a goal to achieve your financial freedom must start with the ability to save. Tune in to this episode as we discuss long term and short term plans for re- building i…
 
Episode #161 - This episode contains Coach's favorite big ideas from the great real estate book The Millionaire Real Estate Investor by Gary Keller. You'll learn 5 practical tips and strategies for both new and experienced real estate investors. Companion article/show notes: https://www.coachcarson.com/the-millionaire-real-estate-investor-gary-kell…
 
There’s only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they’ll never become a client. Luckily, you don’t have to become a professional marketer to have a convincing website that attracts clients. In this episode, you’ll discover how the top 100 in…
 
How should financial modellers charge for model building? In this episode, Robin Waite and I discuss how financial modellers can feel confident to bill for their models and discuss pricing with clients. Robin explains some pricing tactics and how to approach difficult billing conversations with potential customers. Robin Waite is a business coach a…
 
Hi Fi Europeans this is Mathias! Today I Interview Goncalo and we make it little case study. I met him the first time at the FI Europe Retreat in Portugal and we now catch up and to see what happened to Goncalo in the last 2 years. You learn about the stages he took to get from a lower income country Portugal to Switzerland by taking a stopover in …
 
In many states, including New Jersey, the car insurance bill can amount to quite a bit every year. It can be a struggle to pay, and many Americans either get the bare minimum coverage or don’t get it at all, hoping that they never need it. But having good car insurance is not only key to your financial freedom, in New Jersey and other states it is …
 
Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-fli…
 
Today’s podcast guest, Mina G, is a serial entrepreneur with multiple pharmacies and a massive real estate empire that he’s been scaling up quite quickly. At the time of recording, he had over 80 units in the Southwestern Ontario region. There are a lot of life lessons in this episode as Mina shares his intense feelings concerning money, time manag…
 
$1M in 1 Year: Episode 12: Working the System. I have really worked on perfecting my system. I have decided I want to creat my own trading algorithm. More to come in how to do that as I go through the process. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their…
 
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. This episode will help you decide whether hiring a financial advisor is right for you. You’ll learn the 5 C’s that you can expect when hiring a financial advisor. Press play to find out what you should expect from your financial advisor. 4 reasons you may…
 
Today, returning with us is Mark Gazit, CEO, and Founder of ThetaRay, a firm based in Israel but doing business globally, with nearly $70M of funds raised, helping with fraud and anti-money laundering. Mark speaks with us today with a broader perspective in the world of fraud and AI deployments in general, as to where they will find more or less of…
 
Episode 72 – Financial Psychology with Anne Abbenes Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of ta…
 
We spend a lot of time on the podcast talking about federal employees and their retirement plans. They have access to different investment vehicles that other workers are not able to participate in. We talk about the TSP, or Thrift Savings Plan on today's show. It's similar to a 401(k), but there are specific stipulations that are not necessarily e…
 
David RochesterShoemaker Financial Advisor Rob ClementShoemaker Financial Professional Michael Powell, CFP®Shoemaker Financial Advisor Scott Jordan, CFP®Shoemaker Financial Advisor Jim Shoemaker, CFP®Shoemaker Financial Advisorעל ידי Shoemaker Financial
 
On this week’s Money Matters, Scott and Pat discuss new investment schemes and shiny object scams that are good for TV ratings but will likely end poorly for most investors. Scott and Pat advise a caller about how to invest the equity proceeds from a company sale. A man asks if selling his mutual funds to buy exchange-traded funds (ETFs) makes sens…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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