show episodes
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Sarah Kocianski and Ross Gallagher and joined weekly by a range of fantastic guests, they discuss the latest news, developments, and trends within the industry. On Fintech Insider Insights, they speak to subject matter experts for deep dives on APIs, AI, digital banking, and all oth ...
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Save more. Earn more. Do more with your money! Money expert, Accredited Financial Counsellor Canada® and podcast host Jessica Moorhouse interviews top personal finance and business experts, celebrities, entrepreneurs, authors, and influencers to help you learn how to manage your money better, make smarter financial decisions, earn more money, become debt-free, and build wealth by investing so you can live the life you really want! New episodes air every Wednesday. For podcast episode show no ...
 
The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018 and 2020 People' ...
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
In this Financial Services podcast hosted by Tilcia Toledo, she will be discussing various topics of finance and leadership with financial services executives, lawyers, federal government professionals, the larger financial services community and beyond. Listen in to learn more about the financial services community and hear about any issues that her guests have faced or may face in the future.
 
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.
 
The #1 global fintech radio show and podcast. Every week we explore the personalities, startups, innovators, and industry players driving disruption in financial services; from Incumbents to unicorns, and from the latest cutting edge technology to the people who are using it to help to create a more innovative, inclusive and healthy financial future.
 
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
 
The CashFlowGuys Podcast teaches busy people how to use what they have, to get what they need in order to accomplish what they want. Using tips and techniques from industry leaders in Real Estate Investing and Financial Services, the CashFlowGuys are on a mission to educate the public on all things involving real estate and financial services. Your host, Tyler Sheff interviews experts from around the globe to help people improve their financial intelligence.
 
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. New to the show? We recommend that you head back to Season 1 of the podcast and listen to episodes 1-10 first, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
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 ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Providing high quality capacity building programs for financial supervisors and regulators to build more stable and inclusive financial systems. Toronto Centre is an independent not-for-profit organization that promotes financial stability and access to financial services globally, particularly in emerging markets and developing countries. www.torontocentre.org What financial supervisors and regulators do every day has a ripple effect that cascades across government, NGOs, and the private se ...
 
This is Banking, Payments & Wealth Spotlight, a podcast from Capgemini Financial Services. These industries are continuously transforming through technology-enabled innovation to meet customers’ evolving needs. In every episode, we look through the lens of leading experts and shine a spotlight on key topics and trends in these fast-paced industries.
 
Emerging risks. Evolving customer expectations. Cutting-edge technology. The insurance industry is awash with change, and becoming future-ready requires striking a balance. And what are the best ways to find the balance? Insurance Insights, a podcast from Capgemini Financial Services, takes a look through the lens of leading industry experts. In every episode, we will explore how the insurance industry can navigate its way forward and in turn, transform challenges into opportunities.
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
Weekdays 5p-6p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has bee ...
 
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show series
 
Lauren V Davis dropped an excellent talk at our virtual conference back in March 2020 and she's back to share more about Instagram.Instagram is a great place to let people see the real you and help them buy into you as a person.Tune in to Lauren let us know the things that we can do to make the most of it and download her free guide with 100+ socia…
 
Our expert host Sarah Kocianski is joined by some great guests to talk about building and maintaining trust in digital financial services. Right now, trust in the FS industry is rising and trust in the tech industry is decreasing — how can we balance the two and create financial products and services that customers trust? We have published a resear…
 
Data-driven actionable insights help firms target stages of the customer journey to provide personalized products and services that add value for customers while increasing CX and loyalty. In this episode, we talk to Ramana Bhandaru, head of Insights & Data at Capgemini Financial Services, on how COVID-19 is presenting financial services firms with…
 
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…
 
Tax season is the perfect time to take stock of your overall finances, and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents, review your investment plan, estate plan, long-term tax minimization strategies, an…
 
Our guest on the podcast today is Joe Davis, global chief economist at Vanguard. Joe also heads up Vanguard's Investment Strategy Group, a team that conducts research on portfolio construction, develops the firm's economic and market outlook, and helps oversee Vanguard's asset-allocation strategies for both institutional and individual investors. H…
 
Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances. Show notes & transcript for this episode- https://simplewealthkc.com/16 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfi…
 
Welcome to the Tearsheet Podcast. I’m Tearsheet’s editor in chief, Zack Miller.As banks increasingly work with modern technology providers, ecosystems are forming around them and the businesses they serve. Norm DeLuca is the general manager of digital banking solutions at Bottomline Technologies. He knows something about ecosystems and something ab…
 
Why should you care about cage free eggs, especially if they are more expensive than standard eggs? Josh Balk, VP of farm animal protections from the Humane Society of the United States explains what all those labels mean on egg cartons. Find out why eggs look and taste better when they don't come from hens who live in a cage their entire lives. Ho…
 
Have you ever wondered how much it really costs to have a baby? We’ve all heard having a kid can be expensive but what do those numbers actually look like? Whether you’re planning on having a baby in the near or distant future or like me, are curious about getting to know the nitty-gritty of how much raising a kid in Canada is then today’s episode …
 
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…
 
What does excess money in the economy and the potential rise in interest rates say about future inflation? We thought you’d never ask! In fact, there are a lot of questions we thought you’d never ask, because since 2020, things have gotten a bit complicated as the Fed continually attempts to “balance the economy.” We’ll do our best to answer those …
 
In an interview I moderated at Real Vision’s “Crypto Gathering,” Peter L Brandt, veteran trader and publisher of the Factor Report, and Willy Woo, prominent on-chain Bitcoin analyst and author of the “The Bitcoin Forecast,” a market intelligence newsletter, discuss Bitcoin charts, trading, and how Bitcoin is evolving as an asset. They cover: why Pe…
 
Join Tim Russell, CFP®, and Rev. Drew Gysi as they discuss 7 Estate Planning Mistakes that you need to avoid as you approach and live in retirement! You can access our show notes here. Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast…
 
The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.By Protect Your Assets / Cumulus Media San Francisco
 
The markets continue to tell a story as prices trend upward. According to AgCountry Farm Credit Services Market Education Specialist Katie Tangen, weather is starting to play into market mentality. Some farmers in the Northern Plains put seed in the ground before the rain and snow started to fall, others did not. Weather uncertainty could start inf…
 
Our expert hosts, Adam Davis and Melissa Stringer, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Keith Grose, Head of Europe, Plaid Emily Nicolle, Fintech Correspondent, Financial News We cover the following stories from the fintech and fin…
 
Everyone deserves an equal opportunity to build their wealth. In this episode of The Australian Finance Podcast, Kate and Owen chat to Brooke Roberts, the co-founder of micro-investing platform Sharesies. As a company that makes investing as easy as online-shopping, Sharesies shook up the investing game in NZ, and is now bringing their platform ove…
 
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…
 
On this week's episode of 'Paisa Vaisa', host Anupam Gupta talks to Ronak Hindocha, Founder and CEO, IFANOW.com - India's first social network for personal finance. They talk about how to find a financial advisor. Anupam and Ronak discuss his background to the start of IFANOW, Why people find it difficult to find the right financial advisor and the…
 
Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?By research.network@db.com
 
On 6th April the Recovery Loan Scheme was launched. Replacing the Bounce Back Loan and CBILS the new scheme is designed to support businesses in need of growth funding. We look at how the scheme works and how it could benefit your business.As businesses focus on getting back on track no one can ignore the level of debt firms accessed in 2020. We re…
 
Tom Wipf, Vice Chair, Morgan Stanley’s Institutional Securities Group, and Chair of the New York Federal Reserve’s Alternative Reference Rates Committee ("ARRC"), on the transition away from the LIBOR standard and the introduction of the new SOFR. The conversation touches upon the need for global cooperation from financial institutions and trade gr…
 
More than 200 pensioners responded to a request to tell us how much their state pension was. They were nearly all different amounts. Next week the basic pension is rising to £137.60 a week and the new state pension paid to younger pensioners to £179.60. But those are amounts that hardly anyone actually gets. So why are pensions - the old and the ne…
 
Bloomberg Opinion columnist Barry Ritholtz speaks with John Schlifske, who is chairman, president and chief executive officer at Northwestern Mutual. He rose through the ranks after having joined the company in 1987 as an investment specialist. Northwestern Mutual has more than $300 billion in total assets and $31 billion in revenues, and underwrit…
 
In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.…
 
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kev…
 
Larry Cermak, director of research at The Block, discusses the upcoming Coinbase direct listing in light of the exchange’s recently released Q1 revenue hitting an impressive $1.8 billion. In this episode, Larry talks about: significant takeaways from Coinbase’s Q1 results (1:04) how Coinbase was able to increase its non-transaction revenue in Q1 an…
 
In This Episode Join us for this next-level episode of Breaking Banks, Brett King and Ajit Tripathi are joined by Do Kwon co-founder & CEO of Terra, a price-stable cryptocurrency powering the next-generation payment network and growing the real GDP of the blockchain economy. We discuss why mass adoption of blockchain technology has been a challenge…
 
While US savings rates near all-time highs, over 1/3 of Americans today do not have the cash to cover a $300 emergency expense. Don and Donna Grace explain how changing the way we think about money and approaching financial goals incrementally could help to break the savings disparity. See omnystudio.com/listener for privacy information.…
 
This topic for me began with a video I watched on YouTube Last night put out by a Youtuber who goes by “Meet Kevin”. In case you’d like to watch the video on YouTube, here’s the Link: https://youtu.be/iepZC3HdS8E The video was about the coming proposed changes to the CFPB’s policies as they relate to mortgage forbearance. The CFPB (Consumer Finance…
 
The onset of the coronavirus (COVID-19) pandemic has revealed the value of a more personalized consumer experience. Sometimes that experience is created through technology, while at other times, the human touch or empathy makes that point of contact valuable for the consumer. This episode of the CUNA News Podcast, the latest in a series focused on …
 
Panelists: Mark Carney - UN Special Envoy on Climate Action and Finance; and Finance Adviser to UK Prime Minister for COP26 Sri Mulyani Indrawati - Minister of Finance of Indonesia Moderated By: Babak Abbaszadeh - CEO and President of Toronto CentreBy Toronto Centre
 
LAST MINUTE TAX MOVES – Over a lifetime, taxes are one of our largest and most costly expenses. They help to pay for a lot of the services we use and count on, but many feel we could better decide how to use our own money and would be more responsible with it. On this week’s episode John Kuykendall talks strategy and some last-minute tax moves to c…
 
In episode four, Tilcia Toledo speaks to Kim Allman of Capital One about Financial Education & Empowerment and How to Get the Conversation Started. They discuss how providing financial literacy and education changes behavior, what kinds of programs are available and how to access them.By Tilcia Toledo
 
Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another. Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our office and Nancy Fleming will explain why o…
 
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